Your relevant degree or diploma plus 3-5 years experience in the financial services or asset management industry with knowledge of CIS Funds will assist you to:
- Setting Up Unit Trust Funds
- Implementing Fund Changes
- Opening of Offshore Bank Accounts
- Se
Property Investment Company, is looking for a Portfolio Administrator to join their team in Cape Town
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 />
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 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 to ensure indicators, and regulatory changes affecting client portfolios. Requirements: Relevant Bcom degree 2 years of
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 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 to ensure indicators, and regulatory changes affecting client portfolios. Requirements: Relevant Bcom degree 2 years of
Portfolio Manager Permanent - Bloubergstrand, Cape Town - R 24k p/month
Working hours: required
What you will do:
· Manage a portfolio of Properties in a specific area.
· Develop
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
/>Principal Elements And Accountabilities:
Portfolio Management:
to bring in a driven Client Portfolio Analyst. This role supports Portfolio Managers in managing client client investment portfolios by analysing client situations, mandates, and team preferences. Your close collaboration collaboration with the Investment team ensures effective portfolio management. Business, Economics, or Investment
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 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 to ensure indicators, and regulatory changes affecting client portfolios. Requirements: Relevant BCom degree 2 years of
Monitoring terminal draw dates to ensure they don't expire or provide information to stakeholder extend before expiry and Follow-up on Cancelled TDD with FM. Tracking of undrawn commitments and updating SAP with forecasted draws by consulting with clients which will be validated by relevant stakeho