Title: Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: portfolios • Providing portfolio analytics services in relation to discretionary managed clients • Monitor incumbent and current managers alongside the portfolio managers and investment research teams • Understands kept up to date on relevant systems and that Portfolio Managers instructions are executed accurately and ongoing basis. • Provide support to the Portfolio Management team • Generation, interpretation and analysis
Title: Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: portfolios • Providing portfolio analytics services in relation to discretionary managed clients • Monitor incumbent and current managers alongside the portfolio managers and investment research teams • Understands kept up to date on relevant systems and that Portfolio Managers instructions are executed accurately and ongoing basis. • Provide support to the Portfolio Management team • Generation, interpretation and analysis
client support.
General assistance with portfolio management.
Staying up to date with new technologies
Leads a high-performance team of product and portfolio managers who deliver agile and managed solutions.
activities and property conditions to the Portfolio Manager.
Qualifications:
High school diploma
sales targets and expanding customer portfolios. - Strategically manage key accounts, ensuring profitable
sales targets and expanding customer portfolios. - Strategically manage key accounts, ensuring profitable
accounting and tax function of client portfolio. Produce monthly management reports. Full accounting function
include oversight of the development portfolio, change management, organisational development, implementing
include oversight of the development portfolio, change management, organisational development, implementing