Investment Portfolio Analyst

Guardian Recruiting (Pty) Ltd; Wes-Kaap; On-site; ZAR 30 000 - 70 000; Full time

Job summary

An established industry player seeks a talented Investment Portfolio Analyst to join their dynamic Portfolio Management Team. In this role, you will leverage your analytical skills and understanding of macroeconomics to provide critical portfolio analytics and support. Collaborating with senior team members, you'll ensure the successful management of a suite of portfolios while monitoring risks and exposures. This is an exciting opportunity to contribute to process improvements and enhance client reporting in a fast-paced environment. If you're passionate about investments and thrive under pressure, this role is perfect for you.

Qualifications

• 3+ years experience in investments with a focus on portfolio management.
• Strong quantitative abilities and analytical skills are essential.

Responsibilities

• Collaborate with senior team members to manage portfolios effectively.
• Provide portfolio analytics and monitor investment managers.

Skills

Analytical Skills

Attention to Detail

Time Management

Communication Skills

Understanding of Macroeconomics

Portfolio Construction

Problem-Solving

Excel Skills

Education

Bachelor's Degree (FAIS recognised)

B.Com.

B.Bus.Sci

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

Tools

Morningstar

Bloomberg

FactSet

Job description

Global Investment firm seeks individuals with 3+ years experience within an investment context.

Investment Portfolio Analyst (Portfolio Management Team)

Reports to Investments Manager

Qualifications

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

Experience

• 3 to 5 years of relevant experience in investments
• Will be required to be a FAIS compliant representative or work towards obtaining that status

Purpose of job

• Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suite of portfolios
• Provide portfolio analytics services for discretionary managed clients
• Monitor and assess incumbent and current managers alongside portfolio managers and research teams
• Understand portfolio construction and investment objectives
• Ensure portfolios are updated in systems and instructions executed accurately and timely
• Analyze and monitor exposures and risks continuously
• Support the Portfolio Management team

Key competencies

• Understanding of macroeconomics
• Experience in portfolio construction and manager research beneficial
• Attention to detail
• Understanding of risk, performance, and attribution concepts
• Safeguard client data integrity
• Handle large data quantities
• Knowledge of portfolio and instrument information
• Quick learner, strong passion for investments, analytical skills
• Good time management and ability to manage deadlines
• Work well under pressure and multi-task
• Clear and polite communication, both verbal and written
• Independent and team-oriented
• Proactive, problem-solving, flexible, and adaptable
• Self-driven, professional, positive attitude, resilient, emotionally mature
• Strong Excel skills; experience with Morningstar, Bloomberg, FactSet, programming languages advantageous
• Generate, interpret, and analyze various reports and data
• Client reporting and communication
• Data retrieval, validation, reconciliation, and analysis
• Understand markets, risks, tools, and systems
• Assist in portfolio construction and monitoring
• Monitor investment managers and portfolios
• Generate and review reports, present findings
• Contribute to process improvements and automation
• Perform ad hoc analyses and manual statistics recalculations

By submitting your application, you agree that Guardian Recruiting may use your information for recruitment purposes, shared with relevant stakeholders. Only shortlisted candidates will be contacted. If you do not hear within two weeks, consider your application unsuccessful. All postings comply with our Client's BEE requirements; only send certificates when requested.