Client Portfolio Analyst

Recruiter:

CA Financial Appointments

Job Ref:

53019

Date posted:

Tuesday, April 26, 2022

Location:

Gauteng, South Africa

Salary:

R420k - 450k per year + Medical Aid

SUMMARY:
A new opportunity exists with my client based in Gauteng. This role forms part of the Investment Ma

JOB DESCRIPTION:

A new opportunity exists with my client based in Gauteng. This role forms part of the Investment Management team with a strong working relationship with the Investment team in Cape Town.

Responsibilities:

Portfolio Management
- Prepare cash flow forecasts using expected investment returns and cash needs
- Monitoring of client portfolio's - preparing trade recommendations and re-balancing of portfolio's when necessary
- Check monthly and quarterly reports and liaise with reporting team and on requirements
- Prepare quarterly commentary on client portfolio's Trading and execution support
Compliance and Risk Management

Requirements:

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

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 role

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Market Risk Analyst
Location: Johannesburg
Salary: Market related
Job Opportunity for a Market Risk analyst. My client is seeking a highly skilled Market Risk analyst to join their Risk Department. This independent function plays a critical role in ensuring proper control over front-line trading. The department helps senior management fully understand the risk-reward balance of the trading books and ensures accurate valuation of physical exposure, such as oil ca...
3 days ago

Market Risk Analyst
Location: Johannesburg
Salary: Market related
My client is seeking a highly skilled Market Risk analyst to join their Risk Department. This independent function plays a critical role in ensuring proper control over front-line trading. The department helps senior management fully understand the risk-reward balance of the trading books and ensures accurate valuation of physical exposure, such as oil cargoes, electricity generation, and gas deli...
12 days ago

Legal Associate with Commercial Litigation
Location: Randfontein
Salary: 25000
A client of ours passionate about SME's to grow is looking for a Legal Associate with Commercial Litigation experience to join their impactful team.
18 days ago

Investment Operational Data Analyst / Investment Valuations Analyst (CIB) - 10 month contract
Location: Johannesburg
Salary:
68 days ago

Data Analyst 10 months contract
Location: Johannesburg
Salary:
70 days ago

Executive Manager: Lending Risk and Credit Solutions
Location: Centurion
Salary:
1 day ago

Software Solutions Sales Consultant
Location: Randburg
Salary:
1 day ago

Investment Analyst
Location: South Africa
Salary: Annually
Brief DescriptionA prestigious financial services firm is seeking a skilled Investment analyst to join its high-performing Investment Consulting team. This is an excellent opportunity for a seasoned professional to work closely with a portfolio of sophisticated clients, crafting tailored investment strategies that align with their specific goals and regulatory considerations.
2 days ago

Business Development Specialist - Security Technology
Location: Boksburg
Salary: R25k - 35k per month + commission
Business Development Specialist with Technical Background in electronical security or electrical
2 days ago

Business Development Specialist - Electronic Security Products
Location: Boksburg
Salary: R25k - 35k per month + commission
usiness Development Specialist with technical background in electronical/ electrical industry experi
2 days ago

Client Portfolio Analyst

Similar jobs you might be interested in:

Create a free job alert for Client Portfolio Analyst in Gauteng

Jobseekers

Recruiter

General