- Ensure proper take-on of new clients, collecting FICA and liaising with client service team
- Conducts suitability assessment of clients and analysis of client affairs (fact find)
- Prepare new client reviews and proposals
- Prepare and oversee client implementation plans
- Maintain and update client lists, provide tax statements when requested and calculate expected CGT
- Prepare cash flow forecasts using expected investment returns and cash needs
- Ongoing monitoring of client portfolios - preparing trade recommendations and rebalancing of portfolios when necessary
- Attend client meetings, prepare meeting packs, notes and minutes
- Prepare feedback to general client queries and ad hoc investment analysis requests
- Check monthly and quarterly reports and liaise with reporting team on requirements
- Reconcile and audit client reports
- Prepare quarterly commentary on client portfolios
- Assist with any ad hoc requests and general administration involved in maintaining client portfolios and files
- Take responsibility to ensure all trades are executed accurately and timeously
- Investigate trading queries
- Ensure that client files are properly set-up and maintained
- Ensure clients adhere to approved fund manager list, asset allocation targets & limits
- Maintain record of client advice
- Business, Economics or Investment related degree, preferably with Honors
- Investment related postgraduate qualification (or studying towards) such as CFP or CFA advantageous
- 2-3 years of relevant experience in the finance / investment industry
- Strong general investment knowledge critical, i.e. economy, financial markets, asset classes and portfolio management with a keen interest in investments
- MS Office (Excel, Power Point, Word, Outlook)
- Excellent written and verbal communication skills
- A track record of overall integrity
- Strong attention to detail and
- Good relationship management skills
- Planning & Organizing:
- Teamwork:
- Communication skills:
- Client orientated:
- Technical Knowledge:
- Problem solving & Decision making: Considers the wider consequences of each decision, gathers and analyses information to find creative solutions
- Research & analysis Skills: Displays analytical, objective and thorough approach to information gathering, considers and questions all scenarios and identifies the most important factors, presents analysis in a clear manner reaching logical conclusions
-
Portfolio Analyst
1 week ago
Parvana Strategic Sourcing Cape Town, South Africa**Client Details**: · Our client holds a firm belief that their work goes beyond financial gains and numbers, recognising the impact of their actions on the lives and futures of those they serve. With a specialised focus on frontier and emerging markets and a passion for Africa a ...
-
Portfolio Analyst
1 week ago
Parvana Strategic Sourcing Cape Town, South AfricaJob Information · Industry · - Financial ServicesJob ID · - J104463City · - Cape TownProvince · - Western CapeCountry · - South AfricaPostal Code · - 7708**Client Details**: · - With a focus on Africa, China, the UK and the US, this global investment firm offers you an opportunit ...
-
Investment Portfolio Analyst
1 week ago
Khula Placements Cape Town, South Africa**Investment Portfolio Analyst** · R350k-R550k per annum depending on experience highly negotiable · Financial company seeks Investment Portfolio Analyst with minimum of 3 - 5 years' experience within the roll. · - Generation, interpretation and analysis of various analysis which ...
-
Investment Portfolio Analyst
1 day ago
BOSS Consult Cape Town, South Africa**Investment Portfolio Analyst** · Cape Town · **Qualifications** · - Minimum requirement of a bachelor's degree which can be FAIS recognised · - B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent. · - Open to other tertiary qual ...
-
Investment Portfolio Analyst
3 days ago
Parvana Strategic Sourcing Cape Town, South Africa**Client Details**: · Our client holds a firm belief that their work goes beyond financial gains and numbers, recognising the impact of their actions on the lives and futures of those they serve. With a specialised focus on frontier and emerging markets and a passion for Africa a ...
-
Investment Portfolio Analyst
2 days ago
RisCura Cape Town, South AfricaPurpose of job: · Providing portfolio analytics services in relation to discretionary managed clients with a focus on unlisted investments · - Monitor and assess the incumbent managers alongside the portfolio management and investment research teams · - Ensure that drawdown sched ...
-
Investment Portfolio Analyst
1 day ago
Mass Staffing Projects Cape Town, South Africa**Job Information** · - Location- Cape Town- Salary- R450k - R350k- Job Type- Permanent- Education- Bachelor degree & RE 5- Experience years' experience in financial services- Reference FJUIA03- · - Fax **Requirements**: · - Bachelor's Degree in Maths, Accounting, Statistics, Fi ...
-
Investment Portfolio Analyst
6 days ago
RisCura Cape Town, South AfricaLOCATION · - Cape Town, South Africa · APPLICATION CRITERIA · - B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent. · - Open to other tertiary qualifications depending on experience and evidence of quantitative abilities. · EXPER ...
-
Junior Investment Portfolio Analyst
1 day ago
Mass Staffing Projects Cape Town, South Africa**Job Information** · - Location- Cape Town- Salary- R250k - R200k- Job Type- Permanent- Education- Bachelor's Degree & RE5- Experience years' experience in financial services- Reference FJJIA04- · - Fax Bespoke asset management firm is looking for a professional with experience ...
-
Investment Portfolio Analyst – Cape Town
2 days ago
Guardian Recruiting Cape Town, South Africa**_Job Specification_** · Providing portfolio analytics services in relation to discretionary managed clients with a focus on unlisted investments · Monitor and assess the incumbent managers alongside the portfolio management and investment research teams · Ensure that drawdown s ...
-
Portfolio Analyst
3 days ago
mPower People Solutions Cape Town, South Africa Full timeREPORTS TO Head of Portfolio Analytics, Implementation. · Job objective · This function will be responsible for performance, risk, portfolio construction & modelling and implementation. · Responsibilities · Work in collaboration with Portfolio Managers to offer meaningful analy ...
-
Client Portfolio Analyst
3 days ago
CF Consulting Cape Town, South Africa Full timeWORKING RELATIONSHIPS · This role forms part of the Investment Management Team based in the Cape Town office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include general Relationship Managers, external investment ma ...
-
Portfolio Intelligence Analyst
2 days ago
Progressive IT Resourcing Cape Town, South AfricaOur Client · Company Group Technology is responsible for the provision of a digitally enabled technology service as a group COE, drive business and transformation and provide group-wide digital and data architecture. We operate the various technology platforms and shared services ...
-
Investment Analyst
1 day ago
Wenz Recruitment Cape Town, South AfricaINVESTMENT ANALYST · **Responsibilities**: · - Research and analyse existing and potential investments and investments opportunities. · - Monitor and report on performance of multi-manager portfolios. · - Develop and manage asset allocation models. · - Develop and maintain portfo ...
-
Risk & Performance Analyst (Investments)
1 week ago
Asset Consultant Company Cape Town, South AfricaROLE DESCRIPTION: · This position is for a Risk and Performance Analyst with a respected Asset Consultant Company. · PURPOSE OF JOB: · Providing portfolio investment analysis and reporting services in relation to asset owners, asset managers and service providers · KEY RESPONSIBI ...
-
Investment Analyst
1 week ago
Boss Consult Cape Town, South AfricaMinimum requirement of a bachelor's degree which can be FAIS recognised. · - B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent. · - Open to other tertiary qualifications depending on experience and evidence of quantitative abili ...
-
Corporate Actions Analyst
1 week ago
Aquarius Recruitment Cape Town, South AfricaOur client is a large asset management business which is part of a larger financial services group. They now require a corporate actions analyst to help support their investment process, assisting the Portfolio Managers to understand how corporate actions may impact their funds p ...
-
Junior Dealer
1 week ago
Moving Heads Personnel Cape Town, South Africa**Junior Dealer** · **Cape Town** · Effective multi-asset (equity, bond, FX, derivative) dealing on behalf of the organisation. · Working with Fund managers, fund operations, dealers, external brokers/banks · Dealing · - Timeous implementation of all trades at optimal price level ...
-
Risk & Performance Analyst
2 days ago
Candidate Connect Cape Town, South AfricaGreat opportunity to join a renowned Asset Manager as a **Risk & Performance Analyst **in Cape Town. · This role is responsible for assisting with the analysis of investment risk and preparation performance reports. · This is an EE designated opportunity. · **Some key role functi ...
-
Equity Analyst: South Africa
1 week ago
Coronation Fund Managers Cape Town, South AfricaCoronation is committed to diversity and inclusion and preference will be given to underrepresented groups in South Africa and within the investment team. We are looking for the right attitude and a genuine passion for investments over years of experience. We want you to research ...
Junior Client Portfolio Analyst - Cape Town, South Africa - Stonehage Fleming
Description
DescriptionWORKING RELATIONSHIPS
This role forms part of the Investment Management Team based in the Cape Town office and also has a strong working relationship with the Investment team in Cape Town.
Other working relationships include general Stonehage Fleming Relationship Managers, external investment managers and linked investment service providers.OVERALL PURPOSE
The primary purpose of the role is to support Portfolio Managers in Cape Town to manage client investment portfolios by taking the client's specific situation, the agreed mandate and the investment team's views and preferred vehicles into account.
The portfolio analyst will have a close working relationship with the Investment team.Key Responsibilities PRINCIPAL ELEMENTS AND ACCOUNTABILITIES
Portfolio Management:
Trading and execution support:
Compliance & Risk Management: