Investment Portfolio Manager
4 days ago
Job Description
- Perform financial modelling and scenario analysis to support investment decisions.
- Monitor and evaluate the performance of existing investments within the portfolio.
- Stay updated on financial market trends, news and relevant economic developments to make informed investment decisions.
- Assist the team in investment due diligence, including analysing company financials, industry data and legal documentation.
- Prepare presentations for internal and external stakeholders.
- Liaise with the senior investment team to prepare and manage fund documentation, ensuring compliance with tax incentives.
- Maintain regular communication with investors, providing updates on fund performance and addressing queries.
- Develop and launch new funds, ensuring alignment with the company's strategic goals.
- Collaborate with internal teams to ensure fund marketing activities align with business objectives.
Requirements
- Bachelor's degree in Finance, Investments, Accounting, or a related field.
- CFA designation or actively pursuing CFA (preferred).
- 2-4 years of experience in investment analysis, financial analysis, or a related field, with a strong track record in alternative investments.
- Strong financial modelling, forecasting and valuation skills.
- Advanced proficiency in Excel; VBA coding is a plus.
- Experience in quarterly reporting and a solid understanding of financial statements and investment concepts.
- 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.
- Self-motivated with a passion for learning and continuous improvement.
- Ability to thrive in a fast-paced, dynamic, high-performance environment.
- Strong teamwork and collaboration skills.
About Us
We are a leading provider of Adonai Human Capital Solutions. Our team is dedicated to delivering exceptional results in the field of sustainable investments.
Salary Range: R 600000 - R 900000 per annum, depending on experience.
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