Investment Portfolio Analyst – Client-Focused Portfolio Support

Applications Close 27 September 2024**Location**: Cape Town, South Africa **Reports To**: Investments Manager **Application Criteria**: - Minimum requirement of a bachelor’s degree which can be FAIS recognised - B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent. - Open to other tertiary qualifications...

Join to apply for the Investment Management - Client Portfolio Analyst role at Stonehage Fleming . WORKING RELATIONSHIPS This role forms part of the Investment Management Client Team based in the Cape Town office and has a strong working relationship with the Investment Management Client Team in Johannesburg. Other working relationships include general...

Cape Town, South Africa Job Description Posted Thursday, November 27, 2025 at 6:00 AM WORKING RELATIONSHIPS This role forms part of the Investment Management Client Team based in the Cape Town office and has a strong working relationship with the Investment Management Client Team in Johannesburg. Other working relationships include general Stonehage Fleming...

**Location**: - Cape Town, South Africa **Application Criteria**: - B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent. - Open to other tertiary qualifications depending on experience and evidence of quantitative abilities. **Experience**: - 2 to 5 years of experience in financial services - Will be...

Cape Town, South Africa Job Description Posted Thursday, November 27, 2025 at 6:00 AM WORKING RELATIONSHIPS This role forms part of the Investment Management Client Team based in the Cape Town office and has a strong working relationship with the Investment Management Client Team in Johannesburg. Other working relationships include general Stonehage Fleming...

LOCATION - Cape Town, South Africa APPLICATION CRITERIA - B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent. - Open to other tertiary qualifications depending on experience and evidence of quantitative abilities. EXPERIENCE - 2 to 5 years of experience in financial services preferably some experience in...

Principal Elements and Accountabilities - Portfolio Management - Ensure proper take-on of new clients, collecting FICA and liaising with 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...

DescriptionAbout our clients Portfolio Implementation Team:The Portfolio Implementation team models Portfolio Manager driven investment views, facilitates tactical trade instructions, monitors asset allocations and cash balances, and manages portfolio constructions and liquidations. The team works in a dynamic, fast-paced environment where accuracy and clear...

Purpose of job: Providing portfolio analytics services in relation to discretionary managed clients with a focus on unlisted investments - Monitor and assess the incumbent managers alongside the portfolio management and investment research teams - Ensure that drawdown schedules for the unlisted portion of assets are efficiently and effectively monitored and...

**Location**: - Cape Town, South Africa **Application Criteria**: - B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent. - Open to other tertiary qualifications depending on experience and evidence of quantitative abilities. **Experience**: - 2 to 5 years of experience in financial services preferably...