Computer Science / Computer Auditing / Information Systems / Auditing / Data Science as majors)
Skills Required:
Our client is a boutique wealth management company offering affluent clients wealth planning strategies a driven Client Portfolio Analyst. This role supports Portfolio Managers in managing client investment investment portfolios by analysing client situations, mandates, and team preferences. Your close collaboration
Our client is a boutique wealth management company offering affluent clients wealth planning strategies a driven Client Portfolio Analyst. This role supports Portfolio Managers in managing client investment investment portfolios by analysing client situations, mandates, and team preferences. Your close collaboration
Are you an Analyst that enjoys working with clients? Here's your opportunity to combine those skills You've gained solid experience as an Investment Analyst, as passionate as you are about investments and research, you also enjoy consulting with and advising clients on how best to structure their investment portfolios managing client investment portfolios. From conducting suitability assessments and preparing client reviews analysis, you'll be at the forefront of ensuring clients' financial goals are met. You'll enjoy the variety
career? We are currently seeking a talented Client Portfolio Analyst to join a prestigious Family Office. The in Johannesburg to manage client investment portfolios by taking the clients specific situation, the agreed preferred vehicles into account. The portfolio analyst will have a close working relationship with the />
Be part of our client's office family as a Junior Client Portfolio Analyst. The successful candidate Town. Other working relationships include general client relationship managers, external investment managers Managers in Cape Town to manage client investment portfolios by taking the clients specific situation, the agreed preferred vehicles into account. The portfolio analyst will have a close working relationship with the />
Are you an Analyst that enjoys working with clients? Here's your opportunity to combine those skills You've gained solid experience as an Investment Analyst, as passionate as you are about investments and research, you also enjoy consulting with and advising clients on how best to structure their investment portfolios managing client investment portfolios. From conducting suitability assessments and preparing client reviews analysis, you'll be at the forefront of ensuring clients' financial goals are met. You'll enjoy the variety
Our client is a dynamic insurance entity specializing in Corporate Risk Finance, Alternative Distribution
The key function of the position of Investment Analyst is to conduct investment research and analysis analysis and valuation, including ratio analysis. The analyst must be able to produce accurate long term forward forward looking forecasts using all available information. The candidate will be expected to work in an completely and ensure execution across our model and clients' portfolios. Ensure that the companies you are Management in conjunction with the Senior Equity Analyst. Conduct investment research and analysis. Identify
service to customers / members that visit the clients offices and to deliver on the scheme service level required customer focus standards are delivered Client service delivery and quality Follow procedures goals and targets Operating Model Engage with clients to ensure swift resolution of queries and provide Stakeholder Management Ensure appropriate, active and informative relationships with customers and relevant stakeholders Specific deliverables: Operating Model: -Engage with clients to ensure swift resolution of queries and provide