Investment Portfolio Analyst

2 weeks ago


Pretoria, Gauteng, South Africa IT Ridge Technologies Full time
Job Title: Junior Investment Analyst

At IT Ridge Technologies, we are seeking a highly motivated and detail-oriented Junior Investment Analyst to join our team. As a key member of our investment team, you will be responsible for providing extensive reporting, monitoring, and analysis of our investment portfolios.

Key Responsibilities:
  • Assist the Investment Analyst in reconciling investment transactions and asset valuations on a monthly basis.
  • Support the Investment Analyst in executing investment instructions and liaising with our back office, middle office, and asset managers.
  • Contribute to the preparation of monthly and quarterly investment reports, including asset manager and portfolio returns, benchmark comparisons, performance attribution, and portfolio composition summaries.
  • Assist in monitoring and reporting market, credit, and liquidity risk to ensure compliance with defined limits.
  • Support the rebalancing of our investment portfolios and monitor fund managers' compliance with mandates and benchmarks.
  • Provide documented processes and illustrations as requested by auditors.
  • Participate in ad-hoc projects assigned by the Head of Investments.
Requirements:
  • A relevant University degree in Investments management or a related discipline (Mathematics, Statistics, or Economics).
  • A minimum of 2 years' experience in an investment environment.
  • Knowledge of external market systems such as Bloomberg is an advantage.


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