processes
Responsibilities:
You've gained experience doing manager research and you're keen to join a business where you can directly PM's Is this you? You've got what it takes to research asset managers and know how to identify good performance and developing asset allocation strategies. Your work will directly contribute to enhancing performance in an Analyst role where you have done manager research. Attention to detail, effective communication play in your favour. What you'll get You'll get to work in an amazing environment with a culture like no
The Junior Research and Investment Analyst will be responsible for fund research and general investment investment research, client service and investment support, sales support, investment reporting and publications outcomes
leverage processes Management of the research team Incorporate new research methods, new technologies as well well as analytical tools into the research processes. Work closely with the CIO for Portfolio construction
reports to drafting records of advice documents, your work will directly contribute to enhancing the overall designation. You'll also need at least 3 years of working experience as a Paraplanner within wealth management competitive salary, you'll enjoy the opportunity to work with industry leaders in a supportive and dynamic do respond to everyone Just give us a few days to work through your application.
strategies tailored to the client's needs, you'll work closely with the Financial Planners to ensure clients minimum of 3 years of working experience in an admin support/Paraplanner role working for an independent competitive salary, you'll have the opportunity to work alongside industry experts and thought leaders in do respond to everyone Just give us a few days to work through your application.
You also need to have gained experience working with Work/Workpool/XPlan or Elite Wealth's financial financial planning software. Experience working with at least 2 of the following platforms Glacier/Momentum/Sanlam/Allan service the clients. What you'll get You'll get a market related salary and you will get to join a team do respond to everyone Just give us a few days to work through your application.
living in Cape Town. What you'll get You'll be working closely with the COO who is young and driven and and who will also mentor you. An opportunity to work in a small asset manager where you are so much more do respond to everyone Just give us a few days to work through your application
allocated clients. Follow processes and procedures, working according to set quality standards and keeping Governance and Trust Administration. Ability to work in a multi-jurisdictional environment. Excellent highly motivated. Excellent team player and able to work independently. Microsoft Office Suite of programs