Investment Portfolio Analyst

2 weeks ago

Southern Suburbs, South Africa Guardian Recruiting (Pty) Ltd Full time
Global Investment firm seeks individuals with 3+ years experience within an investment analysis context
A technically strong candidate with strong grades and ideally hailing from within a Multi-Manager context
Proven quants and automation skills are a must as well as experience with financial modelling and Power BI

Investment Portfolio Analyst (Portfolio Management Team)
Reports to Investments Manager
Qualifications
  • The minimum requirement of a bachelor’s degree which can be FAIS-recognised
  • 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
  • 3 to 5 years of relevant experience in investments
  • Will be required to be a FAIS-compliant representative or work towards obtaining that status
Purpose of job
  • Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios
  • Providing portfolio analytics services in relation to discretionary managed clients
  • Monitor and assess incumbent and current managers alongside the portfolio managers and investment research teams
  • Understands the construction of client portfolios and products that target different kinds of investment objectives
  • Ensure that portfolios are kept up to date on relevant systems and that Portfolio Manager's instructions are executed accurately and in a timely manner
  • Analyse and monitor the exposures and risks around these portfolios on an ongoing basis.
  • Provide support to the Portfolio Management team
Key competencies
  • Understanding of macroeconomics
  • Portfolio construction and manager research experience beneficial
  • Pays attention to detail
  • Have an understanding of key risk, performance and attribution concepts
  • Safeguards integrity of sensitive client data
  • Deals with large quantities of portfolio and market data
  • Understanding of portfolio and instrument-level information
  • Quick learner
  • Strong passion for investments
  • Strong analytical skills
  • Good time management, and ability to manage deadlines
  • Able to work under pressure and multi-task
  • Communicates clearly and politely, both verbally and in writing
  • Able to work independently but also be a team player
  • Uses initiative, is proactive and possesses problem-solving skills
  • Willing to put in long hours when needed and Problem-solving / solutions-focused ability and mindset
  • Flexibility and adaptability to ensure delivery of outputs and to ensure that a high-quality standard is maintained at all times
  • Self-driven determined and motivated
  • Professionalism in all interactions
  • Positive attitude to learning, growing and getting things done
  • The nature of the job means that a high level of resilience and emotional maturity is required
  • Commitment to learning and development
  • Will embrace and live out team culture
  • Strong working knowledge of Microsoft Excel
  • Use of Morningstar, Bloomberg, FactSet and programming languages like R, Python, and Matlab advantageous. Monthly/daily tasks
  • Generation, interpretation and analysis of various analysis which would be useful to the Portfolio Managers
  • Client reports back presentation generation and checking
  • Communication with clients and responding to report queries
  • Monthly and quarterly retrieval, validation, reconciliation, analysis and preparation of data
  • Data interrogation and analysis
  • Develop an understanding of the market, risks and tools as well as systems used.
  • Aid in the construction and monitoring of portfolios
  • Understanding and regular monitoring of investment managers held in their products
    - Develop an understanding of all portfolios they work on
  • Client and internal report generation
  • Checking of reports generated by other Analysts
  • Interpretation and analysis of report results
  • Be able to present internally and externally
  • Aid in improving processes including automation efforts to improve efficiencies
  • Ad hoc analyses
  • Manual recalculation of some statistics

Kindly note that by submitting your application for this career opportunity, you agree that Guardian Recruiting may use your application for the purpose of the recruitment and selection of the said position, and this information may be shared with the relevant stakeholders in the business.

Please note that only short-listed candidates will be contacted.
Should you not have heard back within a two-week period, please assume that your application was unsuccessful.

All job postings are in accordance with our Client's BEE requirements. Please only send certificates when requested to do so.

  • Investment Portfolio Analyst

    3 weeks ago

    Southern Suburbs, South Africa Guardian Recruiting (Pty) Ltd Full time

    Job Title: Investment Portfolio AnalystWe are seeking a highly skilled Investment Portfolio Analyst to join our team at Guardian Recruiting (Pty) Ltd. As an Investment Portfolio Analyst, you will play a critical role in supporting our Portfolio Management team in the analysis and management of investment portfolios.Key Responsibilities:Collaborate with...

  • Investment Portfolio Analyst

    2 weeks ago

    Southern Suburbs, South Africa Guardian Recruiting (Pty) Ltd Full time

    Job Title: Investment Portfolio AnalystWe are seeking a highly skilled Investment Portfolio Analyst to join our team at Guardian Recruiting (Pty) Ltd. As an Investment Portfolio Analyst, you will play a critical role in supporting the Portfolio Management team in the analysis and management of investment portfolios.Key Responsibilities:Collaborate with...

  • Investment Portfolio Analyst

    2 weeks ago

    Southern Suburbs, South Africa Guardian Recruiting (Pty) Ltd Full time

    Job Title: Investment Portfolio AnalystGuardian Recruiting (Pty) Ltd is seeking a highly skilled Investment Portfolio Analyst to join our team. As an Investment Portfolio Analyst, you will play a critical role in supporting the Portfolio Management team in managing a suite of portfolios.Key Responsibilities:Collaborate with senior team members to provide...

  • Research Analyst

    6 months ago

    Southern Suburbs, South Africa CA Financial Appointments Full time

    **Responsibilities**: - Investment research - Financial analysis - Industry analysis - Maintain company models and integrity of the research - Support senior analysts and portfolio managers compile reports **Requirements**: - Minimum of newly qualified CA(SA) / CFA / Engineering / MComm or similar - Stellar academic track record - Genuine passion for...

  • Junior Equity Analyst

    6 months ago

    Southern Suburbs, South Africa CA Financial Appointments Full time

    **Responsibilities**: - Investment research - Financial analysis - Industry analysis - Maintain company models and integrity of the research - Support senior analysts and portfolio managers compile reports **Requirements**: - Minimum of newly qualified CA(SA) / CFA / Engineering / MComm or similar - Stellar academic track record - Genuine passion for...

  • Quantitative Analyst

    5 months ago

    Southern Suburbs, South Africa CA Financial Appointments Full time

    Well-respected investment team seeks a junior investment Quantitative Analyst to join them. Love building models? Have exposure to asset classes? Strong R and/or Python, then this could be for you! **Responsibilities**: - Development of new asset allocation tools - Assist in defining the asset allocation research - Assist with improvement of strategic...

  • Junior Esg Investment Analyst

    4 months ago

    Southern Suburbs, South Africa CA Financial Appointments Full time

    **Responsibilities**: - Assist with quantitative research and maintenance of quantitative models - Support service providers in maintaining the database - Track and maintain database across all portfolios - Conduct screening across all portfolios - Support your team with adhoc company research and queries - Assist with automation of data models client...

  • Junior Operations Analyst

    5 months ago

    Southern Suburbs, South Africa CA Financial Appointments Full time

    **Responsibilities**: Reporting - Download portfolio holdings, run daily import macros - Produce and distribute necessary information for monthly and quarterly client reports - Produce monthly portfolio performance returns for all clients Operations - Produce monthly fund performance figures and update spreadsheets - Update monthly factsheets and minimum...

  • Portfolio Administrator

    7 months ago

    Northern Suburbs, South Africa Conova Full time

    Our client, a successful and established Investment Company, based in Northern Suburbs, is seeking a Portfolio Administrator. **_ Key Responsibilities:_** - General Portfolio Administration (CIS and Models or Wrap Funds) - Focusing on the following operational processes: - Product set-up, maintenance & record keeping. - Managing & controlling all...

  • Junior Quantitative Analyst

    5 months ago

    Southern Suburbs, South Africa CA Financial Appointments Full time

    Fantastic opportunity available for a Junior Quantitative Analyst to join an established and respected team. Exciting opportunity to work with new leading technology in the investment management space. Bring your passion for the industry and your 1-3 year’s quants experience and knowledge of the various asset classes, into a role that is a good blend of...

  • Unit Trust Administrator

    7 months ago

    Southern Suburbs, South Africa Merand Corbett & Associates Full time

    Western Cape, Southern Suburbs Market related salary includes pension & medical aid A client-focused Trust and Investment Management company providing financial planning and investment advice and services to clients planning for, or already in their retirement years. They offer a full range of financial services including: Investment & Portfolio...

  • Product Manager

    1 week ago

    Southern Suburbs, South Africa Homechoice Full time

    homechoice is a leading South African homeware retailer. For almost 40 years we’ve helped our customers create beautiful homes they love with an innovative range of quality products they can afford. The Product Manager manages a portfolio of varying complexities of products, services, or channels assuming end-to-end responsibility for the product process...

  • Actuarial Analyst

    5 months ago

    Northern Suburbs, South Africa Mass Staffing Projects Full time

    **Job Information** - Location- Cape Town, Northern Suburbs- Salary- R650k - R500k- Job Type- Permanent- Education- BSc Mathematics/Statistics/ Actuarial Sciences- Experience- 2 - 4 years’ experience- Reference- TY145121P/S- - finance.jobs(at)staffingprojects.co.za- Fax- 0865728847Are you looking for a new environment to further your career within the...

  • Tax Compliance Officer

    5 months ago

    Southern Suburbs, South Africa Merand Corbett & Associates Full time

    Western Cape, Southern Suburbs A client-focused Trust and Investment Management company providing financial planning and investment advice and services to clients planning for, or already in their retirement years. The company offers a full range of financial services including: Investment & Portfolio Management, Offshore Financial Services, Trustee...

  • Client Operations Specialist

    3 days ago

    Southern Suburbs, South Africa Futuregrowth Full time

    **Key responsibilities of the position** **1. Client and Fund Administration** - Completing client onboarding, account setup, and maintenance of client information. - As part of the new client take-on, instructing custodians to set up cash, scrip, YIELDX and call accounts. - Preparing and sending creditor loading forms. - Maintaining up-to-date and...

  • Financial Analyst

    2 months ago

    Southern Suburbs, South Africa Flash Full time

    **RESPONSIBILITIES**: **Financial Analysis**: Analyse financial statements, budgets, and forecasts. Conduct variance analysis to compare actual results with forecasts and budgets. Develop financial models to support business decisions. Evaluate the financial performance of the department, identifying trends and anomalies. Determine return on investment...

  • Senior Credit Risk Analyst

    4 months ago

    Northern Suburbs, South Africa Pepkor Payments & Lending Full time

    Furthermore, the Senior Credit Risk Analyst will recommend credit policy and operational policy changes based on analysis. **Key Responsibilities** 1. Design and analytics - Design and build provisioning, profitability, bad debt and cash flow forecasting models - Design and continual optimisation of the credit vetting and scoring policy to ensure credit...

  • Communications & Investor Relations Manager

    5 months ago

    Northern Suburbs, South Africa Nicolene Di Bartolo Executive Search Full time

    Communicate with our investors as well as internal and external stakeholders. Why would a consummate Communications Manager with experience in Investor Relations not want to join the Libstar Family? If your corporate communications language can speak for The Libstar Family that offers a strong culture of innovation and differentiation this could be the...

  • Credit Specialist

    5 months ago

    Northern Suburbs, South Africa CA Financial Appointments Full time

    **Responsibilities**: - Conduct financial analysis for large loans - Ensure strict adherence to the credit policy and credit processes - Continuously evaluate and refine the credit granting processes - Provide input into monthly reviewer schedules - Hold regular catch-up meetings with the Analyst team leader to identify training - Monitor the performance of...

  • Credit Specialist

    4 months ago

    Northern Suburbs, South Africa Star Personnel Recruitment Full time

    Northern Suburbs. Salary - Market related. **Qualifications: Honours degree in Finance / Accounting / Mathematics or related.** **Preferred: CA(SA)/ACCA/CIMA** **Purpose**: Meeting and exceeding SLA requirements for exceptional service delivery will be at the forefront of your responsibilities, as we strive to provide the best possible experience to our...