Junior Financial Data Analyst

Recruiter:

Finovate People

Job Ref:

905402753

Date posted:

Monday, April 22, 2024

Location:

Hermanus, South Africa

SUMMARY:
-

POSITION INFO:

Job title: Junior Financial Data Analyst

Our client, based in Hermanus, is looking to hire a Junior Financial Data Analyst to join their team as soon as possible.

Key Responsibilities

Portfolio Analysis

Assist with client portfolio analysis
Assist with implementation of trade decisions
Assist with portfolio rebalancing
Calculate returns on client portfolios
Prepare quarterly factsheets
Build and maintain financial models to analyse client portfolios

Systems

Assist with the implementation of CRM system and maintain user access and capabilities
Assist with data verification in IRESS
Maintain IRESS to do list and minute meetings with IRESS implementations team
Update client records in IRESS and help maintain CRM system
Assist with extracting and managing data from custodians
Assist with the design and implementation of internal data flows
Assist with the automation of repetitive tasks utilising MS Office suite

Clients

Prepare and distribute quarterly reports for clients
Assist with all client queries
Assist with creating proposals for new and existing clients
Assist with opening new client accounts and handle all client related administration
Prepare and distribute annual tax packs and related queries
Assist with sponsorship events i.e. presentations etc.
Assist with client fee calculation and commission distribution
Maintain an office to do list and keep it up to date daily
Manage process of client withdrawal requests
Manage monthly income payments
Document preparation for meetings
Assist with new projects and terms of business
Assist with developing presentations for marketing events

Requirements (Qualification and Skill)

Preferably BComm in Finance or Bsc in Computer Science
Financial Modelling experience
Advance Excel including VBA preferred
IRESS and Xplan (preferred but not essential)
MS Power BI
Interest in Financial Markets

This position is full time, in office, Monday-Friday.

Starting date: As soon as possible

Location: Hermanus.

Salary: R20 000-R30 000 depending on experience

Please apply online if you meet the above-mentioned requirements.

Please assume that your application was unsuccessful If you have not been contacted within 4 weeks.

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