Client Portfolio Analyst

We’re looking for the expertise of an experienced Portfolio Analyst to work closely with portfolio managers, traders, research analysts and investment operations professionals. The position requires a familiarity with fixed income investing, an interest in and knowledge of portfolio analysis and implementation techniques; entails significant technology...

Our client, a top-rated investment manager is seeking to appoint a proactive Portfolio Analyst to provide specialist advise and support related to portfolio analysis, driving defined sales targets and to meet client’s needs, through the execution of predefined objectives. This is an exceptional opportunity to join a leading investment team as a Portfolio...

**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...

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...

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...

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,...

**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...

**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...

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 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 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...

**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...

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...

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...

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 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...

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...