Investment Portfolio Analyst

2 weeks ago

Cape Town, South Africa RisCura Full time

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 updated
- Analyse and monitor the exposures and risks around these portfolios on an ongoing basis.
- Assists in the construction of client portfolios and products that target different kinds of investment objectives
- Provide support to the Portfolio Management team
- Key competencies, Skills and Attributes or Core Responsabilities:

- Pays attention to detail
- Safeguards integrity of sensitive client data
- Deals with large quantities of portfolio and market data
- Understanding of portfolio and instrument level information
- Quick learner
- Interest in financial services
- Strong analytical skills
- Good time management, and able to manage deadlines
- Able to work under pressure
- Understands industry trends
- Communicates clearly and politely, both verbally and in writing
- Able to work independently but also be a team player
- Uses initiative, is pro-active and possesses problem solving skills
- Willing to put in long hours when needed
- Will embrace and live out RisCura’s team culture
- Strong working knowledge of Microsoft Excel
- Monthly/daily tasks or Key competencies, Skills and Attributes:
Monthly and quarterly retrieval, validation, reconciliation, analysis and preparation of data
- Develop an understanding of the market, risks and tools as well as systems used
- Data interrogation and analysis
- Client and internal report generation
- Checking of reports generated by other Analysts
- Interpretation and analysis of report results
- Submission of reports to clients
- Client report back presentation generation
- Communication with clients and responding to report queries
- Aid in improving processes including automation efforts to improve efficiencies
- Ad hoc analyses
- Manual recalculation of some statistics
- Other key relationships:
Global Investment Oversight Committee
- Asset Allocation Team
- Manager Research
- Research and Development team
- Analysts responsible for reporting team
- Client Services Management team
- Alternative Investment Services team
- Remuneration:
Market-related salary

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