Candidate Profile for a Analyst

A finance professional with 18 months’ experience in a family office environment, delivering discretionary portfolio management support, client reporting, and performance analysis for ultra-high-net-worth individuals. He holds a Bachelor of Business Science with Honours in Finance and Accounting and is a CFA II candidate. He currently leads the monthly portfolio reporting process across a suite of discretionary UHNW client mandates, benchmarking performance against market indices and producing analysis that directly informs client review meetings. He has developed benchmarking and indexing frameworks using industry-standard market data platforms, produces a daily global markets summary for clients, and engages directly with clients on portfolio updates and ad hoc analytical requests. He also coordinates with the trading desk on portfolio liquidity requirements and sits close to the asset allocation process, developing a working knowledge of how alternative and traditional asset classes are positioned within client portfolios. Proficient in Excel, Bloomberg, and Morningstar, with developing Python skills, he combines strong analytical and client-facing ability with a genuine interest in macro, credit, and cross-asset dynamics, and is now looking to bring this experience to a new opportunity as an analyst within financial services in Cape Town.