Investment Portfolio Analyst – Cape Town - EE

SUMMARY:
Our client is looking for an Investment Portfolio Analyst - unlisted assets focus, to join their team

POSITION INFO:
Job Specification
Providing portfolio analytics services in relation to discretionary managed clients with a focus on unlisted investments
Monitor and assess the incumbent managers alongside the portfolio management and investment research teams
Ensure that drawdown schedules for the unlisted portion of assets are efficiently and effectively monitored and updated
Analyse and monitor the exposures and risks around these portfolios on an ongoing basis
Assists in the construction of client portfolios and products that target different kinds of investment objectives
Provide support to the Portfolio Management team
Monthly and quarterly retrieval, validation, reconciliation, analysis, and preparation of data
Develop an understanding of the market, risks, and tools as well as systems used
Data interrogation and analysis
Client and internal report generation
Checking of reports generated by other Analysts
Interpretation and analysis of report results
Submission of reports to clients
Client report back presentation generation
Communication with clients and responding to report queries
Aid in improving processes including automation efforts to improve efficiencies
Ad hoc analyses
Manual recalculation of some statistics


Minimum Requirements
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
Preference to CA (SA) candidates
Preference to candidates with prior unlisted investment experience
2 to 5 years of experience in financial services
Some experience in unlisted investments
Required to be a FAIS-compliant representative or work towards obtaining the relevant qualification
Knowledge of unlisted assets and the ability to apply your skills creatively to diverse investment opportunities
Pays attention to detail
Safeguards integrity of sensitive client data
Deals with large quantities of portfolio and market data
Understanding of portfolio and instrument-level information
Quick learner
Interest in financial services
Strong analytical skills
Good time management, and ability to manage deadlines
Able to work under pressure
Understands industry trends
Communicates clearly and politely, both verbally and in writing
Able to work independently but also be a team player
Uses initiative, is proactive, and possesses problem-solving skills
Willing to put in long hours when needed
Will embrace and live out RisCura’s team culture
Strong working knowledge of Microsoft Excel




Kindly note that by submitting your application for this career opportunity you agree that Guardian Recruiting may use your application for the purpose of the recruitment and selection of the said position and this information may be shared with the relevant stakeholders in the business.

Please note that only shortlisted candidates will be contacted.

Should you not have heard back within a two-week period, please assume that your application was unsuccessful.
All job postings are in accordance with our Client's BEE requirements.
Please only send certificates when requested to do so

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