Portfolio yst
Portfolio yst
Posted on :
28-09-2024
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
28-09-2024
Job Description
About our client:
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.
What you will be doing:
- Deliver impactful portfolio investment analysis and reporting for asset owners managers and service providers.
- Work closely with internal teams and clients building strong relationships to meet their needs.
- Support data processing and management handling large volumes of portfolio and market data on a daily basis.
- Retrieve validate and analyse data to produce insightful reports for key deliverables ensuring accuracy and relevance.
- Create client reports and provide valuable advisory insights while maintaining data confidentiality.
- Collaborate with team members to review reports verify statistics and respond to queries ensuring highquality output.
- Drive continuous improvement by suggesting new ideas for tools processes and technical solutions.
- Set personal growth goals contribute to special projects and actively participate in team discussions and innovation efforts.
What you need:
- A relevant tertiary qualification in Mathematics Statistics Computer Science or Finance.
- Interest in pursuing CIPM FRM or CAIA certification.
- Graduatelevel position or someone with 12 years of relevant experience.
- Strong attention to detail and safeguarding of sensitive client data.
- Experience handling large volumes of portfolio and market data.
- Good understanding of portfolio and instrumentlevel information.
- Strong analytical skills with proficiency in Excel SQL and MS Power BI as a plus.
- Effective time management and ability to meet deadlines under pressure.
- Awareness of industry trends and ability to communicate clearly and professionally with clients.
- Capable of working independently or as part of a team with initiative and problemsolving skills.
- Willingness to work long hours when required to meet deadlines.
Job ID:
- J104581
Portfolio Analyst, CAIA, SQL, Power BI, Excel
Employment Type
Full Time
Key Skills
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