Are you a seasoned Portfolio Manager looking for your next career move? An office family is currently be responsible for managing the global and local multi-asset investment portfolios of an existing book strong working relationships with the Investment Management team i Johannesburg, Cape Town and London. The clients and IMSA Team values.
Regional Manager (Agriculture)
Our client in the agricultural industry is seeking seeking a Regional Manager to join their team. The ideal candidate must be prepared to travel locally and
experienced Administrator with previous exp in Portfolio / Fund Administration
Matric
Relevant
and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assistant will work
closely with portfolio managers to support the management and administration of client portfolios. This role
opportunity to gain valuable experience in the wealth management industry and contribute to the success of our
/>Assist portfolio managers in the day-to-day management of client portfolios.
Monitor portfolio performance
/>Maintain accurate records of client transactions and portfolio holdings.
Coordinate with internal teams
Reference: NFP014086-AA-1 This leading wealth management firm is dedicated to providing personalized financial service, they strive to achieve excellence in managing wealth and creating value for their clients. They and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assistant will work closely with portfolio managers to support the management and administration of client portfolios. This role opportunity to gain valuable experience in the wealth management industry and contribute to the success of our
Reference: NFP014088-AA-1 This leading wealth management firm is dedicated to providing personalized financial service, they strive to achieve excellence in managing wealth and creating value for their clients. They and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assistant will work closely with portfolio managers to support the management and administration of client portfolios. This role opportunity to gain valuable experience in the wealth management industry and contribute to the success of our
following: Current portfolio and lending transactions : Monitor performance in portfolio and lending deals and exits of portfolio Preparation and assessment of detailed credit applications, portfolio valuation calculations other reports on portfolio / groups New lending transactions: Assist with management of deal pipeline discussion and motivation to the Head of CPF Management of network and growing it in terms of CPF strategy Preparations of own draft budget Review of own management accounts, monitoring performance to budget and
quantity, price and time Responsible for operational management of the supplier through weekly and monthly reporting reporting, review of crop results and crop management Advise and align on crop treatment to obtain maximum (e.g., harvesting or processing at supplier) Management of the actual total inventory in (virtual) warehouse production topics, led by the Crop Production Manager: Contribution to production topics in the operational as a project member, and sometimes as project manager. Responsible for the execution of activities defined
Reference: NFP014086-AA-1 This leading wealth management firm is dedicated to providing personalized financial service, they strive to achieve excellence in managing wealth and creating value for their clients. They and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assistant will work closely with portfolio managers to support the management and administration of client portfolios. This role opportunity to gain valuable experience in the wealth management industry and contribute to the success of our
career? We are currently seeking a talented Client Portfolio Analyst to join a prestigious Family Office. The
is to support Portfolio Managers in Johannesburg to manage client investment portfolios by taking the
views and preferred vehicles into account. The portfolio analyst will have a close working relationship
Elements And Accountabilities:
Portfolio Management: