Portfolio Analyst

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.