Investment Portfolio Analyst

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...

**Responsibilities**: - Investment research - Financial analysis - Industry analysis - Maintain company models and integrity of the research - Support senior analysts and portfolio managers compile reports **Requirements**: - Minimum of newly qualified CA(SA) / CFA / Engineering / MComm or similar - Stellar academic track record - Genuine passion for...

**Responsibilities**: - Investment research - Financial analysis - Industry analysis - Maintain company models and integrity of the research - Support senior analysts and portfolio managers compile reports **Requirements**: - Minimum of newly qualified CA(SA) / CFA / Engineering / MComm or similar - Stellar academic track record - Genuine passion for...

Well-respected investment team seeks a junior investment Quantitative Analyst to join them. Love building models? Have exposure to asset classes? Strong R and/or Python, then this could be for you! **Responsibilities**: - Development of new asset allocation tools - Assist in defining the asset allocation research - Assist with improvement of strategic...

**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...

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...

Fantastic opportunity available for a Junior Quantitative Analyst to join an established and respected team. Exciting opportunity to work with new leading technology in the investment management space. Bring your passion for the industry and your 1-3 year’s quants experience and knowledge of the various asset classes, into a role that is a good blend of...

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...

homechoice is a leading South African homeware retailer. For almost 40 years we’ve helped our customers create beautiful homes they love with an innovative range of quality products they can afford. The Product Manager manages a portfolio of varying complexities of products, services, or channels assuming end-to-end responsibility for the product process...

**Job Information** - Location- Cape Town, Northern Suburbs- Salary- R650k - R500k- Job Type- Permanent- Education- BSc Mathematics/Statistics/ Actuarial Sciences- Experience- 2 - 4 years’ experience- Reference- TY145121P/S- - finance.jobs(at)staffingprojects.co.za- Fax- 0865728847Are you looking for a new environment to further your career within the...

Western Cape, Southern Suburbs 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. The company offers a full range of financial services including: Investment & Portfolio Management, Offshore Financial Services, Trustee...

**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...

About Conova Pty LtdWe are a leading financial services company committed to excellence and integrity. Our Group Finance Team plays a vital role in ensuring the financial health and strategic direction of our Group Companies.Job OverviewWe are seeking a detail-oriented Financial Administrator to join our team. As a member, you will provide essential...

**RESPONSIBILITIES**: **Financial Analysis**: Analyse financial statements, budgets, and forecasts. Conduct variance analysis to compare actual results with forecasts and budgets. Develop financial models to support business decisions. Evaluate the financial performance of the department, identifying trends and anomalies. Determine return on investment...

Job Title: Junior Financial Administrator / BookkeeperAbout our client:Our client prides themselves on their commitment to excellence and integrity in financial services. The Group Finance Team plays a vital role in ensuring the financial health and strategic direction of the Group Companies; they are seeking a proactive and detail-oriented individual to...

Communicate with our investors as well as internal and external stakeholders. Why would a consummate Communications Manager with experience in Investor Relations not want to join the Libstar Family? If your corporate communications language can speak for The Libstar Family that offers a strong culture of innovation and differentiation this could be the...

**Responsibilities**: - Conduct financial analysis for large loans - Ensure strict adherence to the credit policy and credit processes - Continuously evaluate and refine the credit granting processes - Provide input into monthly reviewer schedules - Hold regular catch-up meetings with the Analyst team leader to identify training - Monitor the performance of...

Northern Suburbs. Salary - Market related. **Qualifications: Honours degree in Finance / Accounting / Mathematics or related.** **Preferred: CA(SA)/ACCA/CIMA** **Purpose**: Meeting and exceeding SLA requirements for exceptional service delivery will be at the forefront of your responsibilities, as we strive to provide the best possible experience to our...

**Role purpose** The Senior Fund Administrator is responsible for the accurate and efficient management of data and securities within investment administration. This role involves maintaining records, processing transactions, and ensuring compliance with regulations to support the investment management functions. **Key Responsibilities**: **1. Data...