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. 

 

 

 

 

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