Portfolio Analyst | Waterfall, Midrand, Gauteng | Permanent

VACANCY | PORTFOLIO ANALYST | WATEFALL, MIDRAND, GAUTENG| PERMANENT

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

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

Competencies:

• Emotional/ behavioural discipline
• Statistical and modelling knowledge and experience
• Attention to detail
• Self-starter and motivated
• True passion for Financial Services
• Good writing Skills
• Excellent work ethic
• Resilient
• Ability to work under pressure

How to apply:

Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAK by no later than 29 October 2024. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.