Portfolio Analyst

Parvana; Rosebank; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Parvana is engaged to support a global investment client in portfolio analysis, risk and performance reporting. The role involves handling large datasets, validating data, and ensuring integrity while collaborating with teams to deliver accurate insights.

Applicants should have a relevant degree and strong Python/SQL/Databricks skills, with exposure to AI and automation viewed favorably. Excellent communication and time management are essential for success.

Qualifications

• Bachelor's or Honours degree in a relevant field.
• Pursuit of CIPM, FRM or CAIA charter is advantageous.
• Strong skills in Excel, SQL, Python, Databricks and BI tools.
• Exposure to AI tools, automation and coding projects is advantageous.
• Ability to manage large volumes of data with data integrity and accuracy.
• Excellent written and verbal communication, with attention to detail.

Responsibilities

• Provide portfolio investment analysis and deliver risk and performance reporting.
• Retrieve, validate, reconcile and analyze large data sets while protecting client data integrity.
• Suggest improvements for technical solutions and contribute to quality management processes.
• Interact with clients, assist with data processing, respond to report queries and prioritise deliverables.

Skills

Attention to detail

Time management

Written and verbal communication

Teamwork

Industry trend awareness

Problem solving

Education

Bachelor's or Honours degree in Mathematics/Statistics/CS/Industrial Engineering/Finance

Tools

Excel

SQL

Python

Databricks

BI Tools

Job description

Location:Cape Town | Job ID:J

About our client:

With a focus on Africa, China, the UK and the US, this global investment firm offers you an opportunity to be involved with a unique approach to responsible investing whilst driving performance and innovation. This client is guided by a philosophy of investing with care and seeks out top achievers who are looking to redefine and shape the future of the investment industry. 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 emerging markets and a passion for Africa and China, our client offers independent advice, analysis, and reporting services to a diverse range of asset owners, investment managers, hedge funds, private equity firms, service providers, and brokers.

What you will be doing:

• Provide portfolio investment analysis, produce daily/monthly risk and performance deliverables, and perform quantitative analysis and model validation.
• Retrieve, validate, reconcile, and analyse large volumes of portfolio and market data, while ensuring the integrity of sensitive client information.
• Suggest improvements for technical solutions and tools, identify process shortcomings, and contribute to quality management processes.
• Interact with clients, assist with data processing, respond to report queries, and collaborate with the team to prioritise deliverables and verify statistics.

What you need:

• Bachelor's or Honours degree in Mathematics, Statistics, Computer Science, Industrial Engineering, Finance, or a related field.
• Inclination to complete the CIPM, FRM or CAIA charter1-2 years relevant experience would be ideal.
• Candidates need strong skills in Excel, SQL, Python, Databricks, and BI tools.
• Exposure to AI tools, automation, and coding projects is advantageous.
• The role requires the ability to manage large quantities of portfolio and market data, maintain strict data integrity, and possess a solid understanding of portfolio and instrument-level information.
• Strong attention to detail, effective time management under pressure, clear written and verbal communication, and the initiative to work both independently and as a team player.
• Understanding of current industry trends.