Looking to take the next step in your career? We are currently seeking a talented Client Portfolio Analyst to join a prestigious Family Office.

The successful candidate’s role is to support Portfolio Managers in Johannesburg to manage client investment portfolios by taking the client’s specific situation, the agreed mandate, and the investment team’s views and preferred vehicles into account. The portfolio analyst will have a close working relationship with the Investment team.

Principal Elements And Accountabilities:

Portfolio Management:

1. Ensure proper take-on of new clients, collecting FICA and liaising with the client service team.
2. Conduct suitability assessment of clients and analysis of client affairs (fact find).
3. Prepare new client reviews and proposals.
4. Prepare and oversee client implementation plans.
5. Maintain and update client lists, provide tax statements when requested and ...