Client Portfolio Analyst

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

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