Menu Close

Johannesburg: Client Portfolio Analyst posted by CF Consulting






Date 2024-04-14
Job Title Client Portfolio Analyst
Employer CF Consulting
More Information
Salary R350 000.00 – R410 000.00 Per Year
Category Accounting Finance
Location Gauteng
/ Johannesburg

Job Summary

The primary purpose of the role is to support Portfolio Managers in Johannesburg to manage client investment portfolios by taking the clients specific situation, the agreed mandate and the investment teams views and preferred vehicles into account. The portfolio analyst will have a close working relationship with the Investment team. Responsibilities Portfolio Management 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 Assist with any ad hoc requests and general administration involved in maintaining client portfolios and files 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 approved fund manager list, asset allocation targets & limits Maintain record of client advice QUALIFICATIONS AND EXPERIENCE Business, Economics or Investment related degree, preferably with Honors Investment related postgraduate qualification (or studying towards) such as CFP or CFA advantageous 2-3 years of relevant experience in the finance / investment industry SKILLS Strong general investment knowledge critical, i.e. economy, financial markets, asset classes and portfolio management with a keen interest in investments MS Office (Excel, Power Point, Word, Outlook) Excellent written and verbal communication skills A track record of overall integrity Strong attention to detail and Good relationship management skills

View Job  Gauteng: Building Services Technical Advisor – Johannesburg posted by Professional Career Services

Client Portfolio Analyst position available in Gauteng, Johannesburg. This job position was posted by CF Consulting. The job has been posted on 2024-04-14 in the Accounting Finance category

Click Go Apply to apply online!


You might also like to look at the available jobs in the same area.

Apply directly for this position
Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.
We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.

We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.
Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.


Here are some more related positions


Cape Town: Client Portfolio Analyst posted by CF & I Consulting

WORKING RELATIONSHIPSThis role forms part of the Investment Management Team based in the Cape Town office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include general Relationship Managers, e


View Job
Client Portfolio Analyst

Johannesburg: Client Portfolio Analyst posted by CF & I Consulting

The primary purpose of the role is to support Portfolio Managers in Johannesburg to manage client investment portfolios by taking the clients specific situation, the agreed mandate and the investment teams views and preferred vehicles into account. The por

View Job  Pretoria: Frontend Developer posted by Goldman Tech

View Job
Client Portfolio Analyst

Johannesburg: Client Portfolio Analyst posted by CF Consulting

The primary purpose of the role is to support Portfolio Managers in Johannesburg to manage client investment portfolios by taking the clients specific situation, the agreed mandate and the investment teams views and preferred vehicles into account. The por


View Job
Client Portfolio Analyst

Share this to someone who needs a job:
Posted in Jobs in Gauteng, Jobs in Johannesburg

More Jobs in Your Area