Portfolio Analyst - graduate role

Cape Town-based candidate sought for Portfolio Analyst role.

TITLE Analyst (Risk and Performance)
JOB TYPE Permanent
REPORTS TO Team Leader
JOB LOCATION Cape Town
REQUIRED QUALIFICATION

Undergraduate degree with a financial focus or strong maths or stats skills.
Honours preferred
EXPERIENCE

Portfolio analytics reporting services in relation to financial services preferably in the institutional client space

PURPOSE OF JOB

 Providing portfolio analytics reporting services in relation to institutional clients
 Providing a supporting service to the Client Service Managers and Consultants
CORE RESPONSIBILITIES
 Daily, monthly and quarterly retrieval, validation, reconciliation, analysis and preparation of data
 Data interrogation and analysis
 Client report generation
 Checking of reports generated by other Analysts
 Interpretation and analysis of report results
 Submission of reports to clients
 Communication with clients and responding to report queries
 Ad hoc analyses
 Manual recalculation of some statistics

KEY COMPETENCIES, SKILLS & ATTRIBUTES
 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 able 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 pro-active and possesses problem solving skills
 Willing to put in long hours when needed

OTHER KEY RELATIONSHIPS
 Research and Development team
 Analysts responsible for data processing
 Analysts responsible for data management
 Client Services Management team
 Consulting team

REMUNERATION Market related

Please note: only candidates being considered will be contacted.