client portfolio analyst

This is a remote position. Company Description Our Client offers a suite of broking, banking, wealth management, and technology modules supporting stratified company and department configurations for trading, clearing, settlement, margin lending, custody, investment, and advice businesses. We design and develop automations for capital market life-cycle functions including EOIs, capital raising, o...

Job DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. Act responsibly with work related resource...

Job Classification REQ: 133078 - Refilwe Falatsi Closing Date: 10 May 2024 Division: Nedbank Insurance | CSA Employment Equity Statement: Preference will be given to individuals from underrepresented groups. Job Family Risk, Audit and Compliance Career Stream Actuarial Leadership Pipeline Manage Self: Technical Job Purpose To provide oversight and manage performance of the existing Credit Life po...

Job Description:Provide specialised services and support to the assigned client portfolio in the implementation of Rewards and Benefits policies, processes and practices. This includes provision of reward specific information, coordination of input required for the implementation of reward and benefit processes, contribute to Sasol's participation in reward and benefit surveys, analysis of survey...

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...

Job DescriptionTo assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. Contribute to a culture of service excellence, whic...

Senior Analyst, Business Partner, Financial Messaging Job Overview Business Segment: Corporate & Investment Banking Location: ZA, undefined, Johannesburg, Simmonds Street 5 To transform the user experience of CIB Operations' services through the prioritisation and execution of impactful and data driven solutions (Intelligent Process Model) to drive future relevance of business and optimisation of...

Business Segment: Corporate & Investment Banking Location: ZA, undefined, Johannesburg, Simmonds Street 5 To transform the user experience of CIB Operations' services through the prioritisation and execution of impactful and data driven solutions (Intelligent Process Model) to drive future relevance of business and optimisation of services in alignment with strategy.To research, analyse and inter...

Job DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. Act responsibly with work related resource...

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: Corporate & Investment Banking Location: ZA, GP, Johannesburg, Simmonds Street 5 You will be required to maintain the Client Reference Data, Market reference data of financial instruments and the valuation of these instruments. Investment classes used are equity, fixed interest, derivatives, unit trusts, money market and cash securities. The Client Reference Data, Market referen...

Private Banking Analyst Wealth page is loaded Private Banking Analyst Wealth Apply posted on Posted 30 Days Ago job requisition id R9499 Job DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new...

JOB PURPOSE The purpose of this job is to analyse and interpret large data sets to ensure that data driven solutions are developed to address challenges and business needs within MIFA. To transform the user experience of MIFA Operations services through the prioritisation and execution of impactful and data driven solutions (Intelligent Process Model) to drive future relevance of business and opt...

Job DescriptionTo assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. Contribute to a culture of service excellence, whic...

Business Segment: Corporate & Investment Banking Location: ZA, undefined, Johannesburg, Simmonds Street 5 To transform the user experience of CIB Operations' services through the prioritisation and execution of impactful and data driven solutions (Intelligent Process Model) to drive future relevance of business and optimisation of services in alignment with strategy. To research, analyse and inte...

Senior Analyst, Business Partner, Financial Messaging Job Overview Business Segment: Corporate & Investment Banking Location: ZA, undefined, Johannesburg, Simmonds Street 5 To transform the user experience of CIB Operations' services through the prioritisation and execution of impactful and data driven solutions (Intelligent Process Model) to drive future relevance of business and optimisation of...

Private Banking Analyst Wealth page is loaded Private Banking Analyst Wealth Apply posted on Posted 30 Days Ago job requisition id R9499 Job DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new...

Unlock unparalleled growth opportunities and take your career to new heights with our client as a Portfolio Manager where you will be constructing and managing investment portfolios based on the investment mandate and client requirements and within the Outcomes Based Investment philosophy and strategy.Construct and manage investment portfolios based on the outcomes of the mandate and client expec...

The Quantitative Investment Analyst will play a key role in evolving our quantitative capability. They will be responsible for applying relevant techniques to enhance various aspects of Hollard Investments' Investment Process, including database management, performance attribution, asset allocation, manager selection, portfolio construction, risk management, and client reporting. Key Responsibili...

Business Segment: Consumer & High Net Worth Clients Location: ZA, GP, Johannesburg, Baker Street 30 Support CHNW by providing infrastructure, tools and frameworks used to deliver end-to-end solutions to business problems. Build scalable infrastructure for supporting the delivery of business insights from raw data sources with a focus on collecting, managing, analysing, visualising data, and devel...

Business Segment: Business & Commercial Banking To support the Relationship Manager with the day-to-day administrative (portfolio management), sales, operational and credit management functions for an allocated Entrepreneur portfolio. To ensure that all compliance requirements within the portfolio are met and act as a central office-bound contact point for the client, providing sales and service ...

The key function of the position of Investment Analyst is to conduct investment research and analysis, to make long term investment decisions and identify and take investment opportunities that will protect and grow the portfolios managed by Oasis. The candidate must conduct detailed due diligences and be able to perform detailed fundamental equity analysis and valuation, including ratio analysis...

Senior Business Analyst: Banking: 1 year FTCIIBA Endorsed Certification: AAC, ECBA, CCBA, CBAPExperience/Skills needed:IIBA Best Practice experience and endorsed qualificationProject, Process & Product experienceTo apply a set of tasks and techniques used to work as a liaison amongst stakeholders in order to understand the problems, opportunities; needs; structure; policies and operations of the ...

Ready to take your career in finance to the next level? Look no further! Our client, a prestigious asset manager in South Africa, is seeking a highly skilled Equity Analyst to join their renowned investment team. As an Equity Analyst with our client, you will have the opportunity to work with some of the best minds in the industry. You will have access to cutting-edge research tools, data, and re...