Portfolio Analyst

6 months ago

Cape Town, South Africa mPower People Solutions Full time

**REPORTS TO** Head of Portfolio Analytics, Implementation.

**Job objective**

This function will be responsible for performance, risk, portfolio construction & modelling and implementation.

**Responsibilities**
- Work in collaboration with Portfolio Managers to offer meaningful analysis and support to successfully manage a suite of portfolios, including assisting in portfolio construction and ensuring accurate execution of instructions.
- Develop an understanding of market dynamics, portfolio construction, and investment management.
- Ensure that portfolios are kept up to date on relevant systems and that Portfolio Managers' instructions are executed accurately and in a timely manner.
- Alongside the Portfolio Managers and Investment Research Teams, analyse and monitor exposures and risks on an ongoing basis.
- Provide portfolio analytics services, including interpreting and analysing report results, conducting data interrogation, and generating client reports.
- Maintain accurate and up-to-date portfolios on internal systems.
- Retrieve, validate, reconcile, and analyse data for reporting purposes.
- Produce required collateral for portfolio review meetings and communicate with stakeholders regarding portfolio queries.
- Develop an understanding of the market risks and tools.
- Actively engage with portfolio managers and senior management to identify, manage, and mitigate factors influencing risk and performance.
- Augment/enhance the production of various investment risk and performance reporting measures internally and externally.
- Continuously evaluate and enhance investment risk and performance functions and systems.
- Assist with GIPS preparation and composite reporting process.
- Respond to ad hoc quantitative/risk-return queries and analyses.
- Collaborate with key stakeholders and provide ad hoc analyses, suggestions, and support.
- Contribute to process improvement and automation.

**Knowledge/Skills/Competencies/Education**
- Numerically orientated degree (BBusSci / BCom Actuarial, Quantitative Management) / (BSc (Mathematics, Statistics).
- FRM, CQF, CIPM or CFA (or studying towards) a distinct advantage.
- Excellent understanding of financial instruments and markets
- Passion and love for financial markets
- Accuracy and superb attention to detail
- Strong MS Excel and data analysis
- Excellent client service skills
- Highly analytical
- Effective communication skills.
- Takes ownership of assigned tasks.
- Ability to organise and prioritise workload.
- Ability to produce accurate and timely work.
- Proactive team player.
- Ability to build relationships.
- Actively seeks to enhance own expertise and knowledge.
- Demonstrates drive and commitment to self-development.
- Alignment to company values.

**_This position will be filled in line with the company’s EE policy._

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