Asset Allocation Analyst

2 weeks ago

Cape Town, South Africa STACK Recruitment Services Full time

NAME OF THE ROLE: ASSET ALLOCATION ANALYST (CAPE TOWN)

ROLE DESCRIPTION:
This position is for an Asset Allocation Analyst with a respected Asset Consultant Company.

PURPOSE OF JOB:
To provide analysis and support to the asset allocation function.

KEY RESPONSIBILITIES:

- Assist and support market data output (market slides, SMS, data queries etc) and the monthly investment pack
- Assist and support the generating of the model portfolios that target various client objectives (i.e., ZAR, USD, GBP, EUR etc.)
- By using the ALM code, produce model portfolio outputs on a monthly basis for various client objectives. This includes producing outputs (via running of the ALM code) for all model portfolios
- Produce, support and give input to the (monthly) capital market assumptions formulation.
- Assist and support the asset allocation function for current and prospective family office clients
- Prepare presentations consisting of investment and quantitative related output
- Assist with data and information for the TAA process
- Develop an understanding and research the market and risks with the aim of assisting with market commentary as well as the asset class views
- Data interrogation and analysis.
- Assist on various ad-hoc projects as business requirements dictate
- Assist with meeting notes preparation, generation of packs
- Aid in improving processes including automation efforts to improve efficiencies
- Assist with research and provide input for published articles relating to asset allocation views

KEY RELATIONSHIPS:

- Immediate team, i.e., Asset Allocation Team Lead
- Chief Investment Officer
- Investment Strategist
- Internal teams such as Consulting, Portfolio Management, Analytics, Investment Research, Data Management, Network of Companies, and Research and Development (R&D).

KEY COMPETENCIES, SKILLS AND ATTRIBUTES:

- Good knowledge of financial markets
- Has a working knowledge of Bloomberg
- Good knowledge of Matlab or other coding languages
- Analytical, technical, and able to absorb large sets of data
- Accuracy and attention to detail
- An individual who can manage multiple deliverables and strict deadlines
- Communicate clearly and professionally, both verbally and in writing
- Ability to build strong relationships with internal teams
- Ability to function positively under pressure, plan for and meet deadlines
- Manage own priorities and collaborate successfully with others as part of a team
- Use initiative, be pro-active and with problem solving abilities
- Easily adapt to changes in the business environment
- Think in a structured way
- Quick learner
- Willing to put in long hours when needed.

REQUIRED QUALIFICATIONS AND EXPERIENCE:

- Honours Degree (4-year) in either Finance, Investments, Economics, Statistics, Operations Research, Financial Risk Management. Other tertiary qualifications depending on experience and evidence of quantitative abilities (g., Business Science, Engineering etc.) will be considered as well.
- Masters in discipline above advantageous
- 1-2 years of experience in investment management, portfolio management, portfolio optimisation, asset allocation, or investment strategy experience.
- A strong interest in financial markets and asset allocation.
- Strong working knowledge of Microsoft Suite (including MS Excel) and experience with using Matlab or other coding languages
- Be comfortable with understanding, extracting and charting data from the Bloomberg Terminal

**Job Types**: Full-time, Permanent

**Education**:

- Honours (required)

**Experience**:

- investment management: 1 year (required)

  • asset Allocation Analyst

    4 weeks ago

    Cape Town, South Africa RisCura Full time

    Applications Close 21 July 2023**Location**: Cape Town, South Africa **Reports To**: Asset Allocation: Team Lead **Application Criteria**: Honours Degree (4-year) in either Finance, Investments, Economics, Statistics, Operations Research, Financial Risk Management. Other tertiary qualifications depending on experience and evidence of quantitative abilities...

  • Quant / Multi-manager Analyst / Portfolio Manager

    4 weeks ago

    Cape Town, South Africa Asset Manager Full time

    This position is for a Quant / Multi-Manager Analyst / Portfolio Manager with a growing Asset Manager, based in Newlands, Cape Town. KEY RESPONSIBILITIES: - Take over the day-to-day management of the range of SA focused unit trusts - Responsible for asset allocation (part of the asset allocation team) and manager research (managing overall process) -...

  • Risk & Performance Analyst

    4 weeks ago

    Cape Town, South Africa Asset Consultant Company Full time

    ROLE DESCRIPTION: This position is for a Risk and Performance Analyst with a respected Asset Consultant Company. PURPOSE OF JOB: Providing portfolio investment analysis and reporting services in relation to asset owners, asset managers and service providers KEY RESPONSIBILITIES: - Daily, monthly and quarterly retrieval, validation, reconciliation,...

  • Multi-Asset Investment Analyst

    4 weeks ago

    Cape Town, South Africa Rory Mackie & Associates Full time

    Our client is a financial service provider whose business manages Billions of Rands in assets under management, with a presence in South Africa and beyond.Our client is seeking an analyst to work closely in a team with the Portfolio Managers, supporting the portfolio efforts for their multi-asset products.If you are currently working within a LISP...

  • Multi-Asset Investment Analyst

    4 weeks ago

    Cape Town, South Africa Rory Mackie & Associates Full time

    Our client is a financial service provider whose business manages Billions of Rands in assets under management, with a presence in South Africa and beyond.Our client is seeking an analyst to work closely in a team with the Portfolio Managers, supporting the portfolio efforts for their multi-asset products.If you are currently working within a LISP...

  • Multi-Asset Investment Analyst

    3 weeks ago

    Cape Town, South Africa Rory Mackie & Associates Full time

    Our client is a financial service provider whose business manages Billions of Rands in assets under management, with a presence in South Africa and beyond.Our client is seeking an analyst to work closely in a team with the Portfolio Managers, supporting the portfolio efforts for their multi-asset products.If you are currently working within a LISP...

  • Investment Portfolio Analyst

    4 weeks ago

    Cape Town, South Africa RisCura Full time

    Purpose of job: Providing portfolio analytics services in relation to discretionary managed clients with a focus on unlisted investments - Monitor and assess the incumbent managers alongside the portfolio management and investment research teams - Ensure that drawdown schedules for the unlisted portion of assets are efficiently and effectively monitored and...

  • Graduate Software Technical Support Analyst

    6 days ago

    Cape Town, South Africa Hexagon Asset Lifecycle Intelligence Full time

    **Responsibilities**: **Hexagon** is looking for a Software Technical Support Analyst to join our team in South Africa Cape Town. If you are interested in taking your next professional challenge in a great multicultural environment, then look at the following opportunity! Main Responsibilities: - Works as part of a global team to support customers by...

  • Trading Allocator

    4 days ago

    Cape Town, South Africa Allan Gray Full time

    Daily allocation of trades to portfolios and trading related administration.**Responsibilities**: - Implementation of portfolio manager investment decisions across the different mandate groups. - Monitor client asset allocation and individual security positions relative to given targets and suggest corrective trades to traders. - Obtain a detailed knowledge...

  • Business Analyst – Finance Allocations

    3 weeks ago

    Cape Town, South Africa Network Contracting Full time

    Job Description This concern dominating in the insurance space is on the lookout for a tech savvy individual to join their actuarial department as a Business Analyst Finance Allocations on a 12 months basis. The suitable candidate will need to have a keen interest in working within the insurance/finance space This role is suitable for a tenacious...

  • Business Analyst – Finance Allocations

    3 weeks ago

    Cape Town, South Africa Adzuna ZA B C2 Full time

    Job Description This concern dominating in the insurance space is on the lookout for a tech savvy individual to join their actuarial department as a Business Analyst Finance Allocations on a 12 months basis. The suitable candidate will need to have a keen interest in working within the insurance/finance space This role is suitable for a tenacious...

  • Business Analyst – Finance Allocations

    3 weeks ago

    Cape Town, South Africa Network Contracting Full time

    Job Description This concern dominating in the insurance space is on the lookout for a tech savvy individual to join their actuarial department as a Business Analyst Finance Allocations on a 12 months basis. The suitable candidate will need to have a keen interest in working within the insurance/finance space This role is suitable for a tenacious...

  • Investment Analyst

    4 weeks ago

    Cape Town, South Africa Wenz Recruitment Full time

    INVESTMENT ANALYST **Responsibilities**: - Research and analyse existing and potential investments and investments opportunities. - Monitor and report on performance of multi-manager portfolios. - Develop and manage asset allocation models. - Develop and maintain portfolio risk management systems. - Analyse and assess the economic environment and its...

  • Facilities and Asset Manager

    6 days ago

    Cape Town, South Africa Sagen Advisory Full time

    Sagen Advisory Recruitment company is recruiting a seasoned professional to fill the role of Senior Facilities and Asset Manager for our renowned Property Management client, based in the Westlake area of Cape Town. **Responsibilities**: *** - **Strategic Facility Management**: - Oversee and optimize day-to-day facility operations to ensure a safe and...

  • Asset Clerk: Asset Management

    6 days ago

    Cape Town, South Africa Western Cape Government Full time

    **Job Purpose**: The Department of Infrastructure, Western Cape Government has opportunities for three (3) competent individuals to identify, take on and allocate assets. These posts are based in Cape Town, CBD. **Minimum Requirements**: Grade 12 (Senior Certificate or equivalent qualification) **Recommendation**: Relevant work experience; A valid (Code B...

  • Investment Portfolio Analyst

    4 weeks ago

    Cape Town, South Africa Parvana Strategic Sourcing Full time

    **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...

  • Asset Management Administrator

    7 days ago

    Cape Town, South Africa CallForce BPO Specialist Full time

    **Asset Management and Procurement Administrator** - Responsible for managing the hardware and software requirements of the company - Ensuring company equipment is allocated to the relevant department as required - Managing the movement of equipment within all regions to mitigate risk of potential loss - Works closely with suppliers and vendors to ensure...

  • Senior Facilities and Asset Manager

    4 weeks ago

    Cape Town, South Africa Sagen Advisory Full time

    Job Description:Sagen Advisory Recruitment company is recruiting a seasoned professional to fill the role of Senior Facilities and Asset Manager for our renowned Property Management client, based in the Westlake area of Cape Town.In this leadership position, you will play a pivotal role in shaping both the facility and asset management strategies. The...

  • Performance Analyst

    6 days ago

    Cape Town, South Africa Coronation Fund Managers Full time

    An exciting opportunity for a quantitative graduate / specialist to join a leading asset manager. Coronation, based in Cape town, is looking for a Performance Analyst to support the Investment Risk and Performance team in providing the business with accurate performance and risk, and attribution calculations.

  • Data Governance Analyst

    4 weeks ago

    Cape Town, South Africa Datonomy Solutions Full time

    The Data Governance Analyst will monitor and enhance enterprise data governance activities including monitoring the quality and managing the protection of sensitive data and information assets. The position will focus on ensuring adherence to the data policies, standards and processes, by all squads, to achieve the required level of consistency, quality and...