About the position
Junior Investment Portfolio Administrator Join a dynamic investment team where precision, performance, and partnership drive everything you do. Is this you? What you'll be doing (and why you'll enjoy it) Where you'll be doing it What you'll need What you'll get How to apply
Plattekloof, Cape Town
Market-related
You're an organised, detail-driven professional who thrives on structure and accuracy. You communicate clearly, work well under pressure, and take pride in delivering exceptional service to clients and colleagues alike. You're a natural team player who values collaboration, mentoring, and maintaining the highest professional standards in everything you do.
You'll be at the heart of the investment operations process, setting up and maintaining products, managing transactions, and ensuring everything runs smoothly between administrators, managers, and fund partners. You'll monitor portfolios, confirm compliance with investment mandates, and maintain detailed performance tracking using Morningstar and Excel. You'll prepare reports, analyse fee structures, and validate data across multiple sources to produce regulatory and performance documents. Every day will bring a mix of analysis, coordination, and problem-solving in a fast-paced environment.
Our client is a highly respected investment management and advisory firm dedicated to delivering innovative financial solutions to private clients and institutional investors. They're known for their collaborative culture, analytical excellence, and deep industry expertise. You'll be joining a professional yet supportive environment where your input will be valued and your development encouraged. You'll be fully office based in stunning offices in the north of Cape Town.
You'll hold a completed BCom in Investments or finance and ideally bring at least a year's experience in financial services or investment management. You should have strong knowledge of admin for portfolio management, fixed income, and investment instruments, as well as proficiency in Excel and excellent communication skills. An analytical mindset, high attention to detail, and the ability to manage multiple priorities under pressure are essential.
You'll join a forward-thinking team that values growth, collaboration, and excellence. Alongside a competitive salary, you'll gain exposure to leading industry tools and experienced professionals committed to mentoring and supporting your career progression.
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]
We appreciate that your CV might not be fully up to date. No problem, just send us what you have.
We do respond to everyone! Just give us a few days to work through your application.
Desired Skills:
- investment admin
Desired Work Experience:
- 1 to 2 years
Desired Qualification Level:
- Degree
