Portfolio Analyst

Recruiter:

CA Financial Appointments

Job Ref:

52851

Date posted:

Thursday, March 10, 2022

Location:

Cape Town, South Africa

Salary:

Market related

SUMMARY:
Portfolio Analyst opportunity, investment management team!

JOB DESCRIPTION:

Fantastic opportunity to join a respected and talented investment services team in Cape Town. You'll have a passion and good knowledge base of the unlisted investments space and portfolio analytics.

Responsibilities:

Support the portfolio management team
Analyse exposure and risks on portfolios
Unlisted investments portfolio analytics
Assist with the construction of client portfolios and products
Analysis and reporting and preparation of data as required, data analysis, analysis of report results and report submissions as well as client report back presentations
Assist with recalculation of statistics

Requirements

Minimum of CA(SA) or BBusSci / BCom Investments / BSc majors maths/ stats/ finance/ engineering or similar
Minimum of 3- 5 years' ideally in the unlisted investments space
Good base of technical investment knowledge, ideally with quantitative ability i.e. performance and risk calculations etc.
Ideally FAIS compliant or working towards it
Passionate about financial markets, with a good base of understanding of unlisted investments
Ability to work with large volumes of portfolio and market data
Ability to work well under pressure
Proactive and self-starting
A good team player with excellent communication skills
Strong interpersonal skills
Highly analytical and numerate

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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