Investment Portfolio Analyst (Portfolio Management Team)Reports to Investments ManagerQualifications The minimum requirement of a bachelors degree which can be FAIS-recognisedCom., 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 investmentsWill be required to be a FAIS-compliant representative or work towards obtaining that statusPurpose of job Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfoliosProviding portfolio analytics services in relation to discretionary managed clientsMonitor and assess incumbent and current managers alongside the portfolio managers and investment research teamsUnderstands the construction of client portfolios and products that target different kinds of investment objectivesEnsure that portfolios are kept up to date on relevant systems and that Portfolio Manager's instructions are executed accurately and in a timely mannerAnalyse and monitor the exposures and risks around these portfolios on an ongoing basis.Provide support to the Portfolio Management teamKey competencies Understanding of macroeconomicsPortfolio construction and manager research experience beneficialPays attention to detailHave an understanding of key risk, performance and attribution conceptsSafeguards integrity of sensitive client dataDeals with large quantities of portfolio and market dataUnderstanding of portfolio and instrument-level informationQuick learnerStrong passion for investmentsStrong analytical skillsGood time management, and ability to manage deadlinesAble to work under pressure and multi-taskCommunicates clearly and politely, both verbally and in writingAble to work independently but also be a team playerUses initiative, is proactive and possesses problem-solving skillsWilling to put in long hours when needed and Problem-solving / solutions-focused ability and mindsetFlexibility and adaptability to ensure delivery of outputs and to ensure that a high-quality standard is maintained at all timesSelf-driven determined and motivatedProfessionalism in all interactionsPositive attitude to learning, growing and getting things doneThe nature of the job means that a high level of resilience and emotional maturity is requiredCommitment to learning and developmentWill embrace and live out team cultureStrong working knowledge of Microsoft ExcelUse of Morningstar, Bloomberg, FactSet and programming languages like R, Python, and Matlab advantageous.
Monthly/daily tasksGeneration, interpretation and analysis of various analysis which would be useful to the Portfolio ManagersClient reports back presentation generation and checkingCommunication with clients and responding to report queriesMonthly and quarterly retrieval, validation, reconciliation, analysis and preparation of dataData interrogation and analysisDevelop an understanding of the market, risks and tools as well as systems used.Aid in the construction and monitoring of portfoliosUnderstanding and regular monitoring of investment managers held in their products - Develop an understanding of all portfolios they work onClient and internal report generationChecking of reports generated by other AnalystsInterpretation and analysis of report resultsBe able to present internally and externallyAid in improving processes including automation efforts to improve efficienciesAd hoc analysesManual recalculation of some statisticsKindly note that by submitting your application for this career opportunity, you agree that Guardian Recruiting may use your application for the purpose of the recruitment and selection of the said position, and this information may be shared with the relevant stakeholders in the business.Please note that only short-listed candidates will be contacted.Should you not have heard back within a two-week period, please assume that your application was unsuccessful.All job postings are in accordance with our Client's BEE requirements.
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