Johannesburg Client Portfolio Analyst - Investment Strategy

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

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.