Portfolio Manager

**Duties for this position include, but are not limited to the following**: - Management of sectional title/homeowners community schemes - Manage relationships with trustees and other stakeholders - Attending trustee meetings and AGM’s - Ensuring that all documentation is accurate and ready for trustee and AGM meetings - Ensure that all trustee meeting...

Property Portfolio Assistant for the Sectional Title and HOA department plays a key role in providing office support and community support. The appointed person will be working under instruction but the ability to be self-motivated, use initiative and work independently is essential. Must familiarize herself with the company's strategic goals and aspirations...

To assist with the day-to-day running of office. - PayProp / WeConnectu software knowledge - Capturing of data on our systems - Liaising with transferring attorneys - Assist with agent queries. - Sectional title / HOA management - Credit checks/vetting - Drawing up of leases and uploading/capturing when signed agreement received. - Ensuring all compliant...

Our client, a boutique hedge fund and traditional investment management firm based in Stellenbosch is looking to employ a Trainee Investment Analyst. **Primary Responsibilities** **To assist the portfolio managers in**: - Ad hoc tasks to optimise the portfolio manager’s time - Portfolio cash management - Trade cycle management and implementation...

Our client based in Cape Town is looking to employ a qualified Junior Wealth Manager to join their team. **Key Responsibilities**: **Check and maintain the existing Client File**: - Check and ensure all required compliance documentation is up to date and on file. - Check and ensure client has been loaded and approved on Eas-eFICA (system for online client...

**Portfolio underwriter and administrator** The employee will be responsible for managing and administering a short-term insurance portfolio together with a co-worker. **Responsibilities** - Prepare new business quotation - Issue new policies, renewals and endorsements - Register and process claims - Domestic and commercial underwriting - Liaising with...

An investment management firm based in Cape Town is looking for a dynamic individual to join the team as Para-planner / Assistant to Investment Advisor. **Requirements**: - Relevant investment/financial Degree - Knowledge and experience in a financial advisory environment (minimum 2 years) - Knowledge of Financial Planning principles including Estate,...

**ABOUT US**: Kurtosys provides asset and wealth managers with a data and content publication platform that enables the construction and distribution of critical sales, marketing, and client reporting materials. Founded in 2002, Kurtosys operates across four global offices. Underpinned by global ISO-27001 certification in information security management, the...

Circana is a leading provider of big data, predictive analytics and forward-looking insights that help FMCG, healthcare, retailers, and media companies to grow their businesses. With the largest collection of purchase, media, social, causal and loyalty data, all integrated on an on-demand cloud-based technology platform, Circana guides its clients around the...

An exciting opportunity for a recently graduated individuals in Linbro Park Jhb which will allow: A professional learning experience to build Rentokil Initial sales knowledge, exposure, skills and experience in a practical work environment. The Intern is afforded the opportunity for career exploration and development through an accredited Learnership and...