Junior Financial Data Analyst
Finovate People
- Hermanus, Western Cape
- R20,000-30,000 per month
- Permanent
- Full-time
- Assist with client portfolio analysis
- Assist with implementation of trade decisions
- Assist with portfolio rebalancing
- Calculate returns on client portfolios
- Prepare quarterly factsheets
- Build and maintain financial models to analyse client portfolios
- Assist with the implementation of CRM system and maintain user access and capabilities
- Assist with data verification in IRESS
- Maintain IRESS to do list and minute meetings with IRESS implementations team
- Update client records in IRESS and help maintain CRM system
- Assist with extracting and managing data from custodians
- Assist with the design and implementation of internal data flows
- Assist with the automation of repetitive tasks utilising MS Office suite
- Prepare and distribute quarterly reports for clients
- Assist with all client queries
- Assist with creating proposals for new and existing clients
- Assist with opening new client accounts and handle all client related administration
- Prepare and distribute annual tax packs and related queries
- Assist with sponsorship events i.e. presentations etc.
- Assist with client fee calculation and commission distribution
- Maintain an office to do list and keep it up to date daily
- Manage process of client withdrawal requests
- Manage monthly income payments
- Document preparation for meetings
- Assist with new projects and terms of business
- Assist with developing presentations for marketing events
- Preferably BComm in Finance or Bsc in Computer Science
- Financial Modelling experience
- Advance Excel including VBA preferred
- IRESS and Xplan (preferred but not essential)
- MS Power BI
- Interest in Financial Markets