Senior Associate - Client Reporting

Recruiter:

CA Financial Appointments

Job Ref:

53071

Date posted:

Thursday, May 12, 2022

Location:

Cape Town, South Africa

Salary:

R0 per year

JOB SUMMARY:
An exciting opportunity exists with my client in Wealth Management as a Senior Associate - Client Re

JOB DESCRIPTION:

An exciting opportunity exists with my client in Wealth Management as a Senior Associate - Client Reporting. This is an exciting opportunity for an individual with a degree in Investment Management / Accounting and experience within the Wealth Management or Fiduciary IndustryResponsibilities:

Identify, collect and clean the available data to interpret data sets and design the appropriate extracts from various systems
Coordinate and verify the information required for the preparation of Client investment report
Collaborate with Portfolio Managers and Family Office relationship managers for the setup and on-boarding of clients onto our reporting platform
Prepare reports including, investment reports, management information reports, tax reporting and other financial analyses within strict deadlines
Deliver a superior online user experience through the provision of customized reporting content.

Requirements:

B.Com qualification, preferably with Investment Management and / or Accounting specialisation
Minimum 3-5 years working experience in Financial Services Industry, preferably within the Wealth Management or Fiduciary 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 roles.

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