Investment Portfolio Analyst

CF Consulting; Cape Town; On-site; ZAR 300 000 - 400 000; Full time

Job summary

An established industry player is seeking a dedicated Portfolio Analyst to join their dynamic team. This role involves collaborating with senior members to provide insightful analysis and support for managing a diverse suite of portfolios. The ideal candidate will possess a strong analytical mindset, with a background in finance or quantitative fields. You will be responsible for monitoring portfolio performance, ensuring data integrity, and generating comprehensive reports for clients. This is a fantastic opportunity to grow within a supportive environment while contributing to impactful investment strategies.

Qualifications

• 3 to 5 years of relevant experience in investments in a multi-manager environment.
• FAIS compliant representative or working towards that status.

Responsibilities

• Generate and analyze reports useful to Portfolio Managers.
• Assist in the construction and monitoring of portfolios.

Skills

Analytical Skills

Problem-solving

Portfolio Construction

Understanding of Macroeconomics

Flexibility and Adaptability

Education

Bachelor's Degree (FAIS recognized)

B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics)

Tools

Microsoft Excel

Morningstar

Bloomberg

FactSet

R

Python

Matlab

Job description

Purpose of job

1. Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suite of portfolios.
2. Provide portfolio analytics services related to discretionary managed clients.
3. Monitor and assess incumbent and current managers alongside the portfolio managers and investment research teams.
4. Understand the construction of client portfolios and products that target different investment objectives.
5. Ensure portfolios are updated on relevant systems and that Portfolio Managers' instructions are executed accurately and promptly.
6. Analyze and monitor the exposures and risks associated with these portfolios continuously.
7. Support the Portfolio Management team.

Qualifications

1. Minimum requirement of a bachelor’s degree, which can be FAIS recognized.
2. B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent.
3. Open to other tertiary qualifications depending on experience and evidence of quantitative abilities.

Experience

1. 3 to 5 years of relevant experience in investments within a multi-manager environment.
2. Requirement to be a FAIS compliant representative or to work towards obtaining that status.

Other key relationships

1. Global Investment Committee
2. Asset Allocation Team
3. Manager Research
4. Research and Development team
5. Analysts responsible for reporting team

Key competencies

1. Understanding of macroeconomics.
2. Portfolio construction and manager research experience is beneficial.
3. Understanding of key risk, performance, and attribution concepts.
4. Safeguarding the integrity of sensitive client data.
5. Ability to handle large quantities of portfolio and market data.
6. Understanding of portfolio and instrument-level information.
7. Strong analytical skills.
8. Problem-solving and solutions-focused mindset.
9. Flexibility and adaptability to ensure high-quality outputs.
10. Strong working knowledge of Microsoft Excel.
11. Experience with Morningstar, Bloomberg, FactSet, and programming languages like R, Python, Matlab is advantageous.

Monthly / daily tasks

1. Generation, interpretation, and analysis of various reports useful to Portfolio Managers.
2. Client report generation and review.
3. Communication with clients and responding to report queries.
4. Monthly and quarterly data retrieval, validation, reconciliation, analysis, and preparation.
5. Data interrogation and analysis.
6. Understanding of market, risks, tools, and systems used.
7. Assist in the construction and monitoring of portfolios.
8. Regular monitoring of investment managers in our products.
9. Develop understanding of all portfolios worked on.
10. Client and internal report generation.
11. Review reports generated by other analysts.
12. Interpretation and analysis of report results.