Investment Portfolio Analyst - Cape Town, South Africa - BOSS Consult

BOSS Consult

Verified Company

Cape Town, South Africa

2 weeks ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Investment Portfolio Analyst
Cape Town

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

Responsibilities

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

Use of Morningstar, Bloomberg, FactSet and programming languages like R, Python, Matlab advantageous

Pay:
R350 000,00 - R550 000,00 per year

Application Deadline: 2024/05/31