Investment Portfolio Analyst

3 weeks ago

Cape Town, South Africa Guardian Recruiting Full time

**_Job Specifications_**
Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios
Providing portfolio analytics services in relation to discretionary managed clients
Monitor and assess incumbent and current managers alongside the portfolio managers and investment research teams
Understands the construction of client portfolios and products that target different kinds of investment objectives
Ensure that portfolios are kept up to date on relevant systems and that Portfolio Managers instructions are executed accurately and in a timely manner
Analyse and monitor the exposures and risks around these portfolios on an ongoing basis.
Provide support to the Portfolio Management team**_ _**
Generation, interpretation and analysis of various analysis which would be useful to the Portfolio Managers
Client report back presentation generation and checking
Communication with clients and responding to report queries
Monthly and quarterly retrieval, validation, reconciliation, analysis and preparation of data
Data interrogation and analysis
Develop an understanding of the market, risks and tools as well as systems used.
Aid in the construction and monitoring of portfolios
Understanding and regular monitoring of investment managers held in our products
Develop an understanding of all portfolios they work on
Client and internal report generation
Checking of reports generated by other Analysts
Interpretation and analysis of report results
Be able to present internally and externally
Aid in improving processes including automation efforts to improve efficiencies
Ad hoc analyses
Manual recalculation of some statistics

**_Minimum Requirements_**
Bachelors degree which can be FAIS recognised
B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent.
Open to other tertiary qualifications depending on experience and evidence of quantitative abilities.
3 to 5 years of relevant experience in investments
Will be required to be a FAIS compliant representative or work towards obtaining that status
Understanding of macroeconomics
Portfolio construction and manager research experience beneficial
Pays attention to detail
Have an understanding of key risk, performance and attribution concepts
Safeguards integrity of sensitive client data
Deals with large quantities of portfolio and market data
Understanding of portfolio and instrument level information
Quick learner
Strong passion for investments
Strong analytical skills
Good time management, and able to manage deadlines
Able to work under pressure and multi-task
Communicates clearly and politely, both verbally and in writing
Able to work independently but also be a team player
Uses initiative, is pro-active and possesses problem solving skills
Willing to put in long hours when needed Problem solving / solutions focused ability and mindset
Flexibility and adaptability to ensure delivery of outputs and to ensure that a high quality standard is maintained at all times
Self-driven, determined and motivated
Professionalism in all interactions
Positive attitude to learning, growing and getting things done
The nature of the job means that a high level of resilience and emotional maturity is required
Commitment to learning and development
Strong working knowledge of Microsoft Excel
Use of Morningstar, Bloomberg, FactSet and programming languages like R, Python, Matlab advantageous.

All job postings are in accordance with our Client's BEE requirements

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