Junior Portfolio Manager (FAIS)

Posted Yesterday
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Cape Town, Western Cape, ZAF
In-Office
Junior
Financial Services
The Role
Supports investment portfolio management through market and investment research, portfolio monitoring, performance reporting, transaction execution, and rebalancing assistance. The role also supports client onboarding, client communications, governance, risk and compliance activities, audit readiness, and operational process improvements while ensuring adherence to FAIS, investment mandates, and internal policies.
Summary Generated by Built In
Empowering Africa’s tomorrow, together…one story at a time.

With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.


Belonging at Absa

Absa is committed to creating an inclusive workplace where everyone can thrive. We are an equal opportunity employer and welcome applications from suitably qualified individuals from diverse backgrounds. In support of our Diversity, Equity, Inclusion and Belonging (DEIB) commitments and Employment Equity objectives, preference may be given to candidates from underrepresented designated groups, including persons with disabilities. We encourage applicants who may require reasonable accommodation during the recruitment process to let us know so that appropriate support can be provided.

Job Summary

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.

Job Description

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.

Education

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

Skills Required

  • Bachelor's degree or advanced diploma in Accounting, Commerce, Finance and Investment Management, or Statistics
  • Postgraduate degree or professional qualification in Accounting, Commerce, Finance and Investment Management, or Statistics

Absa Group Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Absa Group and has not been reviewed or approved by Absa Group.

  • Healthcare Strength — Medical aid, group life, disability, and funeral cover are described as comprehensive, with features such as terminal‑illness advances and beneficiary grocery benefits. Wellness and assistance offerings support overall financial and personal wellbeing.
  • Retirement Support — A pension fund and group retirement arrangements are positioned as core benefits within fixed remuneration. Retirement coverage is embedded alongside other protections as part of standard employment.
  • Equity Value & Accessibility — Employee share‑ownership (eKhaya) and equity‑linked awards broaden wealth‑sharing, with dividends or cash‑equivalent participation in some markets. This provides longer‑term value beyond base pay.

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The Company
HQ: Riyadh
39,055 Employees
Year Founded: 2018

What We Do

Absa Group Limited (Absa) has forged a new way of getting things done, driven by bravery and passion, with the readiness to realise growth on the African continent and beyond. We’re a truly African brand, inspired by the people we serve in Botswana, Ghana, Kenya, Mauritius, Mozambique, Seychelles, South Africa, Tanzania, Uganda, and Zambia. We also have representative offices in China, Namibia, Nigeria and the United States, as well as securities entities in the United Kingdom and the United States, along with technology support colleagues in the Czech Republic.

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