rules. Management of broker and service provider relationships including maintaining and management of the budget Prepare, maintain and present: Daily cash management across all portfolios including all investment pre and post trade compliance reporting. Ensure use of Statpro system by providing a mandatory response report back on any events from the previous day (Management Meetings, Results Presentations, Information our model and clients portfolios. Ensure that you use the systems available optimally and enhance the usage
rules. Management of broker and service provider relationships including maintaining and management of the budget Prepare, maintain and present: Daily cash management across all portfolios including all investment pre and post trade compliance reporting. Ensure use of Statpro system by providing a mandatory response report back on any events from the previous day (Management Meetings, Results Presentations, Information our model and clients portfolios. Ensure that you use the systems available optimally and enhance the usage
opportunities that will protect and grow the portfolios managed by Oasis. The candidate must conduct detailed due produce accurate long term forward looking forecasts using all available information. The candidate will be Interact with Senior Business Leaders and Company Management in conjunction with the Senior Equity Analyst fundamental equity analysis, valuation and ratio analysis using stochastic and financial modelling. Research and security on behalf of its client. Involves the primary use of fundamental valuation skills such as: Prepared
opportunities that will protect and grow the portfolios managed by Oasis. The candidate must conduct detailed due produce accurate long term forward looking forecasts using all available information. The candidate will be Interact with Senior Business Leaders and Company Management in conjunction with the Senior Equity Analyst fundamental equity analysis, valuation and ratio analysis using stochastic and financial modelling. Research and security on behalf of its client. Involves the primary use of fundamental valuation skills such as: Prepared
ensuring the accuracy, validity and completeness of management and financial accounting, analysis, budgeting internal control processes. Prepared month-end management accounts within the internal deadlines. Ensure are done on time and accurately. Maintain and manage the fixed assets register. Keep up to date with ensure effective functioning of banking and cash management processes. Supervision over general accounting of financial and management reporting is maintained. Reporting Prepare management reporting daily/weekly/monthly
Financial Advisor to join a diversified wealth management company focused on delivering real value to its function of the successful candidate will be to manage and grow their portfolio of clients while providing Schemes, Retail Retirement Fund Industry and Wealth Management. History of building strong relationships. Excellent
Financial Advisor to join a diversified wealth management company focused on delivering real value to its function of the successful candidate will be to manage and grow their portfolio of clients while providing Schemes, Retail Retirement Fund Industry and Wealth Management. History of building strong relationships. Excellent