Investment Content & Portfolio Reporting Specialist

Discovery Limited; Cape Town; On-site; ZAR 550 000 - 750 000; Full time

Job summary

A leading financial services firm is seeking a Portfolio Specialist in Cape Town. This role focuses on supporting investment reporting and developing marketing materials. Ideal candidates should possess strong writing skills, relevant qualifications, and at least 7 years in a technical marketing role with an emphasis on investment writing. The position promises a dynamic and fast-paced environment that fosters innovation and client engagement.

Benefits

Health benefits

Professional development programs

Qualifications

• Minimum of 7 years’ experience in a Technical Marketing role or Portfolio Specialist with a focus on Investment writing.
• Strong writing capabilities and ability to work on presentations effectively.
• Commitment to building a high calibre of investment knowledge.

Responsibilities

• Develop and maintain monthly and quarterly investment reporting.
• Create pitchbooks and performance commentaries.
• Support marketing content related to the Cogence value proposition.

Skills

Excellent written and editorial skills

Good numeracy and analytical skills

Investment writing speed test - Advanced

Problem Solver

People Savvy

Education

Degree in communications, English, or economics

CFA qualification or studying towards

Tools

Analytical tools

Job description

A leading financial services firm is seeking a Portfolio Specialist in Cape Town. This role focuses on supporting investment reporting and developing marketing materials. Ideal candidates should possess strong writing skills, relevant qualifications, and at least 7 years in a technical marketing role with an emphasis on investment writing. The position promises a dynamic and fast-paced environment that fosters innovation and client engagement.