Title: Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: market related Qualifications • 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 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 Managers 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 • Generation, interpretation and analysis of various analysis which would be useful to the Portfolio Managers • Client report 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 our 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 Qualifications • 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 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 Managers 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 able 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 pro-active and possesses problem solving skills • Willing to put in long hours when needed 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 the company's team culture • Strong working knowledge of Microsoft Excel • Use of Morningstar, Bloomberg, FactSet and programming languages like R, Python, Matlab advantageous. Please note: only shortlisted candidates will be considered Apply Now

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Investment Analyst Cape Town - South Africa

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