Client Portfolio Analyst
3 weeks ago
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 in managing client investment portfolios by analysing client situations, mandates, and team preferences. Your close collaboration with the Investment team ensures effective portfolio management.
- Business, Economics, or Investment related degree, preferably with Honors
- Investment related postgraduate qualification (or studying towards) such as CFP or CFA advantageous.
- 2-3 years of relevant experience in the finance / investment industry
- MUST speak Afrikaans Fluently
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Portfolio Analyst
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Investment Portfolio Analyst
4 weeks ago
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Investment Portfolio Analyst
4 weeks ago
Cape Town, South Africa Parvana Strategic Sourcing Full time**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...
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Investment Portfolio Analyst
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Fixed Income Senior Analyst
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Investment Portfolio Analyst
4 weeks ago
Cape Town, South Africa Parvana Strategic Sourcing Full time**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...
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Portfolio Intelligence Analyst
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Cape Town, South Africa Progressive IT Resourcing Full timeOur ClientCompany Group Technology is responsible for the provision of a digitally enabled technology service as a group COE, drive business and transformation and provide group-wide digital and data architecture. We operate the various technology platforms and shared services, ensure Cyber and Information Security resilience, and act as technology...
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Portfolio Intelligence Analyst
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Cape Town, South Africa Progressive IT Resourcing Full timeOur Client Company Group Technology is responsible for the provision of a digitally enabled technology service as a group COE, drive business and transformation and provide group-wide digital and data architecture. We operate the various technology platforms and shared services, ensure Cyber and Information Security resilience, and act as technology...
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Investment Portfolio Analyst â Cape Town
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Cape Town, South Africa Guardian Recruiting Full time**_Job Specification_** 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...
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Investment Portfolio Analyst
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Institutional Client Analyst
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Institutional Client Analyst
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Institutional Client Analyst
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Cape Town, South Africa CA Financial Appointments Full timeDynamic, 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...
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Client Portfolio Manager
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Risk & Performance Analyst
4 weeks ago
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Investment Analyst
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Client Portfolio Administrator
4 weeks ago
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Multi-Asset Investment Analyst
4 weeks ago
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