sought for excellent opportunities within the investment industry, ranging from Analytical to Compliance a Big 4 accounting firm. Keen interest in the investment space required and articles covering Financial
Title: Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: Experience • 3 to 5 years of relevant experience in investments • Will be required to be a FAIS compliant representative managers alongside the portfolio managers and investment research teams • Understands the construction portfolios and products that target different kinds of investment objectives • Ensure that portfolios are kept portfolios • Understanding and regular monitoring of investment managers held in our products • Develop an understanding
transactions o Existing business transactions (investments, retirement's, withdrawals, switches, transfers diligently. § Providing clients/ IFA's with superior levels of service § Maintaining records of all interactions
Title: Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: Experience • 3 to 5 years of relevant experience in investments • Will be required to be a FAIS compliant representative managers alongside the portfolio managers and investment research teams • Understands the construction portfolios and products that target different kinds of investment objectives • Ensure that portfolios are kept portfolios • Understanding and regular monitoring of investment managers held in our products • Develop an understanding
transactions o Existing business transactions (investments, retirement's, withdrawals, switches, transfers diligently. § Providing clients/ IFA's with superior levels of service § Maintaining records of all interactions
Compliance monitoring: o Review of client advisory and investment implementation records (FAIS and FICA) o Review
sought for excellent opportunities within the investment industry, ranging from Analytical to Compliance a Big 4 accounting firm. Keen interest in the investment space required and articles covering Financial
for administrative support for the Financial/Investment Advisors within the team, and includes handling as well as internal department to ensure that investment and payment instructions are timeously and accurately secretarial experience specifically dealing with investment administration instructions and follow-ups, with relating to administration of local and offshore investment instructions, including redemptions and switches • Review debit balances and assist financial/Investment Advisors to take corrective action • Preparation
for administrative support for the Financial/Investment Advisors within the team, and includes handling as well as internal department to ensure that investment and payment instructions are timeously and accurately secretarial experience specifically dealing with investment administration instructions and follow-ups, with relating to administration of local and offshore investment instructions, including redemptions and switches • Review debit balances and assist financial/Investment Advisors to take corrective action • Preparation
current and future asset allocation of assets for investment strategy with regard to the client risk profile of recommendations Make changes to clients' investments as instructed Ensure agreed action points get review as per the Annual Review Process Review investment portfolio, asset allocation, risk profile etc