Portfolio Analyst

2 months ago

Cape Town, South Africa RisCura Full time

Applications Close 30 September 2024**Location**: Cape Town, South Africa

**Reports To**: Head of Operations

**Application Criteria**:

- Bachelor’s or Honours degree in Mathematics, Statistics, Computer Science, Industrial Engineering, Finance or a related field
- Inclination to complete the CIPM, FRM or CAIA charter

**Experience**: Graduate position to 1-2 years relevant experience

**Purpose of Job**:
Providing portfolio investment analysis and reporting services in relation to asset owners, asset managers and service providers.

**Key Competencies, Skills and Attributes**:

- Pays attention to detail.
- Safeguards integrity of sensitive client data.
- Deals with large quantities of portfolio and market data.
- Understanding of portfolio and instrument level information.
- Strong analytical skills.
- Proficienct in Excel, SQL and MS Power BI advantageous.
- Good time management, and able to manage deadlines.
- Able to work under pressure.
- Understands industry trends.
- Communicates clearly and politely, both verbally and in writing to clients.
- 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 to meet deadlines.

**Monthly/Daily Tasks**:
Work with the team to:

- Agree and plan work deliverables and priorities
- Deal with large quantities of portfolio and market data on a daily basis
- Retrieve, validate, reconcile, analyse and prepare data for daily, monthly and quarterly deliverables
- Interrogate and analyse data to produce client reports
- Interpret and analyse report results as input to the advisory services to the client
- Safeguard the integrity of sensitive client data
- Manually recalculate and verify statistics
- Check reports generated by fellow analysts
- Provide ad hoc analyses and supporting output
- Respond to report queries when required
- Work with the team to improve work practises:

- Suggesting and generating ideas for improvement of current or development of future technical solutions, tools and platforms
- Identifying shortcomings in current work methods and processes
- Contributing to the establishment of in quality management processes

Manage their own performance and career by:

- Developing career objectives and goals and pursuing it
- Setting annual work goals and regularly meeting with their line manager to discuss their performance
- Contributing to knowledge sharing and participation in special projects
- Acting as a corporate citizen and participating in organisational discussions, events and innovation

Ad hoc analysis

**Other Key Relationships**:

- Assist fellow team members within the immediate team.
- Collaborate with RisCura teams.
- Interact with clients.
- Assist analysts responsible for data processing.
- Assist analysts responsible for data management.

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