Description:
Investment Portfolio Analyst (Portfolio Management Team)Reports to Investments Manager
Qualifications
Minimum requirement of a bachelors 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 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 Strong working knowledge of Microsoft Excel Use of Morningstar, Blo
20 Mar 2025;
from:
gumtree.co.za