A prominent Wealth Management firm is seeking an energetic young investment professional to join their understanding and some exposure to investment and wealth management, investment strategies, offshore and local focus will be on assisting Senior Wealth Managers in managing a portfolio of clients, but the ideal candidate Wealth Manager over time. Key to this role is a sparkle in the eyes and a passion for investments. Client Client Relationship Management Collaboration with Tax Advisors, Fiduciary Specialists, and Other External
Summary of Role The Core Operations Manager would manage the day-to-day operations of the companies in closely with the other members of the global investment, sales, software development and support teams including ensuring the accurate implementation of investment mandates and client instruction via the financial with investment platforms. Liaising with representatives and managing the performance of management companies companies. Managing and leveraging internal resources to ensure effective and efficient operations. Minimising
/>-Weekly loading of payments on the FNB platform
-Manage costs in relation to budget
-Monthly reconciliation
/> o Vendor (Creditor) reconciliations
o Management pack
-VAT reconciliations and submission
to SARS for 2 entities every second month
-Managing all applications on FileMaker (IT system) to ensure
•Time and task management •B Com (Finance, Accounting, Financial Management, Management Accounting) Degree be a distinct advantage •3 years' experience in managing an SME portfolio.
Summary
to review new investment opportunities
red tape? This UK investment firm has created a new role in its senior management team due to the growth Helping to review new investment opportunities Preparing financial models and Investment Committee papers investor update presentations Circulating summarised management accounts information Assisting with ad hoc investor and tax returns Overseeing administration of investment structures and implementation of new structures Finance jobs, Accountant jobs, Financial Manager vacancies and Management Accountant vacancies. If you have
client, and well-respected investment management business seeks an Investment Accountant to join their operational processes for various investment accounting, data management and market data activities
organisation is seeking an Investment Associate to join their growing Investments division reporting directly directly into the Regional Manager. The hiring team is seeking a candidate with excellent potential and interest in building their career centered around investments. Duties & Responsibilities Performing eligibility applications and make recommendations to Regional Manager in respect of way forward. Build networks in Kwa-Zulu conferences and seminars that are part of the Pre-Investment Business Support. Resolve complaints that cannot
As an Investment Analyst, you'll be at the forefront of driving the strategic direction for the evolution evolution of our investment platform, Curate Investments. Your keen eye for detail and analytical prowess researching, assessing, and recommending asset managers who align with our objectives. Your insights will will not only uphold the integrity of our investment process but also contribute to the achievement of