Senior Investment Portfolio Manager

5 days ago


Cape Town, Western Cape, South Africa CA Financial Appointments Full time

We are seeking a highly skilled and experienced Financial Analyst to join our high-performance Institutional Client team at CA Financial Appointments. As a key member of the team, you will play a vital role in supporting our clients with their asset management needs.

Estimated Salary: $80,000 - $110,000 per annum

About the Role:

The successful candidate will be responsible for producing detailed reports and presentations for clients and consultants, maintaining an understanding of the philosophy, business people, and processes. You will conduct research on the asset management industry, products, and portfolios available internally and externally, as well as local and global markets.

  • Acknowledge and action client or consultant requests or queries regarding portfolio performance, strategy, positioning, regulatory issues, and fees.
  • Produce detailed due diligence reports and presentations for clients and consultants.
  • Conduct research on the asset management industry, products, and portfolios available internally and externally, local and global markets.
Requirements:

To be considered for this role, you will need:

  • A minimum of a completed degree in Actuarial Science, Maths, Statistics, Economics, Engineering, Finance, or similar with a stellar academic track record and keen interest in the asset management industry.
  • A minimum of 1-3 years' experience within financial services.
  • Strong numerical, technical, and analytical skills.
  • A keen eye for detail, with excellent written and verbal communication skills.
  • The ability to condense and explain technical concepts simply and clearly.
  • Strong proficiency in Microsoft Office and Excel.

Please note that if you have not heard from us within two weeks of your application, please consider it as unsuccessful for this particular role.



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