Investment Portfolio Analyst
If you are an investment graduate, achieving in all senses of the word, with excellent communication skills, and have a strong general investment background and interest, you may have just found your next “home”.
The client is a global investment manager, constructing high conviction portfolios and helps preserve and expand wealth for their clients. With offices across the world and has operated for centuries in some of those, they boast true global investment wisdom.
This role forms part of the Investment Management Team based in the Johannesburg office and 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.
The primary purpose of the role is to support Portfolio Managers in Johannesburg 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.
Qualifications and Experience
Business, Economics or Investment related degree, preferably with Honours
Investment-related postgraduate qualification (or studying towards) such as CFP or CFA advantageous
2-3 years of relevant experience in the finance/investment industry
Competencies and Behaviours
Planning & Organizing: Schedules & manages workload effectively, think ahead, sets plans to achieve goals
Teamwork: Supports & works towards team goals, shares information, is helpful & cooperative, works effectively with people outside the 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 an analysis in a clear manner reaching logical conclusions
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
Trading and execution support
Take responsibility to ensure all trades are executed accurately and timeously
Investigate trading queries
Compliance & Risk Management
Ensure that client files are properly set up and maintained
Ensure clients adhere to the approved fund manager list, asset allocation targets, and limits
Maintain a record of client advice.
We welcome all applications from candidates that meet the above set requirements. Kindly regard your application as unsuccessful should you not hear from us within 14 days from the date of application
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