Client Portfolio Analyst

Recruiter:

CA Financial Appointments

Job Ref:

53020

Date posted:

Tuesday, April 26, 2022

Location:

Cape Town, South Africa

Salary:

Market related

SUMMARY:
A new opportunity exists with my client based in Cape Town. This role forms part of the Investment

JOB DESCRIPTION:

A new opportunity exists with my client based in Cape Town. This role forms part of the Investment Management team with a strong working relationship with the Investment team in Gauteng.

Responsibilities:

Portfolio Management
- Prepare cash flow forecasts using expected investment returns and cash needs
- Monitoring of client portfolio's - preparing trade recommendations and re-balancing of portfolio's when necessary
- Check monthly and quarterly reports and liaise with reporting team and on requirements
- Prepare quarterly commentary on client portfolio's Trading and execution support
Compliance and Risk Management

Requirements:

Business, Economics or Investment related degree, preferably with Honours
Investment related postgraduate qualification (or studying towards) such as CFP or CFA advantageous
2-3 years of relevant experience in the finance / investment 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 role

Ensure clients adhere to approved fund manager list, asset allocation targets & limits
Maintain record of client advice

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

Skills

Strong general investment knowledge critical, i.e. economy, financial markets, asset classes and portfolio management with a keen interest in investments
MS Office (Excel, Power Point, Word, Outlook)
Excellent written and verbal communication skills
A track record of overall integrity
Strong attention to detail and
Good relationship management skills

Competencies and Behaviours

Planning & Organizing:Schedules & manages workload effectively, thinks ahead, sets plans to achieve goals
Teamwork:Supports & works towards team goals, shares information, is helpful & co-operative, works effectively with people outside immediate team and within the wider group
Communication skills: Communicates clearly and concisely, listenseff

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

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