Portfolio Analyst

Location: Cape Town | Job ID: J107247 About our client: With a focus on Africa, China, the UK and the US, this global investment firm offers you an opportunity to be involved with a unique approach to responsible investing whilst driving performance and innovation. This client is guided by a philosophy of investing with care and seeks out top achievers who are looking to redefine and shape the future of the investment industry. Our client holds a firm belief that their work goes beyond financial gains and numbers, recognising the impact of their actions on the lives and futures of those they serve. With a specialised focus on emerging markets and a passion for Africa and China, our client offers independent advice, analysis, and reporting services to a diverse range of asset owners, investment managers, hedge funds, private equity firms, service providers, and brokers. What you will be doing: Provide portfolio investment analysis, produce daily/monthly risk and performance deliverables, and perform quantitative analysis and model validation. Retrieve, validate, reconcile, and analyse large volumes of portfolio and market data, while ensuring the integrity of sensitive client information. Suggest improvements for technical solutions and tools, identify process shortcomings, and contribute to quality management processes Interact with clients, assist with data processing, respond to report queries, and collaborate with the team to prioritise deliverables and verify statistics. What you need: Bachelor’s or Honours degree in Mathematics, Statistics, Computer Science, Industrial Engineering, Finance, or a related field. Inclination to complete the CIPM, FRM or CAIA charter 1-2 years relevant experience would be ideal. Candidates need strong skills in Excel, SQL, Python, Databricks, and BI tools. Exposure to AI tools, automation, and coding projects is advantageous. The role requires the ability to manage large quantities of portfolio and market data, maintain strict data integrity, and possess a solid understanding of portfolio and instrument-level information. Strong attention to detail, effective time management under pressure, clear written and verbal communication, and the initiative to work both independently and as a team player. Understanding of current industry trends. For a more comprehensive list of opportunities that we have on offer, do visit our website - https://www.parvana.co.uk/careers Requirements Portfolio Analysis, Risk & Performance, Investment Analysis, Quantitative Analysis, Data Management, Excel, SQL, Python, Databricks, BI Tools, Emerging Markets, Financial Reporting, Data Integrity