About the position
Title: Investment Portfolio Analyst
Reports to: Investments Manager
Job location: Cape Town
Remuneration: market related
Qualifications
- Minimum requirement of a bachelor's degree which can be FAIS recognised
- B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent.
- Open to other tertiary qualifications depending on experience and evidence of quantitative abilities.
Experience
- 3 to 5 years of relevant experience in investments
- Will be required to be a FAIS compliant representative or work towards obtaining that status Purpose of job
- Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios
- Providing portfolio analytics services in relation to discretionary managed clients
- Monitor and assess incumbent and current managers alongside the portfolio managers and investment research teams
- Understands the construction of client portfolios and products that target different kinds of investment objectives
- Ensure that portfolios are kept up to date on relevant systems and that Portfolio Managers instructions are executed accurately and in a timely manner
- Analyse and monitor the exposures and risks around these portfolios on an ongoing basis.
- Provide support to the Portfolio Management team
Monthly/daily tasks
- Generation, interpretation and analysis of various analysis which would be useful to the Portfolio Managers
- Client report back presentation generation and checking
- Communication with clients and responding to report queries
- Monthly and quarterly retrieval, validation, reconciliation, analysis and preparation of data
- Data interrogation and analysis
- Develop an understanding of the market, risks and tools as well as systems used.
- Aid in the construction and monitoring of portfolios
- Understanding and regular monitoring of investment managers held in our products
- Develop an understanding of all portfolios they work on
- Client and internal report generation
- Checking of reports generated by other Analysts
- Interpretation and analysis of report results
Be able to present internally and externally
- Aid in improving processes including automation efforts to improve efficiencies
- Ad hoc analyses
- Manual recalculation of some statistics
Key competencies
- Understanding of macroeconomics
- Portfolio construction and manager research experience beneficial
- Pays attention to detail
- Have an understanding of key risk, performance and attribution concepts
- Safeguards integrity of sensitive client data
- Deals with large quantities of portfolio and market data
- Understanding of portfolio and instrument level information
- Quick learner
- Strong passion for investments
- Strong analytical skills
- Good time management, and able to manage deadlines
- Able to work under pressure and multi-task
- Communicates clearly and politely, both verbally and in writing
- Able to work independently but also be a team player
- Uses initiative, is pro-active and possesses problem solving skills
- Willing to put in long hours when needed Problem solving / solutions focused ability and mindset
- Flexibility and adaptability to ensure delivery of outputs and to ensure that a high quality standard is maintained at all times
- Self-driven, determined and motivated
- Professionalism in all interactions
- Positive attitude to learning, growing and getting things done
- The nature of the job means that a high level of resilience and emotional maturity is required
- Commitment to learning and development
- Will embrace and live out the company's team culture
- Strong working knowledge of Microsoft Excel
- Use of Morningstar, Bloomberg, FactSet and programming languages like R, Python, Matlab advantageous.
Please note: only shortlisted candidates will be considered
Desired Skills:
- relevant qualification
- relevant experience sought
