Junior Portfolio Analyst

3 weeks ago

Johannesburg, Gauteng, South Africa The Recruitment Council Full time
Job Title: Junior Portfolio Analyst

We are seeking a highly motivated and detail-oriented Junior Portfolio Analyst to join our dynamic team at The Recruitment Council. As a Junior Portfolio Analyst, you will play a crucial role in supporting our Portfolio Managers in managing client investment portfolios.

Key Responsibilities:
  • Ensure proper take-on of new clients, collecting FICA and liaising with client service team.
  • Conducts suitability assessment of clients and analysis of client affairs (fact find).
  • Prepare new client reviews and proposals.
  • Prepare and oversee client implementation plans.
  • 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, and 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.
Competencies:
  • Planning & Organizing: Schedules & manages workload effectively, think ahead, and sets plans to achieve goals.
  • Teamwork: Supports & works towards team goals, shares information, is helpful & co-operative, works effectively with people outside the immediate team and within the wider group.
  • Communication skills: Communicates clearly and concisely, listens effectively, and written communication is well presented.
  • Client-orientated: Understands and satisfies client needs at all times, takes full responsibility & accountability for all client matters including delegated tasks, and can work with a sophisticated client base.
  • Technical Knowledge: Demonstrates required technical investment knowledge and keeps technical knowledge up to date.
  • Problem-solving & Decision-making: Considers the wider consequences of each decision, and gathers and analyses information to find creative solutions.
  • Research & analysis Skills: Displays analytical, objective and thorough approach to information gathering, considers and questions all scenarios and identifies the most important factors, presents analysis in a clear manner reaching logical conclusions.

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