Client Portfolio Analyst

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 Managers...

WORKING RELATIONSHIPSThis role forms part of the Investment Management Team based in the Cape Town office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include general Relationship Managers, external investment managers and linked investment service providers.OVERALL PURPOSEThe primary purpose...

WORKING RELATIONSHIPSThis role forms part of the Investment Management Team based in the Cape Town office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include general Relationship Managers, external investment managers and linked investment service providers.OVERALL PURPOSEThe primary purpose...

WORKING RELATIONSHIPSThis role forms part of the Investment Management Team based in the Cape Town office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include general Relationship Managers, external investment managers and linked investment service providers.OVERALL PURPOSEThe primary purpose...

**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...

**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...

NAME OF THE ROLE: INVESTMENT PORTFOLIO ANALYST (CAPE TOWN) ROLE DESCRIPTION: This position is for an Investment Portfolio Analyst with a respected Asset Consultant Company. CORE PURPOSE: - 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...

**Investment Portfolio Analyst** Cape Town **Qualifications** - 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 depending on experience and evidence of quantitative abilities. - 3 to 5...

Investment Portfolio AnalystR350k-R550k per annum depending on experience highly negotiableFinancial company seeks Investment Portfolio Analyst with minimum of - 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 generation and...

Applications Close 29 August 2023Location: Cape Town, South AfricaReports To: Head of OperationsApplication Criteria: Undergraduate degree with a financial focus or strong maths or stats skills Honours preferred Inclination to complete the CFA, FRM or CAIA charterExperience: Graduate position to 1-2 years relevant experiencePurpose of Job:Providing portfolio...

NAME OF THE ROLE: SENIOR INVESTMENT PORTFOLIO ANALYST (CAPE TOWN) ROLE DESCRIPTION: This position is for a Senior Investment Portfolio Analyst with a respected Asset Consultant Company. CORE PURPOSE: - Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios - Providing...

**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...

**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...

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...

Job Information Industry - Financial ServicesJob ID - J104463City - Cape TownProvince - Western CapeCountry - South AfricaPostal Code - 7708**Client Details**: - With a focus on Africa, China, the UK and the US, this global investment firm offers you an opportunity to be involved with a unique approach to responsible investing whilst driving performance...

**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...

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 to a...

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 detailsJob InformationIndustry Financial ServicesJob ID J104288City Cape TownProvince Western CapeCountry South AfricaPostal Code 7708Client 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...

Job listing Job detailsJob InformationIndustry Financial ServicesJob ID J104354City Cape TownProvince Western CapeCountry South AfricaPostal Code 7708Client 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...