Portfolio Analyst (Risk & Performance) - Cape Town at RisCura

Purpose of Job

• Providing portfolio investment analysis and reporting services in relation to asset owners, asset managers and service providers.

Key Competencies, Skills and Attributes

• 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 
• Quick learner 
• Interest in financial services 
• Strong analytical skills 
• 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

• stakeholders.  

Key Responsibilities
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 

Other Key Relationships

• Assist fellow team members within the immediate team  
• Assist fellow RisCura teams 
• Interact with Clients  
• Assist analysts responsible for data processing 
• Assist analysts responsible for data management