Portfolio Analyst Bellville, Western Cape Permanant

2 weeks ago

Bellville, South Africa PSG Konsult Ltd. Full time

**Designation**:

- Portfolio Analyst | Bellville, Western Cape | Permanant

**Category**:

- Client/Intermediary Services

**Job Level**:

- Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

**Posted by**:

- PSG Financial Services

**Posted on**:

- 04 Feb 2025

**Reference Number**:

- POS39585

**Closing date**:

- 18-Feb-2025

**Position Type**:

- Permanent

**Location**:

- Vineyards Office Estate

**Overview**:
**VACANCY | PORTFOLIO ANALYST | BELLVILLE, WESTERN CAPE | PERMANENT**

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

**Description**:
We require a Portfolio Analyst to provide an efficient administrative support function to a Wealth Adviser. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning.

**Responsibilities**:

- Financial Planning support
- Writing of Quarterly Investment Reports
- Customer Relationship Management
- Newsletters
- Fund Research
- Equity Research
- Share Trading
- Compose & Analyse Client reports
- Quantitative analysis on equities and funds
- Qualitative analysis on funds and due diligence reports on funds
- Discuss market circumstances with clients and bearing on their investment decisions
- Analyse risk reports
- Review brokerage earned
- Communication with clients (verbal and written)
- Planning and strategizing
- Client and broker meetings
- Writing monthly business reports
- Execute client orders
- Client Cash management

**Minimum Requirements**:

- CFA / CFP / Postgraduate Diploma in Financial Planning (Advantageous)
- 1+ years relevant work experience within the wealth environment
- Valid driver’s license and own vehicle
- Computer literacy (MS Office)

**Competencies**:

- Numerical skills
- Interpersonal skills
- Communication skills (Verbal & Written)
- Attention to detail
- Problem solving
- Industry Specific knowledge
- Analytical skills
- Lateral thinking
- Leadership skills
- A Passion for trading and the ability to work hard
- Positive Attitude
- Integrity
- Good People skills
- Work individually and in a team

**How to apply**:

  • Paraplanner/portfolio Analyst Bellville, Western Cape Permanent

    2 weeks ago

    Bellville, South Africa PSG Konsult Ltd. Full time

    **Designation**: - Paraplanner/Portfolio Analyst | Bellville, Western Cape | Permanent **Category**: - Administration and Operations **Job Level**: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: - PSG Financial Services **Posted on**: - 29 Aug 2025 **Reference...

  • Junior Finance Analyst Bellville, Western Cape Permanent

    2 days ago

    Bellville, South Africa PSG Konsult Ltd. Full time

    **Designation**: - Junior Finance Analyst | Bellville, Western Cape | Permanent **Category**: - Finance **Job Level**: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: - PSG Financial Services **Posted on**: - 18 Jun 2025 **Reference Number**: - POS05689 **Closing...

  • Paraplanner Bellville, Western Cape

    2 weeks ago

    Bellville, South Africa PSG Konsult Ltd. Full time

    **Designation**: - Paraplanner | Bellville, Western Cape **Category**: - Administration and Operations **Job Level**: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: - PSG Financial Services **Posted on**: - 14 Feb 2024 **Reference Number**: - POS37524 **Closing...

  • Paraplanner | Bellville, Western Cape | Permanent

    1 week ago

    Bellville, Western Cape, South Africa PSG Konsult Full time R250 000 - R500 000 per year

    Designation:Paraplanner | Bellville, Western Cape | PermanentCategory:Administration and OperationsJob Level:Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendentsPosted by:PSG Financial ServicesPosted on:24 Nov 2025Reference Number:POS40197Closing date:08-Dec-2025Position...

  • Claims Consultant Bellville, Western Cape Permanent

    2 weeks ago

    Bellville, South Africa PSG Konsult Ltd. Full time

    **Designation**: - Claims Consultant | Bellville, Western Cape | Permanent **Category**: - Administration and Operations **Job Level**: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: - PSG Financial Services **Posted on**: - 14 Feb 2025 **Reference Number**: -...

  • Trust Administrator Bellville, Western Cape Permanent

    2 weeks ago

    Bellville, South Africa PSG Konsult Ltd. Full time

    **Designation**: - Trust Administrator | Bellville, Western Cape | Permanent **Category**: - Administration and Operations **Job Level**: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: - PSG Financial Services **Posted on**: - 05 Feb 2025 **Reference Number**: -...

  • Wealth Adviser Assistant

    2 weeks ago

    Bellville, South Africa PSG Konsult Ltd. Full time

    **Designation**: - Wealth Adviser Assistant (ADP) | Bellville, Western Cape | Permanent **Category**: - Adviser Development Programme **Job Level**: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: - PSG Financial Services **Posted on**: - 10 Feb 2025 **Reference...

  • Accountant | Bellville, Cape Town | Western Cape | Permanent

    5 days ago

    Bellville, Western Cape, South Africa PSG Konsult Full time R250 000 - R400 000 per year

    Designation:Accountant | Bellville, Cape Town | Western Cape | PermanentCategory:FinanceJob Level:Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendentsPosted by:PSG Financial ServicesPosted on:07 Nov 2025Reference Number:POS03002Closing date:16-Nov-2025Position Type:PermanentLocation:Tygerwaterfront...

  • Chief Financial Officer Bellville, Western Cape Permanent

    19 minutes ago

    Bellville, South Africa PSG Konsult Ltd. Full time

    **Designation**: - Chief Financial Officer | Bellville, Western Cape | Permanent **Category**: - Finance **Job Level**: - Senior Management **Posted by**: - PSG Financial Services **Posted on**: - 24 Apr 2025 **Reference Number**: - POS03579 **Closing date**: - 08-May-2025 **Position Type**: - Permanent **Location**: - Tygerwaterfront The...

  • Software Tester Bellville, Western Cape

    1 week ago

    Bellville, South Africa PSG Konsult Ltd. Full time

    **Designation**: Software Tester | Bellville, Western Cape **Category**: Information Technology **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 20 Oct 2021 **Reference Number**: PSG-Tester **Closing...