Title: Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: generation • Checking of reports generated by other Analysts • Interpretation and analysis of report results
To work alongside a dedicated team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation and maintenance of client portfolio reviews, onboarding of new clients/business financial plans, recommendations and ROA's (including cash flow forecasts). To keep up
To work alongside a dedicated team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation and maintenance of client portfolio reviews, onboarding of new clients/business financial plans, recommendations and ROA's (including cash flow forecasts). To keep up
Title: Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: generation • Checking of reports generated by other Analysts • Interpretation and analysis of report results
Compliance Officer This vacancy has been created within our client's risk and compliance team, based at their Cape Town office. This role is responsible for compliance support and implementation of risk and compliance policies and procedures for the advisory, fiduciary and consulting operations. The