Client Portfolio Analyst – Cape Town CBD - R480,000 per annum (Max)

Recruiter:

West Coast Personnel

Job Ref:

OKAD0425-4

Date posted:

Monday, April 25, 2022

Location:

CapeTown, South Africa

Salary:

R480,000 per annum (Max)

SUMMARY:
Client Portfolio Analyst – Cape Town CBD - R480,000 per annum (Max)

JOB DESCRIPTION:

Client Portfolio Analyst – Cape Town CBD - R480,000 per annum (Max)

REQUIREMENTS:

Minimum CFA level 1 with academic record
(To register for your level 1 CFA exam, you must have: a bachelor''s (or equivalent) degree or be a final-year student (max. 11 months to go) OR 4,000 hours of professional work experience (full-time, investment-related or not)

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
This role forms part of the Investment Management Team based in the Cape Town office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include Relationship Managers, external investment managers and linked investment service providers.

OVERALL, PURPOSE:

The primary purpose of the role is to support Portfolio Managers in Cape Town to manage client investment portfolios by taking the client’s specific situation, the agreed mandate and the investment team’s views and preferred vehicles into account. The portfolio analyst will have a close working relationship with the Investment team.

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OVERALL, PURPOSE:

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