Job Vacancies at RisCura

Application Criteria

• Minimum requirement of a bachelor’s degree which can be FAIS recognised
• B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent.
• Open to other tertiary qualifications depending on experience and evidence

Experience

• 3 to 5 years of relevant experience in investments
• Will be required to be a FAIS compliant representative or work towards obtaining that status

Purpose of Job

• Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios
• Providing portfolio analytics services in relation to discretionary managed clients
• Monitor and assess incumbent and current managers alongside the portfolio managers and investment research teams
• Understands the construction of client portfolios and products that target different kinds of investment objectives
• Ensure that portfolios are kept up to date on relevant systems and that Portfolio Managers instructions are executed accurately and in a timely manner
• Analyse and monitor the exposures and risks around these portfolios on an ongoing basis.
• Provide support to the Portfolio Management team

Monthly/Daily Tasks

• Generation, interpretation and analysis of various analysis which would be useful to the Portfolio Managers
• Client report back presentation generation and checking
• Communication with clients and responding to report queries
• Monthly and quarterly retrieval, validation, reconciliation, analysis and preparation of data
• Data interrogation and analysis
• Develop an understanding of the market, risks and tools as well as systems used.
• Aid in the construction and monitoring of portfolios
• Understanding and regular monitoring of investment managers held in our products
• Develop an understanding of all portfolios they work on
• Client and internal report generation
• Checking of reports generated by other Analysts
• Interpretation and analysis of report results
• Be able to present internally and externally
• Aid in improving processes including automation efforts to improve efficiencies
• Ad hoc analyses
• Manual recalculation of some statistics

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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