Purpose of job
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
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.
Experience
3 to 5 years of relevant experience in investments in a multi-manager
Will be required to be a FAIS compliant representative or work towards obtaining that status
Other key relationships
Global Investment Committee
Asset Allocation Team
Manager Research
Research and Development team
Analysts responsible for reporting team
Key competencies
Understanding of macroeconomics
Portfolio construction and manager research experience beneficial
Have an understanding of key risk, performance and attribution concepts
Safeguards integrity of sensitive client data
Deals with large quantities of portfolio and market data
Understanding of portfolio and instrument level information
Strong analytical skills
Problem solving / solutions focused ability and mindset
Flexibility and adaptability to ensure delivery of outputs and to ensure that a high quality standard is maintained at all times
Strong working knowledge of Microsoft Excel
Use of Morningstar, Bloomberg, Fact Set and programming languages like R, Python, Matlab advantageous.
Monthly/daily tasks
Generation, interpretation and analysis of various analyses which would be useful to the Portfolio Managers
Client report back presentation generation and checking
Communication with clients and responding to report queries
Monthly and quarterly retrieval, validation, reconciliation, analysis and preparation of data
Data interrogation and analysis
Develop an understanding of the market, risks and tools as well as systems used.
Aid in the construction and monitoring of portfolios
Understanding and regular monitoring of investment managers held in our products
Develop an understanding of all portfolios they work on
Client and internal report generation
Checking of reports generated by other Analysts
Interpretation and analysis of report results