See more Collapse

Client Portfolio Analyst

1 month ago

Cape Town, South Africa CF Consulting Full time

WORKING RELATIONSHIPS

This role forms part of the Investment Management Team based in the Cape Town office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include general Relationship Managers, external investment managers and linked investment service providers.

OVERALL PURPOSE

The primary purpose of the role is to support Portfolio Managers in Cape Town to manage client investment portfolios by taking the client’s specific situation, the agreed mandate and the investment team’s views and preferred vehicles into account. The portfolio analyst will have a close working relationship with the Investment team.

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 client lists, provide tax statements when requested and calculate expected CGT
  • Prepare cash flow forecasts using expected investment returns and cash needs
  • Ongoing monitoring of client portfolios - preparing trade recommendations and rebalancing of portfolios when necessary
  • Attend client meetings, prepare meeting packs, notes and minutes
  • Prepare feedback to general client queries and ad hoc investment analysis requests
  • Check monthly and quarterly reports and liaise with reporting team on requirements
  • Reconcile and audit client reports
  • Prepare quarterly commentary on client portfolios
  • Assist with any ad hoc requests and general administration involved in maintaining client portfolios and files
  • Trading and execution support
  • Compliance & Risk Management
  • Maintain record of client advice

QUALIFICATIONS AND EXPERIENCE

  • Business, Economics or Investment related degree, preferably with Honors
  • Investment related postgraduate qualification (or studying towards) such as CFP or CFA advantageous
  • 2-3 years of relevant experience in the finance / investment industry

SKILLS

  • Strong general investment knowledge critical, i.e. economy, financial markets, asset classes and portfolio management with a keen interest in investments
  • MS Office (Excel, Power Point, Word, Outlook)
  • Excellent written and verbal communication skills
  • A track record of overall integrity
  • Strong attention to detail and
  • Good relationship management skills

COMPETENCIES AND BEHAVIOURS

  • Planning & Organizing: Schedules & manages workload effectively, thinks ahead, sets plans to achieve goals
  • Teamwork: Supports & works towards team goals, shares information, is helpful & co-operative, works effectively with people outside immediate team and within the wider group
  • Communication skills: Communicates clearly and concisely, listens effectively, written communication is well presented
  • Client orientated: Understands and satisfies client needs at all times, takes full responsibility & accountability for all client matters including delegated tasks, is able to work with a sophisticated client base
  • Technical Knowledge: Demonstrates required technical investment knowledge and keeps technical knowledge up to date
  • Problem solving & Decision making: Considers the wider consequences of each decision, gathers and analyses information to find creative solutions
  • Research & analysis Skills: Displays analytical, objective and thorough approach to information gathering, considers and questions all scenarios and identifies the most important factors, presents analysis in a clear manner reaching logical conclusions

We have other current jobs related to this field that you can find below

  • Client Portfolio Analyst

    2 weeks ago

    Cape Town, South Africa Capital Assignments Full time

    Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in a driven Client Portfolio Analyst. This role supports Portfolio...

  • Client Portfolio Analyst

    2 weeks ago

    Cape Town, Western Cape, South Africa Capital Assignments Full time

    Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build.They are looking to bring in a driven Client Portfolio Analyst. This role supports Portfolio Managers...

  • Client Portfolio Analyst

    1 month ago

    Cape Town, South Africa CF Consulting Full time

    WORKING RELATIONSHIPSThis role forms part of the Investment Management Team based in the Cape Town office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include general Relationship Managers, external investment managers and linked investment service providers.OVERALL PURPOSEThe primary purpose...

  • Client Portfolio Analyst

    4 weeks ago

    Cape Town, South Africa CF Consulting Full time

    WORKING RELATIONSHIPSThis role forms part of the Investment Management Team based in the Cape Town office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include general Relationship Managers, external investment managers and linked investment service providers.OVERALL PURPOSEThe primary purpose...

  • Investment Portfolio Analyst

    2 months ago

    Cape Town, South Africa Khula Placements Full time

    **Investment Portfolio Analyst** R350k-R550k per annum depending on experience highly negotiable Financial company seeks Investment Portfolio Analyst with minimum of 3 - 5 years’ experience within the roll. - Generation, interpretation and analysis of various analysis which would be useful to the Portfolio Managers - Client report back presentation...

  • Investment Portfolio Analyst

    2 weeks ago

    Cape Town, South Africa Asset Consultant Company Full time

    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...

  • Investment Portfolio Analyst

    3 weeks ago

    Cape Town, South Africa BOSS Consult Full time

    **Investment Portfolio Analyst** Cape Town **Qualifications** - 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 depending on experience and evidence of quantitative abilities. - 3 to 5...

  • Investment Portfolio Analyst

    2 weeks ago

    Cape Town, Western Cape, South Africa Khula Placements Full time

    Investment Portfolio AnalystR350k-R550k per annum depending on experience highly negotiableFinancial company seeks Investment Portfolio Analyst with minimum of - 5 years' experience within the roll. Generation, interpretation and analysis of various analysis which would be useful to the Portfolio Managers Client report back presentation generation and...

  • Portfolio Analyst

    2 weeks ago

    Cape Town, Western Cape, South Africa RisCura Full time

    Applications Close 29 August 2023Location: Cape Town, South AfricaReports To: Head of OperationsApplication Criteria: Undergraduate degree with a financial focus or strong maths or stats skills Honours preferred Inclination to complete the CFA, FRM or CAIA charterExperience: Graduate position to 1-2 years relevant experiencePurpose of Job:Providing portfolio...

  • Senior Investment Portfolio Analyst

    2 weeks ago

    Cape Town, South Africa Asset Consultant Company Full time

    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...

  • Portfolio Analyst

    2 months ago

    Cape Town, South Africa Parvana Strategic Sourcing Full time

    **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...

  • Portfolio Analyst

    2 weeks ago

    Cape Town, South Africa Parvana Strategic Sourcing Full time

    Job listing Job details Job Information Industry - Financial ServicesJob ID - J104354City - Cape TownProvince - Western CapeCountry - South AfricaPostal Code - 7708**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...

  • Portfolio Analyst

    4 weeks ago

    Cape Town, South Africa Parvana Strategic Sourcing Full time

    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...

  • Investment Portfolio Analyst

    3 weeks ago

    Cape Town, South Africa Parvana Strategic Sourcing Full time

    **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...

  • Portfolio Analyst

    2 weeks ago

    Cape Town, Western Cape, South Africa Parvana Strategic Sourcing Full time

    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 to a...

  • Investment Portfolio Analyst

    2 weeks ago

    Cape Town, South Africa Parvana Strategic Sourcing Full time

    Job listing Job details Job Information Industry - Financial ServicesJob ID - J104289City - Cape TownProvince - Western CapeCountry - South AfricaPostal Code - 7708**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...

  • Investment Portfolio Analyst

    2 weeks ago

    Cape Town, Western Cape, South Africa Parvana Strategic Sourcing Full time

    Job listing Job detailsJob InformationIndustry Financial ServicesJob ID J104288City Cape TownProvince Western CapeCountry South AfricaPostal Code 7708Client 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...

  • Portfolio Analyst

    2 weeks ago

    Cape Town, Western Cape, South Africa Parvana Strategic Sourcing Full time

    Job listing Job detailsJob InformationIndustry Financial ServicesJob ID J104354City Cape TownProvince Western CapeCountry South AfricaPostal Code 7708Client 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...

  • Portfolio Analyst

    2 weeks ago

    Cape Town, Western Cape, South Africa Parvana Strategic Sourcing Full time

    Job InformationIndustry Financial ServicesJob ID J104463City Cape TownProvince Western CapeCountry South AfricaPostal Code 7708Client 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 and innovation. This...

  • Investment Portfolio Analyst

    2 weeks ago

    Cape Town, Western Cape, South Africa Parvana Strategic Sourcing Full time

    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 to a...