Client Portfolio Analyst

5 months ago

Johannesburg, South Africa The Recruitment Council Full time

Principal Elements And Accountabilities:
Portfolio Management:

- Ensure proper take-on of new clients, collecting FICA and liaising with the 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 client lists, provide tax statements when requested and calculate expected CGT.
- Prepare cash flow forecasts using expected investment returns and cash needs.
- Ongoing monitoring of client portfolios - preparing trade recommendations and rebalancing of portfolios when necessary.
- Attend client meetings, prepare meeting packs, notes and minutes.
- Prepare feedback to general client queries and ad hoc investment analysis requests.
- Check monthly and quarterly reports and liaise with the reporting team on requirements.
- Reconcile and audit client reports.
- Prepare quarterly commentary on client portfolios.
- Assist with any ad hoc requests and general administration involved in maintaining client portfolios and files.

Trading and execution support:

- Take responsibility to ensure all trades are executed accurately and timeously.
- Investigate trading queries.

Compliance & Risk Management
- Ensure that client files are properly set-up and maintained.
- Ensure clients adhere to approved fund manager list, asset allocation targets & limits.
- Maintain a record of client advice.

Qualifications And Experience:

- 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.

**Skills**:

- Strong general investment knowledge critical, i.e. economy, financial markets, asset classes and portfolio management with a keen interest in investments.
- MS Office (Excel, PowerPoint, Word, Outlook).
- Excellent written and verbal communication skills.
- A track record of overall integrity.
- Strong attention to detail.
- Good relationship management skills.

Competencies And Behaviours:

- Planning & Organizing: Schedules & manages workload effectively, thinks ahead, sets plans to achieve goals.
- Teamwork: Supports & works towards team goals, shares information, is helpful & co-operative, works effectively with people outside immediate team and within the wider group.
- Communication skills: Communicates clearly and concisely, listens effectively, written communication is well presented.
- Client orientated: Understands and satisfies client needs at all times, takes full responsibility & accountability for all client matters including delegated tasks, is able to work with a sophisticated client base.
- Technical Knowledge: Demonstrates required technical investment knowledge and keeps technical knowledge up to date.
- Problem solving & Decision making: Considers the wider consequences of each decision, gathers and analyses information to find creative solutions.
- Research & analysis Skills: Displays analytical, objective and thorough approach to information gathering, considers and questions all scenarios and identifies the most important factors, presents analysis in a clear manner reaching logical conclusions.

Pay: R700 000,00 - R800 000,00 per year

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