Investment Analyst
Investment Analyst
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1 Vacancy
Job Description
- Collaborate with senior team members to support the management of a suite of discretionary portfolios assisting in their construction ongoing monitoring and alignment with diverse investment objectives.
- Generate interpret and analyse portfolio data and performance metrics; support monthly and quarterly reporting cycles by retrieving validating reconciling and analysing data for both internal and client use.
- Continuously monitor portfolio exposures and risks ensuring adherence to investment guidelines and timely execution of Portfolio Manager instructions across relevant systems.
- Assist in the assessment and ongoing monitoring of incumbent and current investment managers in collaboration with Portfolio Managers and the investment research team.
- Maintain portfolio accuracy across internal systems verify manual calculations when needed and contribute to process improvements and automation initiatives to drive efficiency.
- Contribute to the creation and review of client-facing reports and presentations; respond to client queries and develop the ability to present findings both internally and externally.
- Build an understanding of the market investment risks relevant tools and internal systems while developing in-depth knowledge of the portfolios and products managed.
- Provide ad hoc analysis as required support colleagues by reviewing reports prepared by others and contribute meaningfully to team-wide initiatives and improvements.
- A tertiary qualification which can be FAIS recognised ( BSc etc.)
- 2 - 5 years of relevant experience in investments
- Possesses or is developing a solid understanding of macroeconomics portfolio construction manager research portfolio and instrument-level data as well as key investment concepts such as risk performance and attribution.
- Comfortable handling large volumes of portfolio and market data with strong analytical skills and attention to detail; familiarity with tools like Microsoft Excel is essential and experience with platforms such as Bloomberg FactSet or Morningstar is advantageous.
- Demonstrates a proactive mindset initiative and strong problem-solving abilities.
- Exhibits resilience emotional maturity and the ability to manage high-pressure situations tight deadlines etc.
- Communicates clearly and courteously both in writing and verbally. Works well independently and as part of a team.
- Displays a strong passion for investments and an eagerness to learn and grow.
- J106982
Employment Type
Full Time
Key Skills
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