Portfolio Analyst at PSG Konsult Ltd

Responsibilities:

• Reach performance targets for equity portfolios (rating equates to percentage of products that beat benchmarks over rolling 1-year horizon)
• Monthly portfolio review, attribution and trend feedback
• Insightful reporting to senior management on portfolio risks, thematics, liquidity and positioning
• New additions to presentation packs & efficiency of process
• Houseview models trade, implementation & review
• Houseview models corporate actions
• Portfolio strategy backtests and optimization
• Tiers (investable universe) and analyst intrinsic values
• Portfolio idea implementation (rationale for share in the portfolio)
• Completeness of portfolio calculation, analysis & Factsheets
• Timeousness of portfolio calculation, analysis & Factsheets
• New additions to portfolio calculation, analysis & Factsheets
• Efficiency of portfolio calculation, analysis & Factsheets
• Corporate Governance , core list & MyBase
• New additions and insights to portfolio returns, factsheets and efficiency of process
• Ensure accurate and timely reporting on products with comms team (Monthly and Quarterly slides, articles, MDDs and other standard CIS requirements)
• Accuracy of portfolio analytics team reports and presentation
• Improving workflow and keeping track of deliverables

Minimum Requirements:

• B.Com Investment Management degree
• CFA qualification advantageous
• 2-3 years’ relevant experience required in a buy-side analyst role
• Advanced MS Excel and VBA required