Description:
Job title: Financial and Systems Analyst
Our client, based in Hermanus , is looking to hire a Financial and Systems Analyst to join their team as soon as possible.
Key Responsibilities
Portfolio Analysis
- Assist with client portfolio analysis
- Assist with implementation of trade decisions
- Assist with portfolio rebalancing
- Calculate returns on client portfolios
- Prepare quarterly factsheets
- Build and maintain financial models to analyse client portfolios
Systems
- Assist with the implementation of CRM system and maintain user access and capabilities
- Assist with data verification in IRESS
- Maintain IRESS to do list and minute meetings with IRESS implementations team
- Update client records in IRESS and help maintain CRM system
- Assist with extracting and managing data from custodians
- Assist with the design and implementation of internal data flows
- Assist with the automation of repetitive tasks utilising MS Office suite
Clients
- Prepare and distribute quarterly reports for clients
- Assist with all client queries
- Assist with creating proposals for new and existing clients
- Assist with opening new client accounts and handle all client related administration
- Prepare and distribute annual tax packs and related queries
- Assist with sponsorship events i.e. presentations etc.
- Assist with client fee calculation and commission distribution
- Maintain an office to do list and keep it up to date daily
- Manage process of client withdrawal requests
- Manage monthly income payments
- Document preparation for meetings
- Assist with new projects and terms of business
- Assist with developing presentations for marketing events
Requirements (Qualification and Skill)
- BComm in Finance or Bsc in Computer Science
- Financial Modelling experience
- Advance Excel including VBA preferred
- IRESS and Xplan (preferred but not essential)
- MS Power BI
- Interest in Financial Markets
This position is full time, in office, Monday-Friday.
Starting date : As soon as possible
Location: Hermanus.
Salary : R20 000-R30 000 depending on experience
Please apply online if you meet the above-mentioned requirements.
Please assume that your application was unsuccessful If you have not been contacted within 4 weeks.
Requirements:
- Assist with client portfolio analysis
- Assist with implementation of trade decisions
- Assist with portfolio rebalancing
- Calculate returns on client portfolios
- Prepare quarterly factsheets
- Build and maintain financial models to analyse client portfolios
- Assist with the implementation of CRM system and maintain user access and capabilities
- Assist with data verification in IRESS
- Maintain IRESS to do list and minute meetings with IRESS implementations team
- Update client records in IRESS and help maintain CRM system
- Assist with extracting and managing data from custodians
- Assist with the design and implementation of internal data flows
- Assist with the automation of repetitive tasks utilising MS Office suite
- Prepare and distribute quarterly reports for clients
- Assist with all client queries
- Assist with creating proposals for new and existing clients
- Assist with opening new client accounts and handle all client related administration
- Prepare and distribute annual tax packs and related queries
- Assist with sponsorship events i.e. presentations etc.
- Assist with client fee calculation and commission distribution
- Maintain an office to do list and keep it up to date daily
- Manage process of client withdrawal requests
- Manage monthly income payments
- Document preparation for meetings
- Assist with new projects and terms of business
- Assist with developing presentations for marketing events
- BComm in Finance or Bsc in Computer Science
- Financial Modelling experience
- Advance Excel including VBA preferred
- IRESS and Xplan (preferred but not essential)
- MS Power BI
- Interest in Financial Markets
22 Apr 2024;
from:
careers24.com