Investment Portfolio Analyst at Parvana Recruitment

Parvana Strategic Sourcing; Cape Town; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking a detail-oriented analyst to join their dynamic team. This role involves collaborating with senior members to provide critical portfolio analytics and support. You will monitor investment managers, analyze market data, and generate insightful reports for clients. If you are passionate about investments and possess strong analytical skills, this opportunity offers a chance to make a significant impact in a company dedicated to excellence in financial services. Join a forward-thinking firm that values your contributions and fosters professional growth.

Qualifications

• 3 - 5 years of relevant experience in investments.
• Strong attention to detail and understanding of key risk concepts.

Responsibilities

• Collaborate with senior team members for portfolio analytics.
• Monitor and assess managers, analysing exposures and risks.
• Generate and present client reports.

Skills

Portfolio Analysis

Macroeconomics

Portfolio Construction

Analytical Skills

Time Management

Communication Skills

Problem-Solving

Education

Bachelor's degree (BCom, B.Bus.Sci, BSc)

Tools

Microsoft Excel

Job description

Client Details:

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 frontier and emerging markets and a passion for Africa and China, our client offers independent advice, analysis, and reporting services to a diverse range of clients, including asset owners, investment managers, hedge funds, private equity firms, service providers, and brokers. Our client's customers rely on their expertise to make informed decisions in today's complex business landscape.



Role Responsibilities:

• Collaborate with senior team members to provide analysis, support, and portfolio analytics services.
• Monitor and assess incumbent and current managers, analysing exposures and risks.
• Ensure accurate and timely execution of Portfolio Managers' instructions and update portfolios on relevant systems.
• Support various teams involved in portfolio management and research.
• Generate, interpret, and analyse analyses for portfolio management and client presentations.
• Retrieve, validate, reconcile, and analyse data for reporting purposes.
• Develop an understanding of market dynamics, portfolio construction, and investment managers.
• Generate client and internal reports, review reports from other analysts, and present findings.
• Contribute to process improvement, automation, and ad hoc analyses.

Relevant Qualifications / Experience:

• Bachelor's degree, such as BCom, B.Bus.Sci, BSc, or equivalent is essential.
• 3 - 5 years of relevant experience in investments.
• Understanding of macroeconomics and familiarity with portfolio construction and manager research.
• Strong attention to detail and understanding of key risk, performance, and attribution concepts.
• Safeguards integrity of sensitive client data and deals with large quantities of portfolio and market data.
• Knowledge of portfolio and instrument level information.
• Quick learner with a strong passion for investments and excellent analytical skills.
• Good time management, ability to meet deadlines, and work under pressure.
• Clear and polite communication, both verbal and written.
• Ability to work independently and collaborate effectively in a team.
• Proactive, takes initiative, and possesses problem-solving skills.
• Willingness to work long hours when necessary and exhibit problem-solving and solutions-focused mindset.
• Flexible and adaptable to deliver high-quality outputs and maintain standards.
• Self-driven, determined, and motivated with a professional and positive attitude.
• Strong working knowledge of Microsoft Excel.

Job ID:

• J104289

PS Even if you feel you don't have all the skills listed or if this spec isn't what you are looking for, feel free to send your CV as we probably have other opportunities that could interest you. For a more comprehensive and updated list of opportunities that we have on offer, do visit our website - [URL Removed]

Desired Skills:

• Portfolio Analysis
• Macroeconomics
• Portfolio Construction