Investment Graduate

Stonehage Fleming; Johannesburg; Sur place; ZAR 500 000 - 700 000; Plein temps

Résumé du poste

A leading family office in Johannesburg is looking for a Portfolio Analyst to support Portfolio Managers in managing client investment portfolios. The role requires a Business, Economics, or Investment degree and advantageous qualifications like CFP or CFA. Candidates should have 4-6 years of experience in the finance industry. The position involves responsibilities such as conducting client assessments, preparing cash flow forecasts, and ensuring compliance. Excellent investment knowledge and communication skills are essential.

Qualifications

• 4-6 years of relevant experience in the finance/investment industry.
• Business, Economics or Investment related degree, preferably with Honors.
• Investment related postgraduate qualification advantageous.

Responsabilités

• Support Portfolio Managers to manage client investment portfolios.
• Conduct suitability assessment of clients and analysis of client affairs.
• Prepare cash flow forecasts based on expected returns.

Connaissances

Investment knowledge

Communication skills

Relationship management

Formation

Business, Economics or Investment related degree

Investment related postgraduate qualification (CFP or CFA)

Description du poste

Stonehage Fleming is one of the world’s leading independently owned family offices and the largest in Europe, Middle East and Africa (EMEA), as measured by its breadth of services, geographic reach and by assets under management, advice and administration. Stonehage Fleming provides a range of services from long-term strategic planning and investments to day-to-day advice and administration to over 250 families of wealth. The Group employs over 1000 people in 20 offices in 14 jurisdictions around the world.

Purpose

The primary purpose of the role is to support Portfolio Managers 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.

Accountabilities

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

Trading and execution support

• Take responsibility to ensure all trades are executed accurately and timeously

Compliance & Risk Management

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

Qualifications

• Business, Economics or Investment related degree, preferably with Honors
• Investment related postgraduate qualification (or studying towards) such as CFP or CFA advantageous
• 4-6 years of relevant experience in the finance / investment industry

Skills

• Strong general investment knowledge critical, i.e. economy, financial markets, asset classes and portfolio management with a keen interest in investments
• Excellent written and verbal communication skills
• Great relationship management skills