Investment Portfolio Analyst

SUMMARY:
Global Investment firm seeks individuals with 3+ years experience within an investment context.

POSITION INFO:
Investment Portfolio Analyst (Portfolio Management Team)
Reports to Investments Manager

Qualifications

• Minimum requirement of a bachelor’s degree which can be FAIS recognised
• B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent.
• Open to other tertiary qualifications depending on experience and evidence of quantitative abilities.

• 3 to 5 years of relevant experience in investments
• Will be required to be a FAIS compliant representative or work towards obtaining that status

• Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios
• Providing portfolio analytics services in relation to discretionary managed clients
• Monitor and assess incumbent and current managers alongside the portfolio managers and investment research teams
• Understands the construction of client portfolios and products that target different kinds of investment objectives
• Ensure that portfolios are kept up to date on relevant systems and that Portfolio Managers instructions are executed accurately and in a timely manner
• Analyse and monitor the exposures and risks around these portfolios on an ongoing basis
• Provide support to the Portfolio Management team

• Understanding of macroeconomics
• Portfolio construction and manager research experience beneficial
• Pays attention to detail
• Have an understanding of key risk, performance and attribution concepts
• Safeguards integrity of sensitive client data
• Deals with large quantities of portfolio and market data
• Understanding of portfolio and instrument level information
• Quick learner
• Strong passion for investments
• Strong analytical skills
• Good time management, and able to manage deadlines
• Able to work under pressure and multi-task
• Communicates clearly and politely, both verbally and in writing
• Able to work independently but also be a team player
• Uses initiative, is pro-active and possesses problem solving skills
• Willing to put in long hours when needed Problem solving / solutions focused ability and mindset
• Flexibility and adaptability to ensure delivery of outputs and to ensure that a high-quality standard is maintained at all times
• Self-driven, determined and motivated
• Professionalism in all interactions
• Positive attitude to learning, growing and getting things done
• The nature of the job means that a high level of resilience and emotional maturity is required
• Strong working knowledge of Microsoft Excel
• Use of Morningstar, Bloomberg, FactSet and programming languages like R, Python, Matlab advantageous. Monthly/daily tasks
• Generation, interpretation and analysis of various analysis which would be useful to the Portfolio Managers
• Client report back presentation generation and checking
• Communication with clients and responding to report queries
• Monthly and quarterly retrieval, validation, reconciliation, analysis and preparation of data
• Data interrogation and analysis
• Develop an understanding of the market, risks and tools as well as systems used.
• Aid in the construction and monitoring of portfolios
• Understanding and regular monitoring of investment managers held in our products
• Develop an understanding of all portfolios they work on
• Client and internal report generation
• Checking of reports generated by other Analysts
• Interpretation and analysis of report results
• Be able to present internally and externally
• Aid in improving processes including automation efforts to improve efficiencies
• Ad hoc analyses
• Manual recalculation of some statistics