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 CREDT ASSOCIATE
Location: Cape Town
Salary: Market related
senior CREDT associate | ASSISTANT PORTFOLIO MANAGER - Cape Town, SA (Private Credit | Infrastruct
15 days ago


SENIOR CREDT ASSOCIATE | ASSISTANT PORTFOLIO MANAGER
Location: Cape Town
Salary: Market related
senior CREDT associate | ASSISTANT PORTFOLIO MANAGER - Cape Town, SA (Private Credit | Infrastruct
20 days ago


SENIOR ASSOCIATE
Location: Northern Suburbs
Salary:
senior associate (Commercial Litigation, Dispute Resolution & Sports Advisory)Located: Northern SuburbsSalary: Open
22 days ago


Senior Associate
Location: Cape Town
Salary:
senior associate - Commercial LitigationV&A Waterfront, Cape TownSalary: Market Related + Commission
25 days ago


Investment Manager
Location: Cape Town
Salary: 600 000 Annually
Are you passionate about supporting entrepreneurial growth and making a meaningful impact through strategic investments? An exciting opportunity has become available for an experienced Investment Manager to join a leading SME-focused investment team. This role offers the chance to work closely with business owners, assess investment opportunities, structure funding solutions, and contribute t...
7 days ago


ASSOCIATE
Location: Northern Suburbs
Salary:
senior associate (Commercial Litigation, Dispute Resolution & Sports Advisory)Located: Northern SuburbsSalary: Open
22 days ago


Senior IT Technician
Location: Cape Town
Salary:
Our client, a manufacturer based in Cape Town, requires a motivated and energetic senior IT Technician, to provide high-level technology support across the business.
25 days ago


Snr Associate
Location: Cape Town
Salary:
senior associate – Corporate (M&A Focus)Cape Town CBD Market-Related Salary
32 days ago


Associate Solutions Architect - Cape Town, remote - R25,000-R30,000 per month CTC
Location: Capetown
Salary: Market-related
Support the design, implementation, and optimization of digital solutions for clients while bridging the gap between customer needs, solution design, and delivery.
5 days ago


Customer Service Associate (Settlements)
Location: Capetown
Salary: R15 000 CTC to R20 000 CTC per month
The company is a globally recognised online trading broker, specialising in Forex (FX), CFDs, commodities, indices, and cryptocurrencies. With a strong presence in multiple jurisdictions, including the South African market. The position is onsite and based in Cape Town CBD
13 days ago


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

Enter your email address below and we will email you similar jobs when they become available:

You can cancel at any time. We will not spam you.
By giving us your email address your agree to our Terms and Conditions