Junior Investment Portfolio Analyst

ABSA BANK LIMITED; Cape Town; On-site; ZAR 300,000 - 520,000; Full time

Job summary

ABSA Bank Limited seeks a Junior Portfolio Analyst to support investment portfolios through research, performance monitoring, and client relationship management. The role focuses on aligning portfolios with mandates and governance standards while providing analytical support to senior managers.

Responsibilities include market research, portfolio reporting, and assisting with onboarding and documentation. A finance-related degree and FAIS knowledge are advantageous for success in this position.

Qualifications

• Bachelor’s degree in Finance, Accounting or related field.
• Statistics or quantitative background preferred.
• Knowledge of FAIS and internal policies is advantageous.

Responsibilities

• Conduct research on markets, sectors and investment instruments.
• Monitor portfolio performance and prepare review reports.
• Support Portfolio Managers with investment research and data gathering.
• Assist with portfolio rebalancing and implementation activities.
• Prepare client reports and investment review packs.
• Engage with clients and advisers to support service delivery.

Skills

Portfolio analysis

Market research

Client relations

Regulatory compliance

Education

Bachelor's degree in Finance

Bachelor's degree in Accounting

Bachelor's degree in Commerce

Statistics (Postgraduate or higher)

Job description

ABSA Bank Limited seeks a Junior Portfolio Analyst to support investment portfolios through research, performance monitoring, and client relationship management. The role focuses on aligning portfolios with mandates and governance standards while providing analytical support to senior managers.

Responsibilities include market research, portfolio reporting, and assisting with onboarding and documentation. A finance-related degree and FAIS knowledge are advantageous for success in this position.