46 Client Portfolio Management Jobs in City of Cape Town - page 2
-
Multi-Asset Investment Analyst/ Junior Analyst Rory Mackie & Associates - Cape Town Develop a deep understanding of the multi-asset team's models, fundamental research inputs, portfolio specific guidelines and objectives to determine implications for investment strategy An interpersonally... More than 30 days ago
-
Investment Analyst: Listed Credit Network Recruitment - Cape Town Review existing transactions and advise on strategies such as hold/sell/buy based on ongoing analysis. Assess P/E ratios and other key financial metrics to evaluate the value and risks of investments. Collaborate... 800 000 23 days ago
-
Investment Portfolio Analyst Guardian Recruiting - Cape Town Monitor and assess incumbent and current managers alongside the portfolio managers and investment research teams Use of Morningstar, Bloomberg, FactSet and programming languages like R, Python, Matlab... More than 30 days ago
-
Portfolio AdministratorHire Resolve
7439 Bellville, South Africa Investigate and reconcile discrepancies between internal reports and LISP data. Prepare platform-based quotations and assist with mandate-related administration. Proactively handle client and advisor communication... R300 000 2 days ago -
Investment Client Onboarding Manager Rory Mackie & Associates - Cape Town Ensure requirements and processes of external parties such as custodians, transition managers, clearing brokers, administrators, accountants and trading counterparties are considered as part of the onboarding... More than 30 days ago
-
Wealth Management Assistant Frogg Recruitment SA - claremont, Western Cape CFP or studying towards a postgraduate diploma in financial planning would be advantageous Wealth Management Assistant Claremont, Cape Town More than 30 days ago
-
Senior Wealth Assistant - Bellville - Financial ServicesHire Resolve
8000 Bellville, South Africa - Support the Wealth Manager in all aspects of client relationship management, including new client onboarding, account maintenance, and ongoing client communication. - Coordinate with internal and external... R450 000 3 days ago -
Cloud Accountant Set Consulting - Cape Town Bookkeeping & Financial Reporting – Reconcile transactions in Xero , maintain the Fixed Asset Register , and prepare monthly management packs . Tax & Compliance – Submit VAT201s, Income Tax, and Provisional... More than 30 days ago
-
Investment Guidelines Analyst (12-month contract) Rory Mackie & Associates - Cape Town The team consists of three areas: investment restrictions, maintenance in order management system, pre- trade rule analysis and post trade incident analysis. Continually review and improve processes to... More than 30 days ago
-
Relationship Manager: RRB Nedbank - Cape Town, ZA Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation... 4 days ago
Top locations