Credit & Securities Analyst: Portfolio Risk

Sanlam; Cape Town; On-site; ZAR 350 000 - 600 000; Full time

Job summary

A leading investment firm in Cape Town is seeking a candidate to manage client investment portfolios, assess credit risks, and ensure compliance with regulations. The ideal applicant holds a Bachelor of Commerce and possesses 3-5 years of relevant experience in the investment or banking sector. Strong analytical skills and a proactive attitude are essential. The role offers opportunities for professional growth within a company committed to diversity and transformation.

Qualifications

• Minimum 3-5 years experience within an investment/banking credit environment.

Responsibilities

• Analyse client investment portfolio and financial record to determine credit risk of applicant.
• Provide end to end administration for new or additional credit request.
• Ensure reconciliation of credit accounts by recording transaction in the loan management system.
• Manage and build strong relationships with internal stakeholders.

Skills

Strong knowledge of financial markets and instruments

Data analysis

Project management

Education

Bachelor of Commerce or relevant commercial qualification

Job description

A leading investment firm in Cape Town is seeking a candidate to manage client investment portfolios, assess credit risks, and ensure compliance with regulations. The ideal applicant holds a Bachelor of Commerce and possesses 3-5 years of relevant experience in the investment or banking sector. Strong analytical skills and a proactive attitude are essential. The role offers opportunities for professional growth within a company committed to diversity and transformation.