Portfolio Analyst & Operations Associate
Candidate Connect
Cape Town, South Africa
6d ago
source : Executive Placements

Seeking a highly motivated individual to provide support to the senior analysts and management team of a boutique, high net worth, private wealth company.

This role is based in Cape Town.Â

Requires a high level of attention to detail, superior communication skills and able to work well within a collaborative team approach.

Required skills and personal attributes : Â

  • Business degree : B.Com / B.Bus.Sci. Progress towards CFA / CFP beneficial.
  • 3-4 years experience in Financial Services, in particular with FAIS
  • Highly analytical
  • Attention to detail
  • Commitment to client service
  • Key job functions, duties and responsibilities : Â

  • Portfolio Reporting : preparing, populating, reviewing and developing client reports
  • Client Portfolio Management : assisting consultants in the general oversight and management of client portfolios
  • Research & Analysis : fund performance review; analysis of investment opportunities
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