Senior Portfolio Analyst
CA Financial Appointments
Gauteng, South Africa
3d ago
source : Executive Placements

Are you looking for change? I have a great opportunity for you as a Senior Client Portfolio Analyst with your completed CFA level 2 / 3 and your 5-8 years relevant experience in the Investment industry.

This role reports to the Senior Client Relationship Manager, Investments in Cape Town and has a strong working relationship with the Investment team in Cape Town.

Other working relationships include general Relationship Managers in Cape Town and Johannesburg, internal and external asset managers and linked investment service providers.

Responsibilities :

  • Support the CRM with the day to day management of the client book
  • Help the CRM to maintain existing client relationships
  • Assist in preparing and presenting to prospective clients
  • P erform portfolio reviews of potential clients'' existing portfolios, focusing on identifying strengths and weaknesses of the portfolio as well as recommendations for improvement
  • Assist the CRM i n managing clients'' investment portfolios
  • Treasury - coordinate payments and deposits , recording payments in the monitoring system
  • Periodically review whether client circumstances have change and if portfolios require review
  • Aspire to taking on responsibility for a portion of the client book
  • Responding to client queries
  • Responsible for communication and dispatch of periodic reporting to clients
  • Investment analysis and research
  • Compliance and Risk Management
  • Promote and develop robust Operating Procedures across the business
  • Requirements :

  • Business, Economics or Investment related d egree, preferably with Honours
  • CFA Charter holder (or studying towards)
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