- Johannesburg
- Salary: R29 167.00 - R34 167.00 Per Month
- Job Type: Permanent
- Sectors: Accounting Insurance Finance
- Reference: 2497992228
Vacancy Details
Employer: CF Consulting
The primary purpose of the 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.
Responsibilities
Portfolio Management
- 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
- Investigate trading queries
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 AND EXPERIENCE
- Business, Economics or Investment related degree, preferably with Honors
- Investment related postgraduate qualification (or studying towards) such as CFP or CFA advantageous
- 2-3 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
- MS Office (Excel, Power Point, Word, Outlook)
- Excellent written and verbal communication skills
- A track record of overall integrity
- Strong attention to detail and
- Good relationship management skills
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About CF Consulting
“Driving Growth. Building Connections. Empowering Success.”
We are a team of dedicated Recruitment & HR professionals invested in the development and management of talent solutions for organizations and candidates across South Africa and the rest of Sub-Saharan Africa. With over 40 years of combined experience in recruitment and HR advisory, our approach is rooted in professionalism, consistency, integrity, and a people centred focus.
We go beyond ticking boxes and engage in value-adding conversations with our clients and candidates. By understanding their individual needs, we ensure optimal alignment and successful matches. We believe that the key to success lies in building strong relationships. Our team fosters open communication and collaboration, working closely with clients and candidates to deliver personalized solutions. Whether you are an organization seeking top talent or a candidate looking for the perfect opportunity, CF Consulting is dedicated to making your experience exceptional.
Our Focus industries:
• Consumer Goods
• Logistics & Supply Chain
• Legal, Financial Services & ICT
• Manufacturing
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