Senior Investment Portfolio Manager
1 month ago
Job Overview
This is a pivotal role in investment decision-making for sustainable funds, where you will play a key part in managing investment portfolios and supporting the development of innovative products in renewable energy and sustainable investment sectors.
Salary: R850,000 per annum (negotiable based on experience)
Key Responsibilities:
- Perform financial modelling and scenario analysis to inform investment decisions.
- Monitor and evaluate existing investments within the portfolio.
- Stay updated on market trends, news, and economic developments.
- Support due diligence activities, including analysing company financials, industry data, and legal documentation.
- Prepare presentations for stakeholders.
- Liaise with senior investment teams to prepare and manage fund documentation.
- Maintain regular communication with investors.
- Develop and launch new funds aligned with strategic goals.
- Collaborate with internal teams for marketing activities.
Requirements:
- Bachelor's degree in Finance, Investments, Accounting, or a related field.
- CFA designation or actively pursuing CFA.
- 2-4 years of experience in investment analysis, financial analysis, or a related field.
- Strong financial modelling, forecasting, and valuation skills.
- Advanced Excel proficiency; VBA coding is beneficial.
- Experience in quarterly reporting and understanding of financial statements and investment concepts.
- Keen interest in renewable energy and sustainable investment.
- Excellent analytical and communication skills.
- Self-motivated with a passion for learning and continuous improvement.
- Ability to thrive in a fast-paced environment.
About You:
- Passionate about alternative investments and sustainable growth.
- Able to communicate complex ideas effectively.
- Results-driven with a strong work ethic.
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