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:

Customer Success Specialist
Location: Johannesburg
Salary:
Our client, a leading and trusted compliance management software solutions provider is looking for a Customer Success Specialist to build and maintain existing client relationships and to ensure customer success.
23 days ago


Market Risk Analyst
Location: Johannesburg
Salary: Market related
My client is seeking an experienced Market Risk analyst to join their Risk Department. This is a critical role responsible for managing front-line trading controls and ensuring senior management fully understands the risk-reward balance of the trading books. The position involves accurately valuing physical exposure, such as oil cargoes, electricity generation, and gas deliveries, while monitoring...
23 days ago


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


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


Alternative Investments Analyst
Location: Pretoria
Salary: Market related
Alternative Investments analyst
65 days ago


Alternative Investments Analyst | Centurion
Location: Centurion, Gauteng
Salary: R 700 000 - R 800 000 Per Annum
Alternative Investments analyst | Centurion
83 days ago


Project Financial Manager
Location: Johannesburg
Salary: 450 000 Annually
A renowned luxury hospitality group is seeking a talented Project Financial Manager to lead the financial strategy for exciting projects across Southern Africa’s stunning lodges, hotels, and resorts. Shape the future of the industry while working with a team in one of the most sought-after hospitality environments.
Today


Financial Manager
Location: Johannesburg
Salary: 450 000 Annually
A prestigious luxury hospitality group seeks an exceptional Financial Manager to shape the future of breathtaking lodges, hotels, and resorts across Southern Africa!
Today


Junior Sales Consultant
Location: Midrand
Salary:
Our client within the Technology sector is looking for a Junior Sales Consultant to join their team in Midrand.
Today


Creditors Clerk
Location: Johannesburg
Salary: 250000 Annually
Seize the opportunity and take the leap to elevate your career to new heights!
Today


Create a free job alert for Client Portfolio Analyst in Gauteng

Enter your email address below and we will email you similar jobs when they become available:

You can cancel at any time. We will not spam you.
By giving us your email address your agree to our Terms and Conditions