Responsibilities include sourcing deals, supporting business development, and maintaining client relationships.
Key Responsibilities:
equity firm in Johannesburg is looking for an Investment Associate with a CA (SA) qualification. CFA Charter Management, Corporate Finance, Fund Management, Investment Banking, or Private Equity is essential. Minimum – 3 years' experience in Financial Services, Investments, etc.
experience in private equity to join their prestigious investment management firm in Sandton. Candidates must have
Responsibilities:
financial investment/portfolio models as required by the team.
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