| Date | 2024-12-10 |
|---|---|
| Job Title | Portfolio Administrator |
| Employer | More Information |
| Salary | 25000 Monthly |
| Category | Accounting Finance |
| Location |
Cape Town Region / Cape Town City Centre |
Job Summary
Key
Responsibilities:
Daily updating of various spreadsheets Daily monitoring of corporate actions, cash and performance Conducting quarterly rebalancing of trackers Trading of local and offshore carveout portfolios according to the model Send trade notes to advisory clients within 3 days of executing bulk trades. Send corporate action notifications to clients at least 5 days before broker deadline date Send market insights via outlook before 3pm every Monday Send monthly market perspectives before the 20th of each month/market commentary relevant for factsheets Ad hoc requests for assistance from internal stakeholders Adhere to all company policies and procedures Meet deadlines Qualifications, Skills and Experience: Bachelors degree in finance or investment related qualification 0-3 years experience in an investment administration/finance-related role Personal interest in investment markets Career goal to be an equity analyst/portfolio manager Experience in dealing with share portfolios Experience within a family office or wealth management environment preferred Advanced Excel, MS Word, & PowerPoint Advantageous: Morningstar, Factset/Bloomberg, eCube, DMA OPUS, Stockbroker online systems (FNB, Investec and SBG) Critical thinker, analytical, attention to detail, technically minded, and a quick learner Team player Writing skills, emotional intelligence, ability to prioritise and to meet deadlines essential
Portfolio Administrator position available in Cape Town Region, Cape Town City Centre. This job position was posted by . The job has been posted on 2024-12-10 in the Accounting Finance category
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