portfolios. Understanding and regular monitoring of investment managers held in our products. Develop an understanding 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 up Understanding and regular monitoring of investment managers held in our products. Develop an understanding some statistics. Other key relationships Global Investment Committee. Asset Allocation Team. Manager Research
posted fees & write offs Client investment duties on various investment platforms: Corporate Saver, Standard Standard Bank TPFA, ABSA AMS Opening and closing of Investments on all platforms Drafting Guarantees Monthly Monthly interest journals for client investment accounts and reconciliations Monthly Trust bank reconciliations:
posted fees & write offs Client investment duties on various investment platforms: Corporate Saver, Standard Standard Bank TPFA, ABSA AMS Opening and closing of Investments on all platforms Drafting Guarantees Monthly Monthly interest journals for client investment accounts and reconciliations Monthly Trust bank reconciliations:
Com degree
An investment company based in Claremont
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Certifications in financial planning or investment management
Office-based
other investment business data and data automation requirements including Unitisation, Investment Accounting structuring, analysing or trading financial and investment products experience. Financial Risk Management
overall direction and achieving maximum returns on invested capital. You will develop and drive the implementation the vision and mission are articulated at every level. Overseeing all operational and business activities strategy. You'll manage financial affairs, optimise investment initiatives, and drive innovation based on customer
thorough financial needs analyses to proposing investment strategies tailored to the client's needs, you'll
thorough financial needs analyses to proposing investment strategies tailored to the client's needs, you'll
and Experience: Grade 12 or equivalent. Tertiary level financial qualification is advantageous. Minimum
skills