Portfolio Manager Support Specialist
4 days ago
As a Portfolio Manager Support Specialist, you will play a crucial role in ensuring the success of our investment team.
About the Role:- You will be responsible for providing administrative support to Portfolio Managers, enabling them to focus on high-value tasks.
- Your duties will include managing client onboarding, FICA document sorting, and conducting client assessments.
- You will also maintain accurate client lists, provide tax statements, and calculate Capital Gain Tax.
- In addition, you will prepare new client reviews and proposals, monitor cash flow forecasting, and analyze client portfolios.
We are a well-established family office wealth manager with a global presence, offering advisory services to families with generational wealth.
Our offices are located in professional settings in Melrose, Johannesburg.
Requirements:- You should have at least 2 years of experience in the investment industry, providing administration and support to Portfolio Managers.
- A Bachelor's degree in Commerce, Business, Economics, or Investments is required, with an Honours degree being ideal.
- Completion of CFA level 1 is necessary.
- Fluency in English and Afrikaans is essential for effective communication with clients.
We provide a market-related salary and the opportunity to work with a well-established wealth manager, exposing you to the world's leading families and wealth creators.
You will enjoy a flexible working arrangement, with the option to work from home two days a week.
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