Analyst - Technical Support

Recruiter:

HR Genie

Job Ref:

2222BBI

Date posted:

Monday, July 4, 2022

Location:

Sandton, South Africa

Salary:

R24k - 25k per month

SUMMARY:
Portfolio reporting, fact sheets preparation and distribution and portfolio implementation

JOB DESCRIPTION:

Administrative Duties:

- Updating and maintaining asset allocation spreadsheets.

- Updating and maintaining client portfolio performance spreadsheets.

- Assisting the Investments Team with Monthly and Quarterly client investment reporting.

- Utilising Investments systems for research and reporting – Bloomberg, FactSet, IRESS, MorningStar, MoneyMate, etc

- Distributing asset allocation & other information to selected clients – both internal and external.

- Assisting Investments Team with preparing and submitting trade instructions to BCI and LISPS as and when required.

- Keeping and monitoring a log of Wrap Fund instructions submitted by the Investments Team for successful implementation

- Monitoring implementation by the LISPS by interacting with the LISPS and reporting weekly to Investment Team on status of instructions submitted.

- Preparation and distribution of Fact Sheets and MPIDs.

- Due Diligence submissions to Trustees(in respect of new funds to be utilized where trustee DD requirements exist).

- Submitting requests for new fund accounts to be opened.

- Sourcing Wrap Fund/ Model Portfolio data from the various LISPS and aggregating the information for various uses by CIO, MD, Sales Team, Business Development Team & Marketing Team.

- Maintaining a spreadsheet of total AUM exposure to underlying investment managers across CIS FoF’s and Wrap Funds.

- General data & analytics support to internal investment meetings – maintaining a wide array of investment decision making tools used by the Investments Team.

- Developing positive and effective relationships with asset managers, LISP contacts and key industry players.

- Portfolio analysis.

- Portfolio reporting.

- Full ownership of high-frequency-administration tasks e.g. setting up and maintaining a broad array of spread-sheets which support the investment- decision-making-function, setting up and maintaining a broad array of investment feedback reports, setting up and maintaining a broad array of presentations etc.

- Actively contributing to the setting up and development of processes which make high-frequency roles more efficient, highly repeatable, etc.

Client Support roles:

- Support Client relationship management.

- Contribution to the preparation of and continual development of client quarterly reports.

- Contribution to the preparation of, and continual development of more frequent client reporting obligations - typically monthly.

- Assistance with preparation of Client presentations.

- Client investment and non-investment queries within the boundaries of specified investment mandates.

- Client ad-hoc support, within the boundaries of specified investment mandates.

- Investment decision making support functions.

Management support

• Actively supporting the CIO in the day to day operational activities that support the investment decision making framework and client portfolio management and reporting.

• Actively supporting Senior Portfolio Managers in the day to day operational activities that support the investment decision making framework and client portfolio management and reporting.

• Actively supporting the Managing Director with management information relating to clients, performance and assets under management/ consulting.

• Investments Team support.

• Sales/ Business development team support as required.

• On-going contributions to the divisions' business development efforts - building of presentations and marketing brochures, improving existing presentations and marketing brochures, maintaining existing presentations and marketing brochures.

Your B. Com, B. Bus Science, B. Sc or similar qualification is critical for this position.

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

Similar jobs you might be interested in:

Technical Information Analyst
Location: Johannesburg
Salary:
We are seeking a detail-oriented and analytical technical Information analyst to join our growing team. In this role, you will be responsible for collecting, analyzing, organizing, and maintaining technical information to support business operations, decision-making, compliance, and knowledge management initiatives.
12 days ago

Technical Business Analyst
Location: Johannesburg
Salary:
56 days ago

Head of Software Engineering
Location: Johannesburg
Salary: Annually
Hands-on Head of Software Engineering with full SDLC ownership and a strong DevOps focus. Responsible for leading and evolving end-to-end development across internal and customer-facing systems, spanning both legacy and modern platforms.This working leadership role manages a team of ~12 (developers, QA, scrum master, and implementation specialist) while remaining technically involved—reviewi...
4 days ago

Data Engineer
Location: Johannesburg
Salary:
Data Engineer - Johannesburg - City DeepA skilled Data Engineer is required to support and enhance data platforms, reporting environments, data integration solutions, and business intelligence capabilities. The ideal candidate will have 2–5 years’ experience in data engineering, BI, reporting, SQL development, or data analytics, with strong SQL skills and experience in reporting and an...
5 days ago

Quantitative Business Analyst
Location: Johannesburg
Salary: Monthly
Psybergate is an IT company that builds bespoke software solutions and provides highly skilled resources to its clients.We are looking for a Quantitative Business analyst to join our financial services client based in Johannesburg on a 12-month contract.
5 days ago

Data Engineer
Location: Johannesburg
Salary:
A well-established group based in South Johannesburg, is seeking a technically capable Data Engineer to join their Head Office IT team.This is an excellent opportunity for a data professional with 2–5 years’ relevant experience who enjoys working with SQL, reporting, analytics and data-integration solutions and would like to continue developing within the Microsoft Data and Analytics e...
4 days ago

Credit Investment Portfolio Manager
Location: Johannesburg
Salary:
Where credit analysis meets investment decision-making, this is an opportunity to step into a role that sits at the centre of portfolio strategy and performance.
6 days ago

Newly Qualified CA(SA) M&A Analyst
Location: Johannesburg
Salary:
A leading investment and advisory firm is seeking a high-calibre analyst to join its team. The role offers exposure to corporate finance, capital raising, and strategic advisory across a diverse client base, with the opportunity to work on complex transactions alongside experienced dealmakers.Role PurposeThe analyst will support senior team members in executing transactions, financial analysis, an...
6 days ago

Business Systems Analyst
Location: Johannesburg
Salary: 45000 Monthly
New job opportunity for mid-level Business Systems analyst with experience in Business or System Analysis in an IT or Systems environment with Agile delivery methodology. Opportunity:Exciting opportunity for a Business Systems analyst to join a dynamic and growing organisation where your expertise will directly influence business efficiency and innovation!
6 days ago

Senior Feature Analyst
Location: Johannesburg
Salary:
6 days ago

Analyst - Technical Support

Similar jobs you might be interested in:

Create a free job alert for Analyst - Technical Support in Sandton

Jobseekers

Recruiter

General