responsible for ensuring that all clients are invested in line with its respective model portfolio taking management across all portfolios including all investment and disinvestment requests. Daily pre and post report Communicate effectively with the Investment Team, Investment Administration Department as well as as Legal and Compliance. Ensure that investment decisions are followed through completely and ensure execution models remain up to date Ensure that approved investment decisions recommended by the analyst are followed
is seeking a highly motivated and experienced Investment Associate to join their KwaZulu-Natal Regional as conducting post-investment due diligence and monitoring of the regional investment portfolio. Responsibilies: conferences and seminars that are part of the Pre-Investment Business Support. Resolve complaints that cannot resolved by the Product Advisor and provide Pre-Investment mentorship to applicants where necessary. Perform applicants. Conduct post-investment due diligence and monitoring of all investments in the regional office
function of the position of Investment Analyst is to conduct investment research and analysis, to make make long term investment decisions and identify and take investment opportunities that will protect and within the mandates, rules and parameters of the investment process. Fundamental Analysis: Take complete sector that you are responsible for. Ensure that investment decisions recommended by you that are approved to making a long term investment decision which is ratified by the Investment Committee. Interact with
required, honours advantageous. Passion for the investment industry and building a career in the field required
transactions o Existing business transactions (investments, retirement's, withdrawals, switches, transfers
sought for excellent opportunities within the investment industry, ranging from Analytical to Compliance a Big 4 accounting firm. Keen interest in the investment space required and articles covering Financial
Title: Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: Experience • 3 to 5 years of relevant experience in investments • Will be required to be a FAIS compliant representative managers alongside the portfolio managers and investment research teams • Understands the construction portfolios and products that target different kinds of investment objectives • Ensure that portfolios are kept portfolios • Understanding and regular monitoring of investment managers held in our products • Develop an understanding
internal opportunity available for the position of Investment Associate in the Rural, Township & Community the Investment Associate will play a crucial role in ensuring the fund achieves its investment goals background in deal-making, financial analysis, and investment structuring. If you possess the required qualifications process in conjunction with the legal and post-investment department. Negotiate documentation or legal PowerPoint. Understanding of the mandate and investment guidelines. Good analytical and modeling skills
Title: Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: Experience • 3 to 5 years of relevant experience as an Investment Analyst within an Asset Manager • Will be required managers alongside the portfolio managers and investment research teams • Understands the construction portfolios and products that target different kinds of investment objectives • Ensure that portfolios are kept portfolios • Understanding and regular monitoring of investment managers held in our products • Develop an understanding
external legal advisors);