Investment Portfolio Analyst



  • Full Time
  • Port Elizabeth, Eastern Cape, South Africa

Gov Worker



As an Investment Portfolio Analyst, your key responsibilities will include:

  • Analyzing and managing investment portfolios to ensure optimal returns and minimize risk.
  • Conducting market research and providing investment recommendations to clients.
  • Developing and implementing investment strategies aligned with client goals and risk tolerance.
  • Monitoring and reporting on portfolio performance, identifying areas for improvement, and implementing changes as necessary.
  • Collaborating with the investment team to maintain a deep understanding of market and industry trends.
  • Staying up-to-date with changes in regulations, tax laws, and other relevant factors that may impact investment decisions.

Minimum Requirements

To be considered for this role, you must have:

  • A Bachelor’s degree in Finance, Economics, or a related field.
  • At least 3 years of experience in investment analysis or a related field.
  • Strong analytical and problem-solving skills.
  • Excellent communication and presentation skills.
  • Ability to work independently and collaboratively as part of a team.
  • Proficiency in financial software and tools, such as Bloomberg and Excel.

Key Skills and Attributes

To succeed in this role, you will need:

  • Strong analytical and problem-solving skills.
  • Excellent communication and presentation abilities.
  • Strong attention to detail and the ability to meet deadlines.
  • A keen understanding of financial markets and instruments, including stocks, bonds, and derivatives.
  • The ability to develop and maintain relationships with clients and other stakeholders.
  • The ability to stay current with changes in regulations, tax laws, and other relevant factors affecting investment decisions.

Working Environment and Conditions

You will work in a fast-paced and dynamic environment focused on delivering high-quality results and meeting deadlines. You will have the opportunity to collaborate with a talented and experienced team while developing your skills and knowledge in a supportive and engaging environment.

Duties

As an Investment Portfolio Analyst, your primary duties will include:

  • Conducting market research and analyzing market trends and sentiment.
  • Developing and implementing investment strategies aligned with client goals and risk tolerance.
  • Monitoring and reporting on portfolio performance, identifying areas for improvement, and implementing changes as necessary.
  • Collaborating with the investment team to maintain a deep understanding of market and industry trends.
  • Staying current with changes in regulations, tax laws, and other relevant factors impacting investment decisions.

Benefits

We offer a competitive salary and benefits package, including:

  • A base salary of R500,000 per annum.
  • A performance-based bonus of up to 20% of base salary.
  • A comprehensive benefits package, including medical aid, life insurance, and retirement savings.
  • A generous leave policy, with 20 days of annual leave and 10 days of sick leave per annum.
  • Opportunities for professional development and career advancement.
  • A dynamic and supportive work environment, with a focus on teamwork and collaboration.

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