Investment Analytics & Client Delivery Associate

Morningstar
Full-time cape town, western cape Business Development & Strategy
Posted:
May 29, 2026
Location:
cape town, western cape, South-Africa

Job Description

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 Overview

Job Type: Full-time
Location: cape town, South-Africa
Posted: May 29, 2026
Deadline: July 08, 2026