Client Portfolio Analyst

2 weeks ago

Cape Town, South Africa CA Financial Appointments Full time

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 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 re-balancing 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 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 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, Power Point, Word, Outlook)
- Excellent written and verbal communication skills
- A track record of overall integrity
- Strong attention to detail and
- 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

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