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Investment Analytics & Client Delivery Associate

Morningstar
Location 📍 cape town, South-Africa
Posted 📅 June 08, 2026
Work Type ⏰ Full-time

Position Overview

Morningstar in Cape Town seeks an Associate Portfolio Specialist to support investment research and client communications. The ideal candidate has a Bachelor's degree in Finance or a related field and 2–5 years of relevant experience. Responsibilities include assisting Portfolio Specialists with client materials, portfolio analysis, and market insights. The role offers a salary range of ZAR 807,000–1,131,000 with a 10% annual bonus. This position is an excellent opportunity for individuals passionate about investments and client engagement.
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Job Details

Employment Type
Full-time
📊
Category
Business Development & Strategy
🏠
Work Arrangement
On-site
📍
Location
cape town, South-Africa