Job Title
Market Related
Area: South Africa, Gauteng
Sector: Financial Services
Posted: 8 May 2025
Job Details
The purpose of this role is to provide support with reporting, monitoring and analysis of clients’ investment portfolios and the establishment and upkeep of the systems to support these and other functions. The candidate must have a very good working ability on Refinitiv. The successful candidate will work closely with the wider investment team, growing their skills to become an important member of the team. The candidate should be keen to learn and develop.
RESPONSIBILITIES
- Assisting with the preparation of monthly and quarterly investment reports that include asset manager and portfolio returns, comparison against benchmarks, performance attribution, portfolio composition summaries and commentary.
- Liaising with various asset managers and investment administrators.
- Monitoring fund managers compliance with mandates/benchmarks.
- Implement flexible data handling and reporting solutions.
- Design and develop automation processes/systems to collect, process, and integrate data from various sources into a centralized data warehouse.
- Ensure data quality and consistency by implementing data validation, cleaning, and transformation procedures.
- Develop and maintain analytical models/systems
- Streamline the investment process using Refinitiv, including loading and maintaining portfoliosetc
- Ad hoc projects.
QUALIFICATIONS & EXPERIENCE:
- Numerically orientated degree, Actuarial, Mathematics, Statistics, Quantitative management, or Computer Science.
- 0 to 2 years’ experience.
- Accuracy and superb attention to detail.
- Strong MS Excel and data analysis.
- Strong programming skills in Python, R or SQL.
- Thorough knowledge of data manipulation and management.
- Very good knowledge of Refinitiv
- Highly analytical.
- Proactive team player.