Portfolio Manager & Analyst

Introduction

Join a leading boutique investment firm that lives by its ESG values and commitment to clients. Our client is seeking a bright mind for a challenging dual role covering portfolio management and fundamental analysis. You must be a dedicated team player yet operate as an independent intellectual who takes full ownership of assigned work. If you excel in a fast-paced environment and are ready to contribute your knowledge to a firm aiming for Clarity Energy and Success this is your chance for maximum industry exposure.

Requirements

• Completed degree and honours in finance or a relevant field
• Minimum either a CA (SA) CFA CAIA CFP or FRM designation (actuarial related background would be advantageous)
• 5 to 8 years of related experience in analysis and / or managing equity fixed income and multi-asset class portfolios
• Knowledge and understanding of Environmental Social and Governance (ESG) principles
• Knowledge of the South African and global investment trends for listed and alternative
• Highly proficient in Excel including VBA
• Excellent Bloomberg and BQL skills
• Python coding skills (highly advantageous)

To apply for this position please send your updated CV and full academic record (including matric) to Alternatively you can phone the team on

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Correspondence will only be conducted with short-listed candidates. Should you not hear from us within 3 days please consider your application unsuccessful.

Required Experience

Manager

Key Skills

Project / Program Management,Project Portfolio Management,Portfolio Management,Credit Analysis,Banking,Pricing,Analysis Skills,Project Management,Financial Analysis,Budgeting,Property Management,Contracts

Employment Type : Full-Time

Experience : years

Vacancy : 1

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