Portfolio Strategist & Investment Analyst

Tumaini Consulting; Wes-Kaap; On-site; ZAR 600,000 - 1,200,000; Full time

Job summary

Tumaini Consulting is seeking a Portfolio manager or analyst to join our esteemed client’s team in South Africa. The role focuses on asset management, investment research and portfolio analysis to deliver informed recommendations.

The ideal candidate holds a relevant degree in Finance, Investments, Economics or Accounting, with strong financial modelling, valuation and communication skills. Proficiency in Excel and market knowledge are essential.

Qualifications

• Relevant degree in Finance, Investments, Economics, Accounting or related field.
• Experience in asset management, investment research or portfolio analysis.
• Strong financial modelling, valuation and analytical skills.
• Knowledge of financial markets, investment products and portfolio management principles.
• Proficiency in Microsoft Excel and financial analysis tools.
• Strong communication and presentation skills.
• Ability to interpret complex information and make informed recommendations.

Skills

Financial modelling

Valuation

Analytical skills

Portfolio analysis

Excel proficiency

Financial markets knowledge

Communication skills

Education

Finance/Investments/Economics/Accounting

Tools

Excel

Job description

Tumaini Consulting is seeking a Portfolio manager or analyst to join our esteemed client’s team in South Africa. The role focuses on asset management, investment research and portfolio analysis to deliver informed recommendations.

The ideal candidate holds a relevant degree in Finance, Investments, Economics or Accounting, with strong financial modelling, valuation and communication skills. Proficiency in Excel and market knowledge are essential.