Portfolio Manager & Analyst

About the position

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. You 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.

Requirements

• 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 [Email Address Removed]. Alternatively, you can phone the team on [Phone Number Removed];
For more finance jobs, visit our website on [URL Removed]
Correspondence will only be conducted with short-listed candidates. Should you not hear from us within 3 days, please consider your application unsuccessful.

Desired Skills:

• Portfolio Manager