Portfolio Administrator Specialist
1 day ago
This role involves daily updating of various spreadsheets, monitoring corporate actions, and conducting quarterly rebalancing of trackers. The ideal candidate will have a Bachelor's degree in finance or a related field and 0-3 years of experience in investment administration.
Key Responsibilities- Daily Spreadsheet Updates: Ensure the accuracy and timeliness of daily spreadsheet updates for various portfolios.
- Corporate Action Monitoring: Regularly monitor corporate actions, cash, and performance to inform investment decisions.
- Tracker Rebalancing: Conduct quarterly rebalancing of trackers to maintain optimal portfolio performance.
- Trading and Note Preparation: Trade local and offshore carveout portfolios according to the model and prepare trade notes for advisory clients within 3 days of executing bulk trades.
- Client Communication: Send corporate action notifications to clients at least 5 days before broker deadline dates and market insights via outlook before 3 pm every Monday.
- Reporting and Analysis: Prepare monthly market perspectives before the 20th of each month/market commentary relevant for factsheets and conduct ad hoc requests for assistance from internal stakeholders.
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Administrative Portfolio Specialist
1 day ago
Cape Town, Western Cape, South Africa Accountancy Placements Pietermaritzburg Full timeAccountancy Placements Pietermaritzburg is seeking a skilled Administrative Portfolio Specialist to join our team. In this role, you will provide administrative support to our portfolio managers, implement client services experiences, and act as a point of contact for clients.You will also be responsible for capturing and preparing client records, uploading...
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Financial Portfolio Specialist
2 days ago
Cape Town, Western Cape, South Africa CF Consulting Full timeJob Title: Financial Portfolio SpecialistAbout the Role:We are seeking a highly skilled Financial Portfolio Specialist to join our team at CF Consulting. As a key member of our investment team, you will be responsible for providing expert analysis and support to our clients.Key Responsibilities:Analyzing financial data and portfolio performance to identify...
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Portfolio Administrator
4 weeks ago
Cape Town, Western Cape, South Africa IGrow Wealth Investments Full timeAbout the RoleWe are seeking a skilled Portfolio Administrator to join our team at IGrow Wealth Investments, a leading property investment company in South Africa. This is an exciting opportunity for someone who wants to build a successful career in property management.Job DescriptionAs a Portfolio Administrator, you will be responsible for managing a...
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Key Account Portfolio Specialist
3 weeks ago
Cape Town, Western Cape, South Africa Ultra Personnel Full timeUltra Personnel is seeking a highly skilled Key Account Portfolio Specialist to join our team. This role involves providing technical support services to our Portfolio Managers, overseeing administrative and operational tasks, and developing strong relationships with clients.About the RoleThe successful candidate will have at least 5 years of experience in...
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Portfolio Administration Coordinator
4 weeks ago
Cape Town, Western Cape, South Africa TalentCru Full timeJob DescriptionTalentCru seeks a highly skilled Portfolio Administration Coordinator to join their team in South Africa. As a key member of the Client Operations department, you will be responsible for providing exceptional support to clients and internal teams.This is an exciting opportunity to leverage your portfolio administration expertise and contribute...
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Insurance Portfolio Development Specialist
1 month ago
Cape Town, Western Cape, South Africa OUTsurance Full timeJob OverviewWe are seeking a dynamic and results-driven Insurance Portfolio Development Specialist to join our team. This role involves building and growing our business insurance portfolio, with a focus on new business sales, client service and management, and high-level performance.
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Portfolio Analytics Specialist
3 weeks ago
Cape Town, Western Cape, South Africa CF Consulting Full timeJob OverviewWe are seeking a highly skilled Portfolio Analytics Specialist to join our team at CF Consulting.Key ResponsibilitiesCollaborate with senior team members to provide meaningful analysis and support in managing portfoliosOffer portfolio analytics services to discretionary managed clientsMonitor and assess incumbent and current managers, alongside...
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Financial Portfolio Specialist
4 weeks ago
Cape Town, Western Cape, South Africa beBee Professionals Full timeWe are seeking a skilled Financial Portfolio Specialist to be based in Cape Town. This role is an excellent opportunity for someone who wants to work in private banking and develop their career.The ideal candidate will have a degree in finance, economics or a related field, as well as experience working in private banking. They should also have strong...
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Financial Portfolio Specialist
4 weeks ago
Cape Town, Western Cape, South Africa HR Genie Full timeJob Overview">The ideal candidate will possess a BCom degree and a Post Graduation Diploma in Financial Planning, with the added advantage of being CFP accredited. A minimum of 5 years of experience in a Wealth Management role is required, as well as proficiency in verbal and written communication in English and Afrikaans.This position involves conducting...
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Product Portfolio Strategist
2 weeks ago
Cape Town, Western Cape, South Africa The Building Company Full timeThe Building Company is seeking a highly skilled Product Specialist to join our team. As a Product Specialist, you will be responsible for creating and executing strategies for a set portfolio of products.We are looking for a candidate with a strong background in Supply Chain Management, Finance, and Business Administration. You should have at least 5 years...
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Portfolio Management Specialist
2 days ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeAbout the RoleWe are seeking a skilled Property Portfolio Administrator to join our team at iGrow Wealth Investments in Cape Town. As a key member of our team, you will be responsible for managing a portfolio of 350-450 properties.Key ResponsibilitiesManage property portfolios, ensuring timely and accurate management of rental income and expenses.Provide...
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Credit Portfolio Specialist
1 month ago
Cape Town, Western Cape, South Africa Standard Bank Group Full timeJob OverviewAs a Credit Portfolio Specialist at Standard Bank Group, you will be accountable for assisting the Manager, Relationship Premium in the day-to-day execution of their credit portfolio.Key ResponsibilitiesThe ideal candidate will have 5-7 years' experience in a similar Credit role with proven ability to undertake financial and credit...
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Portfolio Management Specialist
4 weeks ago
Cape Town, Western Cape, South Africa Conova Pty Ltd Full timeConova Pty Ltd, a leading Investment company in Cape Town, is seeking an experienced Portfolio Manager to oversee operational processes. The ideal candidate will focus on product setup, maintenance & record keeping, as well as managing transactions between relevant parties including LISP, investment administrator, investment manager & underlying fund...
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Property Administration Specialist
4 weeks ago
Cape Town, Western Cape, South Africa West Coast Personnel Full timeJob Title:Property Administration SpecialistAbout the Role:We are seeking a highly skilled Property Administrator to join our team at West Coast Personnel. The successful candidate will be responsible for assisting with portfolio queries, levy queries, and stilus claims.Responsibilities:Assist with portfolio queries and provide accurate information to...
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Cape Town, Western Cape, South Africa AJ Personnel Full timeJob Description:Purpose:The Purchasing Specialist will develop and execute strategies for our building material portfolio, creating budgets, negotiating terms, and driving continuous improvement of products, systems, and processes.Requirements:Degree or Diploma with a Supply Chain Management focus, Finance, or Business Administration5 years of experience in...
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Cape Town, Western Cape, South Africa RareCruit Full timeAbout the RoleWe are currently seeking a skilled Portfolio Development and Strategy Specialist to join our team at RareCruit. The successful candidate will be responsible for developing and implementing strategies that drive growth and innovation in the defence industry.A key responsibility of this role will be to work closely with our clients to understand...
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Cape Town, Western Cape, South Africa Ultra Personnel Full timeAt Ultra Personnel, we are seeking a highly skilled and experienced Financial Services Portfolio Manager Support Specialist to join our team. As a key member of our operations team, you will play a critical role in providing technical support to our Portfolio Managers, ensuring the efficient delivery of client requirements.About the RoleThis is an exciting...
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Administrative Support Specialist
3 weeks ago
Cape Town, Western Cape, South Africa Status Staffing Full timeJob OverviewStatus Staffing is seeking an experienced Administrative Support Specialist to join their dynamic team in Ottery, Cape Town. The ideal candidate will have a strong administrative background and excellent organizational skills.Salary and BenefitsThe successful applicant can expect a competitive salary of R66,000.00 + benefits package.Key...
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Strategic Portfolio Operations Specialist
1 month ago
Cape Town, Western Cape, South Africa Rory Mackie & Associates Full timeAbout Rory Mackie & AssociatesRory Mackie & Associates is a leading global Asset Manager seeking a highly skilled Strategic Portfolio Operations Specialist to join their Investment Platform Operations team.Job SummaryWe are looking for an experienced professional to provide holistic services to advisors and their assistants, manage model portfolios, and...
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Administrative Property Coordinator
1 month ago
Cape Town, Western Cape, South Africa West Coast Personnel Full timeBecoming a part of West Coast Personnel means being part of a team that excels in property management. We are seeking a highly skilled Administrative Property Coordinator to join our team in Cape Town. As a key member of our team, you will be responsible for assisting with portfolio queries, managing supplier queries, and ensuring seamless day-to-day...