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Somerset West: Investment Analyst

Date 2024-11-01
Job Title Investment Analyst
Employer
More Information
Salary Monthly
Category Accounting Finance
Location Cape Town Region
/ Somerset West

Job Summary

Minimum

Requirements:

1. Suitable Degree 2. FAIS compliant 3. Experience with Bloomberg and Iress 4. Analytically minded 5. At least 3 years experience in an investment firm dealing with high-net-worth clients Duties and

Responsibilities:

Deal with complex financial modeling and scenario analysis Comprehensive wealth and investment management support Preparation of detailed reports, proposals, and presentations Attendance at client meetings with Wealth Managers Build relationships with clients and retain clients General administrative duties and support to the rest of the team Provide in-depth investment research and analysis PLEASE NOTE : Thank you for your interest in this position, we will review and be in touch if you are suitable. Due to the amount of applications we receive for each position, we are unable to respond to each one individually. Please accept your application as unsuccessful if you had no feedback within 7 days of applying . Your CV will remain on our database and we will be in touch for other suitable positions. In the meantime, please download our

Investment Analyst position available in Cape Town Region, Somerset West. This job position was posted by . The job has been posted on 2024-11-01 in the Accounting Finance category

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