Investment Analyst: Emerging Markets Portfolio & Client Reporting

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

Job summary

A global investment firm in Cape Town is seeking an investment analyst to support the management of discretionary portfolios and enhance reporting processes. Responsibilities include monitoring portfolio risks, generating data reports, and collaborating with senior team members. Candidates should have 2-5 years of experience in investments and a recommended qualification like B.Com or similar. Strong analytical skills, attention to detail, and proficiency in Excel are essential. This role offers a unique opportunity to excel in the investment field.

Qualifications

• 2 - 5 years of relevant investment experience required.
• Ability to handle large volumes of portfolio and market data.
• Solid understanding of key investment concepts.

Responsibilities

• Support the management of discretionary portfolios.
• Generate, interpret, and analyse portfolio data.
• Monitor portfolio exposures and risks.

Skills

Analytical skills

Attention to detail

Problem-solving abilities

Proactive mindset

Communication skills

Understanding of macroeconomics

Education

FAIS recognised degree (B.Com, B.Bus.Sci, BSc)

Tools

Microsoft Excel

Bloomberg

FactSet

Morningstar

Job description

A global investment firm in Cape Town is seeking an investment analyst to support the management of discretionary portfolios and enhance reporting processes. Responsibilities include monitoring portfolio risks, generating data reports, and collaborating with senior team members. Candidates should have 2-5 years of experience in investments and a recommended qualification like B.Com or similar. Strong analytical skills, attention to detail, and proficiency in Excel are essential. This role offers a unique opportunity to excel in the investment field.