Portfolio Analyst

**Investment Portfolio Analyst** R350k-R550k per annum depending on experience highly negotiable Financial company seeks Investment Portfolio Analyst with minimum of 3 - 5 years’ experience within the roll. - Generation, interpretation and analysis of various analysis which would be useful to the Portfolio Managers - Client report back presentation...

ELIGIBILITY Suitably Qualified CLOSING DATE 13.10.2024 REFERENCE NUMBER FPR 31/24 Ext SALARY **TCOE**: R1 005 233 - R1 706 DEPARTMENT Corp Project Programme and Portfolio Man DIRECTORATE FUTURE PLANNING AND RESILIENCE Principal Portfolio Analyst/ Senior Portfolio Analyst **Requirements**: - Bachelor’s degree in Statistics, Mathematics, Actuarial Science,...

Job Title:Portfolio Performance Analyst About the Opportunity: Set Consulting is seeking a Portfolio Performance Analyst to join our dynamic team. As a key member of our investment team, you will be responsible for driving portfolio performance through strategic research and analysis.Your key responsibilities will include: Preparing company forecasts and...

Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in a driven Client Portfolio Analyst. This role supports Portfolio...

Purpose of jobWork in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfoliosProviding portfolio analytics services in relation to discretionary managed clientsMonitor and assess incumbent and current managers alongside the portfolio managers and investment research...

Seeking a Portfolio Manager and Analyst to lead our investment team at Tumaini Consulting in Cape Town. Requirements: A minimum of five to eight years of experience in analysis and/or managing equity, fixed income and multi-asset class portfolios. Proven ability to develop and maintain professional relationships for business development and knowledge of...

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...

Purpose of jobWork in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfoliosProviding portfolio analytics services in relation to discretionary managed clientsMonitor and assess incumbent and current managers alongside the portfolio managers and investment research...

Purpose of jobWork in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfoliosProviding portfolio analytics services in relation to discretionary managed clientsMonitor and assess incumbent and current managers alongside the portfolio managers and investment research...

Purpose of job Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios Providing portfolio analytics services in relation to discretionary managed clients Monitor and assess incumbent and current managers alongside the portfolio managers and investment research teams...

Purpose of job - Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios - Providing portfolio analytics services in relation to discretionary managed clients - Monitor and assess incumbent and current managers alongside the portfolio managers and investment research...

**Client Details**: Our client holds a firm belief that their work goes beyond financial gains and numbers, recognising the impact of their actions on the lives and futures of those they serve. With a specialised focus on frontier and emerging markets and a passion for Africa and China, our client offers independent advice, analysis, and reporting services...

A reputable company In Cape Town is looking for a portfolio Manager & Analyst to Join their family Requirements: A minimum of five to eight years of related experience in analysis and/or managing equity, fixed income and multi-asset class portfolios. A high degree of honesty and integrity is demonstrable in their career to Superior understanding and...

Job listing Job details Job Information Industry - Financial ServicesJob ID - J104354City - Cape TownProvince - Western CapeCountry - South AfricaPostal Code - 7708**Client Details**: - Our client holds a firm belief that their work goes beyond financial gains and numbers, recognising the impact of their actions on the lives and futures of those they...

About the RoleWe are seeking a skilled Portfolio Analyst - Paraplanner to join our team. The successful candidate will provide critical support to our Trust Officer and their assistant, working closely with clients to analyze and develop investment strategies.Responsibilities:Analyze client investment portfolios and make recommendations for...

Applications Close 30 September 2024**Location**: Cape Town, South Africa **Reports To**: Head of Operations **Application Criteria**: - Bachelor’s or Honours degree in Mathematics, Statistics, Computer Science, Industrial Engineering, Finance or a related field - Inclination to complete the CIPM, FRM or CAIA charter **Experience**: Graduate position...

Job listing Job details Job Information Industry - Financial ServicesJob ID - J104289City - Cape TownProvince - Western CapeCountry - South AfricaPostal Code - 7708**Client Details**: - Our client holds a firm belief that their work goes beyond financial gains and numbers, recognising the impact of their actions on the lives and futures of those they...

Job listing Job details Job Information Industry - Financial ServicesJob ID - J104288City - Cape TownProvince - Western CapeCountry - South AfricaPostal Code - 7708**Client Details**: - Our client holds a firm belief that their work goes beyond financial gains and numbers, recognising the impact of their actions on the lives and futures of those they...

Business 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...

Portfolio Manager & Analyst Job DescriptionWe are seeking an experienced Portfolio Manager & Analyst to join our team at Tumaini Consulting. As a key member of our investment team, you will be responsible for managing equity, fixed income, and multi-asset class portfolios.Requirements:A minimum of five to eight years of related experience in analysis and/or...