Client Portfolio Analyst

• Ensure proper take-on of new clients, collecting FICA and liaising with client service team
• Conducts suitability assessment of clients and analysis of client affairs (fact find)
• Prepare new client reviews and proposals
• Prepare and oversee client implementation plans
• Maintain and update client lists, provide tax statements when requested and calculate expected CGT
• Prepare cash flow forecasts using expected investment returns and cash needs
• Ongoing monitoring of client portfolios - preparing trade recommendations and rebalancing of portfolios when necessary
• Attend client meetings, prepare meeting packs, notes and minutes
• Prepare feedback to general client queries and ad hoc investment analysis requests
• Check monthly and quarterly reports and liaise with reporting team on requirements
• Reconcile and audit client reports
• Prepare quarterly commentary on client portfolios
• Assist with any ad hoc requests and general administration involved in maintaining client portfolios and files

• Take responsibility to ensure all trades are executed accurately and timeously
• Investigate trading queries

• Ensure that client files are properly set-up and maintained
• Ensure clients adhere to approved fund manager list, asset allocation targets & limits
• Maintain record of client advice

• Business, Economics or Investment related degree, preferably with Honors
• Investment related postgraduate qualification (or studying towards) such as CFP or CFA advantageous
• 2-3 years of relevant experience in the finance / investment industry

• Strong general investment knowledge critical, i.e. economy, financial markets, asset classes and portfolio management with a keen interest in investments
• MS Office (Excel, Power Point, Word, Outlook)
• Excellent written and verbal communication skills
• A track record of overall integrity
• Strong attention to detail and
• Good relationship management skills

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