Portfolio Investment Analyst

4 weeks ago

Cape Town, Western Cape, South Africa Parvana Full time
About Our Client:
Parvana is a global investment firm with a unique approach to responsible investing. We're driven by a philosophy of investing with care and seek top achievers who can redefine and shape the future of the investment industry. Our client holds a firm belief that their work goes beyond financial gains and numbers, recognizing the impact of their actions on the lives and futures of those they serve.

What You Will Be Doing:
  • Deliver impactful portfolio investment analysis and reporting for asset owners, managers, and service providers.
  • Work closely with internal teams and clients, building strong relationships to meet their needs.
  • Support data processing and management, handling large volumes of portfolio and market data on a daily basis.
  • Retrieve, validate, and analyze data to produce insightful reports for key deliverables, ensuring accuracy and relevance.
  • Create client reports and provide valuable advisory insights while maintaining data confidentiality.
  • Collaborate with team members to review reports, verify statistics, and respond to queries, ensuring high-quality output.
  • Drive continuous improvement by suggesting new ideas for tools, processes, and technical solutions.
  • Set personal growth goals, contribute to special projects, and actively participate in team discussions and innovation efforts.

What You Need:
  • A relevant tertiary qualification in Mathematics, Statistics, Computer Science, or Finance.
  • Interest in pursuing CIPM, FRM, or CAIA certification.
  • Graduate-level position or someone with 1-2 years of relevant experience.
  • Strong attention to detail and safeguarding of sensitive client data.
  • Experience handling large volumes of portfolio and market data.
  • Good understanding of portfolio and instrument-level information.
  • Strong analytical skills, with proficiency in Excel, SQL, and MS Power BI as a plus.
  • Effective time management and ability to meet deadlines under pressure.
  • Awareness of industry trends and ability to communicate clearly and professionally with clients.
  • Capable of working independently or as part of a team, with initiative and problem-solving skills.
  • Willingness to work long hours when required to meet deadlines.

Job ID:
  • J104581

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