Analyst, Portfolio Fund Solutions

Liberty is seeking a skilled Analyst to join their dynamic team in Johannesburg. This role is central to the effective management and oversight of investment portfolios, requiring a sharp analytical mind and a deep understanding of financial markets. The successful candidate will be instrumental in transforming raw data into actionable insights that drive strategic investment decisions and robust risk management practices.

About the Role

The Analyst, Portfolio Fund Solutions will be tasked with a critical function: evaluating the performance, exposures, and risk profiles of various funds and mandates. This involves meticulously analysing portfolio data and market information, translating complex financial metrics into clear, structured insights. These insights are vital for informing decisions related to portfolio oversight, enhancing risk mitigation strategies, and supporting the selection and construction of investment portfolios within Liberty's established investment frameworks. The position demands a proactive approach to identifying trends, understanding performance drivers, and communicating findings effectively to stakeholders.

The core responsibilities of this role revolve around in-depth portfolio analysis and reporting. You will be expected to:

• Evaluate the performance trends, exposure levels, and inherent risk characteristics across a range of investment funds and mandates.
• Convert raw portfolio data and relevant market intelligence into organised, insightful reports.
• Support portfolio oversight by providing comprehensive analytical outputs.
• Contribute to the enhancement of risk management processes through detailed analysis and reporting.
• Aid in informed fund selection and portfolio construction by delivering critical analytical support.
• Collaborate with portfolio managers, research teams, and product development to gather necessary inputs and validate analytical findings.
• Ensure all analytical support aligns with defined investment frameworks and established processes.
• Maintain a high level of technical proficiency in areas such as active investment management, asset management compliance, risk management evaluation, and financial analysis.

What They're Looking For

Liberty is seeking a candidate with a solid educational background and significant practical experience in the asset management or financial services sector. Ideal candidates will possess:

• A first-degree qualification in Business Commerce, Finance, or Accounting. A postgraduate degree in a similar field would be advantageous.
• Between 5 to 7 years of experience in asset and portfolio management, with a specific focus on analysing credit portfolios, instruments, and exposures. This experience should include a thorough understanding of credit quality, performance drivers, and risk characteristics within funds or mandates.
• 3 to 4 years of experience in interpreting complex portfolio data, market information, and performance metrics to generate structured reporting and analytical outputs. This experience is crucial for supporting oversight, risk management, and investment decision-making.
• 5 to 7 years of experience working collaboratively with portfolio managers, research teams, or product development teams, demonstrating the ability to gather inputs, validate data accuracy, and provide consistent analytical support within defined investment frameworks.
• Demonstrated behavioural competencies in articulating information clearly, meticulously checking details, influencing stakeholders, developing expertise, and contributing to strategic development.
• Strong technical competencies in active investment management, asset management compliance, evaluating risk management effectiveness, and performing detailed financial analysis.

This role presents a significant opportunity for a seasoned financial analyst to contribute to a leading financial institution. In South Africa, roles of this nature within established financial services groups typically offer competitive remuneration packages, reflecting the specialised skills and experience required. Career progression often leads to senior analyst positions, portfolio management roles, or specialised risk and compliance functions within the broader investment landscape.

Type of Qualification: First Degree
Field of Study: Business Commerce, Finance and Accounting
Type of Qualification: Post Graduate Degree
Field of Study: Business Commerce, Finance and Accounting

Experience Required
Asset & Portfolio Management
Investment & Asset Management
5-7 years
Experience analysing credit portfolios, instruments and exposures within asset management or financial services environments, including evaluating credit quality, performance drivers and risk characteristics across funds or mandates.

3-4 years
Experience interpreting portfolio data, market information and performance metrics to produce structured reporting and analytical outputs that support portfolio oversight, risk management and investment decision-making processes.

5-7 years
Experience working with portfolio managers, research or product teams to gather inputs, validate data and deliver consistent analytical support within defined investment frameworks and processes.

Behavioural Competencies:

• Articulating Information
• Checking Things
• Convincing People
• Developing Expertise
• Developing Strategies

Technical Competencies:

• Active Investment Management
• Asset Management
• Compliance
• Evaluating Risk Management Effectiveness
• Financial Analysis