To work alongside a dedicated team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation and maintenance of client portfolio reviews, onboarding of new clients/business financial plans, recommendations and ROA's (including cash flow forecasts). To keep up
Title: Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: generation • Checking of reports generated by other Analysts • Interpretation and analysis of report results
Title: Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: years of relevant experience as an Investment Analyst within an Asset Manager • Will be required to be generation • Checking of reports generated by other Analysts • Interpretation and analysis of report results
including analytical review and conducting investigations. BCom or BCom Hons Min 5 years post articles Experience in a special audits/investigations/due diligences/fraud investigations Good analytical and problem
Update daily bank balances for all cash books Investigating and resolving all exceptions related to stores stores cash and card banking Investigating and resolving all unknown bank entries and handling chargebacks
Update daily bank balances for all cash books Investigating and resolving all exceptions related to stores stores cash and card banking Investigating and resolving all unknown bank entries and handling chargebacks
schedules Hold regular catch-up meetings with the Analyst team leader to identify training Monitor the performance Reviewers Provide guidance and mentorship to Loan Analysts Requirements: Honours degree in Finance, Accounting
schedules Hold regular catch-up meetings with the Analyst team leader to identify training Monitor the performance Reviewers Provide guidance and mentorship to Loan Analysts Requirements: Honours degree in Finance, Accounting
investment process and ensure that Investment Analysts follow and adhere to implementation of deals processes processes as outlined Ensure that Investment Analyst's adhere to submission deadlines as agreed from People Management: Review work by Investment Analyst's and provide input Assist in staff development
investment process and ensure that Investment Analysts follow and adhere to implementation of deals processes processes as outlined Ensure that Investment Analyst's adhere to submission deadlines as agreed from People Management: Review work by Investment Analyst's and provide input Assist in staff development