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 detailed recommendations on each resolution and/or corporate action proposed. Prepare a formalized report and
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
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
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 detailed recommendations on each resolution and/or corporate action proposed. Prepare a formalized report and
directives -and rules, including: Collective Investment Schemes Control Act. Financial Advisory and Intermediary and Codes. King Code of Corporate Governance Code for Responsible Investing in South Africa Principles Principles of Responsible Investment Cadbury Report (UK) Ensure that all the regulatory and other internal or
appointments, meet clients and close the deal. To do an investment needs analysis To prepare and present a recommendation industry Have an understanding of Collective Investment Schemes, Retail Retirement Fund Industry and knowledge of financial planning principles and investment strategies CFP or diploma in Financial Planning
appointments, meet clients and close the deal. To do an investment needs analysis To prepare and present a recommendation industry Have an understanding of Collective Investment Schemes, Retail Retirement Fund Industry and knowledge of financial planning principles and investment strategies CFP or diploma in Financial Planning
young dynamic, and vibrant SAICA Article Trainees Invest in a long term career at Oasis, a diversified wealth
analysis, budgeting, reporting and ensuring that all corporate, accounting, fiscal and regulatory requirements Ensures compliance with applicable accounting and corporate policies and ensure that entries are recorded