Portfolio Analyst or Investment Analyst

Portfolio Analyst (Investment Analyst)

Reputable Asset Mgt firm seeks analytical indiv. Exciting and critical opportunity. Be instrumental in conducting research, gathering & analysing data. Support Portfolio Mgt in Investment decisions. New role. Great culture.

Main Responsibilities

• Update database/s with findings to enhance identification of trends and analysis.
• Apply relevant research methodologies, tools and techniques. Effectively gather info.
• Conduct research and keep up to date with data related to the economy and financial markets.
• Conduct research and investigation activities for selection of investment decisions.
• Support the Portfolio Management process by monitoring duration, cash, sector targets, security level targets and foreign exchange hedges.
• Contribute to the investment reporting and analytics process.
• Support the Marketing and Client Service teams with data requests.
• Execute task and improve quality of data for areas of specialisation.
• Other key deliverables to be discussed at interview stage.

Qualifications and Experience

• Degree in Maths, Stats, Finance or relevant ess. Honours or CIPM an Advantage.
• Exp as Portfolio Analyst or Investment / Performance Analyst.
• Exp in Asset Mgt or Investment firm. Exp in Statpro, an adv.

Should you be interested in the role:

• Please apply online.
• For queries, contact Bev at SET on .
• Looking forward to hearing from you.