Job spec – Analyst
Job type Permanent
Reports to Head of Operations
Job location Cape Town
Qualifications
– Bachelor’s or Honours degree in Mathematics, Statistics, Computer Science, Industrial Engineering, Finance or a related field.
- Inclination to complete the CIPM, FRM or CAIA charter
Experience - Graduate position to 1-2 years relevant experience
Purpose of job - Providing portfolio investment analysis and reporting services in relation to asset owners, asset managers and service providers
Other key relationships - Assist fellow team members within the immediate team
- Collaborate with other teams
- Interact with Clients
- Assist analysts responsible for data processing
- Assist analysts responsible for data management
Key competencies - Pays attention to detail
- 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
- Proficienct in Excel, SQL and MS Power BI advantageous
- Good time management, and able to manage deadlines
- Able to work under pressure
- Understands industry trends
- Communicates clearly and politely, both verbally and in writing to clients
- Able to work independently but also be a team player
- Uses initiative, is pro-active and possesses problem solving skills
- Willing to put in long hours when needed to meet deadlines
Monthly/daily tasks
– Work with the team to:
? Agree and plan work deliverables and priorities
? Deal with large quantities of portfolio and market data on a daily basis
? Retrieve, validate, reconcile, analyse and prepare data for daily, monthly and quarterly deliverables
? Interrogate and analyse data to produce client reports
? Interpret and analyse report results as input to the advisory services to the client
? Safeguard the integrity of sensitive client data
? Manually recalculate and verify statistics
? Check reports generated by fellow analysts
? Provide ad hoc analyses and supporting output
? Respond to report queries when required
- Work with the team to improve work practises:
? Suggesting and generating ideas for improvement of current or development of future technical solutions, tools and platforms
? Identifying shortcomings in current work methods and processes
? Contributing to the establishment of in quality management processes - Manage their own performance and career by:
? Developing career objectives and goals and pursuing it
? Setting annual work goals and regularly meeting with their line manager to discuss their performance
? Contributing to knowledge sharing and participation in special projects - Acting as a corporate citizen and participating in organisational discussions, events and innovation
Ad hoc analysis
Remuneration - Market Related
Please note: only shortlisted candidates will be contacted.
Desired Skills:
- relevant degree
- graduate or 1-2 years relevant experience