Junior Portfolio Manager (FAIS)
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Key details
- Location
- Cape Town, South Africa
- Work style
- Onsite
- Level
- Entry level
- Job type
- Full-time
- Function
- Finance & Accounting
- Focus area
- other
- Posted
- 18h ago
Skills
About the role
Empowering Africa’s tomorrow, together…one story at a time.
With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.
Belonging at Absa
Absa is committed to creating an inclusive workplace where everyone can thrive. We are an equal opportunity employer and welcome applications from suitably qualified individuals from diverse backgrounds. In support of our Diversity, Equity, Inclusion and Belonging (DEIB) commitments and Employment Equity objectives, preference may be given to candidates from underrepresented designated groups, including persons with disabilities. We encourage applicants who may require reasonable accommodation during the recruitment process to let us know so that appropriate support can be provided.
Job Summary
The Junior Portfolio Analyst supports the management of investment portfolios by conducting research, monitoring portfolio performance, assisting with investment decisions and maintaining client relationships. The role provides analytical and administrative support to Managers and Senior Portfolio Managers while ensuring adherence to investment mandates, regulatory requirements and internal governance standards. The incumbent contributes to achieving client investment objectives through sound analysis, effective stakeholder engagement, and a commitment to service excellence.Job Description
Key Focus Areas
- Conduct research and analysis on local and global markets, economic trends and investment opportunities to support portfolio management activities.
- Prepare investment reports, market commentary, presentations, and portfolio review documentation.
- Provide analytical support to Portfolio Managers through investment research, data gathering, and portfolio monitoring.
- Assist in implementing portfolio strategies and ensuring portfolios remain aligned with investment mandates and client objectives.
- Execute approved portfolio transactions accurately and in line with internal controls and regulatory requirements.
- Support client onboarding processes, including investment documentation and portfolio implementation activities.
- Build and maintain professional relationships with clients, advisers, and internal stakeholders.
- Participate in client meetings and assist with investment presentations and portfolio reviews.
- Assist with governance, compliance, risk management, and reporting requirements.
- Contribute to process improvement initiatives and the adoption of digital investment tools.
Key Responsibilities
Investment Research and Portfolio Support
- Analyse financial markets, sectors, and investment instruments.
- Monitor portfolio performance and prepare portfolio review reports.
- Identify risks and opportunities requiring Portfolio Manager attention.
- Assist in portfolio rebalancing and implementation activities.
Client Service
- Support Portfolio Managers in delivering high-quality client service.
- Prepare client reports and investment review packs.
- Respond to client and adviser queries within agreed service standards.
Governance, Risk and Compliance
- Ensure compliance with FAIS, investment mandates, and internal policies.
- Maintain accurate records and support audit requirements.
- Escalate potential risks or compliance concerns appropriately.
Operational Effectiveness
- Support operational processes to ensure efficient portfolio administration.
- Contribute to process improvements and service delivery enhancements.
- Ensure accuracy and timeliness of reporting and documentation.
Education
Bachelor`s Degrees and Advanced Diplomas: Accounting, Bachelor`s Degrees and Advanced Diplomas: Commerce, Bachelor`s Degrees and Advanced Diplomas: Finance and Investment Management, Bachelors Degree and Professional Qualifications: Statistics, Postgraduate Degrees and Professional Qualifications: Accounting, Postgraduate Degrees and Professional Qualifications: Commerce, Postgraduate Degrees and Professional Qualifications: Finance and Investment Management, Postgraduate Degrees and Professional Qualifications: Statistics