Portfolio Manager & Analyst

Msp Staffing Ltd; Cape Town; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading boutique investment firm in South Africa is looking for a candidate for a dual role in portfolio management and fundamental analysis. The ideal applicant holds a relevant degree and has 5 to 8 years of experience in managing various portfolios. This position requires a good understanding of ESG principles and advanced skills in Excel and Bloomberg, making it a great opportunity for those seeking industry exposure.

Qualifications

• Completed degree and honours in finance or a relevant field.
• Minimum either a CA (SA), CFA, CAIA, CFP, or FRM designation.
• 5 to 8 years of related experience in analysis and / or managing equity, fixed income and multi-asset class portfolios.

Responsibilities

• Cover portfolio management and fundamental analysis.
• Operate independently while being a dedicated team player.

Skills

Portfolio management

Fundamental analysis

Team player

Independent thinking

ESG principles

Excel proficiency

Bloomberg skills

Python coding

Education

Degree in finance or relevant field

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

Job description

Join a leading boutique investment firm that lives by its ESG values and commitment to clients. Our client is seeking a bright mind for a challenging dual role covering portfolio management and fundamental analysis. must be a dedicated team player yet operate as an independent intellectual who takes full ownership of assigned work. If you excel in a fast-paced environment and are ready to contribute your knowledge to a firm aiming for Clarity, Energy, and Success, this is your chance for maximum industry exposure.

• Completed degree and honours in finance or a relevant field
• Minimum either a CA (SA), CFA, CAIA, CFP, or FRM designation (actuarial related background would be advantageous)
• 5 to 8 years of related experience in analysis and / or managing equity, fixed income and multi-asset class portfolios
• Knowledge and understanding of Environmental, Social and Governance (ESG) principles
• Knowledge of the South African and global investment trends for listed and alternative
• Highly proficient in Excel including VBA
• Excellent Bloomberg and BQL skills
• Python coding skills (highly advantageous)

To apply for this position, please send your updated CV and full academic record (including matric) to

. Alternatively, you can phone the team on XXX-XXXX

For more finance jobs, visit our website. Correspondence will only be conducted with short-listed candidates.

Should you not hear from us within 3 days, please consider your application unsuccessful.