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Full Time
Financial Systems Analyst Hermanus, South Africa
Finovate People Ltd
Hermanus
From 20000 to 30000 (Ctc) - Monthly Analysis Assist with client portfolio analysis Assist with implementation of trade decisions Assist with Systems Assist with the implementation of CRM system and maintain user access and capabilities Assist with maintain CRM system Assist with extracting and managing data from custodians Assist with the design and and implementation of internal data flows Assist with the automation of repetitive tasks utilising MS Office distribute quarterly reports for clients Assist with all client queries Assist with creating proposals for new
share this job on whatsappJnr Financial Data Analyst
Hermanus
Analysis
- Assist with client portfolio analysis
- Assist with implementation implementation of trade decisions
- Assist with portfolio rebalancing
- Calculate client portfolios
Systems
- Assist with the implementation of CRM system and maintain maintain user access and capabilities
- Assist with data verification in IRESS
- Maintain IRESS system
- Assist with extracting and managing data from custodians
- Assist with the design
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