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Parvana Strategic Sourcing

Portfolio Analyst at Parvana Recruitment

Parvana Strategic Sourcing

  • R Undisclosed
  • Permanent Intermediate position
  • Cape Town
  • Posted 24 Jul 2025 by Parvana Strategic Sourcing
  • Expires in 27 days
  • Job 2617669 - Ref 448937000104616
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About the position

Client Details:

Our client holds a firm belief that their work goes beyond financial gains and numbers, recognising the impact of their actions on the lives and futures of those they serve. With a specialised focus on frontier and emerging markets and a passion for Africa and China, our client offers independent advice, analysis, and reporting services to a diverse range of clients, including asset owners, investment managers, hedge funds, private equity firms, service providers, and brokers. Our client's customers rely on their expertise to make informed decisions in today's complex business landscape.

 

What you will be doing:

  • Agree, prioritise, and manage work deliverables and plans.
  • Handle substantial portfolio and market data daily.
  • Retrieve, validate, reconcile, and analyse data for regular and periodic reports.
  • Interrogate, interpret, and analyse data to produce client reports and advisory insights.
  • Safeguard the integrity of sensitive client data and manually verify statistics.
  • Review reports from fellow analysts and address report queries when needed.
  • Provide ad hoc analyses, suggestions, and support.
  • Contribute ideas for technical solutions and process improvements.
  • Participate in quality management processes and identify inefficiencies.
  • Set and pursue career objectives, annual goals, and engage in knowledge sharing.
  • Actively participate in organisational discussions, events, and innovation.
  • Perform ad hoc analyses as required.

 

What our client is looking for:

  • Holds an undergraduate degree, preferably in Statistics, Mathematics, Computer Science or finance.
  • An Honours degree is preferable.
  • Shows interest in pursuing CFA, FRM, or CAIA charter.
  • 1 - 2 years of relevant experience.
  • Demonstrates attention to detail and sensitive client data integrity.
  • Manages large volumes of portfolio and market data.
  • Understands portfolio and instrument-level information.
  • Quick learner with interest in financial services and industry trends.
  • Possesses strong analytical skills and good time management.
  • Exposure to or experience with Excel, SQL and Power BI would be beneficial. 
  • Able to handle pressure, meet deadlines, and work independently.
  • Communicates clearly and politely with clients, both verbally and in writing.
  • Exhibits initiative, proactive problem-solving, and teamwork.
  • Willing to dedicate extra hours when needed to meet deadlines.

 

Job ID:

  • J106981

 

For a more comprehensive list of opportunities that we have on offer, do visit our website - [URL Removed] 

Desired Skills:

  • Portfolio Analysis
  • CFA
  • FRM

Apply Now

Parvana Strategic Sourcing

About the agency

We are a recruitment company specialising in IT, telco & Finance with offices in South Africa and the United Kingdom. We are a highly skilled team that endeavours to provide a personal, efficient and value add service. PARVANA is Persian for butterfly. An unusual name for a recruitment agency perhaps, but we like to think it will stick with you next time you think about new opportunities. At Parvana, we pride ourselves on our ability to not only assist our clients who are trying to find the best talent, but to guide and offer advice to our candidates who are looking for a new career. That’s why when any executive or high profile employee is looking for a new career, they head directly to Parvana - and so should you.

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