Investment Management Assistant - Western Cape, Cape Town - Cape Town Region
Our client based in Southern Suburbs of Cape Town, is seeking an Investment Management Assistant. The main purpose of the role is to assist in day-to-day management of a range of Collective Investment Schemes & perform a supporting role within the Wealth Management investment process. Key Responsibilities: Fund Management: Conduct day-to-day management of portfolios. Monitor stock/asset allocation, cash positions, and cash flows to ensure compliance. Monitor Fund risk and construction constraints. Update & suggest improvements on existing models and systems. Investigate and resolve data issues as needed. Prepare Fund & Capital Market information for investment meetings. Maintain macroeconomic view presentations. Verify & Report on trades undertaken. Prepare & present quarterly Fund reports to investors. Wealth Management: Monitor client compliance against risk Models. Identify potential problems and suggest solutions within HNW portfolios. Contribute towards value-added written content for Wealth Managers. Contribute towards meetings with external Fund Managers. Monitor tax efficiency within client mandates. Qualifications, Experience and Key Competencies: Tertiary studies in financial, mathematical or related field. Completed or busy with CFA Charter qualification. A minimum of 3 years related work experience. Excellent computer literacy/skills (basic data & coding an advantage). Excellent verbal and written skills. Working knowledge of Regulatory environment. Accuracy and attention to detail. Problem solving / adaptability / curiosity. Ability to function and prioritise under pressure. Professionalism and ability to relate internally / externally. Ability to function as part of a team as well as independently. Accountable, loyal, discreet, conscientious, curious, granular. To manage long-term capital well, you need a long-term view of the position. Desired Skills: Investment Management Assistant Investment Finance Portfolios
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