Senior Associate

3 weeks ago


Sandton, South Africa Edge Executives Full time

We are seeking a skilled Senior Associate to join our dynamic team within the financial services and investment sector, specialising in servicing clients operating within the mining and renewable energy sectors. The successful candidate will play a pivotal role in providing strategic financial advice, investment analysis, and client relationship management to support our clients' objectives in these industries.
Responsibilities:
  1. Client Servicing:
  • Build and maintain strong relationships with clients in the mining and renewable energy sectors.
  • Understand clients' financial goals, risk appetite, and investment preferences.
  • Provide tailored financial advice and investment solutions to meet clients' objectives.
  1. Investment Analysis:
  • Conduct thorough analysis of investment opportunities within the mining and renewable energy sectors.
  • Evaluate financial statements, industry trends, and market data to identify potential investment risks and opportunities.
  • Develop comprehensive investment proposals and recommendations based on analysis.
  1. Financial Planning:
  • Assist clients in developing long-term financial plans aligned with their business objectives.
  • Collaborate with internal teams to create customised financial strategies addressing clients' specific needs and circumstances.
  • Continuously monitor and review clients' financial plans, adjusting as necessary to ensure alignment with changing goals and market conditions.
  1. Market Research:
  • Stay abreast of industry developments, regulatory changes, and emerging trends within the mining and renewable energy sectors.
  • Conduct market research to identify new investment opportunities and potential areas for growth.
  • Provide insights and recommendations to clients based on market analysis and industry knowledge.
  1. Compliance and Risk Management:
  • Ensure compliance with regulatory requirements and internal policies governing financial services and investment activities.
  • Assess and mitigate investment risks through thorough due diligence and risk management practices.
  • Maintain accurate records and documentation of client interactions, investment decisions, and compliance activities.

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