Portfolio Management Associate

4 days ago


Johannesburg, Gauteng, South Africa The Talent Experts Full time

The Talent Experts is seeking a highly skilled Portfolio Management Associate to support our investment team in Johannesburg. As a key member of our team, you will be responsible for providing administrative support to Portfolio Managers, ensuring that client presentations are accurate and up-to-date.

Key responsibilities include managing the onboarding process of new clients, verifying FICA documents, conducting client assessments, analyzing financial affairs, and maintaining accurate records of client data.

You will work closely with Portfolio Managers to prepare client reviews, monitor cash flow forecasting, and review client portfolios to ensure alignment with investment goals. Your exceptional organizational skills and attention to detail will enable you to add value to client meetings, generate reports, and execute trades efficiently.

This is an excellent opportunity to join a well-established family office wealth manager with a global reach, working with families who have generational wealth. Our offices are located in Melrose, Johannesburg.

To succeed in this role, you will need at least 2 years of experience in the investment industry conducting administration and support to Portfolio Managers. A completed Bachelor of Commerce in business, economics, or investments-related field and CFA level 1 certification are essential. Fluency in English and Afrikaans is required to communicate effectively with clients.

In return, you will receive a competitive salary, the opportunity to work with a well-resourced wealth manager, and the flexibility to work from home 2 days per week.


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