- Location
- Johannesburg
- Type
- Full-time
- Department
- Management
- Seniority
- Manager
- Closing date
- Today
- Source
- CareersPage
Description
The primary purpose of this position is to service to bespoke clients Portfolio
Portfolio management will include portfolio maintenance during the life of the mandate.
We require someone with market and investment experience that can hit the ground running. The successful person should be able to analyze portfolio companies, help construct bespoke portfolios as well as understand market and asset class dynamics
Responsibilities
- The candidate will have to monitor these mandates, in the context of their objectives, and suggest changes to the lead portfolio manager.
The candidate will have to present on bespoke mandate performance and positioning to clients providing insight on the portfolio as well as general market conditions.
They will also have to suggest companies that could form part of bespoke portfolios. This will involve sourcing and valuing these companies for the lead portfolio manager. - Customer Service and Handling of queries
Qualification
At least an honours qualification.
Postgraduate qualification (such as the CA or CFA designation)
Skills
Customer ServiceCFA
