Investment Analyst

7 days ago

Cape Town, Western Cape, South Africa Parvana Full time R120 000 - R180 000 per year

About Our Client
With a focus on Africa, China, the UK and the US, this global investment firm offers you an opportunity to be involved with a unique approach to responsible investing whilst driving performance and innovation. This client is guided by a philosophy of investing with care and seeks out top achievers who are looking to redefine and shape the future of the investment industry. Our client holds a firm belief that their work goes beyond financial gains and numbers, recognising the impact of their actions on the lives and futures of those they serve. With a specialised focus on emerging markets and a passion for Africa and China, our client offers independent advice, analysis, and reporting services to a diverse range of asset owners, investment managers, hedge funds, private equity firms, service providers, and brokers.

What You Will Be Doing

  • Collaborate with senior team members to support the management of a suite of discretionary portfolios, assisting in their construction, ongoing monitoring, and alignment with diverse investment objectives.
  • Generate, interpret, and analyse portfolio data and performance metrics; support monthly and quarterly reporting cycles by retrieving, validating, reconciling, and analysing data for both internal and client use.
  • Continuously monitor portfolio exposures and risks, ensuring adherence to investment guidelines and timely execution of Portfolio Manager instructions across relevant systems.
  • Assist in the assessment and ongoing monitoring of incumbent and current investment managers in collaboration with Portfolio Managers and the investment research team.
  • Maintain portfolio accuracy across internal systems, verify manual calculations when needed, and contribute to process improvements and automation initiatives to drive efficiency.
  • Contribute to the creation and review of client-facing reports and presentations; respond to client queries and develop the ability to present findings both internally and externally.
  • Build an understanding of the market, investment risks, relevant tools, and internal systems while developing in-depth knowledge of the portfolios and products managed.
  • Provide ad hoc analysis as required, support colleagues by reviewing reports prepared by others, and contribute meaningfully to team-wide initiatives and improvements.

What Our Client Is Looking For

  • A tertiary qualification which can be FAIS recognised (B.Com, B.Bus.Sci, BSc, etc.)
  • 2 - 5 years of relevant experience in investments
  • Possesses or is developing a solid understanding of macroeconomics, portfolio construction, manager research, portfolio and instrument-level data, as well as key investment concepts such as risk, performance, and attribution.
  • Comfortable handling large volumes of portfolio and market data, with strong analytical skills and attention to detail; familiarity with tools like Microsoft Excel is essential, and experience with platforms such as Bloomberg, FactSet, or Morningstar is advantageous.
  • Demonstrates a proactive mindset, initiative, and strong problem-solving abilities.
  • Exhibits resilience, emotional maturity, and the ability to manage high-pressure situations, tight deadlines, etc.
  • Communicates clearly and courteously, both in writing and verbally. Works well independently and as part of a team.
  • Displays a strong passion for investments and an eagerness to learn and grow.

Job ID

  • J106982

For a more comprehensive list of opportunities that we have on offer, do visit our website -

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