Client Portfolio Analyst Johannesburg

2 weeks ago

Johannesburg, Gauteng, South Africa The Recruitment Council Full time

Looking to take the next step in your career? We are currently seeking a talented Client Portfolio Analyst to join a prestigious Family Office.


Principal Elements And Accountabilities:

Portfolio Management:

  • Ensure proper take-on of new clients, collecting FICA and liaising with the client service team.
  • Conducts suitability assessment of clients and analysis of client affairs (fact find).
  • Prepare new client reviews and proposals.
  • Prepare and oversee client implementation plans.
  • Maintain and update client lists, provide tax statements when requested and calculate expected CGT.
  • Prepare cash flow forecasts using expected investment returns and cash needs.
  • Ongoing monitoring of client portfolios preparing trade recommendations and rebalancing of portfolios when necessary.
  • Attend client meetings, prepare meeting packs, notes and minutes.
  • Prepare feedback to general client queries and ad hoc investment analysis requests.
  • Check monthly and quarterly reports and liaise with the reporting team on requirements.
  • Reconcile and audit client reports.
  • Prepare quarterly commentary on client portfolios.
  • Assist with any ad hoc requests and general administration involved in maintaining client portfolios and files.

Trading and execution support:

  • Take responsibility to ensure all trades are executed accurately and timeously.
  • Investigate trading queries.
Compliance & Risk Management

  • Ensure that client files are properly setup and maintained.
  • Ensure clients adhere to approved fund manager list, asset allocation targets & limits.
  • Maintain a record of client advice.

Qualifications And Experience:

  • Business, Economics or Investment related degree, preferably with Honors.
  • Investmentrelated postgraduate qualification (or studying towards) such as CFP or CFA advantageous.
  • 23 years of relevant experience in the finance / investment industry.

Skills:

  • Strong general investment knowledge critical, i.e. economy, financial markets, asset classes and portfolio management with a keen interest in investments.
  • MS Office (Excel, PowerPoint, Word, Outlook).
  • Excellent written and verbal communication skills.
  • A track record of overall integrity.
  • Strong attention to detail.
  • Good relationship management skills.

Competencies And Behaviours:

  • Planning & Organizing: Schedules & manages workload effectively, thinks ahead, sets plans to achieve goals.
  • Teamwork: Supports & works towards team goals, shares information, is helpful & cooperative, works effectively with people outside immediate team and within the wider group.
  • Communication skills: Communicates clearly and concisely, listens effectively, written communication is well presented.
  • Client orientated: Understands and satisfies client needs at all times, takes full responsibility & accountability for all client matters including delegated tasks, is able to work with a sophisticated client base.
  • Technical Knowledge: Demonstrates required technical investment knowledge and keeps technical knowledge up to date.
  • Problem solving & Decision making: Considers the wider consequences of each decision, gathers and analyses information to find creative solutions.
  • Research & analysis Skills: Displays analytical, objective and thorough approach to information gathering, considers and questions all scenarios and identifies the most important factors, presents analysis in a clear manner reaching logical conclusions.

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