Portfolio Analyst, Client Investments – Entry Level

The Recruitment Council; Johannesburg; On-site; ZAR 30 000 - 60 000; Full time

Job summary

Join a dynamic team as a Junior Client Portfolio Analyst, where you'll play a pivotal role in managing client investment portfolios. This exciting position involves supporting Portfolio Managers in Cape Town, conducting client assessments, and ensuring trades are executed accurately. You'll engage with clients, prepare insightful reports, and contribute to compliance and risk management. This role offers an excellent opportunity for growth within the finance industry, allowing you to leverage your investment knowledge and communication skills in a collaborative environment. If you're passionate about investments and eager to make a difference, this is the perfect opportunity for you.

Qualifications

• Degree in Business, Economics, or Investment-related field required.
• 1-3 years of relevant experience in finance/investment industry.

Responsibilities

• Support Portfolio Managers in managing client investment portfolios.
• Conduct client suitability assessments and prepare reviews.
• Ensure accurate execution of trades and compliance with regulations.

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

Join a dynamic team as a Junior Client Portfolio Analyst, where you'll play a pivotal role in managing client investment portfolios. This exciting position involves supporting Portfolio Managers in Cape Town, conducting client assessments, and ensuring trades are executed accurately. You'll engage with clients, prepare insightful reports, and contribute to compliance and risk management. This role offers an excellent opportunity for growth within the finance industry, allowing you to leverage your investment knowledge and communication skills in a collaborative environment. If you're passionate about investments and eager to make a difference, this is the perfect opportunity for you.