Junior Specialist: Investment

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 Job Summary The Junior Portfolio Manager will support the Portfolio Management team in the day-to-day management and oversight of client portfolios. This includes conducting stock research, executing trades, handling client administration tasks, preparing investment proposals and reports, and assisting Portfolio Managers in delivering high-quality service to advisors and clients. The role is designed to build foundational skills in investment management while contributing meaningfully to team outputs Job Description 1. Investment Research & Stock Coverage

• Conduct research on JSE, offshore-listed equities and ETFs.
• Support Portfolio Managers with stock coverage and idea generation.
• Attend weekly investment committee meetings and contribute to discussions as appropriate.

2. Trading & Execution

• Assist in the preparation and execution of trade instructions across various portfolios.
• Monitor trade confirmations and ensure accurate implementation.
• Assist in rebalancing portfolios to align with asset allocation conformance guidelines.

3. Client Administration & Reporting

• Coordinate onboarding of new client mandates, working closely with RMS team.
• Assist with mandate changes, client queries, and account updates.
• Prepare client review packs, client presentations, and investment reports.

4. Proposal Preparation & Business Support

• Draft investment proposals tailored to client objectives and constraints.
• Support PMs with ad hoc projects and business development.

Qualifications:

• Bachelor’s degree in Finance, Investment Management, Economics, or related field.
• Progress toward or completion of CFA (Level I or higher) or similar investment-related designation is advantageous.

Experience:

• 1–3 years of experience in an investment, financial advisory, or asset management environment.
• Exposure to discretionary portfolio management, equity or fund research, or financial markets.
• Experience working with financial data, trade modelling systems, investment platforms, or CRM systems.

Knowledge and Skills:

• Investment Knowledge: Understanding of basic investment principles, asset classes, and portfolio construction concepts.
• Analytical Skills: Strong quantitative and analytical abilities; able to interpret financial statements and market data.
• Attention to Detail: Highly organised and thorough, especially when working with trades, client information, and investment reports.
• Technology Proficiency: Proficient in MS Excel, PowerPoint, and Word. Comfortable working with financial modelling and portfolio management systems.
• Communication: Clear written and verbal communication; able to prepare professional proposals and client-ready materials.
• Time Management: Able to prioritise effectively and meet deadlines in a fast-paced environment.
• Team Orientation: Collaborative attitude with a willingness to learn from senior team members and contribute to shared outcomes.
• Client-Centric Mindset: Professional, service-oriented approach with a strong commitment to client outcomes and relationship management.

Education Higher Diplomas: Business, Commerce and Management Studies (Required) Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank. Absa Bank Limited reserves the right not to make an appointment to the post as advertised