Principal Portfolio Analyst/ Senior Portfolio

NAME OF THE ROLE: SENIOR INVESTMENT PORTFOLIO ANALYST (CAPE TOWN) ROLE DESCRIPTION: This position is for a Senior Investment Portfolio Analyst with a respected Asset Consultant Company. CORE PURPOSE: - Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios - Providing...

The Trade Reservations Agent, at The Royal Portfolio's Cape Town Head Office, is generally the first point of contact for potential guests and tour operators. As such, it is important that they reflect the warmth and welcoming atmosphere guests have come to expect from our properties. They need to ensure that the hotel teams have as much detail about each...

The Marketing Assistant at The Royal Portfolio's Claremont based head office, is integral in supporting the Marketing & Communications team in handling communication, content and image uploads and libraries, as well as all admin. All of this to ensure that we adequately market our purpose, which is _“To give our guests a complete experience and a perfect...

NAME OF THE ROLE: INVESTMENT PORTFOLIO ANALYST (CAPE TOWN) ROLE DESCRIPTION: This position is for an Investment Portfolio Analyst with a respected Asset Consultant Company. CORE PURPOSE: - Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios - Providing portfolio...

Our client is a boutique Asset Management Company based in Cape Town, they now have an opening for a Portfolio Analyst to report in the Head of Portfolio Analytics and Implementation. This role requires some basic quantitative skills pertaining to performance and risk analysis coupled with good intellect to take on some other functions that pertain to...

Our client is a boutique Asset Management Company based in Cape Town, they now have an opening for a Portfolio Analyst to report in the Head of Portfolio Analytics and Implementation.This role requires some basic quantitative skills pertaining to performance and risk analysis coupled with good intellect to take on some other functions that pertain to...

Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios.Providing portfolio analytics services in relation to discretionary managed clients.Monitor and assess incumbent and current managers alongside the portfolio managers and investment research teams.Understands the...

Purpose of jobWork in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfoliosProviding portfolio analytics services in relation to discretionary managed clientsMonitor and assess incumbent and current managers alongside the portfolio managers and investment research...

Applications Close 27 September 2024**Location**: Cape Town, South Africa **Reports To**: Investments Manager **Application Criteria**: - Minimum requirement of a bachelor’s degree which can be FAIS recognised - B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent. - Open to other tertiary qualifications...

**Client Details**: Our client holds a firm belief that their work goes beyond financial gains and numbers, recognising the impact of their actions on the lives and futures of those they serve. With a specialised focus on frontier and emerging markets and a passion for Africa and China, our client offers independent advice, analysis, and reporting services...

**REPORTS TO** Head of Portfolio Analytics, Implementation. **Job objective** This function will be responsible for performance, risk, portfolio construction & modelling and implementation. **Responsibilities** - Work in collaboration with Portfolio Managers to offer meaningful analysis and support to successfully manage a suite of portfolios, including...

**Client Details**: Our client holds a firm belief that their work goes beyond financial gains and numbers, recognising the impact of their actions on the lives and futures of those they serve. With a specialised focus on frontier and emerging markets and a passion for Africa and China, our client offers independent advice, analysis, and reporting services...

At Opus, integrity isn't just a principle. It's how we do business. As an independently owned company operating in seven countries, we've built our success by staying true to our values: questioning everything, embracing change, building not buying, winning together, and doing the right thing. Our employees see the difference - we're a certified Great Place...

**Location**: - Cape Town, South Africa **Application Criteria**: - B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent. - Open to other tertiary qualifications depending on experience and evidence of quantitative abilities. **Experience**: - 2 to 5 years of experience in financial services - Will be...

This position is for a Fixed Income Senior Analyst / Portfolio Manager with a respected Fund Manager, based in Claremont, Cape Town. KEY RESPONSIBILITIES: - Manage a portion of the unit trust portfolios’ SA income and bond component - Responsible for the day-to-day allocation to fixed income instruments - Manage all cash flows associated with the unit...

Our Client is looking for a data-driven, insight-focused and impact-driven Portfolio Data and Reporting Analyst.The PMO Portfolio Data and Reporting Analyst is responsible for the development, management, and delivery of accurate and actionable project and portfolio performance reporting for senior and executive consumption. The role requires the alignment...

Get AI-powered advice on this job and more exclusive features.Opus, integrity isn't just a principle. It's how we do business. As an independently owned company operating in seven countries, we've built our success by staying true to our values: questioning everything, embracing change, building not buying, winning together, and doing the right thing. Our...

Job Information Industry - Financial ServicesJob ID - J104463City - Cape TownProvince - Western CapeCountry - South AfricaPostal Code - 7708**Client Details**: - With a focus on Africa, China, the UK and the US, this global investment firm offers you an opportunity to be involved with a unique approach to responsible investing whilst driving performance...

Principal Elements and Accountabilities - Portfolio Management - 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...

Business Banking Credit Portfolio AnalystThe Business Banking Credit Portfolio Analyst will be responsible for managing and analyzing our credit portfolio, identifying trends, and making recommendations to the Credit Manager. This is an exciting opportunity to work with a high-performing team and contribute to the growth and success of Capitec...