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Portfolio Accountant

1 month ago

Port Elizabeth, Eastern Cape, South Africa beBee Professionals Full time
Investment Portfolio Accountant

beBee Professionals is seeking a highly skilled Investment Portfolio Accountant to contribute to our team in Port Elizabeth.

The ideal candidate will be responsible for managing and monitoring the performance of investment portfolios, as well as providing financial advice to clients.

Key Responsibilities:
  • Develop and implement investment strategies for clients
  • Monitor and evaluate the performance of investment portfolios
  • Provide financial advice to clients
  • Analyze financial data and make recommendations
  • Prepare financial reports and presentations
  • Maintain client relationships

The successful candidate should have a Bachelor's degree in Accounting, Finance, or a related field, as well as a minimum of three years of experience in a similar role.

They should also have a strong understanding of financial markets, investment strategies, and portfolio management.