Designation:
Portfolio Analyst | Waterfall, Midrand, Gauteng | Permanent
Category:
Administration and Operations
Job Level:
Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:
PSG Financial Services
Posted on:
16 Oct 2024
Reference Number:
POS06071
Closing date:
29-Oct-2024
Position Type:
Permanent
Location:
Waterfall Magwa Crescent
Overview:
VACANCY | PORTFOLIO ANALYST | WATEFALL, MIDRAND, GAUTENG| PERMANENT
PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.
Responsibilities:
Reach performance targets for equity portfolios (rating equates to percentage of products that beat benchmarks over rolling 1-year horizon)
Monthly portfolio review, attribution and trend feedback
Insightful reporting to senior management on portfolio risks, thematics, liquidity and positioning
New additions to presentation packs & efficiency of process
Houseview models trade, implementation & review
Houseview models corporate actions
Portfolio strategy backtests and optimization
Tiers (investable universe) and analyst intrinsic values
Portfolio idea implementation (rationale for share in the portfolio)
Completeness of portfolio calculation, analysis & Factsheets
Timeousness of portfolio calculation, analysis & Factsheets
New additions to portfolio calculation, analysis & Factsheets
Efficiency of portfolio calculation, analysis & Factsheets
Corporate Governance , core list & MyBase
New additions and insights to portfolio returns, factsheets and efficiency of process
Ensure accurate and timely reporting on products with comms team (Monthly and Quarterly slides, articles, MDDs and other standard CIS requirements)
Accuracy of portfolio analytics team reports and presentation
Improving workflow and keeping track of deliverables
Minimum Requirements:
B.Com Investment Management degree
CFA qualification advantageous
2-3 years' relevant experience required in a buy-side analyst role
Advanced MS Excel and VBA required
Competencies:
Emotional/ behavioural discipline
Statistical and modelling knowledge and experience
Attention to detail
Self-starter and motivated
True passion for Financial Services
Good writing Skills
Excellent work ethic
Resilient
Ability to work under pressure
How to apply:
Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAK by no later than 29 October 2024. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
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