responsible for ensuring that all clients are invested in line with its respective model portfolio taking decisions are compliant with legislation, mandates and internal trading rules. Management of broker and service 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
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 decisions are compliant with legislation, mandates and internal trading rules. Management of broker and service 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
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
prepared on time and accurately. Ensuring that both internal and external audits are planned and executed properly adherence to internal control processes. Prepared month-end management accounts within the internal deadlines adherence to process and procedures, weakness in internal controls, and any actual or potential concerns communication is done accurately and on time both internally and externally; create, implement and maintain financial reports, compilation of statistics including internal and market analysis, preparation of regular management
enhancement strategies. Serve as primary liaison with internal and external constituencies on all matters relating
enhancement strategies. Serve as primary liaison with internal and external constituencies on all matters relating
produced cost effectively. Working closely with internal and external resources and suppliers (printers