Junior Portfolio Manager (FAIS)

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

Empowering Africa's tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Belonging at Absa Absa is committed to creating an inclusive workplace where everyone can thrive. We are an equal opportunity employer and welcome applications from suitably qualified individuals from diverse backgrounds. In support of our Diversity, Equity, Inclusion and Belonging (DEIB) commitments and Employment Equity objectives, preference may be given to candidates from underrepresented designated groups, including persons with disabilities. We encourage applicants who may require reasonable accommodation during the recruitment process to let us know so that appropriate support can be provided.

Job Summary

The Junior Portfolio Analyst supports the management of investment portfolios by conducting research, monitoring portfolio performance, assisting with investment decisions and maintaining client relationships. The role provides analytical and administrative support to Managers and Senior Portfolio Managers while ensuring adherence to investment mandates, regulatory requirements and internal governance standards. The incumbent contributes to achieving client investment objectives through sound analysis, effective stakeholder engagement, and a commitment to service excellence.

Key Focus Areas

• Conduct research and analysis on local and global markets, economic trends and investment opportunities to support portfolio management activities.
• Prepare investment reports, market commentary, presentations, and portfolio review documentation.
• Provide analytical support to Portfolio Managers through investment research, data gathering, and portfolio monitoring.
• Assist in implementing portfolio strategies and ensuring portfolios remain aligned with investment mandates and client objectives.
• Execute approved portfolio transactions accurately and in line with internal controls and regulatory requirements.
• Support client onboarding processes, including investment documentation and portfolio implementation activities.
• Build and maintain professional relationships with clients, advisers, and internal stakeholders.
• Participate in client meetings and assist with investment presentations and portfolio reviews.
• Assist with governance, compliance, risk management, and reporting requirements.
• Contribute to process improvement initiatives and the adoption of digital investment tools.

Key Responsibilities

Investment Research and Portfolio Support

• Analyse financial markets, sectors, and investment instruments.
• Monitor portfolio performance and prepare portfolio review reports.
• Identify risks and opportunities requiring Portfolio Manager attention.
• Assist in portfolio rebalancing and implementation activities.

Client Service Support

• Portfolio Managers in delivering high-quality client service.
• Prepare client reports and investment review packs.
• Respond to client and adviser queries within agreed service standards.

Governance, Risk and Compliance

• Ensure compliance with FAIS, investment mandates, and internal policies.
• Maintain accurate records and support audit requirements.
• Escalate potential risks or compliance concerns appropriately.

Operational Effectiveness

• Support operational processes to ensure efficient portfolio administration.
• Contribute to process improvements and service delivery enhancements.
• Ensure accuracy and timeliness of reporting and documentation.

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
• Bachelors Degree and Professional Qualifications: 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

About the Company

At Absa, our story is not a single narrative. It's thousands of individual journeys unfolding across Africa and beyond. From colleagues serving customers in local communities to teams shaping financial solutions across borders, Absa is built on people who bring their lived experiences, ambitions and perspectives into the workplace every day.

Whether you're starting your career, a seasoned leader or somewhere in between, your contribution is seen, valued and connected to something bigger. Our presence across Africa - which spans personal and business banking, corporate and investment banking, wealth and investment management, and insurance - exists because of the people who show up in their roles with purpose.

Across Botswana, Ghana, Kenya, Mauritius, Mozambique, Seychelles, South Africa, Tanzania, Uganda and Zambia, our colleagues are shaping what Absa becomes in each market.

Beyond the continent, teams in global offices and a technology hub support and extend the stories that prove that African talent can lead, influence and innovate on the global stage.

At Absa, your story matters because progress is driven by human experience, not hierarchy. When people are enabled to bring their whole selves to work, they don't just build careers. They help shape the future of Africa's financial services landscape.