Junior Specialist: Investment

Empowering Africa’s tomorrow, together one story at a time.
- With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Job Summary

The Junior Portfolio Manager will support the Portfolio Management team in the day-to-day management and oversight of client portfolios. This includes conducting stock research, executing trades, handling client administration tasks, preparing investment proposals and reports, and assisting Portfolio Managers in delivering high-quality service to advisors and clients. The role is designed to build foundational skills in investment management while contributing meaningfully to team outputs

Job Description

1. Investment Research & Stock Coverage
- Conduct research on JSE, offshore-listed equities and ETFs.
- Support Portfolio Managers with stock coverage and idea generation.
- Attend weekly investment committee meetings and contribute to discussions as appropriate.

2. Trading & Execution
- Assist in the preparation and execution of trade instructions across various portfolios.
- Monitor trade confirmations and ensure accurate implementation.
- Assist in rebalancing portfolios to align with asset allocation conformance guidelines.

3. Client Administration & Reporting
- Coordinate onboarding of new client mandates, working closely with RMS team.
- Assist with mandate changes, client queries, and account updates.
- Prepare client review packs, client presentations, and investment reports.

4. Proposal Preparation & Business Support
- Draft investment proposals tailored to client objectives and constraints.
- Support PMs with ad hoc projects and business development.

Qualifications:

- Bachelor’s degree in Finance, Investment Management, Economics, or related field.
- Progress toward or completion of CFA (Level I or higher) or similar investment-related designation is advantageous.

Experience:

- 1-3 years of experience in an investment, financial advisory, or asset management environment.
- Exposure to discretionary portfolio management, equity or fund research, or financial markets.
- Experience working with financial data, trade modelling systems, investment platforms, or CRM systems.

Knowledge and Skills:

- Investment Knowledge: Understanding of basic investment principles, asset classes, and portfolio construction concepts.
- Analytical Skills: Strong quantitative and analytical abilities; able to interpret financial statements and market data.
- Attention to Detail: Highly organised and thorough, especially when working with trades, client information, and investment reports.
- Technology Proficiency: Proficient in MS Excel, PowerPoint, and Word. Comfortable working with financial modelling and portfolio management systems.
- Communication: Clear written and verbal communication; able to prepare professional proposals and client-ready materials.
- Time Management: Able to prioritise effectively and meet deadlines in a fast-paced environment.
- Team Orientation: Collaborative attitude with a willingness to learn from senior team members and contribute to shared outcomes.
- Client-Centric Mindset: Professional, service-oriented approach with a strong commitment to client outcomes and relationship management.

Education

Higher Diplomas: Business, Commerce and Management Studies (required)
- Absa Bank Limited reserves the right not to make an appointment to the post as advertised_