| Date | 2024-07-25 |
|---|---|
| Job Title | Client Portfolio Analyst |
| Employer | CF & I Consulting More Information |
| Salary | 350000 |
| Category | Finance Accounting |
| 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
Client Portfolio Analyst position available in Gauteng, Johannesburg. This job position was posted by CF & I Consulting. The job has been posted as a premium ad on 2024-07-25 at 13:11:40 in the Finance Accounting category
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