Client Portfolio Analyst

 

Recruiter:

CA Financial Appointments

Job Ref:

53020

Date posted:

Tuesday, April 26, 2022

Location:

Cape Town, South Africa

Salary:

Market related


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

JOB DESCRIPTION:

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

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 Honours
  • 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

  • Ensure clients adhere to approved fund manager list, asset allocation targets & limits
  • Maintain record of client advice

Qualifications and Experience

  • 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

Skills

  • Strong general investment knowledge critical, i.e. economy, financial markets, asset classes and portfolio management with a keen interest in investments
  • MS Office (Excel, Power Point, Word, Outlook)
  • Excellent written and verbal communication skills
  • A track record of overall integrity
  • Strong attention to detail and
  • Good relationship management skills

Competencies and Behaviours

  • Planning & Organizing:Schedules & manages workload effectively, thinks ahead, sets plans to achieve goals
  • Teamwork:Supports & works towards team goals, shares information, is helpful & co-operative, works effectively with people outside immediate team and within the wider group
  • Communication skills: Communicates clearly and concisely, listenseff

 

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



 

 

 

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