Investment Portfolio Advisor

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...

About Us:Just Property is a leading real estate agency focused on delivering exceptional results for our clients. With over 100 offices across Southern Africa, we offer a comprehensive range of services related to residential, commercial, and industrial properties.About the PositionThis is an exciting opportunity to join our team as a Portfolio Manager,...

Job Overview:Nefcorp is seeking a highly skilled and motivated Financial Portfolio Manager to join our team in Cape Town. This role offers the opportunity to work with a dynamic organization that is committed to economic development and growth.About the Role:The Financial Portfolio Manager will be responsible for screening and processing regional...

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...

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...

Join to apply for the Financial Advisor - Cape Town role at Oasis CrescentJob title: Financial Advisor - Cape TownJob Location: Western Cape, Cape TownDeadline: April 14, 2025Position OverviewWe are seeking a qualified and experienced Financial Advisor to join our dynamic team. The ideal candidate will have a strong background in financial planning, possess...

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...

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,...

Job Description: Financial AdvisorThe Financial Advisor is responsible for conducting comprehensive financial needs analyses focused on life and investment planning. This role involves utilizing extensive expertise to provide tailored financial advice to clients, with an emphasis on expanding the client base through proactive prospecting and networking.Key...

Job Overview:This role involves overseeing the financial management of property portfolios, ensuring optimal returns on investments for clients. As a key member of our team at Just Property, you will be responsible for analyzing financial data and making informed decisions to drive business growth.About the RoleThis is a full-time position located in...

Job title : Wealth Investment ManagerJob Location : Western Cape, Cape TownDeadline : April 03, 2025Quick Recommended LinksJobs by Location Job by industries Job SummaryManage and grow a portfolio of high net worth clients, trusts, investment holding companies and businesses, servicing their local and offshore investment and fiduciary needs.   Formulate...

Job title : Wealth Management Advisor - Manila, Saigon & JakartaJob Location : Western Cape, Cape TownDeadline : March 27, 2025Quick Recommended LinksJobs by Location Job by industries About the jobAre you looking for your new role abroad? Enjoy career growth, vibrant cultures, and unmatched opportunities in our dynamic financial hubs. This position is for...

Key Responsibilities:Conduct in-depth fundamental research and analysis:Analyse macroeconomic trends, including economic growth, inflation, interest rates, and currency movements.Conduct thorough research on various sectors and companies, including industry trends, competitive landscapes, and valuation metrics.Develop and maintain financial models to...

Key Responsibilities:Daily updating of various spreadsheetsDaily monitoring of corporate actions, cash and performanceConducting quarterly rebalancing of trackersTrading of local and offshore carveout portfolios according to the modelSend trade notes to advisory clients within 3 days of executing bulk trades.Send corporate action notifications to clients at...

Investment Principal (Africa)R1.8m (Neg) plus bonusCape Town/GautengSuperb career opportunity with leading investment company. You will be responsible for originating and leading Project Finance and Private Equity transactions to successful execution; explain and model historical and projected financial information and represent the company and its clients...

Structured wealth solutions are currently recruiting new Financial advisors to join a team for Sanlam SkyRequirement: Drivers license /Own vehicleMatric-Grade 12 RE 5 (preferably) Other relevant qualifications Previous working experience specifically in the financial services industry Is REQUIRED e.g. advisor /consultantPrevious working experience in...