Portfolio Analyst

Location:

Cape Town | Job :

J

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.

• Provide portfolio investment analysis, produce daily/monthly risk and performance deliverables, and perform quantitative analysis and model validation.
• Retrieve, validate, reconcile, and analyse large volumes of portfolio and market data, while ensuring the integrity of sensitive client information.
• Suggest improvements for technical solutions and tools, identify process shortcomings, and contribute to quality management processes.
• Interact with clients, assist with data processing, respond to report queries, and collaborate with the team to prioritise deliverables and verify statistics.

• Bachelor's or Honours degree in Mathematics, Statistics, Computer Science, Industrial Engineering, Finance, or a related field.
• Inclination to complete the CIPM, FRM or CAIA charter1-2 years relevant experience would be ideal.
• Candidates need strong skills in Excel, SQL, Python, Databricks, and BI tools.
• Exposure to AI tools, automation, and coding projects is advantageous.
• The role requires the ability to manage large quantities of portfolio and market data, maintain strict data integrity, and possess a solid understanding of portfolio and instrument-level information.
• Strong attention to detail, effective time management under pressure, clear written and verbal communication, and the initiative to work both independently and as a team player.
• Understanding of current industry trends.