Junior Portfolio Manager – FAIS

Absa Group

. Conduct research and analysis on local and global markets, economic trends, sectors, investment instruments, and opportunities .

Posted 11/10/2026full-timeCape Town • South AfricaJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in conducting financial market research and analysis, preparing investment reports, and executing portfolio transactions in compliance with regulatory requirements. Proficient in client onboarding, portfolio monitoring, and maintaining accurate investment documentation.

Highest-signal resume keywords

Financial Market ResearchPortfolio Performance MonitoringInvestment Report PreparationClient Onboarding SupportGovernance and Compliance Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment AnalysisPortfolio RebalancingData GatheringRisk IdentificationFinancial Reporting

Soft Skills

Relationship BuildingClient CommunicationAnalytical Thinking

Tools & Technologies

Digital Investment Tools

Certifications & Qualifications

Postgraduate Degree in FinanceProfessional Qualification in Accounting

Industry Keywords

FAISInvestment MandatesRisk ManagementAudit RequirementsCompliance Standards

About the role

Key responsibilities & impact

Conduct research and analysis on local and global markets, economic trends, sectors, investment instruments, and opportunities
Prepare investment reports, market commentary, presentations, portfolio review documentation, client reports, and investment review packs
Provide analytical support to Portfolio Managers through investment research, data gathering, and portfolio monitoring
Assist in implementing portfolio strategies and keeping portfolios aligned with investment mandates and client objectives
Execute approved portfolio transactions in line with internal controls and regulatory requirements
Support client onboarding, investment documentation, and portfolio implementation activities
Monitor portfolio performance and identify risks and opportunities requiring Portfolio Manager attention
Assist with portfolio rebalancing and implementation activities
Respond to client and adviser queries within agreed service standards
Participate in client meetings, investment presentations, and portfolio reviews
Support governance, compliance, risk management, audit, and reporting requirements
Maintain accurate records and escalate potential risks or compliance concerns
Contribute to process improvements, service delivery enhancements, and adoption of digital investment tools
Support operational processes for efficient portfolio administration and ensure accurate, timely reporting and documentation

Requirements

What you’ll need

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
Knowledge of FAIS, investment mandates, and internal policies
Ability to conduct financial-market, sector, economic-trend, and investment-instrument research and analysis
Ability to monitor portfolio performance and prepare portfolio review reports
Ability to assist with portfolio rebalancing and implementation activities
Ability to prepare investment reports, market commentary, presentations, client reports, and investment review packs
Ability to execute approved portfolio transactions accurately and in line with internal controls and regulatory requirements
Ability to support client onboarding and maintain accurate investment documentation
Ability to build and maintain relationships with clients, advisers, and internal stakeholders
Knowledge of governance, compliance, risk management, audit, and reporting requirements

Benefits

Comp & perks

Equal opportunity employer
Inclusive workplace committed to diversity, equity, inclusion and belonging
Reasonable accommodation during the recruitment process
Preference may be given to candidates from underrepresented designated groups, including persons with disabilities