Financial Portfolio Specialist

Job Title: Financial Portfolio SpecialistAbout the Role:We are seeking a highly skilled Financial Portfolio Specialist to join our team at CF Consulting. As a key member of our investment team, you will be responsible for providing expert analysis and support to our clients.Key Responsibilities:Analyzing financial data and portfolio performance to identify...

About the RoleIn this challenging role as a Financial Portfolio Specialist, you will be responsible for credit control, general ad hoc duties, and preparation of management reports for clients. You will also attend monthly management meetings with clients and reconcile and prepare account statements for payment.Key ResponsibilitiesReconcile and prepare...

Property Portfolio ManagerThis is an exciting opportunity to work with a growing company in Property, CA Financial Appointments, as a Property Portfolio Manager. Key responsibilities include supporting Asset Managers in operational management and sales/acquisitions, as well as managing property portfolio through property management teams.Key...

Accountancy Placements Pietermaritzburg is seeking a skilled Administrative Portfolio Specialist to join our team. In this role, you will provide administrative support to our portfolio managers, implement client services experiences, and act as a point of contact for clients.You will also be responsible for capturing and preparing client records, uploading...

CA Financial Appointments is seeking a highly skilled Financial Planning Specialist to join their team. The ideal candidate will have a strong background in financial planning and wealth management, with the ability to create personalized asset allocation reports for clients.About CA Financial AppointmentsWe are a boutique Wealth Manager providing personal...

At Ultra Personnel, we are seeking a highly skilled and experienced Financial Services Portfolio Manager Support Specialist to join our team. As a key member of our operations team, you will play a critical role in providing technical support to our Portfolio Managers, ensuring the efficient delivery of client requirements.About the RoleThis is an exciting...

Ultra Personnel is seeking a highly skilled Key Account Portfolio Specialist to join our team. This role involves providing technical support services to our Portfolio Managers, overseeing administrative and operational tasks, and developing strong relationships with clients.About the RoleThe successful candidate will have at least 5 years of experience in...

Company Overview:We are Liberty Standard Bank Group 2, a leading financial institution dedicated to providing exceptional services to our clients. We are seeking an experienced Financial Portfolio Manager to join our team.Job Description:As a Financial Portfolio Manager, you will be responsible for understanding clients' financial needs and objectives. You...

Job SummaryWe are seeking an experienced Financial Portfolio Manager to join our team at O'Brien Recruitment.

Job OverviewWe are seeking a highly skilled Portfolio Analytics Specialist to join our team at CF Consulting.Key ResponsibilitiesCollaborate with senior team members to provide meaningful analysis and support in managing portfoliosOffer portfolio analytics services to discretionary managed clientsMonitor and assess incumbent and current managers, alongside...

We are seeking a highly skilled Senior Fixed Assets Accounting Specialist to join our Finance team at The Royal Portfolio. This role is an exciting opportunity for an experienced accounting professional to leverage their expertise in fixed asset accounting and financial reporting.About the RoleThe ideal candidate will have a strong understanding of fixed...

The Building Company is seeking a highly skilled Product Specialist to join our team. As a Product Specialist, you will be responsible for creating and executing strategies for a set portfolio of products.We are looking for a candidate with a strong background in Supply Chain Management, Finance, and Business Administration. You should have at least 5 years...

We are looking for a skilled Financial Specialist to join our team at West Coast Personnel. The estimated salary for this role is $70,000 - $100,000 per year, depending on experience.Job Overview:The successful candidate will have a diploma in accounting or bookkeeping and a minimum of 5 years of experience in a bookkeeping role. They will be responsible for...

We are seeking a Financial Governance Specialist to support the development and implementation of a robust control framework within the Finance Department. The ideal candidate will possess strong business acumen and governance expertise, with the ability to communicate effectively at all levels.Key Responsibilities:Perform independent testing to check the...

About the RoleWe are seeking a skilled Investment Portfolio Performance Specialist to join our team at CF Consulting.

About the RoleWe are seeking a highly skilled and organized Senior Portfolio Liaison Specialist to join our team at Ultra Personnel.

We are looking for a Financial Portfolio Executive to join our team at Status Staffing. As a Senior Property Analyst, you will be responsible for maintaining relationships with clients, attending management meetings for equity investments in joint ventures, and ensuring that all aspects of the portfolio are managed effectively. Your experience in property...

About The RoleWe are seeking a highly skilled Financial Investment Specialist to join our team at The Hiring House.Job DescriptionThis role involves providing expert advice on investment opportunities and managing financial portfolios for clients. As a key member of our team, you will be responsible for analyzing market trends, identifying potential risks,...

About the RoleWe are seeking an experienced Corporate Tax Professional to join our team as a Financial Reporting Specialist. As a key member of our financial reporting and tax management team, you will be responsible for providing expertise in corporate tax calculations and submissions.

Job OverviewRory Mackie & Associates is a reputable Wealth Management firm dedicated to delivering tailored advice and comprehensive financial planning services to clients.We are seeking an experienced Financial Planning Support Specialist to join our team. This key role will play a crucial part in supporting our financial planners with technical financial...