Portfolio Analyst
Portfolio Analyst
Posted on :
15-03-2024
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
15-03-2024
Job Description
Req ID : 2628563
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:
- Collaborate to manage work deliverables and plans ensuring success.
- Dive into portfolio and market data daily uncovering insights.
- Retrieve validate reconcile and analyse data for impactful reports.
- Utilise analytical skills to produce client reports and advisory insights.
- Safeguard sensitive client data with meticulous verification.
- Foster teamwork by reviewing and supporting fellow analysts.
- Share ideas for technical solutions and process improvements.
- Set ambitious career objectives and engage in knowledge sharing.
- Actively participate in organisational discussions and events.
- Embrace flexibility to contribute and adapt as needed.
What you need:
- Holds an undergraduate degree preferably in 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 instrumentlevel information.
- Quick learner with interest in financial services and industry trends.
- Possesses strong analytical skills and good time management.
- Able to handle pressure meet deadlines and work independently.
- Communicates clearly and politely with clients both verbally and in writing.
- Exhibits initiative proactive problemsolving and teamwork.
- Willing to dedicate extra hours when needed to meet deadlines.
Job ID:
- J104463
Portfolio Analysis, CFA, FRM, CAIA, Reconciliation, Data Analysis
Employment Type
Full Time
Key Skills
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