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 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.
40 days ago

Senior Litigation Associate - Cape Town
Location: Cape Town
Salary:
42 days ago

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

Associate Technical Consultant
Location: Capetown
Salary: R20 000 - R30 000 per month
This role supports the delivery and optimisation of document and process automation solutions across enterprise customers.
9 days ago

Intermediate .NET Developer (Blazor)
Location: Cape Town
Salary:
15 days ago

SMI 17302 - Associate Director (Commercial Litigation) | Law Firm | Cape Town
Location: Capetown
Salary: R600,000 – R680,000 CTC (commensurate with experience)
associate Director (Commercial Litigation) | Law Firm | Cape Town
28 days ago

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

Senior Citrix Engineer
Location: Cape Town
Salary:
We are seeking a highly skilled and experienced senior Citrix Engineer to join our IT Infrastructure team at Datacentrix Cape Town. The ideal candidate will be responsible for the design, implementation, maintenance, and high-level support of our Citrix environment across the organization. This individual will serve as a subject matter expert (SME) in Citrix technologies and play a critical role i...
7 days ago

Automotive Financial Services Dealer Consultant - Western Cape
Location: Cape Town
Salary:
Reports to: Regional ManagerRemuneration: Basic Salary (including Medical Aid and Provident Fund) plus Commission Purpose Of The Job: Our client an Automotive Financial Services Company is looking for an experienced Dealer Consultant to join the team. The purpose of the Dealer Consultant is to act as a good brand ambassador in order to grow the company Warranties market share by maintain...
16 days ago

CNOC ENGINEER (CT)
Location: Cape Town
Salary:
Our client in Cape Town is Hiring a CNOC ENGINEER.
19 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