Investment Portfolio Analyst

SUMMARY:
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POSITION INFO:

Purpose of job

• 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

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.

Experience

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

Other key relationships

• Global Investment Committee
• Asset Allocation Team
• Manager Research
• Research and Development team
• Analysts responsible for reporting team

Key competencies

• Understanding of macroeconomics
• Portfolio construction and manager research experience beneficial
• 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
• Strong analytical skills
• 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
• 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 analyses 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

 

 

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