Client Portfolio Manager

Job Title: Client Portfolio Project ManagerWe are seeking a highly skilled and experienced Client Portfolio Project Manager to join our client's team in the International Defense Industry.About the Role:Work in the programs department, overseeing the development and implementation of client portfolios.Collaborate with cross-functional teams to drive business...

Job Title: Investment Portfolio AnalystGuardian Recruiting (Pty) Ltd is seeking a highly skilled Investment Portfolio Analyst to join our team. As an Investment Portfolio Analyst, you will play a critical role in supporting the Portfolio Management team in managing a suite of portfolios.Key Responsibilities:Collaborate with senior team members to provide...

Global Investment firm seeks individuals with 3+ years experience within an investment analysis contextA technically strong candidate with strong grades and ideally hailing from within a Multi-Manager contextProven quants and automation skills are a must as well as experience with financial modelling and Power BIInvestment Portfolio Analyst (Portfolio...

About the Role:We are seeking a highly skilled Investment Portfolio Analyst to join our team at Guardian Recruiting (Pty) Ltd.Key Responsibilities:Work closely with senior team members to provide in-depth analysis and support for portfolio management.Provide portfolio analytics services to discretionary managed clients.Monitor and assess portfolio...

Company OverviewRareCruit (Pty) Ltd is a rapidly growing international defense agency in Cape Town, seeking a skilled professional for a permanent position.SalaryThe market-related salary for this role is R1 200 000 - R1 800 000 per annum, commensurate with experience and qualifications.Job DescriptionCandidates sought for a Client Portfolio Project Manager...

**Key responsibilities of the position** **1. Client and Fund Administration** - Completing client onboarding, account setup, and maintenance of client information. - As part of the new client take-on, instructing custodians to set up cash, scrip, YIELDX and call accounts. - Preparing and sending creditor loading forms. - Maintaining up-to-date and...

Are you a seasoned professional with a passion for client satisfaction? Our client is on the hunt for a dedicated Client Service Manager to lead their operations across three crucial areas: Key Accounts, Client Services, and Technical Support. **Key Responsibilities**: - Strategic Leadership: Spearhead initiatives, integrating them seamlessly across...

Our client, a successful and established Investment Company, based in Northern Suburbs, is seeking a Portfolio Administrator. **_ Key Responsibilities:_** - General Portfolio Administration (CIS and Models or Wrap Funds) - Focusing on the following operational processes: - Product set-up, maintenance & record keeping. - Managing & controlling all...

Job Overview: We are seeking a highly skilled Portfolio Management Liaison Specialist to join our team at Catch Recruit. This role will be responsible for providing exceptional client service and support to our portfolio managers and clients. About the Role: As a Portfolio Management Liaison Specialist, you will play a critical role in ensuring the smooth...

**DataOrbis is a global cloud-based information solutions company. We provide market and business intelligence solutions to the fast-moving consumer goods (FMCG) industry. Our solutions combine people, process, and leading-edge cloud technology to facilitate and inform business decisions, that are customised to our client’s needs. We have a wealth of...

Western Cape, CPT - Northern Suburbs - R 10000 - R 15000 Monthly Basic Salary (Market related, Negotiable) N/Subs Well established company operating in Group Risk channel requires the services of an experienced Administrator with previous exp in Portfolio / Fund Administration - N/Subs Well established company operating in Group Risk channel requires the...

Job Title and Job Grade Facilities Manager Job grade: D1 Job Purpose The purpose of this position is to manage multiple strategic functions of building operations and maintenance of facilities. Role Location The position will be required to work both in and out of office. The Company will accommodate some flexibility in this regard. Working...

Job DescriptionJob Title: Operations ManagerJob Summary:We are seeking an experienced Operations Manager to join our team at AFMS Group. The successful candidate will be responsible for managing the delivery of our services, ensuring that they meet the highest standards of quality and excellence.Key Responsibilities:Manage the delivery of our services to...

If you enjoy doing administration in a financial service setting, then please reach out. Our client is a financial and wealth management boutique. Located in the Southern Suburbs, they have an exceptional client base, and longstanding relationships and pride themselves on excellent client services and staff development. If you have a minimum of 3 to 5 years...

Job Title and Job Grade Facilities Manager Job grade: D1 Job Purpose The purpose of this position is to manage multiple strategic functions of building operations and maintenance of facilities. Role Location Montclare Place, Claremont, Cape Town. Working Conditions The position will be required to work both in and out of office. The Company will...

Tokai Estate is one of six luxury retirement villages within the Faircape Group. It comprises two divisions: Faircape Life and Tokai Healthcare. Faircape Life offers a serene environment designed to provide seniors with the best possible lifestyle. Tokai Healthcare, our prestigious Sub-Acute Care and Rehabilitation Centre, focuses on providing restorative...

Job Title: Operations ManagerAs an Operations Manager at AFMS Group, you will play a critical role in ensuring the successful delivery of our services to clients. Your primary responsibility will be to oversee the day-to-day operations of our facilities management team, ensuring that all tasks are completed efficiently and effectively.Key...

**Responsibilities**: Reporting - Download portfolio holdings, run daily import macros - Produce and distribute necessary information for monthly and quarterly client reports - Produce monthly portfolio performance returns for all clients Operations - Produce monthly fund performance figures and update spreadsheets - Update monthly factsheets and minimum...

Western Cape, Southern Suburbs Market related salary includes pension & medical aid A client-focused Trust and Investment Management company providing financial planning and investment advice and services to clients planning for, or already in their retirement years. They offer a full range of financial services including: Investment & Portfolio...

Job Title and Job Grade Building Manager Job grade: C3 Job Purpose To ensure that building assets are optimally maintained throughout their life cycle in accordance with approved budget through effective and efficient management of in house and outsourced services. Role Location Montclare Place, Claremont, Cape Town. Working Conditions - Ability to...