Portfolio Assistant

Recruiter:

Network Recruitment

Job Ref:

NFP014078/SHb

Date posted:

Wednesday, April 24, 2024

Location:

Capetown, South Africa

SUMMARY:
A leading wealth management firm dedicated to providing personalized financial solutions to their clients. With a focus on integrity, innovation, and client service, they strive to achieve excellence in managing wealth and creating value for their clients.

POSITION INFO:
They are seeking a diligent and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assistant will work closely with portfolio managers to support the management and administration of client portfolios. This role offers an exciting opportunity to gain valuable experience in the wealth management industry and contribute to the success of our clients' financial goals.

Key Responsibilities:

Assist portfolio managers in the day-to-day management of client portfolios.
Monitor portfolio performance and assist in the preparation of client reports.
Maintain accurate records of client transactions and portfolio holdings.
Coordinate with internal teams to ensure timely execution of client requests.
Stay informed about market trends, economic indicators, and regulatory changes affecting client portfolios.

Requirements:

Relevant Bcom degree
2+ years of experience in investments/asset management space
Experience with BDA, Tradecis, Marble
Strong computer skills

Apply now!

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