Senior Investment Analyst

6 months ago

Germiston, South Africa Tall Rock Capital Full time

The Senior Investment Analyst (SIA) is responsible for the support to the Financial Advisers (FA) with their client’s investment needs. He/She needs to ensure all reporting deadlines are met each month. The SIA is responsible for the performance of the model portfolios in line or exceeding the benchmark.

He/She will report directly to the Directors of TallRock and be able to take on adhoc tasks asked of them from the Directors and liaising with various departments within TallRock to ensure efficiency and accuracy of tasks.

1. Rebalancing - accuracy of calculations and dealing instructions. Following the rebalancing process with all necessary documentation signed and sent to correct departments.

2. Portfolio requests - producing comparison reports designed for analysis and promoting TRC model portfolios.

4. Weekly tasks - weekly market re-cap, monitoring of requests from advisers and adobe sign reminders.

5. General Adviser requests - research and construction of bespoke portfolios outside of TRC models, producing snapshots, portfolio graphs and valuations.

6. Other - Research for model portfolios, ensuring master list is updated.

Pay: R35 000,00 - R40 000,00 per month

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