Equity Portfolio Coordinator

1 day ago


Cape Town, Western Cape, South Africa Conova Recruitment Full time
Role Overview

We are seeking a highly skilled Equity Portfolio Coordinator to join our team at Conova Recruitment. As a key member of our team, you will be responsible for ensuring the smooth operation of our equity portfolio management functions.

Key Accountabilities
  • Spreadsheet Management: Manage and update various spreadsheets on a daily basis to ensure accuracy and completeness.
  • Corporate Actions: Monitor corporate actions, including cash and performance, to inform investment decisions and maintain optimal portfolio performance.
  • Tracker Rebalancing: Conduct quarterly rebalancing of trackers to ensure alignment with investment objectives.
  • Trade Execution and Note Preparation: Execute trades according to the model and prepare trade notes for advisory clients within 3 days of executing bulk trades.
  • Client Communication: Communicate with clients through regular email updates, including corporate action notifications and market insights.
  • Reporting and Analysis: Prepare monthly market perspectives and conduct ad hoc requests for assistance from internal stakeholders.

Salary Range: $65,000 - $85,000 per annum based on experience and qualifications.


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