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Hermanus: Junior Financial Data Analyst posted by Finovate






Date 2024-05-25
Job Title Junior Financial Data Analyst
Employer Finovate
More Information
Salary 20000
Category Finance Accounting
Location Western Cape
/ Hermanus

Job Summary

Job title: Junior Financial Data Analyst

Our client, based in Hermanus, is looking to hire a Junior Financial Data Analyst to join their team as soon as possible.

Key Responsibilities

Portfolio Analysis

  • Assist with client portfolio analysis
  • Assist with implementation of trade decisions
  • Assist with portfolio rebalancing
  • Calculate returns on client portfolios
  • Prepare quarterly factsheets
  • Build and maintain financial models to analyse client portfolios

Systems

  • Assist with the implementation of CRM system and maintain user access and capabilities
  • Assist with data verification in IRESS
  • Maintain IRESS to do list and minute meetings with IRESS implementations team
  • Update client records in IRESS and help maintain CRM system
  • Assist with extracting and managing data from custodians
  • Assist with the design and implementation of internal data flows
  • Assist with the automation of repetitive tasks utilising MS Office suite

Clients

  • Prepare and distribute quarterly reports for clients
  • Assist with all client queries
  • Assist with creating proposals for new and existing clients
  • Assist with opening new client accounts and handle all client related administration
  • Prepare and distribute annual tax packs and related queries
  • Assist with sponsorship events i.e. presentations etc.
  • Assist with client fee calculation and commission distribution
  • Maintain an office to do list and keep it up to date daily
  • Manage process of client withdrawal requests
  • Manage monthly income payments
  • Document preparation for meetings
  • Assist with new projects and terms of business
  • Assist with developing presentations for marketing events

Requirements (Qualification and Skill)

  • Preferably BComm in Finance or Bsc in Computer Science
  • Financial Modelling experience
  • Advance Excel including VBA preferred
  • IRESS and Xplan (preferred but not essential)
  • MS Power BI
  • Interest in Financial Markets

This position is full time, in office, Monday-Friday.

Starting date: As soon as possible

Location: Hermanus.

Salary: R20 000-R30 000 depending on experience

Please apply online if you meet the above-mentioned requirements.

Please assume that your application was unsuccessful If you have not been contacted within 4 weeks.

Junior Financial Data Analyst position available in Western Cape, Hermanus. This job position was posted by Finovate. The job has been posted as a premium ad on 2024-05-25 at 13:03:43 in the Finance Accounting category

Click Go Apply to apply online!


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