Purpose of job
Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suite 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. Understand 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. Analyze 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, FactSet 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
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