Senior Portfolio Analyst

• Support the CRM with the day to daymanagement of the client book
• Help the CRM to maintain existing client relationships
• Assist in preparing and presenting to prospective clients
• Perform portfolio reviews of potential clients' existing portfolios, focusing on identifying strengths and weaknesses of the portfolio as well as recommendations for improvement
• Assist the CRM in managing clients' investment portfolios
• Treasury - coordinate payments and deposits, recording payments in the monitoring system
• Periodically review whetherclient circumstances have change and if portfolios require review
• Aspire to taking on responsibility for a portion of the client book
• Responding to client queries
• Responsible for communication anddispatch of periodic reporting to clients
• Investment analysis and research
• Compliance and Risk Management
• Promote and develop robust Operating Procedures across the business

Requirements:

• Business, Economics or Investment related degree, preferably with Honours
• CFA Charter holder(or studying towards)