Investment Portfolio Analyst

**Location**: - Cape Town, South Africa **Application Criteria**: - B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent. - Open to other tertiary qualifications depending on experience and evidence of quantitative abilities. **Experience**: - 2 to 5 years of experience in financial services - Will be...

Applications Close 27 September 2024**Location**: Cape Town, South Africa **Reports To**: Investments Manager **Application Criteria**: - Minimum requirement of a bachelor’s degree which can be FAIS recognised - B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent. - Open to other tertiary qualifications...

An investment management firm in Cape Town is seeking a Portfolio Analyst to support Portfolio Managers in managing client investment portfolios. This entry-level position requires a degree in Business, Economics or Investment, along with strong investment knowledge. Responsibilities include conducting client suitability assessments, preparing client...

Join to apply for the Investment Management - Client Portfolio Analyst role at Stonehage Fleming . WORKING RELATIONSHIPS This role forms part of the Investment Management Client Team based in the Cape Town office and has a strong working relationship with the Investment Management Client Team in Johannesburg. Other working relationships include general...

Cape Town, South Africa Job Description Posted Thursday, November 27, 2025 at 6:00 AM WORKING RELATIONSHIPS This role forms part of the Investment Management Client Team based in the Cape Town office and has a strong working relationship with the Investment Management Client Team in Johannesburg. Other working relationships include general Stonehage Fleming...

Cape Town, South Africa Job Description Posted Thursday, November 27, 2025 at 6:00 AM WORKING RELATIONSHIPS This role forms part of the Investment Management Client Team based in the Cape Town office and has a strong working relationship with the Investment Management Client Team in Johannesburg. Other working relationships include general Stonehage Fleming...

Purpose of job: Providing portfolio analytics services in relation to discretionary managed clients with a focus on unlisted investments - Monitor and assess the incumbent managers alongside the portfolio management and investment research teams - Ensure that drawdown schedules for the unlisted portion of assets are efficiently and effectively monitored and...

Investment Analyst Position Our client is seeking an Investment Analyst to provide portfolio administration (including investment valuations), research, and deal execution support. Requirements A master's degree in business or finance will be an added advantage. CA(SA) / CFA. Experience in supporting execution of investment transactions. Sound experience in...

Investment Analyst Position Our client is seeking an Investment Analyst to provide portfolio administration (including investment valuations), research, and deal execution support. Requirements: A master’s degree in business or finance will be an added advantage. CA(SA) / CFA. Experience in supporting execution of investment transactions. Sound experience...

**Location**: - Cape Town, South Africa **Application Criteria**: - B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent. - Open to other tertiary qualifications depending on experience and evidence of quantitative abilities. **Experience**: - 2 to 5 years of experience in financial services preferably...