earned CFA level 1 and now you just need to apply it Is this you? Your investment foundation has equipped managing their clients' investments by you being the “go between” between the investment team and the Portfolio Portfolio Manager. You'll be applying your technical investment administration abilities while dealing with gained at least 2 years of experience in the investment industry conducting administration and support completed Bachelor of Commerce in business/economics/investments related and ideally an Honours. You also need
earned CFA level 1 and now you just need to apply it Is this you? Your investment foundation has equipped managing their clients' investments by you being the “go between” between the investment team and the Portfolio Portfolio Manager. You'll be applying your technical investment administration abilities while dealing with gained at least 2 years of experience in the investment industry conducting administration and support completed Bachelor of Commerce in business/economics/investments related and ideally an Honours. You also need
solid experience as an Investment Analyst, as passionate as you are about investments and research, you also advising clients on how best to structure their investment portfolios. What you'll be doing (and why you'll supporting Portfolio Managers in managing client investment portfolios. From conducting suitability assessments to monitoring portfolios and providing ad hoc investment analysis, you'll be at the forefront of ensuring you'll be doing it You'll be joining a leading investment management firm/family office based in Melrose
solid experience as an Investment Analyst, as passionate as you are about investments and research, you also advising clients on how best to structure their investment portfolios. What you'll be doing (and why you'll supporting Portfolio Managers in managing client investment portfolios. From conducting suitability assessments to monitoring portfolios and providing ad hoc investment analysis, you'll be at the forefront of ensuring you'll be doing it You'll be joining a leading investment management firm/family office based in Melrose
your career as an Investment Analyst and you're ready to learn a whole new investment philosophy. Is this you also enjoy presenting your findings to an investment team. What you'll be doing (and why you'll enjoy supporting investment theses and present your research outcomes to the dynamic Investment team. Your Your work will contribute directly to the investment process, ensuring that their strategies align with their joining an amazing asset manager with a unique investment philosophy that has made them very successful
your career as an Investment Analyst and you're ready to learn a whole new investment philosophy. Is this you also enjoy presenting your findings to an investment team. What you'll be doing (and why you'll enjoy supporting investment theses and present your research outcomes to the dynamic Investment team. Your Your work will contribute directly to the investment process, ensuring that their strategies align with their joining an amazing asset manager with a unique investment philosophy that has made them very successful
elevate your career within the world of investments while still applying your accounting background. What you'll payment requirements to providing support for investment reporting and client meetings, your role will international presence, specializing in wealth and investment management. With a commitment to excellence and comfort of your home two days per week. How to apply For a confidential discussion please contact Claudette
motivated Fund Accountant who enjoys optimising investment potential and driving financial precision? Is preparing, monitoring, and capturing cash movements, investment trades, and updating transactions on the accounting You'll be joining one of Cape Town's premier investment administration firms, servicing clients worldwide professionals, eager to delve into the exciting realm of investments. What you'll need To excel in this role, you'll completed degree including Accounting/ Finance/ Investment. Completed SAICA/ SAIPA articles and experience
you'll enjoy it) You'll be doing highly technical investment analysis work to propose solutions and your main that provides customised financial planning and investment services to retirement funds and their members administration or as a Financial Planner with solid investment and retirement product knowledge. The business that simply can't keep up with the growth. How to apply For a confidential discussion please contact Claudette
environment's impact on the company's range of investment solutions and portfolios. You'll be responsible that provides customised financial planning and investment services to retirement funds and their members degree in Finance, Accounting, Economics, or Investments, along with either a CFA or CIPM certification offered with annual performance based bonuses. How to apply For a confidential discussion please contact Sarah