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...

The portfolio assistant will play an important role in assisting a team that advises, services, and manages local and offshore investment portfolios for high-net-worth clients. **Responsibilities**: - Administer client accounts - Liaise with clients and assist with client queries - Maintain client relationships where necessary - Develop an understanding of...

Our client, a leading Asset Manager is looking for an ideal individual to take on the role of a Portfolio Manager and they will take on the responsibility of assisting the CIO in the structuring and management of segregated share portfolio models and other funds to maximise risk adjusted returns and grow assets under management for the company. The Portfolio...

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...

**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** -...

Job Title: Junior Portfolio AnalystWe are seeking a highly motivated and detail-oriented Junior Portfolio Analyst to join our dynamic team at The Recruitment Council. As a Junior Portfolio Analyst, you will play a crucial role in supporting our Portfolio Managers in managing client investment portfolios.Key Responsibilities:Ensure proper take-on of new...

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...

Our client, a National Public Entity, is on the lookout for a dynamic Property Portfolio Specialist to join their team on a Fixed Term Contract for 12 months. This exciting opportunity is based in the vibrant heart of Braamfontein, Johannesburg. **Position Purpose**: Accountable and responsible for the Management and Coordination of the organization's fixed...

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...

Job Title:Facilities Portfolio ManagerJob Description:As a Facilities Portfolio Manager, you will be responsible for effectively managing the full facilities portfolio, including maintaining, arranging repairs, and developing infrastructure. You will also facilitate the procurement of equipment, stock, and other resources. This role requires strong...

Property portfolio manager job description **Purpose of the role**: The Portfolio Manager [PM] for Solver Property Services [SPS] will be responsible for the effective and professional management of all Community Schemes [client] within his/her portfolio. The PM will have advanced knowledge of the industry. The PM will be comfortable in managing junior...

Key Responsibilities:As a Portfolio Accountant, you will be responsible for managing the financial aspects of our clients’ properties. This includes:Payment Management: Prepare and submit monthly VAT returns via e-filing by the 25th of each month for clients under management. Reconcile the VAT clearing account and ensure signed financial statements are...

Available from 1 February 2025 Trafalgar is the leading property rental agency across South Africa, letting and managing residential properties across all major metropolitan areas. Trafalgar has a wide selection of homes to rent, to suit all budgets, tastes and areas. Trafalgar offers full-service sectional title and home owners association (“HOA”)...

**_Available from 1 February 2025_** Trafalgar is the leading property rental agency across South Africa, letting and managing residential properties across all major metropolitan areas. Trafalgar has a wide selection of homes to rent, to suit all budgets, tastes and areas. Trafalgar offers full-service sectional title and home owners association...

Trafalgar is the leading property rental agency across South Africa, letting and managing residential properties across all major metropolitan areas. Trafalgar has a wide selection of homes to rent, to suit all budgets, tastes and areas. Trafalgar offers full-service sectional title and home owners association (“HOA”) property management services across...

Trafalgar is the leading property rental agency across South Africa, letting and managing residential properties across all major metropolitan areas. Trafalgar has a wide selection of homes to rent, to suit all budgets, tastes and areas. Trafalgar offers full-service sectional title and home owners association (“HOA”) property management services across...

Key Responsibilities: - Payment Management: - Prepare and submit monthly VAT returns via e-filing by the 25th of each month for clients under management. - Reconcile the VAT clearing account. - Ensure signed financial statements are received and retained on file. - Fulfill responsibilities associated with being a cheque signatory. - Review ledgers and...

Key ResponsibilitiesManage a diverse portfolio of clients to deliver high-quality tax services and foster long-term client relationships.Expand and manage one's own portfolio of clients to drive business growth.Provide expert guidance on international tax structuring and ensure compliance with global tax regulations.Advise clients on transfer pricing...