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.

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Client Portfolio Analyst

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