Assistant Portfolio Manager - Listed Equities

A leader in its industry is currently seeking for an experienced Assistant Portfolio Manager – Listed Equities to join their team.

The main function of this role is to research, select and recommend appropriate security transactions in accordance with the businesses investment policy and mandate

The successful applicant duties include but is not limited to:

Support analysis of company history and financial statements

• Research the market to identify potential listed equity investment opportunities and make appropriate investment recommendations to business.
• Gather and analyse information by accessing market research, trends and statistics on which to base investment decisions.
• Benchmark company performance both domestically and globally.

Maintain and update listed equity valuation model

• Maintain quantitative/analytic models, conducting a sensitive analysis.
• Provide updated valuation models and earnings after results are published, in support of accurate financial reporting.
• Maintain listed equities ranking model, monitoring that investment returns are above benchmark

Assist with Industry Sector Analysis

• Analyse sector under coverage and companies positioning within industry, obtaining accurate investment information.
• Benchmark performance across the industry, domestically and globally by accessing market research, trends and statistics.
• Develop and maintain positive relationships with broker analyst companies and other industry specialists.

Support Portfolio Manager

• Maintain, improve and implement an optimal portfolio that reflects the Fund’s investment philosophy and process.
• Maintain and implement applications which support financial risk management efforts and remain with risk budgeting limits (incl. tracking errors).
• Achieve targeted returns.

Minimum Requirements:

• Bachelor’s Degree / major in economics, business, or finance preferred
• Honours Degree / major in economics, business, or finance preferred
• CIPM, CFA or CA(SA) will be advantageous
• At least 6 years job-related experience.
• Exposure in managing a portfolio will be advantageous
• In-depth knowledge of legislation governing investments within portfolio, Tax legislation, financial practices and procedures, Industry developments relevant portfolio
• Knowledge of CFA Code of Conduct

Should you meet the above requirements, please upload your CV onto our website [CV’S VIA EMAIL WILL NOT BE CONSIDERED]

Candidates will be required to go through assessments, background and vetting processes if shortlisted .

Should you not hear from us within 2 weeks, please consider your application unsuccessful.