Analyst, Portfolio Fund Solutions

Analyst, Portfolio Fund Solutions

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

Deliver portfolio analysis and reporting by evaluating exposures, performance trends and risk characteristics across funds and mandates, converting portfolio data and market information into structured insights that support portfolio oversight, enhance risk management and contribute to informed fund selection and portfolio construction decisions within Liberty and Fund Solutions investment frameworks.

Qualifications

Type of Qualification: First Degree
Field of Study: Business Commerce, Finance and Accounting
Type of Qualification: Post Graduate Degree
Field of Study: Business Commerce, Finance and Accounting

Experience Required
Asset & Portfolio Management
Investment & Asset Management
5-7 years
Experience analysing credit portfolios, instruments and exposures within asset management or financial services environments, including evaluating credit quality, performance drivers and risk characteristics across funds or mandates.

3-4 years
Experience interpreting portfolio data, market information and performance metrics to produce structured reporting and analytical outputs that support portfolio oversight, risk management and investment decision-making processes.

5-7 years
Experience working with portfolio managers, research or product teams to gather inputs, validate data and deliver consistent analytical support within defined investment frameworks and processes.

Behavioural Competencies:

 

• Articulating Information
• Checking Things
• Convincing People
• Developing Expertise
• Developing Strategies

Technical Competencies:

• Active Investment Management
• Asset Management
• Compliance
• Evaluating Risk Management Effectiveness
• Financial Analysis