tertiary qualification a necessity Intermediate to Senior Compliance experience required ie previously appointed
tertiary qualification a necessity Intermediate to Senior Compliance experience required ie previously appointed
Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: market related experience as an Investment Analyst within an Asset Manager • Will be required to be a FAIS compliant representative more senior members of the team to offer meaningful analysis and support to successfully manage a suit to discretionary managed clients • Monitor and assess incumbent and current managers alongside the portfolio portfolio managers and investment research teams • Understands the construction of client portfolios and
Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: market related experience as an Investment Analyst within an Asset Manager • Will be required to be a FAIS compliant representative more senior members of the team to offer meaningful analysis and support to successfully manage a suit to discretionary managed clients • Monitor and assess incumbent and current managers alongside the portfolio portfolio managers and investment research teams • Understands the construction of client portfolios and
Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: market related more senior members of the team to offer meaningful analysis and support to successfully manage a suit to discretionary managed clients • Monitor and assess incumbent and current managers alongside the portfolio portfolio managers and investment research teams • Understands the construction of client portfolios and relevant systems and that Portfolio Managers instructions are executed accurately and in a timely manner
Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: market related more senior members of the team to offer meaningful analysis and support to successfully manage a suit to discretionary managed clients • Monitor and assess incumbent and current managers alongside the portfolio portfolio managers and investment research teams • Understands the construction of client portfolios and relevant systems and that Portfolio Managers instructions are executed accurately and in a timely manner
advantage. Sound knowledge of the either the Life Insurance industry including Pension Funds and/or the Unit Accuracy and Attention to Detail § Excellent Time Management Skills § Excellent Problem Solving Skills § Excellent
advantage. Sound knowledge of the either the Life Insurance industry including Pension Funds and/or the Unit Accuracy and Attention to Detail § Excellent Time Management Skills § Excellent Problem Solving Skills § Excellent
work alongside a dedicated team consisting of a Senior Wealth Planner and Assistant taking full responsibility
work alongside a dedicated team consisting of a Senior Wealth Planner and Assistant taking full responsibility