- Assist with client portfolio analysis
- Assist with implementation of trade decisions
- Assist with portfolio rebalancing
- Calculate returns on client portfolios
- Prepare quarterly factsheets
- Build and maintain financial models to analyse client portfolios
- Assist with the implementation of CRM system and maintain user access and capabilities
- Assist with data verification in IRESS
- Maintain IRESS to do list and minute meetings with IRESS implementations team
- Update client records in IRESS and help maintain CRM system
- Assist with extracting and managing data from custodians
- Assist with the design and implementation of internal data flows
- Assist with the automation of repetitive tasks utilising MS Office suite
- Prepare and distribute quarterly reports for clients
- Assist with all client queries
- Assist with creating proposals for new and existing clients
- Assist with opening new client accounts and handle all client related administration
- Prepare and distribute annual tax packs and related queries
- Assist with sponsorship events i.e. presentations etc.
- Assist with client fee calculation and commission distribution
- Maintain an office to do list and keep it up to date daily
- Manage process of client withdrawal requests
- Manage monthly income payments
- Document preparation for meetings
- Assist with new projects and terms of business
- Assist with developing presentations for marketing events
- Preferably BComm in Finance or Bsc in Computer Science
- Financial Modelling experience
- Advance Excel including VBA preferred
- IRESS and Xplan (preferred but not essential)
- MS Power BI
- Interest in Financial Markets
-
BeBee Professionals is looking for a Payroll Data Analyst for Real Estate Management to join our team in Bloemfontein. · The successful candidate will be responsible for analyzing payroll data, ensuring accuracy of payroll information, and providing support to the payroll team. · ...
-
Healthcare Business Analyst
1 week ago
beBee Professionals Bloemfontein, South Africa Business Analysts FreelanceJob Offer: Healthcare Business Analyst – Bloemfontein · beBee Professionals is looking for a Healthcare Business Analyst to join our team in Bloemfontein. The successful candidate will be responsible for analyzing and interpreting data to identify trends and opportunities for imp ...
-
Documentation Writer and Analyst
1 week ago
BeBee Professionals is looking for a Documentation Writer and Analyst to join our team in Bloemfontein. · The successful candidate will be responsible for creating and maintaining technical documentation, including user manuals, installation guides, and other documents related to ...
-
Data Management Lead II/I
1 week ago
Parexel Bloemfontein, South Africa Full timeWhen our values align, there's no limit to what we can achieve. · This role can be flexibly based in Poland, Romania, UK or South Africa · The Functional Service Provider (FSP) division of Parexel is seeking a candidate for Data Management Lead with Oncology experience. The DML ...
-
IQVIA Bloemfontein, South Africa Full timeIQVIATM is The Human Data Science CompanyTM, focused on using data and science to help healthcare clients find better solutions for their patients. Formed through the merger of IMS Health and Quintiles, IQVIA offers a broad range of solutions that harness advances in healthcare i ...
-
Financial Business Analyst
3 days ago
Fokus Personnel Bloemfontein, South Africa Full timeA national firm within the manufacturing industry is looking to appoint a Business Analyst within their finance division. This is for their branch in Bloemfontein. · B Com Degree in Accounting / Finance · Legislative Requirements: · NQF Level 5 · RE Accreditation · NCA Accreditat ...
Junior Financial Data Analyst - Free State, South Africa - Arvo
Description
Job title: Junior Financial Data Analyst
Our client, based in Hermanus, is looking to hire a Junior Financial Data Analyst to join their team as soon as possible.
Key Responsibilities
Portfolio Analysis
Systems
Clients
Requirements (Qualification and Skill)
This position is full time, in office, Monday-Friday.
Starting date: As soon as possible
Location: Hermanus.
Salary: R20 000-R30 000 depending on experience
Please apply online if you meet the above-mentioned requirements.
Please assume that your application was unsuccessful If you have not been contacted within 4 weeks.