Portfolio Management Assistant I
7 days ago
About us, purpose, experience and qualifications
**about us**:
- make a promise
- be deeply invested
- value our differences
- build trust, not territory
- have courage
- always do the right thing
**purpose**:
To provide support to a group of Portfolio Managers (PM) in managing their client books, in an administrative, trading and client servicing capacity. To ensure that the policies and procedures, are properly implemented and that all controls necessary are in place to minimise losses whilst ensuring that appropriate resources are in place to efficiently assist the Portfolio Managers to generate revenue. To participate in all business projects with the view to meet the strategic intent of the business.
**experience and qualifications**:
- Minimum Qualification - B Com Degree
- Preferred Qualification - CFA
- Experience - Minimum 3 years in a Portfolio Management Assistant role with a Stockbroker or financial institution
- Person must not be an unrehabilitated insolvent
- **additional requirements**:
**responsibilities**:
- Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization
- Act responsibly with work related resources in order to contribute to cost containment
- Continuously assess own performance, seek timely and clear feedback and request training where appropriate
- Build and maintain stakeholder relationships
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service
- Support a group of Portfolio Managers in managing their client books, in an administrative, trading and client servicing capacity
- Ensure no audit items raised by internal and external auditors
- Ensure compliance, implement and manage Management Information Systems
-
Portfolio Expert I
2 weeks ago
Johannesburg, South Africa Givaudan Full timeJoin us and celebrate the beauty of human experience. Create for happier, healthier lives, with love for nature. Together, with passion and creativity, we deliver food innovations, craft inspired fragrances and develop beauty and wellbeing solutions. There’s much to learn and many to learn from, with more than 16,000 employees around the world to explore...
-
Portfolio Management Assistant
2 weeks ago
Johannesburg, South Africa FirstRand Full timeJob Description To provide support to a group of Portfolio Managers in managing their client books, in an administrative, trading and client servicing capacity To ensure that the policies and procedures, are properly implemented and that all controls necessary are in place to minimise losses whilst ensuring that appropriate resources are in place to...
-
Portfolio Management Assistant
2 weeks ago
Johannesburg, South Africa FirstRand Full timeJob Description To provide support to a group of Portfolio Managers in managing their client books, in an administrative, trading and client servicing capacity To ensure that the policies and procedures, are properly implemented and that all controls necessary are in place to minimise losses whilst ensuring that appropriate resources are in place to...
-
Portfolio Management Assistant
6 days ago
Johannesburg, South Africa FirstRand Namibia Limited Full timePortfolio Management Assistant page is loaded## Portfolio Management Assistantlocations: Johannesburgtime type: Full timeposted on: Posted Todaytime left to apply: End Date: December 2, 2025 (2 days left to apply)job requisition id: R43706# **Job Description**To provide support to a group of Portfolio Managers in managing their client books, in an...
-
Portfolio Management Assistant
2 weeks ago
Johannesburg, Gauteng, South Africa FirstRand Full time R250 000 - R500 000 per yearJob DescriptionTo provide support to a group of Portfolio Managers in managing their client books, in an administrative, trading and client servicing capacity To ensure that the policies and procedures, are properly implemented and that all controls necessary are in place to minimise losses whilst ensuring that appropriate resources are in place to...
-
Marketing Manager I
7 days ago
Johannesburg, South Africa FirstRand Full timeAbout us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To help business achieve the revenue, market share, customer, business and profit objectives for a relevant sub-segment, portfolio or focus area...
-
Portfolio Management
5 days ago
Johannesburg, South Africa Edge Growth Full time**Job purpose** Be a part of the PM team and help manage and grow a portfolio of high-growth, early stage venture investments for Edge Growth’s group of managed funds. Edge Growth’s portfolio management approach takes an archetype lens, whereby investee companies are categorized into particular archetypes. The Delta archetype focuses on our more...
-
ADMIN ASSISTANT I
3 weeks ago
City of Johannesburg Metropolitan Municipality, South Africa Smollan Full timeSmollan – City of Johannesburg, Gauteng, South Africa ADMIN ASSISTANT I Responsibilities: Sales Tracking Co‑ordination of Trade Visits Budget Management Office Administration Diary Management and General Administration Qualifications: 1–2 years of secretarial/admin experience, preferably in retail/FMCG Grade 12 / NQF Level 4 Communication skills...
-
F&I Manager
3 weeks ago
Johannesburg, South Africa The Talent Room Full timeDescription:Structure and finalize finance and insurance deals with customers, ensuring compliance with all legal and regulatory standards.Negotiate effectively with banks and financial institutions to secure the best deals for clients.Consistently achieve F&I sales targets while maintaining high customer satisfaction scores.Prepare, submit, and manage all...
-
Call Centre Manager
3 days ago
Johannesburg, South Africa I-talk Full timeSenior Sales Managers wanted I-talk Financial Services based in Randburg is looking to fill the above mentioned posts. **_Qualifying criteria: _** - Coordinate Sales floor - Manage Team leader and their Teams - Compile reports daily - Liaise with QA managers to ensure quality standards are met - Set up calibration when necessary - Delegate work accordingly...