The Portfolio Administrator is responsible for assisting with the planning and recommendations on clients' investment portfolios, as well as maintaining and servicing existing client records and portfolios. This role within the investment management team. Assist with portfolio construction and recommendations for clients, management team. Update client investment portfolios on the firm's portfolio management software (Wealthcraft) service existing client investment records and portfolios to ensure they are up-to-date and compliant with
finance related issues relating to the property portfolio under management.
- Discuss monthly accruals
Your relevant degree or diploma plus 3-5 years experience in the financial services or asset management industry with knowledge of CIS Funds will assist you to:
- Setting Up Unit Trust Funds
- Implementing Fund Changes
- Opening of Offshore Bank Accounts
- Se
To grow revenue, manage debt portfolio and maintain quality of collateral in line with the clients as required.
Loan portfolio management
Other
Portfolio Manager Permanent - Bloubergstrand, Cape Town - R 24k p/month
Working hours: required
What you will do:
· Manage a portfolio of Properties in a specific area.
· Develop
finance related issues relating to the property portfolio under management. Discuss monthly accruals with
Property Investment Company, is looking for a Portfolio Administrator to join their team in Cape Town
and wealth management. They are looking for a Portfolio Administrator to assume responsibility for performing Ensure the accurate production of all Client portfolio review documentation and reports Regularly update
authority: Subject to the mandate as received from Portfolio Management: Total expense account of a building work volume: Vacancies; geographical spread of portfolio; grading and complexity of buildings; lease renewals control Interface / relationships with: Internal : Portfolio Director; Centre Manager; Operations Manager;
POSITION PURPOSE Responsible for the management of the Property. Ensure investment growth and maximum income of each Property through effective property management and asset control. Develops related budgets, monthly and ad-hoc reports, oversees leasing contracts, procures services, handles third pa