Investment Portfolio Implementation Analyst
2 weeks ago
About our clients Portfolio Implementation Team: The Portfolio Implementation team models Portfolio Manager driven investment views, facilitates tactical trade instructions, monitors asset allocations and cash balances, and manages portfolio constructions and liquidations. The team works in a dynamic, fast-paced environment where accuracy and clear communication are paramount to success. The team collaborates closely with multiple departments across the business, including portfolio managers, dealers, operations, compliance and client onboarding. Responsibilities: Collaborate with portfolio managers and dealers to efficiently implement investment views across portfolios Oversee trade orders from inception to completion Develop expertise in the order management systems and actively seek to improve processes Handle oversight of fund cash flows, rebalancing of portfolios, and ongoing monitoring of asset allocations, cash positions, and foreign exchange sweeps Manage currency hedging for all relevant portfolios, including necessary rolls and adjustments Develop an understanding of investment mandates and monitor portfolio compliance with investment guidelines and regulatory restrictions Requirements: New qualified CA(SA), with previous asset management auditing experience System skills: Familiarity with Charles River and ThinkFolio is highly advantageous Proficiency in Excel and a solid understanding of MS Office Bloomberg Personal qualities: Excellent interpersonal and communication skills Strong investment knowledge with a keen interest in financial markets and instruments A meticulous attention to detail and a commitment to accuracy Robust problem-solving abilities Some of the attributes we look for in a person are: The ability to ‘approach and own’ and continuously look for opportunities to develop Driven by results A client focused and collaborative approach The ability to build and maintain meaningful relationships
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Investment Portfolio Implementation Analyst
2 weeks ago
Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time R400 000 - R800 000 per yearDescriptionAbout our clients Portfolio Implementation Team:The Portfolio Implementation team models Portfolio Manager driven investment views, facilitates tactical trade instructions, monitors asset allocations and cash balances, and manages portfolio constructions and liquidations. The team works in a dynamic, fast-paced environment where accuracy and clear...
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Investment Portfolio Analyst
1 day ago
Cape Town, South Africa RisCura Full time**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...
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Investment Portfolio Analyst
1 day ago
Cape Town, South Africa RisCura Full timeApplications 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...
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Investment Management
4 hours ago
Cape Town, South Africa Stonehage Fleming Full timeJoin 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...
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Cape Town, South Africa Stonehage Fleming Group Full timeAn 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...
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Investment Management
4 days ago
Cape Town, South Africa Stonehage Fleming Group Full timeCape 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...
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Investment Management
4 days ago
Cape Town, South Africa Stonehage Fleming Group Full timeCape 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...
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Investment Portfolio Analyst
1 week ago
Cape Town, South Africa RisCura Full timePurpose 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...
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Investment Analyst
3 weeks ago
Cape Town, South Africa Msp Staffing Pty Ltd Full timeInvestment 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...
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Investment Analyst
4 days ago
Cape Town, South Africa MSP Staffing Pty Ltd Full timeInvestment 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...
