sought for excellent opportunities within the investment industry, ranging from Analytical to Compliance a Big 4 accounting firm. Keen interest in the investment space required and articles covering Financial
Title: Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: Experience • 3 to 5 years of relevant experience in investments • Will be required to be a FAIS compliant representative managers alongside the portfolio managers and investment research teams • Understands the construction portfolios and products that target different kinds of investment objectives • Ensure that portfolios are kept portfolios • Understanding and regular monitoring of investment managers held in our products • Develop an understanding
transactions o Existing business transactions (investments, retirement's, withdrawals, switches, transfers
Title: Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: Experience • 3 to 5 years of relevant experience in investments • Will be required to be a FAIS compliant representative managers alongside the portfolio managers and investment research teams • Understands the construction portfolios and products that target different kinds of investment objectives • Ensure that portfolios are kept portfolios • Understanding and regular monitoring of investment managers held in our products • Develop an understanding
transactions o Existing business transactions (investments, retirement's, withdrawals, switches, transfers
Committee. The role is ideally suited to a recent graduate with Accounting and/or Risk Management as part Compliance monitoring: o Review of client advisory and investment implementation records (FAIS and FICA) o Review
sought for excellent opportunities within the investment industry, ranging from Analytical to Compliance a Big 4 accounting firm. Keen interest in the investment space required and articles covering Financial
current and future asset allocation of assets for investment strategy with regard to the client risk profile of recommendations Make changes to clients' investments as instructed Ensure agreed action points get review as per the Annual Review Process Review investment portfolio, asset allocation, risk profile etc Satisfy the admission requirements for the Post Graduate Diploma in Financial Planning Diploma. Languages
current and future asset allocation of assets for investment strategy with regard to the client risk profile of recommendations Make changes to clients' investments as instructed Ensure agreed action points get review as per the Annual Review Process Review investment portfolio, asset allocation, risk profile etc Satisfy the admission requirements for the Post Graduate Diploma in Financial Planning Diploma. Languages
Committee. The role is ideally suited to a recent graduate with Accounting and/or Risk Management as part Compliance monitoring: o Review of client advisory and investment implementation records (FAIS and FICA) o Review