Portfolio Manager
Analytics Consulting
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James Richard Nesbit, Cfa Email & Phone Number
Portfolio Manager
at
Analytics Consulting
LinkedIn matched
✓ Verified Jun 2026
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Profile completeness 100%
Current company
Role
Portfolio Manager
Location
City Of Cape Town, Western Cape, South Africa
Who is James Richard Nesbit, Cfa? Overview
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Quick answer
James Richard Nesbit, Cfa is listed as Portfolio Manager at Analytics Consulting, based in City Of Cape Town, Western Cape, South Africa. AeroLeads shows a matched LinkedIn profile for James Richard Nesbit, Cfa.
James Richard Nesbit, Cfa previously worked as Co-Fund Manager and Senior Investment Analyst at Definitive Capital Management and Investment Analyst at Definitive Capital Management. James Richard Nesbit, Cfa holds Cfa Charterholder from Cfa Institute.
Company email context
Email format at Analytics Consulting
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Analytics Consulting
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Profile bio
About James Richard Nesbit, Cfa
Experienced portfolio manager and investment analyst with a proven track record of delivering competitive investment results for institutional and high net-worth clients. Adept in asset allocation, risk management, and portfolio construction across multiple asset classes, including equities, fixed income, and alternatives. Proficient at creating and implementing investment processes, with a strong background in research and analysis to identify actionable investment opportunities. I am skilled in building and maintaining client relationships, communicating investment strategies, and leading team members to achieve common goals. I am interested in a challenging position where I can use my experience to assist in driving success and growth in the business.
Listed skills include Microsoft Excel, Microsoft Word, Powerpoint, Financial Analysis, and 12 others.
Current workplace
James Richard Nesbit, Cfa's current company
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6 roles
James Richard Nesbit, Cfa work experience
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Co-Fund Manager And Senior Investment Analyst
Current- Manage R165 million in AUM as Co-portfolio manager for the Definitive Realfin Global Flexible Fund. - Delivered competitive performance since the fund was launched in March 2020. - Senior member of the team responsible for the design and implementation of the investment process. - Lead the team responsible for research and the identification of.
Mar 2020 - Present
Investment Analyst
- Performed in-depth research and analysis on a variety of investable assets, including equities and fixed income, resulting in several successful investment recommendations.- Conducted thorough analysis of ETFs and identified various high-performing investments, resulting in positive attribution to portfolio returns.- Produced well-written client.
Jan 2018 - Mar 2020
Finance Tutor
Facilitate learning and serve as a guide and coach to assist the student in becoming a successful independent learner. The purpose of tutoring was to increase and enhance mastery of concepts or applications of finance courses & integrate effective study and learning strategies to maximize the students’ potential for academic success.I tutored both Finance.
Feb 2017 - Dec 2017
Feb 2016 - Dec 2016
Summer Intern
Exposed to equity analysis, unit trusts and portfolio management.Equity product training.Actuarial exposure and portfolio building.
Jan 2015 - Feb 2015
4 education records
James Richard Nesbit, Cfa education
Cfa Charterholder
Cfa Institute
Bachelor Of Business Science (Bbussc), Finance, 2:1
Bachelor’S Degree, B Aggregate (A In Geography, Life Orientation & Business).
De La Salle Holy Cross College
FAQ
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What company does James Richard Nesbit, Cfa work for?
James Richard Nesbit, Cfa works for Analytics Consulting.
What is James Richard Nesbit, Cfa's role at Analytics Consulting?
James Richard Nesbit, Cfa is listed as Portfolio Manager at Analytics Consulting.
Where is James Richard Nesbit, Cfa based?
James Richard Nesbit, Cfa is based in City Of Cape Town, Western Cape, South Africa while working with Analytics Consulting.
What companies has James Richard Nesbit, Cfa worked for?
James Richard Nesbit, Cfa has worked for Analytics Consulting, Definitive Capital Management, University Of Cape Town, Entropic Tutors, and Alexander Forbes.
How can I contact James Richard Nesbit, Cfa?
You can use AeroLeads to view verified contact signals for James Richard Nesbit, Cfa at Analytics Consulting, including work email, phone, and LinkedIn data when available.
What schools did James Richard Nesbit, Cfa attend?
James Richard Nesbit, Cfa holds Cfa Charterholder from Cfa Institute.
What skills is James Richard Nesbit, Cfa known for?
James Richard Nesbit, Cfa is listed with skills including Microsoft Excel, Microsoft Word, Powerpoint, Financial Analysis, Windows, Teamwork, Customer Service, and Microsoft Office.
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