comprehensive wealth management services, including investment management, estate planning, tax strategies, and risk holistic wealth management advice, including investment management, retirement planning, and tax-efficient
comprehensive wealth management services, including investment management, estate planning, tax strategies, and risk holistic wealth management advice, including investment management, retirement planning, and tax-efficient
into the investment function, specifically related to sourcing, evaluating, analyzing, and managing a portfolio to the investment function including the sourcing, evaluation/analysis and portfolio management of strategic Strategic equity and quasi equity investment portfolio management (20%) Identify and communicate key key investment risks Support portfolio management and escalate appropriately Monitor changes in equity/quasi-equity divisions 5. Implement an Exit Strategy from Investments (10%) Manage exit of investments through preparation
Conducting investment opportunity analysis. Reporting to stakeholders Valuations Structuring and management of experience in a seasoned corporate finance, investment management, merchant banking, or private equity entity
Conducting investment opportunity analysis. Reporting to stakeholders Valuations Structuring and management of experience in a seasoned corporate finance, investment management, merchant banking, or private equity entity
Our client is a specialist investment management firm that offers credit focussed investment
seeking a seasoned Investment Executive to join their Team. This Individual will be managing multi asset class Requirements: CA/CFA/MBA Post Grad in investment Management 5 years of management experience 10 years
seeking a seasoned Investment Executive to join their Team. This Individual will be managing multi asset class Requirements: CA/CFA/MBA Post Grad in investment Management 5 years of management experience 10 years
accounts and ensure compliance
Liaise with investment managers and brokers
Handle SARS submissions