Lead Portfolio Analyst & Strategist (ESG & Multi-Asset)

Milton Resourcing; Cape Town; On-site; ZAR 600,000 - 800,000; Full time

Job summary

A boutique investment firm is seeking an experienced analyst to join their Investment Team in Cape Town. The ideal candidate will have a strong background in finance, with qualifications such as CA (SA), CFA, CAIA, CFP, or FRM. Responsibilities include conducting financial analysis, maintaining investment strategies, and contributing to team goals. This role requires a high degree of integrity, teamwork, and the ability to work in a fast-paced and client-focused environment. Preference will be given to Employment Equity candidates.

Qualifications

• Degree in finance or related field from accredited institution.
• Holds CA (SA), CFA, CAIA, CFP, or FRM designation.
• A minimum of CFA level II for CFA candidates.

Responsibilities

• Maintain and establish effective investment processes.
• Write clear investment recommendations based on research.
• Organize investment reports and reviews.
• Attend annual meetings and review quarterly statements.
• Provide leadership insights for investment strategies.
• Perform regular administration duties of investments.
• Assist Business Development and Client Services teams.

Skills

Financial analysis

Communication skills

Team leadership

Analytical thinking

Portfolio management

Education

Degree in finance or relevant field

CA (SA), CFA, CAIA, CFP, or FRM designation

Tools

Excel

Bloomberg

Python

Job description

A boutique investment firm is seeking an experienced analyst to join their Investment Team in Cape Town. The ideal candidate will have a strong background in finance, with qualifications such as CA (SA), CFA, CAIA, CFP, or FRM. Responsibilities include conducting financial analysis, maintaining investment strategies, and contributing to team goals. This role requires a high degree of integrity, teamwork, and the ability to work in a fast-paced and client-focused environment. Preference will be given to Employment Equity candidates.