opportunities that will protect and grow the portfolios managed by Oasis. The candidate must conduct detailed due Interact with Senior Business Leaders and Company Management in conjunction with the Senior Equity Analyst prepared and confident to handle interactions with Management at the highest level. Quantify risks relative Efficiency measures of a company in relation to the market, its peers and its history. Evaluate long term the previous day including but not limited to Management Meetings with companies, Results Presentations
Financial Advisor to join a diversified wealth management company focused on delivering real value to its function of the successful candidate will be to manage and grow their portfolio of clients while providing regulatory requirements. To assist with ad hoc marketing drives in your region. To effectively service Schemes, Retail Retirement Fund Industry and Wealth Management. History of building strong relationships. Excellent
liquidity of each portfolio. Actively monitoring markets and instruments to ensure that all model portfolios rules. Management of broker and service provider relationships including maintaining and management of the budget Prepare, maintain and present: Daily cash management across all portfolios including all investment exceptions noted by the system daily. Daily financial market report Communicate effectively with the Investment report back on any events from the previous day (Management Meetings, Results Presentations, Information
liquidity of each portfolio. Actively monitoring markets and instruments to ensure that all model portfolios rules. Management of broker and service provider relationships including maintaining and management of the budget Prepare, maintain and present: Daily cash management across all portfolios including all investment exceptions noted by the system daily. Daily financial market report Communicate effectively with the Investment report back on any events from the previous day (Management Meetings, Results Presentations, Information
Financial Advisor to join a diversified wealth management company focused on delivering real value to its function of the successful candidate will be to manage and grow their portfolio of clients while providing regulatory requirements. To assist with ad hoc marketing drives in your region. To effectively service Schemes, Retail Retirement Fund Industry and Wealth Management. History of building strong relationships. Excellent
opportunities that will protect and grow the portfolios managed by Oasis. The candidate must conduct detailed due Interact with Senior Business Leaders and Company Management in conjunction with the Senior Equity Analyst prepared and confident to handle interactions with Management at the highest level. Quantify risks relative Efficiency measures of a company in relation to the market, its peers and its history. Evaluate long term the previous day including but not limited to Management Meetings with companies, Results Presentations
ensuring the accuracy, validity and completeness of management and financial accounting, analysis, budgeting internal control processes. Prepared month-end management accounts within the internal deadlines. Ensure are done on time and accurately. Maintain and manage the fixed assets register. Keep up to date with ensure effective functioning of banking and cash management processes. Supervision over general accounting of financial and management reporting is maintained. Reporting Prepare management reporting daily/weekly/monthly