Portfolio Management Specialist

4 days ago


Johannesburg, Gauteng, South Africa The Recruitment Council Full time

About The Job

We are seeking a skilled and detail-oriented Junior Client Portfolio Analyst to join our team at The Recruitment Council.

The successful candidate will form part of the Investment Management Team and have a strong working relationship with the Investment team. Other working relationships include general client relationship managers, external investment managers, and linked investment service providers.

Key Responsibilities:

  • Support Portfolio Managers in managing client investment portfolios by taking the client's specific situation, agreed mandate, and investment team views into account.
  • Conduct suitability assessments of clients and analysis of client affairs (fact find).
  • Prepare new client reviews and proposals.
  • Maintain and update client lists, provide tax statements when requested, and calculate expected CGT.
  • Prepare cash flow forecasts using expected investment returns and cash needs.
  • Ongoing monitoring of client portfolios – preparing trade recommendations and rebalancing of portfolios when necessary.
  • Attend client meetings, prepare meeting packs, notes, and minutes.
  • Prepare 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.

Requirements:

  • Business, Economics, or Investment-related degree, preferably with Honors.
  • Investment-related postgraduate qualification (or studying towards) such as CFP or CFA advantageous.
  • 1-3 years of relevant experience in the finance/investment industry.


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