Client Portfolio Analyst

Recruiter:

CA Financial Appointments

Job Ref:

53019

Date posted:

Tuesday, April 26, 2022

Location:

Gauteng, South Africa

Salary:

R420k - 450k per year + Medical Aid

JOB SUMMARY:
A new opportunity exists with my client based in Gauteng. This role forms part of the Investment Ma

JOB DESCRIPTION:

A new opportunity exists with my client based in Gauteng. This role forms part of the Investment Management team with a strong working relationship with the Investment team in Cape Town.

Responsibilities:

Portfolio Management
- Prepare cash flow forecasts using expected investment returns and cash needs
- Monitoring of client portfolio's - preparing trade recommendations and re-balancing of portfolio's when necessary
- Check monthly and quarterly reports and liaise with reporting team and on requirements
- Prepare quarterly commentary on client portfolio's Trading and execution support
Compliance and Risk Management

Requirements:

Business, Economics or Investment related degree, preferably with Honors
Investment related postgraduate qualification (or studying towards) such as CFP or CFA advantageous
2-3 years of relevant experience in the finance / investment industry

Please note if you have not heard from us in 2 weeks from application, please consider yourself unsuccessful - please do continue to follow us online and apply for suitable role

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Junior Technical System Analyst
Location: Johannesburg
Salary: 155 Hourly
Junior Technical System analystAn amazing opportunity for a flexible Technical System analyst…
4 days ago

Senior Analyst: ECM and Strategy
Location: Johannesburg
Salary:
Are you ready to take your expertise in analytics, collections strategy, and credit modelling to the next level? This is your opportunity to shape the future of credit decisioning and collections while driving innovation and performance across the business.
5 days ago

Senior Analyst: ECM and Strategy
Location: Johannesburg
Salary:
Are you ready to take your expertise in analytics, collections strategy, and credit modelling to the next level? This is your opportunity to shape the future of credit decisioning and collections while driving innovation and performance across the business.
7 days ago

Junior Product Manager - (PERMANENT)
Location: Sandton
Salary:
13 days ago

Tax Analyst
Location: Johannesburg
Salary:
17 days ago

Head of Investments | Centurion
Location: Centurion, Gauteng
Salary: Market-Related
Head of Investments | Centurion
44 days ago

Head of Investments | Centurion
Location: Centurion, Gauteng
Salary: Market-Related
Head of Investments | Centurion
44 days ago

Head of Investments | Centurion
Location: Centurion, Gauteng
Salary: Market-Related
Head of Investments | Centurion
44 days ago

Head of Investments | Centurion
Location: Centurion, Gauteng
Salary: Market-Related
Head of Investments | Centurion
44 days ago

Head of Investments | Centurion
Location: Centurion, Gauteng
Salary: Market-Related
Head of Investments | Centurion
44 days ago

Client Portfolio Analyst

Similar jobs you might be interested in:

Create a free job alert for Client Portfolio Analyst in Gauteng