Portfolio Analyst

4 months ago

Cape Town, South Africa mPower People Solutions Full time

REPORTS TO Head of Portfolio Analytics, Implementation.

Job objective

This function will be responsible for performance, risk, portfolio construction & modelling and implementation.

Responsibilities

  • Work in collaboration with Portfolio Managers to offer meaningful analysis and support to successfully manage a suite of portfolios, including assisting in portfolio construction and ensuring accurate execution of instructions.
  • Develop an understanding of market dynamics, portfolio construction, and investment management.
  • Ensure that portfolios are kept up to date on relevant systems and that Portfolio Managers' instructions are executed accurately and in a timely manner.
  • Alongside the Portfolio Managers and Investment Research Teams, analyse and monitor exposures and risks on an ongoing basis.
  • Provide portfolio analytics services, including interpreting and analysing report results, conducting data interrogation, and generating client reports.
  • Maintain accurate and up-to-date portfolios on internal systems.
  • Retrieve, validate, reconcile, and analyse data for reporting purposes.
  • Produce required collateral for portfolio review meetings and communicate with stakeholders regarding portfolio queries.
  • Develop an understanding of the market risks and tools.
  • Actively engage with portfolio managers and senior management to identify, manage, and mitigate factors influencing risk and performance.
  • Augment/enhance the production of various investment risk and performance reporting measures internally and externally.
  • Continuously evaluate and enhance investment risk and performance functions and systems.
  • Assist with GIPS preparation and composite reporting process.
  • Respond to ad hoc quantitative/risk-return queries and analyses.
  • Collaborate with key stakeholders and provide ad hoc analyses, suggestions, and support.
  • Contribute to process improvement and automation.

Knowledge/Skills/Competencies/Education

  • Numerically orientated degree (BBusSci / BCom Actuarial, Quantitative Management) / (BSc (Mathematics, Statistics).
  • FRM, CQF, CIPM or CFA (or studying towards) a distinct advantage.
  • Excellent understanding of financial instruments and markets
  • Passion and love for financial markets
  • Accuracy and superb attention to detail
  • Strong MS Excel and data analysis
  • Excellent client service skills
  • Highly analytical
  • Effective communication skills.
  • Takes ownership of assigned tasks.
  • Ability to organise and prioritise workload.
  • Ability to produce accurate and timely work.
  • Proactive team player.
  • Ability to build relationships.
  • Actively seeks to enhance own expertise and knowledge.
  • Demonstrates drive and commitment to self-development.
  • Alignment to company values.

This position will be filled in line with the company’s EE policy.

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