Portfolio Accountant



  • Full Time
  • Saldanha Bay, Western Cape, South Africa

Gov Worker



Are you a results-driven finance professional with a passion for financial analysis and portfolio management? Do you have experience in managing investment portfolios, conducting financial reporting, and providing insightful analysis to drive business decisions? If so, we would like to hear from you! As a Portfolio Accountant , you will play a vital role in our financial planning and analysis team, working closely with our investment team to optimize portfolio performance and achieve business objectives.

Key Responsibilities:

  • Manage and analyze multiple investment portfolios to ensure alignment with business objectives.
  • Conduct regular financial reviews, including analysis of income statements, balance sheets, and cash flows.
  • Identify and recommend opportunities for portfolio optimization, growth, and cost reduction.
  • Develop and maintain comprehensive financial reports, including variance analysis and sensitivity analysis.
  • Provide regular financial updates and insights to senior management and other stakeholders.
  • Develop and maintain relationships with investment teams, traders, and other stakeholders to ensure alignment and effective communication.

Minimum Requirements:

  • Bachelor’s degree in Finance, Accounting, or a related field.
  • At least 3 years of experience in financial analysis, portfolio management, or a related field.
  • Proficiency in Excel, Access, and financial modeling tools.
  • Excellent analytical, communication, and interpersonal skills.
  • Strong attention to detail and organizational skills.
  • Ability to work independently and as part of a team.

Key Skills and Attributes:

  • Strong understanding of financial markets, instruments, and regulations.
  • Excellent financial modeling and analysis skills.
  • Ability to interpret complex financial data and present findings to non-technical stakeholders.
  • Strong problem-solving and critical thinking skills.
  • Excellent written and verbal communication skills.
  • Results-oriented and deadline-driven with a strong work ethic.

Working Environment and Conditions:

  • Join a dynamic and supportive team of professionals.
  • Work in a fast-paced and challenging environment with opportunities for growth and development.
  • Collaborate with a diverse team of investment professionals, analysts, and support staff.
  • Participate in training and professional development programs to enhance your skills and knowledge.
  • Enjoy a comprehensive benefits package, including medical aid, retirement fund, and other benefits.

Duties:

  • Conduct financial analysis and prepare financial reports and presentations for senior management and other stakeholders.
  • Manage and maintain financial models, databases, and spreadsheets.
  • Develop and implement financial dashboards and metrics to monitor portfolio performance.
  • Conduct risk analysis and recommend strategies to mitigate potential risks.
  • Collaborate with other teams to identify and capitalize on new business opportunities.

Benefits:

  • Competitive salary and benefits package.
  • Ongoing training and professional development opportunities.
  • A dynamic and supportive work environment.
  • A diverse and collaborative team.
  • A comprehensive employee benefits package, including medical aid, retirement fund, and other benefits.

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