Client Portfolio Analyst - Johannesburg
CF Consulting
Introduction International wealth manager servicing individual clients. Winner of various awards in its industry Description The primary purpose of the role is to support Portfolio Managers in Johannesburg to manage client investment portfolios by taking the client’s specific situation, the agreed mandate and the investment team’s 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 Profile The ideal candidate has minimum 2 years' work experience within the investment field, dealing with and supporting private wealth individual clients. They hold a relevant degree and is studying towards CFP or CFA and can demonstrate previous achievements and records of success in all aspects of life. We offer Provident Fund Contribution, Performance Bonuses, Flexi Hours
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