Client Portfolio Analyst | Johannesburg

The Recruitment Council; Johannesburg; On-site; USD 1 000 - 5 000; Full time

Job summary

An established industry player is on the lookout for a skilled Client Portfolio Analyst to join their prestigious Family Office. In this dynamic role, you will support Portfolio Managers in Johannesburg, ensuring that client investment portfolios are effectively managed. Your responsibilities will include conducting suitability assessments, preparing client reviews, and maintaining client files with meticulous attention to detail. This position offers the opportunity to work closely with an investment team, providing valuable insights and recommendations. If you have a strong investment knowledge and a passion for client service, this is the perfect opportunity to advance your career in a thriving environment.

Qualifications

• Degree in Business, Economics or Investment, preferably with Honors.
• 2-3 years of relevant experience in finance/investment industry.

Responsibilities

• Support Portfolio Managers in managing client investment portfolios.
• Prepare cash flow forecasts and monitor client portfolios.

Skills

Investment Knowledge

MS Office (Excel, PowerPoint, Word, Outlook)

Communication Skills

Attention to Detail

Relationship Management

Education

Business, Economics or Investment related degree

Investment-related postgraduate qualification (CFP or CFA)

Job description

Looking to take the next step in your career? We are currently seeking a talented Client Portfolio Analyst to join a prestigious Family Office.

The successful candidate’s role is to support Portfolio Managers in Johannesburg to manage client investment portfolios by taking the client’s specific situation, the agreed mandate, and the investment team’s views and preferred vehicles into account. The portfolio analyst will have a close working relationship with the Investment team.

Principal Elements And Accountabilities:

Portfolio Management:

1. Ensure proper take-on of new clients, collecting FICA and liaising with the client service team.
2. Conduct suitability assessment of clients and analysis of client affairs (fact find).
3. Prepare new client reviews and proposals.
4. Prepare and oversee client implementation plans.
5. Maintain and update client lists, provide tax statements when requested and calculate expected CGT.
6. Prepare cash flow forecasts using expected investment returns and cash needs.
7. Ongoing monitoring of client portfolios – preparing trade recommendations and rebalancing of portfolios when necessary.
8. Attend client meetings, prepare meeting packs, notes and minutes.
9. Prepare feedback to general client queries and ad hoc investment analysis requests.
10. Check monthly and quarterly reports and liaise with the reporting team on requirements.
11. Reconcile and audit client reports.
12. Prepare quarterly commentary on client portfolios.
13. Assist with any ad hoc requests and general administration involved in maintaining client portfolios and files.

Trading and Execution Support:

1. Take responsibility to ensure all trades are executed accurately and timeously.
2. Investigate trading queries.

Compliance & Risk Management:

1. Ensure that client files are properly set-up and maintained.
2. Ensure clients adhere to approved fund manager list, asset allocation targets & limits.
3. Maintain a record of client advice.

Qualifications And Experience:

1. Business, Economics or Investment related degree, preferably with Honors.
2. Investment-related postgraduate qualification (or studying towards) such as CFP or CFA advantageous.
3. 2-3 years of relevant experience in the finance/investment industry.

Skills:

1. Strong general investment knowledge critical, i.e. economy, financial markets, asset classes and portfolio management with a keen interest in investments.
2. MS Office (Excel, PowerPoint, Word, Outlook).
3. Excellent written and verbal communication skills.
4. A track record of overall integrity.
5. Strong attention to detail.
6. Good relationship management skills.

Competencies And Behaviours:

1. Planning & Organizing: Schedules & manages workload effectively, thinks ahead, sets plans to achieve goals.
2. Teamwork: Supports & works towards team goals, shares information, is helpful & co-operative, works effectively with people outside immediate team and within the wider group.
3. Communication skills: Communicates clearly and concisely, listens effectively, written communication is well presented.
4. Client orientated: Understands and satisfies client needs at all times, takes full responsibility & accountability for all client matters including delegated tasks, is able to work with a sophisticated client base.
5. Technical Knowledge: Demonstrates required technical investment knowledge and keeps technical knowledge up to date.
6. Problem solving & Decision making: Considers the wider consequences of each decision, gathers and analyses information to find creative solutions.
7. Research & analysis Skills: Displays analytical, objective and thorough approach to information gathering, considers and questions all scenarios and identifies the most important factors, presents analysis in a clear manner reaching logical conclusions.