Portfolio Manager & Analyst

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

Overview

The candidate will be required to work within the client’s Investment Team and undertake responsibilities relating to portfolio management and fundamental analysis. The role requires a candidate who is willing to work a dual function role in a compact team environment. The team expects the candidate to be both a team player and an independent intellectual committed to working with integrity and honesty. The ideal candidate will be expected to take full responsibility of all assigned work and relish the prospect of gaining broad exposure and contribute their own expertise in the investment management industry with the team. As a boutique investment firm with a growing client base and strongly recognized ESG credentials, the candidate will be expected to possess the ability to excel in a high-performance team dedicated to client-centric service in a fast-paced environment aimed at achieving Clarity, Energy and Success. The candidate must be confident their contribution will help client remain a resilient, efficient, and effective company. Preference will be given to Employment Equity candidates. All new staff are expected to complete a four-month probation period.

Job specifications

The job will be primarily an analyst role combined with a team approach to portfolio management as per the client’s business model with the following key responsibilities:

• Maintain (and where necessary establish) effective and well-organized investment
• Write clear and well-informed investment recommendations based on thorough research and analysis including
  • Researching/analyzing financial information/trends
  • Building clear financial models using Excel
  • Documenting investment recommendations & decisions
• Organize regular investment reports and reviews, including quantitative and qualitative portfolio findings.
• Attend annual general meetings, review quarterly financial statements, and remain up to date with any important valuation or policy changes.
• Provide leadership insights towards the investment strategies managed in-house
• Perform regular administration duties of all investment
• Assist the Business Development and Client Services team in relation to
  • current client relationships related queries
  • prospective client queries e., due diligence questionnaires and presentations
• Pro-active people management including recommendations for training and development and a focus on the development and retention of key team members.

Ideal candidate

Qualifications: A degree in finance or a relevant field from an accredited South African or international institution. Holds at a minimum either a CA (SA), CFA, CAIA, CFP, or FRM designation; an actuarial related background will be advantageous as well. If a CFA Candidate: A minimum of CFA level II with a strong commitment to pass CFA Level III

Preferred experience and requirements

• A minimum of five to eight years of related experience in analysis and/or managing equity, fixed income and multi-asset class portfolios.
• A high degree of honesty and integrity is demonstrable in their career to
• Superior understanding and proficiency of fixed income and equity
• Solid experience leading, supervising, and motivating a team of investment
• Proven ability to develop and maintain professional relationships for business development
• Knowledge and understanding of Environmental, Social and Governance (ESG) principles including the analytical capability to coordinate integration within the portfolios.
• Knowledge of the South African and global investment trends for listed and alternative

Competencies

• Effective professional communication skills including writing
• Detail orientated & highly analytical
• Agile strategic thinker and proficient in decision-making
• Solid disciplined work ethic and is a self-starter
• Ability to multi-task and manage stressful situations
• Deadline orientated work ethic
• Entrepreneurial inclination

Technical skillset

• Strong financial modelling capabilities
• Highly proficient in Excel including VBA
• Excellent Bloomberg and BQL skills
• Python coding skills (highly advantageous)