a recent graduate with Accounting and/or Risk Management as part of their completed degree, or where previous procedures, and planned training of same o Review of system, and recommendations of system changes required necessity: B Com (Accounting) or B Com Honours in Risk Management • Completed accounting or auditing articles •
a recent graduate with Accounting and/or Risk Management as part of their completed degree, or where previous procedures, and planned training of same o Review of system, and recommendations of system changes required necessity: B Com (Accounting) or B Com Honours in Risk Management • Completed accounting or auditing articles •
capturing of same on internal systems (Fundamental, and Climan/ CRM system) • Daily/ monthly EFT payments preparation and capturing of same on internal systems (Cashman/ CRM system) • Review debit balances and assist take on documentation, and loading on internal systems • Quarterly invoices for ad hoc fees • Preparation etc. of client correspondence, diary and event management. Key requirements for applicants: • Previous
capturing of same on internal systems (Fundamental, and Climan/ CRM system) • Daily/ monthly EFT payments preparation and capturing of same on internal systems (Cashman/ CRM system) • Review debit balances and assist take on documentation, and loading on internal systems • Quarterly invoices for ad hoc fees • Preparation etc. of client correspondence, diary and event management. Key requirements for applicants: • Previous
Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: market related 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 are kept up to date on relevant systems and that Portfolio Managers instructions are executed accurately
Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: market related 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 are kept up to date on relevant systems and that Portfolio Managers instructions are executed accurately
a similar role Job technical Skills On the job training Please note: only shortlisted candidates will
a similar role Job technical Skills On the job training Please note: only shortlisted candidates will
The successful incumbent will be responsible for managing 2 staff members. Full function accounting duties The successful incumbent will be responsible for managing 2 staff members. Requirements - Qualifications
Accuracy and Attention to Detail § Excellent Time Management Skills § Excellent Problem Solving Skills § Excellent