Portfolio Investment Specialist

This role requires an experienced Investment Portfolio Specialist to analyze and evaluate investment opportunities, ensuring alignment with client fund objectives.Key Responsibilities:Investment Research: Conduct thorough research on potential investments, including industry, economic, and company-specific analysis.Portfolio Management: Develop and maintain...

Purpose of job Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios Providing portfolio analytics services in relation to discretionary managed clients Monitor and assess incumbent and current managers alongside the portfolio managers and investment research teams...

Purpose of jobWork in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfoliosProviding portfolio analytics services in relation to discretionary managed clientsMonitor and assess incumbent and current managers alongside the portfolio managers and investment research...

Job title : Investment Distribution SpecialistJob Location : Western Cape, Cape TownDeadline : April 19, 2025Quick Recommended LinksJobs by Location Job by industries An exciting opportunity has arisen for an Investment Distribution Specialist to join a leading investment solutions firm in Cape Town. As the Investment Distribution Specialist within this...

An exciting opportunity has arisen for an Investment Distribution Specialist to join a leading investment solutions firm in Cape Town.As the Investment Distribution Specialist within this dynamic and progressive business, you will play a pivotal role in taking their message to the market, building relationships with distribution channels and financial...

Job Overview:We are seeking a Portfolio Carry Specialist to join our team in Cape Town. As a key member of our Carry monitoring team, you will be responsible for recording carried interest allocations and reallocations, preparing distribution schedules, and generating reports for key stakeholders.What You'll Do:Record carried interest allocations and...

Unlock Your Potential as a Property Investment SpecialistTumaini is a leading Property Investment Group in South Africa, dedicated to empowering ambitious financial planners to take their careers to the next level. With our unique market advantage, you'll have access to exclusive opportunities that can transform your professional journey.What Sets Us...

Career OpportunitiesWe are seeking an experienced Investment Service Consultant to join our Client Service Centre team. The ideal candidate will have a strong academic record, excellent communication skills, and a passion for delivering exceptional client service.

The position of Investment Accounting Specialist at Wenz Recruitment is a key role in the Institutional Fund Operations team.Job DescriptionThis role involves performing day-to-day operational processes for various investment accounting, data management, and market data activities.Ensure that daily instrument valuation/pricing and exchange rate processes run...

Are you a seasoned Portfolio Manager looking for your next challenge? A leading investment firm in Cape Town is seeking a dynamic professional to manage and grow client portfolios, drive strategic investment decisions, and deliver superior financial performance. Location: Cape Town Role: Portfolio Manager Industry: Asset & Investment Management Key...

Capital Legacy is seeking an experienced Investment Solutions Specialist to join their team. As a specialist, you will work closely with clients to understand their financial goals and develop personalized investment strategies.Responsibilities:Analyze clients' financial situations and create tailored investment plansResearch and recommend suitable...

Are you a seasoned Portfolio Manager looking for your next challenge? A leading investment firm in Cape Town is seeking a dynamic professional to manage and grow client portfolios, drive strategic investment decisions, and deliver superior financial performance. Location: Cape Town Role: Portfolio Manager Industry: Asset & Investment ManagementKey...

Job Description:The Investment Distribution Specialist will work closely with our Head of Distribution to develop and execute the distribution strategy, drive sales growth, and enhance our market profile.Key Responsibilities:Develop content that supports financial advisers and facilitates their transition into our portfoliosDrive and deliver on purpose and...

Company OverviewCSG is a global fund adviser providing independent investment insights and services to institutional investors, wealth managers, and independent financial advisers. Our client has grown exponentially over the past few years due to changes in the investments advice industry.We are now seeking a suitably qualified and experienced BEE candidate...

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionRole overviewOur fast-growing Private Clients Business is looking for a new leader of its investment capability. The role evolves on the scope of the Chief Investment Officer by including a strong strategic focus and leadership of multiple investment...

Investment Analyst OpportunityLocation: Cape TownAre you a numbers guru with a passion for portfolios and data-driven strategies? We're looking for a tech-savvy Investment Analyst to join our team and make waves in the investment spaceWhat You'll Do:Build and optimize winning portfolios.Dive deep into data interrogation and advanced analytics.Recalculate...

We are looking for a skilled and experienced Wealth Manager to join our team of financial professionals at Absa Bank. As a key member of our organization, you will be responsible for providing high-quality financial planning and advice to our clients.We offer a unique opportunity to join a leading provider of financial solutions, and be part of a...

What You'll Do: Build and optimize winning portfolios. Dive deep into data interrogation and advanced analytics. Recalculate stats and craft data-backed investment insights.What We're Looking For: A BCom Degree in Maths, Stats, Finance, Engineering, or Physics. 3-5 years of experience in investment analysis with proven quantitative skills. Proficiency in...

Key Responsibilities:Set-up & maintenance of Trading instructions, input & send authorised trade instructions on behalf of the Investment Manager.Monitor & check execution of trade instructions via the pricing administratorMonthly monitoring of portfolio positions provided by LISP.Confirmation that portfolios conform to latest Investment Committee mandates &...

Direct message the job poster from Just PropertyGeneral Manager at Just Property Western and Atlantic SeaboardCompany DescriptionJust Property is a real estate agency focused on helping clients achieve wealth and security through property sales and rentals. With over 100 offices across Southern Africa, we offer real estate services related to residential,...