Investment Portfolio Analyst

6 days ago


Cape Town, South Africa Guardian Recruiting Full time

**_Job Specification_**
Providing portfolio analytics services in relation to discretionary

managed clients

Monitor and assess the incumbent and current managers

alongside the portfolio managers and investment research teams
Assists in the construction of client portfolios and products that target different kinds of investment objectives
Analyse and monitor the exposures and risks around these

portfolios on an ongoing basis
Provide support to the Portfolio Management team
Safeguards integrity of sensitive client data
Deals with large quantities of portfolio and market data
Understanding of portfolio and instrument level information
Aid in the construction and monitoring of portfolios
Understanding and regular monitoring of investment managers held in our products
Interpretation and analysis of report results
Client report back presentation generation
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
Client and internal report generation
Checking of reports generated by other Analysts
Interpretation and analysis of report results
Submission of reports to clients
Aid in improving processes including automation efforts to

improve efficiencies
Ad hoc analyses
Manual recalculation of some statistics

**_Minimum Requirements_**
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
2 to 5 years of experience in financial services
Will be required to be a FAIS compliant representative or work

towards obtaining the relevant qualification
Pays attention to detail
Quick learner
Interest in financial services
Strong analytical skills
Good time management
Able to manage deadlines
Able to work under pressure
Understands industry trends
Communicates clearly and politely, both verbally and in writing
Able to work independently but also be a team player
Uses initiative, is proactive, and possesses problem-solving skills
Willing to put in long hours when needed
Strong working knowledge of Microsoft Excel

the said position and this information may be shared with the relevant stakeholders in the business.
All job postings are in accordance with our Client''s BEE requirements



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