Investment Portfolio Coordinator

1 month ago

Cape Town, Western Cape, South Africa Conova Recruitment Full time
Company Overview
Conova Recruitment is a leading recruitment agency specialising in the placement of experienced professionals within the financial services industry.

Job Summary
The Investment Portfolio Coordinator will play a key role in supporting the daily operations of our client's investment management team. This position involves maintaining accurate and up-to-date records of client portfolios, ensuring compliance with regulatory requirements, and providing high-quality administrative support to the team.

Key Responsibilities
  • Maintain accurate and detailed records of client portfolios, including trade instructions, portfolio positions, and performance metrics.
  • Ensure compliance with relevant regulatory requirements and internal policies and procedures.
  • Provide administrative support to the investment management team, including preparing reports, presentations, and other materials as required.
  • Analyse fee splits between respective parties and maintain a database of underlying fund managers fees and rebates.
  • Monitor and report on the adherence or non-adherence by appointed fund managers to contractual obligations.
  • Prepare monthly reporting on an FFS basis and report packs to Partners on each Model.

Required Skills and Qualifications
  • Minimum of one year of experience working in financial services and/or investment management.
  • Basic understanding of comprehensive personal financial instruments, investment vehicles, asset allocation, and concepts of portfolio design / diversification.
  • Excellent communication and organisational skills.
  • Proficient in Microsoft Office applications, particularly Excel.
  • Highly detail-oriented with a strong attention to accuracy.
  • Able to work effectively as part of a team.

Benefits
This is a fantastic opportunity for an experienced Investment Portfolio Coordinator to join a dynamic and growing organisation. The successful candidate will receive a competitive salary package, which includes:
$85,000 per annum.

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