Portfolio Assistant

Job Description To provide support to a group of Portfolio Managers in managing their client books, in an administrative, trading and client servicing capacity To ensure that the policies and procedures, are properly implemented and that all controls necessary are in place to minimise losses whilst ensuring that appropriate resources are in place to...

About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: To provide support to a group of Portfolio Managers (PM) in managing their client books, in an administrative, trading and client servicing...

An exciting position which will require you to keep abreast of the latest developments and trends in the market and work toward driving efficiencies within the team and research processes. This position offers brilliant exposure and growth into the position of Fixed Income Portfolio Manager. **Duties and Responsibilities** - Research, analyse, value, and...

Sandton An exciting position which will require you to keep abreast of the latest developments and trends in the market and work toward driving efficiencies within the team and research processes. This position offers brilliant exposure and growth into the position of Fixed Income Portfolio Manager. - Research, analyse, value, and interpret local and...

I specialize in placing professionals within the investment management niche, and my clients consistently seek ambitious Portfolio Managers with strong analytical skills, a strategic mindset, and a proven track record of delivering exceptional results. I can assist you in exploring opportunities to advance your career and refine your expertise in portfolio...

I specialize in placing professionals within the investment management niche, and my clients consistently seek ambitious Portfolio Managers with strong analytical skills, a strategic mindset, and a proven track record of delivering exceptional results. I can assist you in exploring opportunities to advance your career and refine your expertise in portfolio...

I specialize in placing professionals within the investment management niche, and my clients consistently seek ambitious Portfolio Managers with strong analytical skills, a strategic mindset, and a proven track record of delivering exceptional results. I can assist you in exploring opportunities to advance your career and refine your expertise in portfolio...

**Portfolio Analysts responsibilities**: - Monitoring the performance of investments to ensure they are meeting their stated objectives. - Analyzing financial statements to measure the impact of market fluctuations on a firms financial position. - Determining the rate of return on an investment or determining the amount of cash inflow or outflow over...

**Portfolio Analyst** Job #: req30659 Organization: IFC Sector: Investment Grade: GE Term Duration: 3 years 0 months Recruitment Type: Local Recruitment **Location**: Johannesburg,South Africa Required Language(s): English Preferred Language(s): French, Arabic Closing Date: 12/9/2024 (MM/DD/YYYY) at 11:59pm UTC Description The Manufacturing, Agribusiness...

Job Overview: The Recruitment Council invites applications for a Financial Services Administrator position. The successful candidate will work closely with our financial advisors to manage client portfolios and ensure seamless operations. If you have excellent organizational and communication skills, we want to hear from you!Key Responsibilities:Manage...

**Gauteng**, JHB - Central** **R700 000 - R800 000 Annually Cost To Company** **Portfolio Manager - Johannesburg** **R700K - R800K annually **My client who is a leader in the property space is looking for a seasoned portfolio manager to join their team. If you are coming from the financial or commercial property space, then this is an opportunity for you....

Seasonal Senior Portfolio Administrator is sought to join an eminent real estate company, based in Johannesburg. In this role you will be providing extensive support to a Portfolio Manager that holds a sizeable number of buildings in her portfolio. Key accountabilities of this role include but are not limited to: Monthly Payments - Liaising with insurance...

**Job purpose** Be a part of the PM team and help manage and grow a portfolio of high-growth, early stage venture investments for Edge Growth’s group of managed funds. Edge Growth’s portfolio management approach takes an archetype lens, whereby investee companies are categorized into particular archetypes. The Delta archetype focuses on our more...

The primary purpose of the role is to support Portfolio Managers in Johannesburg to manage client investment portfolios by taking the client’s specific situation, the agreed mandate and the investment team’s views and preferred vehicles into account. The portfolio analyst will have a close working relationship with the Investment...

Job Title: Credit Portfolio Manager Area: Johannesburg, GP A digital bank with a strong entrepreneurial identity and a high-performance culture is looking for a Credit Portfolio Manager to play a pivotal role in assessing, analysing, and mitigating credit risks within the company's portfolio of lending products. They will gain experience across multiple...

Job Description To provide input into the portfolio construction process to build a model portfolio. This includes analyzing, researching and valuing listed companies and making recommendations. Hello Future Senior Equity Research Portfolio Manager Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and...

**PLEASE NOTE THIS IS A CONTRACT POSITION** The position includes ownership for identifying, prioritizing, and coordinating project and program resources engaged with all initiatives within the selected project portfolio. The portfolio manager is a primary resource to the project/program-related steering committees, and the senior leadership assigned to...

**Introduction** To maintain and grow an existing of clients through relationship management, financial process efficiencies and new business acquisition. **Role Purpose** To maintain and grow an existing portfolio of clients through relationship management, financial process and new business acquisition. **Requirements**: **Minimum Qualification** -...

**Reference**: DB 6623 **Consultant**: Dorei Barnes **Description**: - 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...

Job Description Analyse, research, and value listed companies with the objective of supporting and assisting the investment team by making recommendations as to whether to acquire, dispose of or merely hold investments. Hello Future Equity Research Portfolio Manager Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver...