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 meaningful analysis and support to successfully manage a suit of portfolios • Providing portfolio analytics 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
transactions o Existing business transactions (investments, retirement's, withdrawals, switches, transfers Accuracy and Attention to Detail § Excellent Time Management Skills § Excellent Problem Solving Skills § Excellent
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 meaningful analysis and support to successfully manage a suit of portfolios • Providing portfolio analytics 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
a recent graduate with Accounting and/or Risk Management as part of their completed degree, or where previous Compliance monitoring: o Review of client advisory and investment implementation records (FAIS and FICA) o Review necessity: B Com (Accounting) or B Com Honours in Risk Management • Completed accounting or auditing articles •
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
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
transactions o Existing business transactions (investments, retirement's, withdrawals, switches, transfers Accuracy and Attention to Detail § Excellent Time Management Skills § Excellent Problem Solving Skills § Excellent
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
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