Junior Portfolio Analyst

4 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.

  • Portfolio Analyst

    2 weeks ago


    Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    We are seeking a talented Junior Client Portfolio Analyst to join our dynamic team at The Recruitment Council. This exciting role is a fantastic opportunity for a motivated individual to develop their skills in investment management and client portfolio administration.The successful candidate will support our Portfolio Managers in Cape Town to manage client...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Investment Analyst RoleNetwork Recruitment is seeking a skilled Investment Analyst to join our team. As an Investment Analyst, you will play a crucial role in analyzing diversified credit portfolios, ensuring strategic alignment with investment goals.Key Responsibilities:Analyze complex financial data to identify investment opportunities and assess credit...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Job SummaryWe are seeking a skilled Senior Portfolio Analyst to join our team at Network Recruitment. The ideal candidate will have a background in Mathematics, Statistics, or Financial Mathematics, with a strong understanding of financial modeling and credit analysis.Key ResponsibilitiesAnalyze diversified credit portfolios to ensure strategic alignment...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Seeking a skilled Strategic Portfolio Analyst to join our team. Key Responsibilities:• Analyze diversified credit portfolios to ensure alignment with investment goals.• Conduct financial modeling and performance evaluations across credit, investment, and property sectors.• Assist in originating new investment opportunities with a focus on value...


  • Johannesburg, Gauteng, South Africa Standard Bank Group Full time

    Job SummaryWe are seeking a skilled Portfolio Data Analyst to join our team at Standard Bank Group. As a key member of our analytics team, you will be responsible for creating reporting packs, conducting data extractions, and resolving queries related to monitoring activities for various reporting capabilities.Key ResponsibilitiesDevelop and maintain data...

  • Data Analyst Position

    2 weeks ago


    Johannesburg, Gauteng, South Africa All Star Placements Full time

    Job Title: Junior Data AnalystWe are seeking a motivated and detail-oriented Junior Data Analyst to join our team at All Star Placements. As a Junior Data Analyst, you will be responsible for preparing and submitting daily reports, maintaining export licenses, and ensuring timely and efficient resolution of queries.Key Responsibilities:• Daily reporting:...


  • Johannesburg, Gauteng, South Africa Isilumko Staffing Full time

    Job OverviewWe are seeking a highly motivated and detail-oriented Junior Credit Risk Analyst to join our team on a 3-month contract.The successful candidate will be trained on our banking products and will play a crucial role in assessing credit risk and informing clients of their application outcomes.About the RoleAs a Junior Credit Risk Analyst, your...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Investment Analyst OpportunityA well-established insurer is seeking a skilled investment analyst to contribute to their team's mission of delivering exceptional value to clients.Key Responsibilities:Conduct thorough analysis of investment opportunities, including stocks, bonds, and alternative investments.Monitor and evaluate the performance of investment...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Investment Analyst RoleNetwork Recruitment is seeking a skilled Investment Analyst to support the mission of delivering strategic financial solutions and optimizing portfolio performance for our clients.Key Responsibilities:Conduct thorough analysis on potential investment opportunities, including equities, bonds, and alternative assets.Research and...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    About the RoleWe are seeking a highly skilled Senior Investment Associate to join our team at Network Recruitment. The ideal candidate will have a strong background in investment analysis, portfolio management, and client relations.Key ResponsibilitiesConduct thorough research and analysis of investment opportunities across various asset classes.Develop and...


  • Johannesburg, Gauteng, South Africa Global Recruitment SA Full time

    Junior Data Analyst OpportunityWe are seeking a highly skilled Junior Data Analyst to join our team at Global Recruitment SA.Key Responsibilities:• Develop and maintain databases using MS SQL Server and MS Visual Studio SSIS, SSAS, SSRS.• Collaborate with cross-functional teams to analyze data and provide insights.• Ensure data quality and integrity by...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    {"Responsibilities": "We are seeking a talented Investment Analyst to support our mission of delivering strategic financial solutions and optimizing portfolio performance for our clients.Key Responsibilities:Conduct thorough analysis on potential investment opportunities, including equities, bonds, and alternative assets.Research and interpret macroeconomic...

  • Commodities Trader

    4 weeks ago


    Johannesburg, Gauteng, South Africa Hedz recruitment solutions Full time

    Junior Commodities Trader / Market AnalystHedz Recruitment Solutions is seeking a highly motivated and ambitious Junior Commodities Trader or Market Analyst to join their team. This role offers a unique opportunity to gain hands-on experience in commodities trading and market analysis under the mentorship of seasoned professionals.Key Responsibilities:Assist...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    We are seeking a skilled Investment Analyst to support our mission of delivering strategic financial solutions and optimizing portfolio performance for our clients.Key Responsibilities:* Conduct thorough analysis on potential investment opportunities, including equities, bonds, and alternative assets.* Research and interpret macroeconomic trends, industry...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    About Network RecruitmentWe are a leading recruitment agency specializing in senior investment roles.Job Title: Experienced Investment Portfolio ManagerSalary Range:$120,000 - $180,000 per annum, depending on experience and qualifications.Job Description:Key Responsibilities:Investment Analysis: Conduct comprehensive research and analysis of investment...

  • Data Analyst

    4 weeks ago


    Johannesburg, Gauteng, South Africa KPMG-SouthAfrica Full time

    Job Title: Junior Data AnalystThe Junior Data Analyst will play a key role in the Data and Analytics Centre, working collaboratively with a team to execute the ETL process. This involves extracting data from various sources, transforming it to meet operational needs, and loading it into the target system.Key Responsibilities:Collaborate with the team to...

  • FX Portfolio Analyst

    2 weeks ago


    Johannesburg, Gauteng, South Africa Isilumko Staffing (JHB) Full time

    Key Responsibilities:Control a portfolio of foreign currency, domestic and internal accounts, ensuring seamless reconciliation and optimal financial performance.Reconciliation and Investigations: Ensure that all statements have been received and are available on the reconciliation system, and conduct thorough investigations of exceptions to resolve issues...


  • Johannesburg, Gauteng, South Africa Specd Full time

    Job Title: Junior Business AnalystJob Summary:Specd is seeking a talented Junior Business Analyst to support our production environments and drive business analysis initiatives. The ideal candidate will have a strong background in data & analytics, Agile and Scrum frameworks, and experience with AzureDevops, AWS suite, and QuickSight.Key Responsibilities:•...


  • Johannesburg, Gauteng, South Africa Kontak Recruitment Full time

    Job Title: Junior Data AnalystWe are seeking a skilled Junior Data Analyst to join our team at Kontak Recruitment.Develop and optimize SQL queries for data extraction, transformation, and analysis.Utilize Power BI to design, develop, and deploy interactive dashboards.Build and understand data workflows to meet SQL, Power BI, and Azure requirements.Perform...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    We are seeking a highly skilled Senior Systems Analyst to join our team at Network Recruitment. As a key member of our organization, you will be responsible for collaborating with stakeholders to gather requirements and translate business needs into technical specifications. Your analytical skills and attention to detail will be essential in analyzing...