Newly qualified Chartered Accountants sought for excellent opportunities within the investment industry, ranging from Analytical to Compliance roles. Strong academic profile and top ratings gained from a Big 4 accounting firm. Keen interest in the investment space required and articles covering Fina
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
and procedures for the advisory, fiduciary and consulting operations. The role also includes the accurate Technical queries: o assist advisory, fiduciary and consulting operations with technical queries o Support and
Newly qualified Chartered Accountants sought for excellent opportunities within the investment industry, ranging from Analytical to Compliance roles. Strong academic profile and top ratings gained from a Big 4 accounting firm. Keen interest in the investment space required and articles covering Fina
and procedures for the advisory, fiduciary and consulting operations. The role also includes the accurate Technical queries: o assist advisory, fiduciary and consulting operations with technical queries o Support and