Job title: Portfolio Analyst & Operations Associate
Employment type: Full Time
Experience: 3 to 4 years
Salary: Negotiable
Salary Type: Cost to Company
Job published: 28 September 2021
Job reference no: 3860030716

Job Description

Seeking a highly motivated individual to provide support to the senior analysts and management team of a boutique, high net worth, private wealth company. This role is based in Cape Town. 

Requires a high level of attention to detail, superior communication skills and able to work well within a collaborative team approach.

Required skills and personal attributes: 

  • Business degree: B.Com/B.Bus.Sci. Progress towards CFA/CFP beneficial.
  • 3-4 years experience in Financial Services, in particular with FAIS
  • Highly analytical
  • Attention to detail
  • Commitment to client service

Key job functions, duties and responsibilities: 

  • Portfolio Reporting: preparing, populating, reviewing and developing client reports
  • Client Portfolio Management: assisting consultants in the general oversight and management of client portfolios
  • Research & Analysis: fund performance review; analysis of investment opportunities


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Please note that if you do not receive a response from us within 2 weeks of your application, please consider it as unsuccessful for this particular role – thank you.