Key Competencies:
and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assistant will work closely with portfolio managers to support the management and administration of client portfolios. This role Assist portfolio managers in the day-to-day management of client portfolios. Monitor portfolio performance Maintain accurate records of client transactions and portfolio holdings. Coordinate with internal teams to ensure indicators, and regulatory changes affecting client portfolios. Requirements: Relevant Bcom degree 2 years of
Are you a seasoned Portfolio Manager looking for your next career move? An office family is currently managing the global and local multi-asset investment portfolios of an existing book of high-net-worth clients IMSA Team values.
investment process, the deal team and underlying portfolio investments. APPLY NOW If you are interested in
clients overall portfolios together with portfolio construction
is to support Portfolio Managers in Johannesburg to manage client investment portfolios by taking the views and preferred vehicles into account. The portfolio analyst will have a close working relationship
PRINCIPAL ELEMENTS AND ACCOUNTABILITIES Portfolio Management
detail-oriented and organized Portfolio Assistant for Sectional Title/Homeowner Association (HOA) management. If assistance to Portfolio Manager Meeting Preparation Attendance at meetings to assist Portfolio Manager Submit
Cape, is currently looking for an Accounting Portfolio Manager. Background of position: Person will be
Reference: PMB001036-LF-1 Portfolio Administrator (2) – Pietermaritzburg Our respectable client in Pietermaritzburg Pietermaritzburg is seeking two Portfolio Administrators to join their team. Responsibilities: Assist clients' overall portfolios together with portfolio construction Update client portfolios on Wealthcraft administration duties in the office Updating of client portfolios Requirements: A relevant degree or diploma in
looking for a Knynsa based Portfolio Manager Assistant. In the role of the Portfolio Manager Assistant , your manage the diary of the Portfolio Managers and ensure all cleint portfolios are up to date. The ideal example, portfolio queries, tax reports, fees etc.) Collate Private Placements with Portfolio Manager diary for Portfolio Manager(s) Prepare Information packs for meetings Ensuring client portfolios are up