Portfolio Analyst

Cape Town - South Africa

Monthly Salary: Not Disclosed

Posted on: 4 hours ago

Vacancies: 1 Vacancy

Job Summary

Client Details:

With a focus on Africa China the UK and the US this global investment firm offers you an opportunity to be involved with a unique approach to responsible investing whilst driving performance and innovation. This client is guided by a philosophy of investing with care and seeks out top achievers who are looking to redefine and shape the future of the investment industry. Our client holds a firm belief that their work goes beyond financial gains and numbers recognising the impact of their actions on the lives and futures of those they serve. With a specialised focus on emerging markets and a passion for Africa and China our client offers independent advice analysis and reporting services to a diverse range of asset owners investment managers hedge funds private equity firms service providers and brokers.

What you will be doing:

Agree prioritise and manage work deliverables and plans.
Handle substantial portfolio and market data daily.
Retrieve validate reconcile and analyse data for regular and periodic reports.
Interrogate interpret and analyse data to produce client reports and advisory insights.
Safeguard the integrity of sensitive client data and manually verify statistics.
Review reports from fellow analysts and address report queries when needed.
Provide ad hoc analyses suggestions and support.
Contribute ideas for technical solutions and process improvements.
Participate in quality management processes and identify inefficiencies.
Set and pursue career objectives annual goals and engage in knowledge sharing.
Actively participate in organisational discussions events and innovation.
Perform ad hoc analyses as required.

What our client is looking for:

Holds an undergraduate degree preferably in Statistics Mathematics Computer Science or finance.
An Honours degree is preferable.
Shows interest in pursuing CFA FRM or CAIA charter.
1 - 2 years of relevant experience.
Demonstrates attention to detail and sensitive client data integrity.
Manages large volumes of portfolio and market data.
Understands portfolio and instrument-level information.
Quick learner with interest in financial services and industry trends.
Possesses strong analytical skills and good time management.
Exposure to or experience with Excel SQL and Power BI would be beneficial.
Able to handle pressure meet deadlines and work independently.
Communicates clearly and politely with clients both verbally and in writing.
Exhibits initiative proactive problem-solving and teamwork.
Willing to dedicate extra hours when needed to meet deadlines.

Job ID:

J107063

For a more comprehensive list of opportunities that we have on offer do visit our website - Data Analysis Client Reporting SQL/Excel/PowerBI CFA/FRM/CAIA Interest Data Integrity Complex Reconciliation Initiative Time Management

Required Skills:

Portfolio Data Analysis Client Reporting SQL/Excel/PowerBI CFA/FRM/CAIA Interest Data Integrity Complex Reconciliation Initiative Time Management

Client Details:With a focus on Africa China the UK and the US this global investment firm offers you an opportunity to be involved with a unique approach to responsible investing whilst driving performance and innovation. This client is guided by a philosophy of investing with care and seeks out top...

Client Details:

What you will be doing:

Agree prioritise and manage work deliverables and plans.
Handle substantial portfolio and market data daily.
Retrieve validate reconcile and analyse data for regular and periodic reports.
Interrogate interpret and analyse data to produce client reports and advisory insights.
Safeguard the integrity of sensitive client data and manually verify statistics.
Review reports from fellow analysts and address report queries when needed.
Provide ad hoc analyses suggestions and support.
Contribute ideas for technical solutions and process improvements.
Participate in quality management processes and identify inefficiencies.
Set and pursue career objectives annual goals and engage in knowledge sharing.
Actively participate in organisational discussions events and innovation.
Perform ad hoc analyses as required.

What our client is looking for:

Holds an undergraduate degree preferably in Statistics Mathematics Computer Science or finance.
An Honours degree is preferable.
Shows interest in pursuing CFA FRM or CAIA charter.
1 - 2 years of relevant experience.
Demonstrates attention to detail and sensitive client data integrity.
Manages large volumes of portfolio and market data.
Understands portfolio and instrument-level information.
Quick learner with interest in financial services and industry trends.
Possesses strong analytical skills and good time management.
Exposure to or experience with Excel SQL and Power BI would be beneficial.
Able to handle pressure meet deadlines and work independently.
Communicates clearly and politely with clients both verbally and in writing.
Exhibits initiative proactive problem-solving and teamwork.
Willing to dedicate extra hours when needed to meet deadlines.