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.

Similar jobs you might be interested in:

Investment Portfolio Implementation Analyst (Newly Qualified CA(SA))
Location: Cape Town
Salary:
44 days ago

Financial Manager
Location: Cape Town
Salary:
A reputable property company in Cape Town is seeking an experienced Financial Manager with at least three years’ experience to lead and manage the finance function. The company operates across property development, investment, and management, focusing on delivering high-quality services and sustainable growth. The successful candidate will play a key role in driving financial strategy, ensur...
3 days ago

Business Analyst
Location: Cape Town
Salary: Market Related
Are you the kind of analyst who looks at a messy debt review portfolio and instantly sees structure, patterns, and opportunity? Do you thrive in environments where your analytics directly influence strategy, operational performance, and millions in recoveries? If you’re driven by deep diagnostics, predictive modelling, and transforming complex portfolios into high-performing engines, this ro...
12 days ago

BILLING ANALYST – CAPE TOWN
Location: Cape Town
Salary:
17 days ago

Actuarial Analyst
Location: Cape Town
Salary:
Actuarial analystAre you an ambitious Actuary or Senior Actuarial analyst looking to step into a high-impact, entrepreneurial role? This opportunity gives you the chance to shape a new actuarial offering, drive audit support across top-tier clients, and accelerate your growth in a dynamic, fast-paced environment.Join a newly established actuarial team where you’ll play a leading role in shap...
18 days ago

Financial Analyst
Location: Cape Town
Salary: 560 000 Annually
Are you passionate about shaping the future of renewable energy? Our client, a leading investor in sustainable solar energy projects, is expanding their high-performing team and looking for a Financial analyst to support the development, financing, and execution of both renewable and conventional energy initiatives. This is an exciting opportunity to join a mission-driven organization that is acce...
18 days ago

Financial Analyst
Location: Cape Town
Salary:
24 days ago

Business Analyst
Location: Cape Town
Salary: Market Related
Are you the kind of analyst who looks at a messy debt review portfolio and instantly sees structure, patterns, and opportunity?Do you thrive in environments where your analytics directly influence strategy, operational performance, and millions in recoveries? If you’re driven by deep diagnostics, predictive modelling, and transforming complex portfolios into high-performing engines, this rol...
26 days ago

Business Analyst
Location: Cape Town
Salary:
72 days ago

Portfolio Manager
Location: Cape Town
Salary: Annually
To develop and ensure effective execution of the category operating plan (financial and product execution) for a portfolio of categories in order to achieve the business objectives.
6 days ago

Portfolio Analyst

Similar jobs you might be interested in:

Create a free job alert for Portfolio Analyst in Cape Town

Jobseekers

Recruiter

General