Institutional Client Analyst

2 weeks ago


Cape Town, South Africa CA Financial Appointments Full time

Dynamic, asset management client’s operations team seeks a passionate young investment analyst profile, with a stellar academic record and passion for financial markets to join their team. This role will not only be exposed to research and analysis but also understanding the industry and investment-related issues through research and analysis. If you have a passion for the industry, natural curiosity and analytical ability and looking to join to a top-rated team, then read on

**Responsibilities**
- Asset Management related industry experience, products and portfolios for local and global markets.
- Preparing of high-quality presentations and due diligence reports
- Respond to client or team consultant requests on performance, strategy, regulatory issues etc.
- Research analysis and ad hoc research and support to the team
- Collaborate on ad hoc projects to improve processes in the team as needed

**Requirements**:

- Minimum of a complete tertiary qualification in the field of finance, economics, actuarial science, accounting, maths /stats or similar
- 0-2 years experience within financial services or asset management
- Must have a stellar academic track record
- Highly analytical and numerical
- High attention to detail and natural curiosity
- Ability to research and collate data
- PC literacy, with a focus on MSExcel
- Excellent interpersonal and communication skills
- Ability to remain calm under pressure
- Good team player, who enjoys working within a strong, dynamic team



  • Cape Town, Western Cape, South Africa Ca Financial Appointments Full time

    Dynamic, asset management client's operations team seeks a passionate young investment analyst profile, with a stellar academic record and passion for financial markets to join their team. This role will not only be exposed to research and analysis but also understanding the industry and investment-related issues through research and analysis. If you have a...


  • Cape Town, South Africa CA Financial Appointments Full time

    Dynamic, asset management client's operations team seeks a passionate young investment analyst profile, with a stellar academic record and passion for financial markets to join their team. This role will not only be exposed to research and analysis but also understanding the industry and investment-related issues through research and analysis. If you have a...


  • Cape Town, South Africa CA Financial Appointments Full time

    Dynamic, asset management client's operations team seeks a passionate young investment analyst profile, with a stellar academic record and passion for financial markets to join their team. This role will not only be exposed to research and analysis but also understanding the industry and investment-related issues through research and analysis. If you have a...


  • Cape Town, South Africa CA Financial Appointments Full time

    Dynamic, asset management client's operations team seeks a passionate young investment analyst profile, with a stellar academic record and passion for financial markets to join their team. This role will not only be exposed to research and analysis but also understanding the industry and investment-related issues through research and analysis. If you have a...


  • Cape Town, South Africa CA Financial Appointments Full time

    Dynamic, asset management client's operations team seeks a passionate young investment analyst profile, with a stellar academic record and passion for financial markets to join their team. This role will not only be exposed to research and analysis but also understanding the industry and investment-related issues through research and analysis. If you have a...


  • Cape Town, South Africa Candidate Connect Full time

    This **Client Operations Specialist **role sits within a leading asset manager in Cape Town. This is an 18-month contract role. In this role, you will perform the day-to-day administrative accounting activities, record keeping and liaison for institutional pension funds and individual clients, to ensure the smooth flow of information. You will aim to build...

  • Performance Analyst

    1 week ago


    Cape Town, South Africa Candidate Connect Full time

    Great team in a **Cape Town** asset manager is looking for a **Performance Analyst** to join their **Institutional Fund Operations **team. The primary responsibility of the role will be the production and preparation of investment performance. This is an EE designated opportunity. **Key areas of responsibility**: - Production of investment performance...


  • Cape Town, South Africa Rory Mackie & Associates Full time

    **Overview**: The role of a Client Reporting Analyst is to service clients, invested via an Investment Management Agreement or equivalent, by providing agreed reporting within set deadlines. Each Client Reporting Analyst is expected to continually update procedures with a view to reduce risk, identify efficiencies in process, improve efficiency and...


  • Cape Town, Western Cape, South Africa M&G Investments Full time

    Institutional Business Development AnalystInstitutional Business Development AnalystsInstitutional Business Development AnalystOverviewAn Institutional Business Development Analyst vacancy has arisen at M&G Investments.The successful candidate will form part of a team of highly skilled investment professionals in developing and maintaining exceptional client...


  • Cape Town, South Africa Candidate Connect Full time

    Exciting opportunity to join a **top asset manager** in Cape Town, as an **Operations Support Specialist**. This role forms part of the Institutional Operations Support team, whose scope is broad and varied, and extends from day?to?day regulatory and administrative tasks, to new fund and share class launches, coordination of board activities, and...

  • Quantitative Analyst

    3 weeks ago


    Cape Town, South Africa Mass Staffing Projects Full time

    **Job Information** - Location- Finance Jobs in Cape Town- Salary- R 1 Million - R 850 K p/a- Job Type- Permanent- Education- BSc in Mathematics, Financial Engineering, Statistics or similar- Experience- 3 - 5 years’ experience with experience in credit within a bank or financial services institution- Reference- 111120FAQA- -...


  • Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

    Job Overview:The role as a Client Reporting Analyst focuses on the timely and accurate production of Client Report backs, Global Quarterly Investment Reports, and Sustainability Reports.This position will be responsible for:The production of Report backs on a periodic and ad hoc basis within specific timeframes Assisting in the production of Global Fund...


  • Cape Town, South Africa Capital Assignments Full time

    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...


  • Cape Town, Western Cape, South Africa Capital Assignments Full time

    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...

  • Performance Analyst

    2 weeks ago


    Cape Town, Western Cape, South Africa Candidate Connect Full time

    Great team in a Cape Town asset manager is looking for a Performance Analyst to join their Institutional Fund Operations team.The primary responsibility of the role will be the production and preparation of investment performance.This is an EE designated opportunity.Key areas of responsibility: Production of investment performance across the client database...

  • Business Analyst

    2 weeks ago


    Cape Town, Western Cape, South Africa Talent Genie Full time

    Business Analyst On Boarding of New Clients OverviewReferenceBAOB1SalaryZAR/hourJob LocationSouth AfricaCity of Cape TownCape TownNewlandsJob TypeContractPosted23 June 2023Closing date03 Jul :59Our client, a leading Investment Administrator in the Western Cape, has a contract vacancy for approximately 9 months, for a Business Analyst (onboarding of new...


  • Cape Town, South Africa CAD4ALL Institute of Applied Architecture Full time

    **Job description** **Key responsibilities and duties**: - In collaboration with Operations and business development this position is jointly accountable for_ - Provide administrative and schools coordinate support to a team of academic management - Co-ordinate, book and complete tours/workshops on behalf of institute - Manage client base lifecycle from...


  • Cape Town, South Africa Salt Recruitment Full time

    Title: SAP SuccessFactors Systems Analyst Location: Stellenbosch, Western Cape, South Africa Type: Permanent Are you a talented SAP SuccessFactors Systems Analyst looking for a new challenge? Our client, a leading financial institution based in Stellenbosch, is looking for an experienced professional to join their dynamic HR technology team. As the SAP...


  • Cape Town, South Africa Salt Full time

    Title: SAP SuccessFactors Systems Analyst Location: Stellenbosch, Western Cape, South Africa Type: Permanent Are you a talented SAP SuccessFactors Systems Analyst looking for a new challenge? Our client, a leading financial institution based in Stellenbosch, is looking for an experienced professional to join their dynamic HR technology team. As the SAP...

  • Business Analyst

    2 weeks ago


    Cape Town, Western Cape, South Africa Talent Genie Full time

    Business Analyst (Performance Reporting)OverviewReferenceBARP1SalaryZAR/hourJob LocationSouth AfricaCity of Cape TownCape TownNewlandsJob TypeContractPosted23 June 2023Closing date03 Jul :59Our client, a Leading Investment Administrator, in the Western Cape, has a contract vacancy for a Business Analyst (Performance Reporting). The position will be mostly...