Investment Analyst

Parvana; Cape Town; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A global investment firm in Cape Town is seeking an individual to support the management of discretionary portfolios. Responsibilities include analyzing portfolio data, ensuring compliance with investment guidelines, and assisting with client reports. The ideal candidate has a relevant degree and 2-5 years of experience in investments, along with strong analytical skills and proficiency in Excel.

Qualifications

• 2 - 5 years of relevant experience in investments.
• Understanding of macroeconomics and key investment concepts.
• Experience handling large volumes of portfolio and market data.

Responsibilities

• Assist in managing discretionary portfolios and ongoing monitoring.
• Analyze portfolio data and performance metrics.
• Ensure adherence to investment guidelines.

Skills

Strong analytical skills

Attention to detail

Proactive mindset

Communication skills

Education

Tertiary qualification (B.Com, B.Bus.Sci, BSc)

Tools

Microsoft Excel

Bloomberg

FactSet

Morningstar

Job description

About our client:
With a focus on Africa, China, the UK and the US, this global investment firm offers you an opportunity to be involved with a unique approach to responsible investing whilst driving performance and innovation. This client is guided by a philosophy of investing with care and seeks out top achievers who are looking to redefine and shape the future of the investment industry. Our client holds a firm belief that their work goes beyond financial gains and numbers, recognising the impact of their actions on the lives and futures of those they serve. With a specialised focus on emerging markets and a passion for Africa and China, our client offers independent advice, analysis, and reporting services to a diverse range of asset owners, investment managers, hedge funds, private equity firms, service providers, and brokers.

What you will be doing:

• Collaborate with senior team members to support the management of a suite of discretionary portfolios, assisting in their construction, ongoing monitoring, and alignment with diverse investment objectives.
  
• Generate, interpret, and analyse portfolio data and performance metrics; support monthly and quarterly reporting cycles by retrieving, validating, reconciling, and analysing data for both internal and client use.
  
• Continuously monitor portfolio exposures and risks, ensuring adherence to investment guidelines and timely execution of Portfolio Manager instructions across relevant systems.
  
• Assist in the assessment and ongoing monitoring of incumbent and current investment managers in collaboration with Portfolio Managers and the investment research team.
  
• Maintain portfolio accuracy across internal systems, verify manual calculations when needed, and contribute to process improvements and automation initiatives to drive efficiency.
  
• Contribute to the creation and review of client-facing reports and presentations; respond to client queries and develop the ability to present findings both internally and externally.
  
• Build an understanding of the market, investment risks, relevant tools, and internal systems while developing in-depth knowledge of the portfolios and products managed.
  
• Provide ad hoc analysis as required, support colleagues by reviewing reports prepared by others, and contribute meaningfully to team-wide initiatives and improvements.
  
  

What our client is looking for:

• A tertiary qualification which can be FAIS recognised (B.Com, B.Bus.Sci, BSc, etc.)
  
• 2 - 5 years of relevant experience in investments
  
• Possesses or is developing a solid understanding of macroeconomics, portfolio construction, manager research, portfolio and instrument-level data, as well as key investment concepts such as risk, performance, and attribution.
  
• Comfortable handling large volumes of portfolio and market data, with strong analytical skills and attention to detail; familiarity with tools like Microsoft Excel is essential, and experience with platforms such as Bloomberg, FactSet, or Morningstar is advantageous.
  
• Demonstrates a proactive mindset, initiative, and strong problem-solving abilities.
  
• Exhibits resilience, emotional maturity, and the ability to manage high-pressure situations, tight deadlines, etc.
  
• Communicates clearly and courteously, both in writing and verbally. Works well independently and as part of a team.
  
• Displays a strong passion for investments and an eagerness to learn and grow.
  
  

Job ID:

• J106982
  
  

For a more comprehensive list of opportunities that we have on offer, do visit our website - https://www.parvana.co.uk/careers