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Trainee Portfolio Manager
3 weeks ago
**Reference**: 9147 SJ
**Consultant**: Sone Johnson
Analyse listed and unlisted investment opportunities
Excel modeling
Responsible for basic bookkeeping - Xero
Assist with newsletters for clients
Market to potential investors
Prepare feedback for existing investors
**Qualifications**:
Degree with accounting or financial accounting background
Keen interest in investments
Capable of basic bookkeeping
Skilled in Excell
Studying towards CFA
Keen participant in training
Hybrid (2 days in Somerset West office)
**How to Apply**:
If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered in order to avoid duplicity on our system.
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