Portfolio Analyst (Risk & Performance) at RisCura

Application Criteria

• 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 

Experience

• Graduate position to 1-2 years relevant experience

Purpose of Job

• Providing portfolio investment analysis and reporting services in relation to asset owners, asset managers and service providers.

Monthly/Daily Tasks

Work with the team to: 

• Agree and plan work deliverables and priorities 
• Deal with large quantities of portfolio and market data on a daily basis 
• Retrieve, validate, reconcile, analyse and prepare data for daily, monthly and quarterly deliverables 
• Interrogate and analyse data to produce client reports 
• Interpret and analyse report results as input to the advisory services to the client 
• Safeguard the integrity of sensitive client data 
• Manually recalculate and verify statistics 
• Check reports generated by fellow analysts 
• Provide ad hoc analyses and supporting output 
• Respond to report queries when required 
• Work with the team to improve work practises: 
• Suggesting and generating ideas for improvement of current or development of future technical solutions, tools and platforms 
• Identifying shortcomings in current work methods and processes 
• Contributing to the establishment of in quality management processes 

Manage their own performance and career by: 

• Developing career objectives and goals and pursuing it 
• Setting annual work goals and regularly meeting with their line manager to discuss their performance 
• Contributing to knowledge sharing and participation in special projects  
• Acting as a corporate citizen and participating in organisational discussions, events and innovation