Investment Portfolio Analyst

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General Details
Location:
, WoodmeadJohannesburg
Advertised By: Agency
Company Name: WhatJobs
Job Type: Contract
Description
Investment Portfolio AnalystIf you are an investment graduate, achieving in all senses of the Word, with excellent communication skills, and have a strong general investment background and interest, you have just found your next home.The client is a global investment manager, constructing high conviction portfolios and helps preserve and expand wealth for their clients. With offices across the world and has operated for centuries in some of those, they boast true global investment wisdom.This role forms part of the Investment Management Team based in the Johannesburg Office and has a strong working relationship with the Investment team in Cape Town. Other working relationships include general Relationship Managers, external investment managers, and linked investment service providers.The primary purpose of the role is to support Portfolio Managers in Johannesburg to manage client investment portfolios by taking the clients specific situation, the agreed mandate and the investment teams views and preferred vehicles into account.Qualifications and ExperienceBusiness, Economics or Investment related degree, preferably with HonoursInvestment-related postgraduate qualification or studying towards such as CFP or CFA advantageous2-3 years of relevant experience in the finance/investment industryCompetencies and BehavioursPlanning & Organizing:Schedules & manages workload effectively, think ahead, sets plans to achieve goalsTeamwork:Supports & works towards team goals, shares information, is helpful & cooperative, works effectively with people outside the immediate team and within the wider groupCommunication skills:Communicates clearly and concisely, listens effectively, written communication is well presentedClient 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 baseTechnical Knowledge:Demonstrates required technical investment knowledge and keeps technical knowledge up to dateProblem-solving & Decision making:Considers the wider consequences of each decision, gathers and analyses information to find creative solutionsResearch & Analysis Skills:Displays analytical, objective and thorough approach to information gathering, considers and questions all scenarios and identifies the most important factors, presents an analysis in a clear manner reaching logical conclusionsKey ResponsibilitiesPortfolio ManagementEnsure proper take-on of new clients, collecting FICA and liaising with client service teamConducts suitability assessment of clients and analysis of client affairs fact findPrepare new client reviews and proposalsPrepare and oversee client implementation plansMaintain and update client lists, provide tax statements when requested and calculate expected CGTPrepare cash flow forecasts using expected investment returns and cash needsOngoing monitoring of client portfolios - preparing trade recommendat

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