client portfolio analyst

Overview Position Overview:Hire Resolve s client is seeking a highly skilled and analytical Credit Portfolio Analyst to join their Investment firm in Johannesburg. The ideal candidate will be responsible for assessing credit risk, managing credit portfolios, and providing insightful analysis to support investment decision-making. The individual should possess strong financial acumen, exceptional ...

Business Segment: Business & Commercial Banking To support the Banker, Enterprise (i.e., Portfolio & Multi-Channel) with the day-to-day administration, portfolio management, sales, operational and credit management functions for an allocated portfolio. To ensure that all compliance requirements within the portfolio are met and act as a contact point for the client, providing sales and service ful...

Role Purpose:To manage investment portfolios for high net worth clients, working as a member of the investmentteam and contributing company and economic research and asset allocation insights. The Portfolio Manager isresponsible for investment performance and growing assets under management by attracting new clients andretaining existing clients.They are responsible for :Ensuring that all activit...

Overview Hire Resolve s Client, a reputable Investment Management company, is currently seeking a talented Fixed Income Analyst & Assistant Portfolio Manager to join their team. In this role, you will be responsible for conducting research and analysis on fixed income securities, assisting in the management of investment portfolios, and providing support to senior portfolio managers.You will work...

Overview Hire Resolve s Client, a reputable Investment Management company, is currently seeking a talented Fixed Income Analyst & Assistant Portfolio Manager to join their team. In this role, you will be responsible for conducting research and analysis on fixed income securities, assisting in the management of investment portfolios, and providing support to senior portfolio managers. You will wor...

DescriptionWORKING RELATIONSHIPSThis role forms part of the Investment Management Team based in the Cape Town office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include general Stonehage Fleming Relationship Managers, external investment managers and linked investment service providers.OVERALL PURPOSEThe primary purpose of the role...

Position Overview:Hire Resolve's client is seeking a highly skilled and analytical Credit Portfolio Analyst to join their Investment firm in Johannesburg. The ideal candidate will be responsible for assessing credit risk, managing credit portfolios, and providing insightful analysis to support investment decision-making. The individual should possess strong financial acumen, exceptional attention...

Overview Position Overview:Hire Resolve s client is seeking a highly skilled and analytical Credit Portfolio Analyst to join their Investment firm in Johannesburg. The ideal candidate will be responsible for assessing credit risk, managing credit portfolios, and providing insightful analysis to support investment decision-making. The individual should possess strong financial acumen, exceptional ...

These jobs were popular with other job seekersYou're investment savvy and building client relationships is what you thrive in.Is this you?Not only do you have extensive technical investments experience, you are also brilliant at building and maintaining client relationships and this combination of skills and expertise allows you to grow and protect your clients' wealth, just what a family of weal...

Job title: Jnr Financial Data AnalystOur client, based in Hermanus, is looking to hire a Jnr Financial Data Analyst to join their team as soon as possible. Key Responsibilities Portfolio AnalysisAssist with client portfolio analysisAssist with implementation of trade decisionsAssist with portfolio rebalancingCalculate returns on client portfoliosPrepare quarterly factsheetsBuild and maintain fina...

Job title: Junior Financial Data AnalystOur client, based in Hermanus, is looking to hire a Junior Financial Data Analyst to join their team as soon as possible. Key Responsibilities Portfolio AnalysisAssist with client portfolio analysisAssist with implementation of trade decisionsAssist with portfolio rebalancingCalculate returns on client portfoliosPrepare quarterly factsheetsBuild and maintai...

Job title: Jnr Financial Data Analyst Our client, based in Hermanus , is looking to hire a Jnr Financial Data Analyst to join their team as soon as possible. Key Responsibilities Portfolio Analysis 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 maint...

Job title: Jnr Financial Data Analyst Our client, based in Hermanus , is looking to hire a Jnr Financial Data Analyst to join their team as soon as possible. Key Responsibilities Portfolio Analysis 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 maint...

Job title: Junior Financial Data Analyst Our client, based in Hermanus , is looking to hire a Junior Financial Data Analyst to join their team as soon as possible. Key Responsibilities Portfolio Analysis 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...

Job title: Jnr Financial Data AnalystOur client, based inHermanus, is looking to hire a JnrFinancial Data Analystto join their team as soon as possible. Key ResponsibilitiesPortfolio AnalysisAssistwith client portfolio analysisAssistwith implementation of trade decisionsAssistwith portfolio rebalancingCalculate returns on client portfoliosPrepare quarterly factsheetsBuild and maintain financial m...

Position Overview:Hire Resolve s client is seeking a highly skilled and analytical Credit Portfolio Analyst to join their Investment firm in Johannesburg. The ideal candidate will be responsible for assessing credit risk, managing credit portfolios, and providing insightful analysis to support investment decision-making. The individual should possess strong financial acumen, exceptional attention...

Overview A leading independent Investment Management company based in Gauteng is looking for a Reporting Analyst to join their team of professionals. In this role, you will be responsible for portfolio valuation processes and systems, management fee calculations, portfolio regulatory and mandate limits, and performance measurement of investment products. The successful individual will possess str...

You've got that hard earned CFA level 1 and now you just need to apply it! Is this you? Your investment foundation has equipped you to know what it takes to support a Portfolio Manager in managing their clients' investments by you being the go between between the investment team and the Portfolio Manager. You'll be applying your technical investment administration abilities while dealing with sta...

A leading independent Investment Management company based in Gauteng is looking for a Reporting Analyst to join their team of professionals.In this role, you will be responsible for portfolio valuation processes and systems, management fee calculations, portfolio regulatory and mandate limits, and performance measurement of investment products.The successful individual will possess strong quantit...

Hire Resolve's Client, a reputable Investment Management company, is currently seeking a talented Fixed Income Analyst & Assistant Portfolio Manager to join their team. In this role, you will be responsible for conducting research and analysis on fixed income securities, assisting in the management of investment portfolios, and providing support to senior portfolio managers. You will work closely...

Description Hire Resolve's client, a leading investment firm in Johannesburg, is seeking a highly skilled and experienced Senior Credit Analyst to join their team. As a Senior Credit Analyst, you will be responsible for assessing the creditworthiness of companies and evaluating investment opportunities. You will play a critical role in making informed investment decisions and managing the credit ...

Description Hire Resolve's client, a leading investment firm in Johannesburg, is seeking a highly skilled and experienced Senior Credit Analyst to join their team. As a Senior Credit Analyst, you will be responsible for assessing the creditworthiness of companies and evaluating investment opportunities. You will play a critical role in making informed investment decisions and managing the credit ...

The primary purpose of the 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. Responsibilities Portfolio Management Ensure proper take-on o...

Overview Description Hire Resolve's client, a leading investment firm in Johannesburg, is seeking a highly skilled and experienced Senior Credit Analyst to join their team. As a Senior Credit Analyst, you will be responsible for assessing the creditworthiness of companies and evaluating investment opportunities. You will play a critical role in making informed investment decisions and managing th...