RESPONSIBILITIES Assisting with the preparation of monthly and quarterly investment reports that include asset manager portfolio composition summaries and commentary. Assisting with the execution of investment instructions Liaising with various asset managers and investment administrators. Monitoring fund managers compliance with Actuarial, Mathematics, Statistics, Quantitative management, or Computer Science. 0 to 2 years' experience Thorough knowledge of data manipulation and management. Highly analytical. Proactive team player. Knowledge
RESPONSIBILITIES Assisting with the preparation of monthly and quarterly investment reports that include asset manager portfolio composition summaries and commentary. Assisting with the execution of investment instructions Liaising with various asset managers and investment administrators. Monitoring fund managers compliance with Actuarial, Mathematics, Statistics, Quantitative management, or Computer Science. 0 to 2 years' experience Thorough knowledge of data manipulation and management. Highly analytical. Proactive team player. Knowledge
Finance Specialist to play a critical role in managing and optimising the financial performance of the financial reports and presentations for senior management and stakeholders Financial Modelling Develop profitability and efficiency Commission & Incentive Management Oversee the calculation and distribution of commissions partner performance Budgeting & Forecasting Assist in the development of annual budgets and financial effective financial controls to safeguard company assets Assist in the preparation of audits and ensure adherence
Finance Specialist to play a critical role in managing and optimising the financial performance of the financial reports and presentations for senior management and stakeholders Financial Modelling Develop profitability and efficiency Commission & Incentive Management Oversee the calculation and distribution of commissions partner performance Budgeting & Forecasting Assist in the development of annual budgets and financial effective financial controls to safeguard company assets Assist in the preparation of audits and ensure adherence
DUTIES & RESPONSIBILITIES, NOT LIMITED TO: Assist with administrative tasks Monitoring all incoming Generate loan agreements for approved applications Assist with client queries and complaints. Sending of REQUIREMENTS Matric (Grade 12) essential Project Management Diploma/degree/qualification or other will be Systems Excellent organisational and project management skills Capability to work independently and handle efficient Extremely self-motivated with strong time management Proactive, pragmatic, and resourceful problem
DUTIES & RESPONSIBILITIES, NOT LIMITED TO: Assist with administrative tasks Monitoring all incoming Generate loan agreements for approved applications Assist with client queries and complaints. Sending of REQUIREMENTS Matric (Grade 12) essential Project Management Diploma/degree/qualification or other will be Systems Excellent organisational and project management skills Capability to work independently and handle efficient Extremely self-motivated with strong time management Proactive, pragmatic, and resourceful problem
SPECIFICATION We are looking for a skilled Paraplanner to assist Financial Advisors with clients' Financial Planning analysis, preparing client reports and assisting in managing the client review process. The successful Prepare Review Documents for Financial Advisors Assist with client technical enquiries Attending Industry Accuracy & Attention to Detail Time Management Skills - Managing Work Results Driven Computer Literate
SPECIFICATION We are looking for a skilled Paraplanner to assist Financial Advisors with clients' Financial Planning analysis, preparing client reports and assisting in managing the client review process. The successful Prepare Review Documents for Financial Advisors Assist with client technical enquiries Attending Industry Accuracy & Attention to Detail Time Management Skills - Managing Work Results Driven Computer Literate
financial analysis and due-diligence of investments Assist with collecting, validating and analyzing information Preparing and presenting research reports Assist with portfolio management and enforce best ESG practices Compile
financial analysis and due-diligence of investments Assist with collecting, validating and analyzing information Preparing and presenting research reports Assist with portfolio management and enforce best ESG practices Compile