Portfolio Manager Assistant - Stellenbosch, Western Cape

Only for registered members Stellenbosch, Western Cape, South Africa

2 weeks ago

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+ Portfolio Manager Assistant

Job summary

The role of a Portfolio Manager Assistant involves proactively managing client queries and requests, collating corporate actions and private placements with the portfolio manager and clients. The ideal candidate will have experience in the private wealth industry and possess strong numerical orientation skills.

Responsibilities

+ Proactively manage all client, intermediary and third party manager queries
+ Collate Corporate Actions with Portfolio Manager
+ Collate Private Placements with Portfolio Manager
,
  • Manage all aspects of job including communicating to employees.

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