Investment Analysis Expert

1 week ago


Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

The successful candidate will be responsible for delivering high-quality portfolio analysis and support to the Head of Portfolio Analytics and Implementation. To succeed in this role, you will require strong analytical skills, attention to detail, and excellent communication skills.

Responsibilities:

  • Work closely with Portfolio Managers to deliver meaningful analysis and support for portfolio management.
  • Translate Portfolio Managers' decisions into actionable trading instructions, ensuring accurate and timely execution.
  • Develop a deep understanding of market dynamics, portfolio construction, and investment management principles.
  • Analyse and monitor exposures and risks, working closely with the Portfolio Managers and Investment Research Teams.
  • Provide comprehensive portfolio analytics services, including data interrogation and client reporting.
  • Produce timely and accurate reports, meeting all SLAs and time-sensitive reporting requirements.
  • Maintain and analyse data on internal systems, ensuring accuracy and timeliness.
  • Support portfolio review meetings and communicate with stakeholders.
  • Enhance your knowledge of market risks and tools.
  • Engage actively with portfolio managers and senior management to identify, manage, and mitigate risk and performance factors.
  • Augment/enhance investment risk and performance reporting measures internally and externally.
  • Continuously evaluate and enhance investment risk and performance functions and systems.
  • Support the preparation of GIPS reports and composite reporting process.
  • Respond to ad hoc quantitative/risk-return queries and analyses.
  • Collaborate with key stakeholders and provide ad hoc analyses, suggestions, and support.
  • Contribute to process improvement and automation initiatives.


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