- Conduct due diligence on underlying investments and assist with ad hoc data queries
- Maintain and improve internal performance analysis
- Client Support - Assist Wealth Managers with ad hoc data queries, including but not limited to client specific analysis
- Marketing Support - Assist investment team in the creation and maintenance of client facing materials
- Process or Procedures - Create efficiencies by automating existing processes; maintain and improve workflow procedures
- On an adhoc basis - assisting the team with website maintenance, this can include adding new features, updating information, optimizing for performance
- Relevant tertiary qualification (Bachelor's Degree in Maths, Accounting, Statistics, Finance, Investments)
- Excellent communication skills in English (both verbal and written)
- Highly numerate with a high attention to detail
- A good team player who is client centric and detail-focused
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Junior Analyst - Gardens, South Africa - CA Financial Appointments
Description
Calling all BCom in Finance, Investments, or Accounting Graduates: Take the first step in your career and join a dynamic independent financial services company based in Cape Town as a Junior Analyst. Here, you'll have the chance to apply your analytical skills and passion for numbers in a supportive environment that values growth and innovation.
Responsibilities:
Requirements:
Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.