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Investment Portfolio Analyst

3 weeks ago

Sandton, South Africa CF Consulting Full time

**Investment Portfolio Analyst**

If you are an investment graduate, achieving in all senses of the word, with excellent communication skills, and have a strong general investment background and interest, you may have just found your next “home”.

The client is a global investment manager, constructing high conviction portfolios and helps preserve and expand wealth for their clients. With offices across the world and has operated for centuries in some of those, they boast true global investment wisdom.

This role forms part of the Investment Management Team based in the Johannesburg office and has a strong working relationship with the Investment team in Cape Town. Other working relationships include general Relationship Managers, external investment managers, and linked investment service providers.

The primary purpose of the role is to support Portfolio Managers in Johannesburg to manage client investment portfolios by taking the client’s specific situation, the agreed mandate and the investment team’s views and preferred vehicles into account.

**Qualifications and Experience**

Business, Economics or Investment related degree, preferably with Honours

Investment-related postgraduate qualification (or studying towards) such as CFP or CFA advantageous

2-3 years of relevant experience in the finance/investment industry

**Competencies and Behaviours**

Planning & Organizing: Schedules & manages workload effectively, think ahead, sets plans to achieve goals

Teamwork: Supports & works towards team goals, shares information, is helpful & cooperative, works effectively with people outside the immediate team and within the wider group

Communication skills: Communicates clearly and concisely, listens effectively, written communication is well presented

Client orientated: Understands and satisfies client needs at all times, takes full responsibility & accountability for all client matters including delegated tasks, is able to work with a sophisticated client base

Technical Knowledge: Demonstrates required technical investment knowledge and keeps technical knowledge up to date

Problem-solving & Decision making: Considers the wider consequences of each decision, gathers and analyses information to find creative solutions

Research & Analysis Skills: Displays analytical, objective and thorough approach to information gathering, considers and questions all scenarios and identifies the most important factors, presents an analysis in a clear manner reaching logical conclusions

**Key Responsibilities**

**Portfolio Management**

Ensure proper take-on of new clients, collecting FICA and liaising with client service team

Conducts suitability assessment of clients and analysis of client affairs (fact find)

Prepare new client reviews and proposals

Prepare and oversee client implementation plans

Maintain and update client lists, provide tax statements when requested and calculate expected CGT

Prepare cash flow forecasts using expected investment returns and cash needs

Ongoing monitoring of client portfolios - preparing trade recommendations and rebalancing of portfolios when necessary

Attend client meetings, prepare meeting packs, notes and minutes

Prepare feedback to general client queries and ad hoc investment analysis requests

Check monthly and quarterly reports and liaise with reporting team on requirements

Reconcile and audit client reports

Prepare quarterly commentary on client portfolios

Trading and execution support

Take responsibility to ensure all trades are executed accurately and timeously

Investigate trading queries

**Compliance & Risk Management**

Ensure that client files are properly set up and maintained

Ensure clients adhere to the approved fund manager list, asset allocation targets, and limits

Maintain a record of client advice.

By submitting your information, you confirm that:

- We may retain your personal information in our database for future matching.
- We may contact you for your consent to submit your profile to suitable vacancies.
- That the information you have submitted is true, correct, and up to date.