Senior Associate - Client Reporting

Recruiter:

CA Financial Appointments

Job Ref:

53071

Date posted:

Thursday, May 12, 2022

Location:

Cape Town, South Africa

Salary:

R0 per year

SUMMARY:
An exciting opportunity exists with my client in Wealth Management as a Senior Associate - Client Re

JOB DESCRIPTION:

An exciting opportunity exists with my client in Wealth Management as a Senior Associate - Client Reporting. This is an exciting opportunity for an individual with a degree in Investment Management / Accounting and experience within the Wealth Management or Fiduciary IndustryResponsibilities:

Identify, collect and clean the available data to interpret data sets and design the appropriate extracts from various systems
Coordinate and verify the information required for the preparation of Client investment report
Collaborate with Portfolio Managers and Family Office relationship managers for the setup and on-boarding of clients onto our reporting platform
Prepare reports including, investment reports, management information reports, tax reporting and other financial analyses within strict deadlines
Deliver a superior online user experience through the provision of customized reporting content.

Requirements:

B.Com qualification, preferably with Investment Management and / or Accounting specialisation
Minimum 3-5 years working experience in Financial Services Industry, preferably within the Wealth Management or Fiduciary 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 roles.

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

Similar jobs you might be interested in:

Senior Litigation Associate
Location: Cape Town
Salary: 75000 Monthly
We are looking for a highly skilled senior litigation associate to join our litigation team.The candidate must be a self-starter with strong leadership skills and the ability to workindependently with minimal supervision.
12 days ago

Senior Associate
Location: Cape Town
Salary: 420000 Annually
Our esteemed client, a leading law firm based in the Cape Town CBD, is seeking a senior associate to join their Litigation Department. This exciting opportunity is ideal for a seasoned professional with at least five years of post-admission experience in Litigation, Alternative Dispute Resolution (ADR), Insolvency, and Commercial work.
88 days ago

SENIOR ASSOCIATE
Location: Cape Town
Salary:
senior associateCAPE TOWN CBDR 35 000 - R 50 000 CTC P/M, DEPENDING ON EXPERIENCE
90 days ago

L3 Engineer
Location: Cape Town
Salary: 25000
Our client is looking for an L3 Engineer to join their team in Cape Town
14 days ago

Senior Litigation Attorney
Location: Cape Town
Salary: R40 000 Monthly
Our legal client, a well-established law firm based in Cape Town, is seeking a dynamic and experienced senior associate to join their team. Salary: R45 000 CTC per month (based on experience) as well as a Commission structure and additional incentives based on performances.
26 days ago

Technical Services Manager (CPT Hybrid)
Location: Cape Town
Salary:
54 days ago

Head of IFA Distribution | Cape Town
Location: Capetown
Salary: Market-Related
Head of IFA Distribution | Cape Town
88 days ago

Audit Senior
Location: Stellenbosch
Salary:
#SHIFTINTOHIGHCAREER by joining an Accounting Firm that seeks the expertise of a senior Audit associate
5 days ago

Snr Associate
Location: Cape Town
Salary:
Job Title: senior associateArea: Cape TownSalary: Market Related
1 day ago

Senior IT Technician
Location: Parow
Salary:
18 days ago

Senior Associate - Client Reporting

Similar jobs you might be interested in:

Create a free job alert for Senior Associate - Client Reporting in Cape Town

Jobseekers

Recruiter

General