Junior Portfolio Analyst: Market Insights & Client Impact

1012 Absa Stockbrokers; Milnerton; On-site; ZAR 320,000 - 450,000; Full time

Job summary

Absa is seeking a Junior Portfolio Analyst to support investment portfolios through research, performance monitoring and client engagement. You will assist senior staff, ensure adherence to mandates, and contribute to governance and reporting.

The role involves market analysis, preparing reports, coordinating portfolio implementations, and maintaining strong client and adviser relationships within a regulated environment.

Qualifications

• Bachelor’s degrees or advanced diplomas in accounting, commerce, finance and investment management, or statistics.
• Postgraduate qualifications in accounting, commerce, finance and investment management, or statistics.

Responsibilities

• Analyse financial markets, sectors and investment instruments to support portfolio management.
• Prepare client reports and investment review packs.
• Support governance, risk and compliance with FAIS and internal policies.
• Assist in portfolio rebalancing and implementation activities.
• Maintain accurate records and support audit requirements.
• Contribute to process improvements and service delivery enhancements.

Education

Bachelor's Degrees and Advanced Diplomas: Accounting

Bachelor's Degrees and Advanced Diplomas: Commerce

Bachelor's Degrees and Advanced Diplomas: Finance and Investment Management

Bachelor's Degrees and Advanced Diplomas: Statistics

Postgraduate Degrees and Professional Qualifications: Accounting

Postgraduate Degrees and Professional Qualifications: Commerce

Postgraduate Degrees and Professional Qualifications: Finance and Investment Management

Postgraduate Degrees and Professional Qualifications: Statistics

Job description

Absa is seeking a Junior Portfolio Analyst to support investment portfolios through research, performance monitoring and client engagement. You will assist senior staff, ensure adherence to mandates, and contribute to governance and reporting.

The role involves market analysis, preparing reports, coordinating portfolio implementations, and maintaining strong client and adviser relationships within a regulated environment.