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Portfolio Analyst

2 months ago

Cape Town, Western Cape, South Africa Parvana Full time
About Our Client

Our client is a global investment firm with a unique approach to responsible investing, driving performance and innovation. They prioritize investing with care and seek top achievers to redefine and shape the future of the investment industry.

Job Responsibilities
  • Deliver impactful portfolio investment analysis and reporting for asset owners, managers, and service providers.
  • Work closely with internal teams and clients to build strong relationships and meet their needs.
  • Support data processing and management, handling large volumes of portfolio and market data on a daily basis.
  • Retrieve, validate, and analyze data to produce insightful reports for key deliverables, ensuring accuracy and relevance.
  • Create client reports and provide valuable advisory insights while maintaining data confidentiality.
  • Collaborate with team members to review reports, verify statistics, and respond to queries, ensuring high-quality output.
  • Drive continuous improvement by suggesting new ideas for tools, processes, and technical solutions.
  • Set personal growth goals, contribute to special projects, and actively participate in team discussions and innovation efforts.
Requirements
  • A relevant tertiary qualification in Mathematics, Statistics, Computer Science, or Finance.
  • Interest in pursuing CIPM, FRM, or CAIA certification.
  • Graduate-level position or someone with 12 years of relevant experience.
  • Strong attention to detail and safeguarding of sensitive client data.
  • Experience handling large volumes of portfolio and market data.
  • Good understanding of portfolio and instrument-level information.
  • Strong analytical skills with proficiency in Excel, SQL, and MS Power BI as a plus.
  • Effective time management and ability to meet deadlines under pressure.
  • Awareness of industry trends and ability to communicate clearly and professionally with clients.
  • Capable of working independently or as part of a team with initiative and problem-solving skills.
  • Willingness to work long hours when required to meet deadlines.