Portfolio Assistant

Description:

This leading wealth management firm is dedicated to providing personalized financial solutions to their clients. With a focus on integrity, innovation, and client service, they strive to achieve excellence in managing wealth and creating value for their clients. They are seeking a diligent and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assistant will work closely with portfolio managers to support the management and administration of client portfolios. This role offers an exciting opportunity to gain valuable experience in the wealth management industry and contribute to the success of our clients' financial goals.

Key Responsibilities:

Assist portfolio managers in the day-to-day management of client portfolios.
Monitor portfolio performance and assist in the preparation of client reports.
Maintain accurate records of client transactions and portfolio holdings.
Coordinate with internal teams to ensure timely execution of client requests.
Stay informed about market trends, economic indicators, and regulatory changes affecting client portfolios.

Requirements:

Relevant BCom degree
2+ years of experience in investments/asset management space
Experience with BDA, Tradecis, Marble
Strong computer skills

Apply now!

For more Actuarial and Analytics jobs, please visit www.networkrecruitment.co.za

If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.

For more information contact:
Adon Abrahams
Senior Specialist Consultant: Actuarial & Analytics
adabrahams@networkfinance.co.za