Investment Portfolio Manager
6 days ago
We are seeking an experienced Investment Portfolio Manager to join our team at Adonai Human Capital Solutions (PTY) Ltd. This role will play a pivotal part in managing investment portfolios, performing financial analysis and supporting the development of innovative products in the renewable energy and sustainable investment sectors.
Key Responsibilities- Financial Modelling and Analysis: Perform complex financial modelling and scenario analysis to support informed investment decisions.
- Portfolio Monitoring: Monitor and evaluate the performance of existing investments within the portfolio, ensuring optimal returns.
- Market Research: Stay updated on financial market trends, news, and relevant economic developments to make informed investment decisions.
- Due Diligence: Assist the senior investment team in investment due diligence, including analysing company financials, industry data, and legal documentation.
- Presentation Skills: Prepare presentations for internal and external stakeholders to communicate investment strategies and portfolio performance.
- Liaison with Senior Team: Liaise with the senior investment team to prepare and manage fund documentation, ensuring compliance with tax incentives.
- Communication with Investors: Maintain regular communication with investors, providing updates on fund performance and addressing queries.
- Education: Bachelor's degree in Finance, Investments, Accounting, or a related field.
- CFA Designation: CFA designation or actively pursuing CFA (preferred).
- Experience: 2-4 years of experience in investment analysis, financial analysis, or a related field, with a strong track record in alternative investments.
- Skills: Strong financial modelling, forecasting, and valuation skills; advanced proficiency in Excel; VBA coding is a plus.
- Other: Keen interest in renewable energy and sustainable investment; strong analytical skills with the ability to communicate effectively with investors and stakeholders; excellent written and verbal communication skills.
The estimated annual salary for this role is R900,000 - R1,200,000 depending on experience and qualifications.
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