Investment Portfolio Analyst

7 months ago


Cape Town, South Africa Parvana Strategic Sourcing Full time

Job listing Job details

Job Information

Industry
- Financial ServicesJob ID
- J104288City
- Cape TownProvince
- Western CapeCountry
- South AfricaPostal Code
- 7708**Client Details**:

- Our client holds a firm belief that their work goes beyond financial gains and numbers, recognising the impact of their actions on the lives and futures of those they serve. With a specialised focus on frontier and emerging markets and a passion for Africa and China, our client offers independent advice, analysis, and reporting services to a diverse range of clients, including asset owners, investment managers, hedge funds, private equity firms, service providers, and brokers. Our client's customers rely on their expertise to make informed decisions in today's complex business landscape.**Role Responsibilities**:

- Work in collaboration with Portfolio Managers to offer meaningful analysis and support to manage a suite of portfolios successfully, including assisting in portfolio construction and ensuring accurate execution of instructions.
- Monitor and assess incumbent and current managers alongside the portfolio managers and investment research teams, analysing and monitoring exposures and risks on an ongoing basis.
- Provide portfolio analytics services for discretionary managed clients, including interpreting and analysing report results, conducting data interrogation, and generating client reports.
- Offer training, support, and mentoring to Analysts in the team, aiding in their development and improving processes.
- Maintain accurate and up-to-date portfolios on internal systems, produce required collateral for portfolio review meetings, and communicate with clients regarding portfolio queries.
- Collaborate with key stakeholders

**Relevant Qualifications / Experience**:

- Bachelor's degree, such as BCom, B.Bus.Sci, BSc, or equivalent is essential.
- 5 - 8 years of relevant experience in investments.
- Good understanding of macroeconomics, portfolio construction, and manager research.
- Attention to detail and understanding of key risk, performance, and attribution concepts.
- Safeguarding the integrity of sensitive client data.
- Familiarity with portfolio and instrument level information.
- Quick learner with a strong passion for investments and strong analytical skills.
- Effective time management and ability to meet deadlines.
- Able to work under pressure, multitask, and communicate clearly and politely.
- Commitment to learning and development and embracing the team culture.
- Strong working knowledge of Microsoft Excel.

**Job ID**:

- J104288



  • Cape Town, South Africa Khula Placements Full time

    **Investment Portfolio Analyst** R350k-R550k per annum depending on experience highly negotiable Financial company seeks Investment Portfolio Analyst with minimum of 3 - 5 years’ experience within the roll. - Generation, interpretation and analysis of various analysis which would be useful to the Portfolio Managers - Client report back presentation...


  • Cape Town, South Africa Asset Consultant Company Full time

    NAME OF THE ROLE: INVESTMENT PORTFOLIO ANALYST (CAPE TOWN) ROLE DESCRIPTION: This position is for an Investment Portfolio Analyst with a respected Asset Consultant Company. CORE PURPOSE: - 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...


  • Cape Town, South Africa RisCura Full time

    **Location**: - Cape Town, South Africa **Application Criteria**: - 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. **Experience**: - 2 to 5 years of experience in financial services - Will be...


  • Cape Town, South Africa Asset Consultant Company Full time

    NAME OF THE ROLE: SENIOR INVESTMENT PORTFOLIO ANALYST (CAPE TOWN) ROLE DESCRIPTION: This position is for a Senior Investment Portfolio Analyst with a respected Asset Consultant Company. CORE PURPOSE: - Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios - Providing...


  • Cape Town, South Africa RisCura Full time

    **Location**: - Cape Town, South Africa **Application Criteria**: - 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 **Experience**: - 2 to 5 years of experience in financial services - Will be...


  • Cape Town, South Africa RisCura Full time

    Applications Close 27 September 2024**Location**: Cape Town, South Africa **Reports To**: Investments Manager **Application Criteria**: - Minimum requirement of a bachelor’s 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...


  • Cape Town City Centre, South Africa Jobted ZA C2 Full time

    Purpose of job - 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...


  • Cape Town, South Africa CF Consulting Full time

    Purpose of job 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...


  • Cape Town, South Africa CF Consulting Full time

    Purpose of jobWork in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfoliosProviding portfolio analytics services in relation to discretionary managed clientsMonitor and assess incumbent and current managers alongside the portfolio managers and investment research...


  • Cape Town, South Africa Parvana Strategic Sourcing Full time

    Job listing Job details Job Information Industry - Financial ServicesJob ID - J104289City - Cape TownProvince - Western CapeCountry - South AfricaPostal Code - 7708**Client Details**: - Our client holds a firm belief that their work goes beyond financial gains and numbers, recognising the impact of their actions on the lives and futures of those they...

  • Portfolio Analyst

    1 week ago


    Cape Town, South Africa RPO Recruitment Full time

    We’re looking for the expertise of an experienced Portfolio Analyst to work closely with portfolio managers, traders, research analysts and investment operations professionals. The position requires a familiarity with fixed income investing, an interest in and knowledge of portfolio analysis and implementation techniques; entails significant technology...

  • Risk Analyst

    7 months ago


    Cape Town, South Africa Bright City Talent Full time

    The INVESTMENT RISK ANALYST will form part of the Investment risk team in South Africa, responsible for quantifying and providing insights into the investment risks inside portfolios with a focus on fixed income or multi-asset portfolios. The Risk Analyst will be also do day-to-day risk reporting for specific investment teams and portfolios; and solve...


  • Cape Town, South Africa Capital Assignments Full time

    Our client, a top-rated investment manager is seeking to appoint a proactive Portfolio Analyst to provide specialist advise and support related to portfolio analysis, driving defined sales targets and to meet client’s needs, through the execution of predefined objectives. This is an exceptional opportunity to join a leading investment team as a Portfolio...

  • Investment Analyst

    6 months ago


    Cape Town, South Africa Boss Consult Full time

    Minimum requirement of a bachelor’s 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. **Experience** - 3 to 5 years of relevant experience in investments - Will...


  • Cape Town, South Africa RisCura Full time

    **Location**: - Cape Town, South Africa **Application Criteria**: - 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. **Experience**: - 2 to 5 years of experience in financial services preferably...

  • Investment Analyst

    7 months ago


    Cape Town, South Africa FROGG Recruitment Full time

    **Investment Analyst Durbanville Cape Town** Our Asset Management Investment Client in Tygervalley Durbanville Cape Town is looking for a well-experienced Investment Analyst with 5 years plus experience. You need mid-market fund experience. To supply administrative, procedural, and risk management support to the entire Fixed Interest team and assist with...


  • Cape Town, South Africa Dynexity Full time

    My client - a large investment management firm based in Cape Town is looking for a Trainee Investment Analyst to join their CFA certification. Must be a Graduate with relevant degree in Accounting, Financial Markets or Investment Management (Focus on quantitative and qualitative research). As a Trainee Analyst you will be Modelling and forecasting various...

  • Investment Analyst

    5 days ago


    Cape Town, South Africa Moving Heads Personnel Full time

    **Investment Analyst** **Cape Town** This role is responsible for researching and analysing investment managers and making investment recommendations. This includes ongoing management and monitoring of investment portfolio. **Investment Analysis** - Determine investment universe, analyse asset manager solutions using qualitative and quantitative...


  • Cape Town, South Africa Capital Assignments Full time

    Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in a driven Client Portfolio Analyst. This role supports Portfolio...

  • Investment Analyst

    1 week ago


    Cape Town, South Africa Zeal HR Full time

    We are seeking a qualified Chartered Accountant for an exciting position as an Investment Analyst, based in Cape Town. This opportunity is the ideal next step for someone who has a genuine interest in small and medium sized enterprises. **Requirements**: - Matric / Grade 12 Certificate - Bachelor of Commerce in Accounting - Registered with SAICA as a...