Investment Portfolio Management Specialist

1 month ago

Johannesburg, Gauteng, South Africa The Recruitment Council Full time

Job Overview

The Recruitment Council is seeking a highly skilled Investment Portfolio Management Specialist to join our dynamic team in Sandton. As an integral part of the Investment Management Team, this role will involve working closely with Portfolio Managers in Cape Town to manage client investment portfolios.

Key Responsibilities

  • Support Portfolio Managers in managing client investment portfolios by taking into account clients' specific situations, agreed mandates, and investment teams' views and preferred vehicles.
  • Ensure proper take-on of new clients, collecting FICA documentation, and liaising with the client service team.
  • Conduct suitability assessments of clients and analyze their affairs (fact finds).
  • Prepare new client reviews and proposals, including recommendations for suitable investment vehicles.
  • Maintain and update client lists, provide tax statements when requested, and calculate expected capital gains tax (CGT).
  • Prepare cash flow forecasts using expected investment returns and cash needs.
  • Ongoing monitoring of client portfolios, preparing trade recommendations, and rebalancing portfolios as necessary.
  • Attend client meetings, prepare meeting packs, notes, and minutes.
  • Provide feedback to general client queries and ad hoc investment analysis requests.
  • Check monthly and quarterly reports and liaise with the reporting team on requirements.
  • Reconcile and audit client reports.
  • Prepare quarterly commentary on client portfolios.
  • Assist with any ad hoc requests and general administration involved in maintaining client portfolios and files.

Trading and Execution Support

  • Take responsibility for ensuring all trades are executed accurately and timeously.
  • Investigate trading queries and resolve issues promptly.

Compliance and Risk Management

  • Evaluate client files to ensure they are properly set up and maintained.
  • Verify that clients adhere to the approved fund manager list, asset allocation targets, and limits.
  • Maintain records of client advice and ensure compliance with regulatory requirements.

Requirements and Qualifications

  • Bachelor's degree in Business, Economics, or a related field, preferably with honors.
  • Investment-related postgraduate qualifications, such as CFP or CFA, are advantageous.
  • 1-3 years of experience in the finance or investment industry.

Essential Skills and Competencies

  • Strong knowledge of investments, including economies, financial markets, asset classes, and portfolio management.
  • Proficiency in MS Office applications, particularly Excel, PowerPoint, Word, and Outlook.
  • Excellent written and verbal communication skills.
  • A proven track record of integrity and a strong attention to detail.
  • Good relationship management skills and ability to work effectively with stakeholders.

Salary and Benefits

R1 250 000 - R1 500 000 per annum, depending on experience and qualifications, plus benefits package including medical aid, retirement funding, and annual leave.

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