Junior Portfolio Manager (FAIS)

The Junior Portfolio Analyst supports the management of investment portfolios by conducting research, monitoring portfolio performance, assisting with investment decisions and maintaining client relationships. The role provides analytical and administrative support to Managers and Senior Portfolio Managers while ensuring adherence to investment mandates, regulatory requirements and internal governance standards. The incumbent contributes to achieving client investment objectives through sound analysis, effective stakeholder engagement, and a commitment to service excellence.

Bachelor`s Degrees and Advanced Diplomas: Accounting, Bachelor`s Degrees and Advanced Diplomas: Commerce, Bachelor`s Degrees and Advanced Diplomas: Finance and Investment Management, Bachelors Degree and Professional Qualifications: Statistics, Postgraduate Degrees and Professional Qualifications: Accounting, Postgraduate Degrees and Professional Qualifications: Commerce, Postgraduate Degrees and Professional Qualifications: Finance and Investment Management, Postgraduate Degrees and Professional Qualifications: Statistics

Key Focus Areas

Conduct research and analysis on local and global markets, economic trends and investment opportunities to support portfolio management activities.

Prepare investment reports, market commentary, presentations, and portfolio review documentation.

Provide analytical support to Portfolio Managers through investment research, data gathering, and portfolio monitoring.

Assist in implementing portfolio strategies and ensuring portfolios remain aligned with investment mandates and client objectives.

Execute approved portfolio transactions accurately and in line with internal controls and regulatory requirements.

Support client onboarding processes, including investment documentation and portfolio implementation activities.

Build and maintain professional relationships with clients, advisers, and internal stakeholders.

Participate in client meetings and assist with investment presentations and portfolio reviews.

Assist with governance, compliance, risk management, and reporting requirements.

Contribute to process improvement initiatives and the adoption of digital investment tools.

Key Responsibilities

Investment Research and Portfolio Support

Analyse financial markets, sectors, and investment instruments.

Monitor portfolio performance and prepare portfolio review reports.

Identify risks and opportunities requiring Portfolio Manager attention.

Assist in portfolio rebalancing and implementation activities.

Client Service

Support Portfolio Managers in delivering high-quality client service.

Prepare client reports and investment review packs.

Respond to client and adviser queries within agreed service standards.

Governance, Risk and Compliance

Ensure compliance with FAIS, investment mandates, and internal policies.

Maintain accurate records and support audit requirements.

Escalate potential risks or compliance concerns appropriately.

Operational Effectiveness

Support operational processes to ensure efficient portfolio administration.

Contribute to process improvements and service delivery enhancements.

Ensure accuracy and timeliness of reporting and documentation.