Portfolio Administrator
6 days ago
- Daily updating of various spreadsheets
- Daily monitoring of corporate actions, cash and performance
- Conducting quarterly rebalancing of trackers
- Trading of local and offshore carveout portfolios according to the model
- Send trade notes to advisory clients within 3 days of executing bulk trades.
- Send corporate action notifications to clients at least 5 days before broker deadline date
- Send market insights via outlook before 3pm every Monday
- Send monthly market perspectives before the 20th of each month/market commentary relevant for factsheets
- Ad hoc requests for assistance from internal stakeholders
- Adhere to all company policies and procedures
- Meet deadlines
- Bachelors degree in finance or investment related qualification
- 0-3 years experience in an investment administration/finance-related role
- Personal interest in investment markets
- Career goal to be an equity analyst/portfolio manager
- Experience in dealing with share portfolios
- Experience within a family office or wealth management environment preferred
- Advanced Excel, MS Word, & PowerPoint
- Advantageous: Morningstar, Factset/Bloomberg, eCube, DMA OPUS, Stockbroker online systems (FNB, Investec and SBG)
- Critical thinker, analytical, attention to detail, technically minded, and a quick learner
- Team player
- Writing skills, emotional intelligence, ability to prioritise and to meet deadlines essential
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Portfolio Administrator
4 weeks ago
Cape Town, South Africa Conova Pty Ltd Full timeOur client, a leading Investment company based in Northern Suburbs Cape Town, is seeking a Portfolio Administrator to join their team. The main purpose of the role will be to focus on the following operational processes: Product set-up, maintenance & record keeping.Managing & controlling all transactions processed between relevant parties namely, LISP,...
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IT Portfolio Administrator
6 months ago
Cape Town, South Africa Project Management Connection Full time**Main Purpose**: - To support and provide administrative assistance to the IT Portfolio Office. **Key Responsibilities**: - Knowledge and content management of relevant methodologies (e.g. Project Management Framework), templates, best practices, training material and research - Request, receive and consolidate Project Status reports - Maintain a Project...
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Property Portfolio Administrator
3 months ago
Cape Town, South Africa IGrow Wealth Investments Full timeIGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for a **Portfolio Administrator **to join their team in **Cape Town**. **To qualify for this position, you need**: - Matric - Minimum 2 years of experience in a similar position - Experience with rentals environment - Experience with PayProp System - Great administrative...
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Portfolio Administration Coordinator
4 weeks ago
Cape Town, Western Cape, South Africa TalentCru Full timeJob DescriptionTalentCru seeks a highly skilled Portfolio Administration Coordinator to join their team in South Africa. As a key member of the Client Operations department, you will be responsible for providing exceptional support to clients and internal teams.This is an exciting opportunity to leverage your portfolio administration expertise and contribute...
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Portfolio Administrator
2 days ago
Cape Town City Centre, South Africa Jobted ZA C2 Full timeKey Responsibilities: - Daily updating of various spreadsheets - Daily monitoring of corporate actions, cash and performance - Conducting quarterly rebalancing of trackers - Trading of local and offshore carveout portfolios according to the model - Send trade notes to advisory clients within 3 days of executing bulk trades. - Send corporate action...
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Property Portfolio Administrator
2 months ago
Cape Town, South Africa IGrow Wealth Investments Full timeIGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for a Portfolio Administrator to join their team in Cape Town.To qualify for this position, you need:MatricMinimum 2 years of experience in a similar positionExperience with rentals environmentExperience with PayProp SystemGreat administrative skillsDetail orientedExcellent...
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Property Portfolio Administrator
3 months ago
Cape Town, South Africa iGrow Wealth Investments Full timeIGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for a Portfolio Administrator to join their team in Cape Town.To qualify for this position, you need:MatricMinimum 2 years of experience in a similar positionExperience with rentals environmentExperience with PayProp SystemGreat administrative skillsDetail orientedExcellent...
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Portfolio Administrator
4 weeks ago
Cape Town City Centre, South Africa Jobted ZA C2 Full timeKey Responsibilities: - Set-up & maintenance of Trading instructions, input & send authorised trade instructions on behalf of the Investment Manager. - Monitor & check execution of trade instructions via the pricing administrator - Monthly monitoring of portfolio positions provided by LISP. - Confirmation that portfolios conform to latest Investment...
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Sectional Title Portfolio Administrator
3 months ago
Cape Town, South Africa Coastal Property Management Services Full timeWe are an established property management company in Cape Town and are looking for a Portfolio Administrator to join our Head Office on a full time basis. **Key Responsibilities and Duties**: Assisting Portfolio Managers in the management of residential and commercial complexes including Sectional Title, Homeowners Association and Shareblocks Supporting...
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Portfolio Administrator
3 weeks ago
Cape Town, Western Cape, South Africa IGrow Wealth Investments Full timeAbout the RoleWe are seeking a skilled Portfolio Administrator to join our team at IGrow Wealth Investments, a leading property investment company in South Africa. This is an exciting opportunity for someone who wants to build a successful career in property management.Job DescriptionAs a Portfolio Administrator, you will be responsible for managing a...
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Portfolio Manager
1 month ago
Cape Town, Western Cape, South Africa IGrow Wealth Investments Full timeFor an experienced Property Portfolio Administrator, IGrow Wealth Investments is seeking a skilled professional to oversee a portfolio of 350 - 450 properties.Key Responsibilities:Manage a property portfolio, ensuring timely and efficient administrative tasks.Prepare and send vacancy notices to tenants, and conduct walk-around blocks to report findings to...
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Portfolio Officer
3 months ago
Cape Town, South Africa Western Cape Department of Health Full timeClosing Date- 2024/10/21- Reference Number- WCG240819-5- Tracking Number- DOI 136/2024- Job Title- Portfolio Officer: Property Management (Region 2), Ref No. DOI 136/2024- Department- Department of Infrastructure- Salary level- 7- Enquiries- Ms P Gordon at (021) 483 5218- Job Type- Permanent- Location - Country- South Africa- Location - Province- Western...
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Portfolio Officer
3 months ago
Cape Town, South Africa Western Cape Department of Health Full timeClosing Date- 2024/10/21- Reference Number- WCG240819-4- Tracking Number- DOI 131/2024- Job Title- Portfolio Officer: Property Management (Region 1), Ref No. DOI 131/2024- Department- Department of Infrastructure- Salary level- 7- Enquiries- Mr E. Arendse at (021) 483 3800- Job Type- Permanent- Location - Country- South Africa- Location - Province- Western...
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Manager, Portfolio
2 months ago
Cape Town, South Africa Standard Bank of South Africa Limited Full timeBusiness Segment: Business & Commercial Banking To provide an overall administrative and credit management responsibility for the portfolio. To ensure that all compliance requirements within the portfolio are met. To support the Relationship Manager in meeting revenue growth and customer experience targets within the respective...
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Marketing Manager The Royal Portfolio
6 months ago
Cape Town, South Africa The Royal Portfolio Full timeMAIN DUTIES & RESPONSIBILITIES **Develop Marketing Strategies** - Create and execute innovative marketing strategies to promote the group's brand and individual properties - Identify target markets and develop tailored marketing campaigns to reach new potential travellers - Collaborate with senior management to align marketing initiatives with overall...
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Portfolio Management Assistant
4 months ago
Cape Town, South Africa FirstRand Full timeJob Description To provide support to a group of Portfolio Managers in managing their client books, in an administrative, trading and client servicing capacity To ensure that the policies and procedures, are properly implemented and that all controls necessary are in place to minimise losses whilst ensuring that appropriate resources are in place to...
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Fixed Income Portfolio Manager
6 months ago
Cape Town, South Africa Capital Assignments Full timeAre you passionate about making a difference? Our client, a leading non-profit organization specializing in pension, provident, and related funds administration for specific industries in South Africa, is on the lookout for an experienced **Fixed Income Portfolio Manager**. - **Key Responsibilities**: - Manage Nominal Bond Portfolio, ILB Bond Portfolio,...
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Real Estate Portfolio Administrator
4 weeks ago
Cape Town, Western Cape, South Africa Tower Group Full timeJob DescriptionWe are seeking a highly skilled Real Estate Portfolio Administrator to join our team at Tower Group.The successful candidate will be responsible for providing administrative support to the Services Department and its customers, ensuring compliance with internal requirements and external regulations.Main ResponsibilitiesAdministration...
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Property Portfolio Manager
1 month ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeAs a Portfolio Administrator with iGrow Wealth Investments, you will be responsible for managing a portfolio of 350-450 properties. Your role will involve:Monthly listing to team or tenants that are vacating on allocated portfolio.Preparing vacating checklists for tenants who give notice on allocated portfolio.Attending AGM's on allocated blocks in person or...
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Strategic Portfolio Coordinator
2 weeks ago
Cape Town, Western Cape, South Africa IGrow Wealth Investments Full timeIGrow Wealth Investments, a leading property investment company in South Africa, is seeking an experienced Strategic Portfolio Coordinator to join their team in Cape Town. This role is ideal for someone with a strong administrative background and excellent communication skills.About the RoleThis is a full-time position that requires the ability to manage a...