client portfolio analyst

Business Segment: Business & Commercial Banking To grow and retain a portfolio of high-value Growth Segment relationships through partnering for growth by proactively providing a high-end differentiated service and value-adding solutions. Qualifications Minimum QualificationsExperience Required3-4 yearsExperience as a Business Banker/managing a portfolio in the entrepreneur environment is prefera...

DescriptionHire 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 r...

Overview Job Title: Senior Financial Analyst Financial EngineeringDivision: Group FinanceReporting to: Head: Strategic Finance & ProvisionsLocation: Johannesburg, South AfricaJob Summary:We are seeking an experienced and motivated Senior Financial Analyst to join our team in Johannesburg.As a Senior Financial Analyst, you will be responsible for providing strategic financial insights and analysis...

Reference: NFP014097-AND-1 Calling all Financial Mavericks in Cape Town! Become part of a dynamic team in Cape Town as a Senior Research and Investment Analyst, where you'll lead in-depth investment research and develop tailored solutions for esteemed clientele. This cross-functional position involves collaborating with various stakeholders to drive the value proposition and enhance the overall r...

Reference: NFP014097-AND-1 Calling all Financial Mavericks in Cape Town! Become part of a dynamic team in Cape Town as a Senior Research and Investment Analyst, where you'll lead in-depth investment research and develop tailored solutions for esteemed clientele. This cross-functional position involves collaborating with various stakeholders to drive the value proposition and enhance the overall r...

Reference: NFP014237-ASl-1 Are you a highly skilled and experienced Life Actuary looking for a leadership role? Join one of the best performing companies on the JSE as an Actuary and apply your life corporate skill set. Job & Company Description: This is an innovative group of companies with a rich history spanning over 20 years. They have established themselves in the financial services sphere a...

Business Segment: Business & Commercial Banking To grow and retain a portfolio of high-value Growth Segment relationships through partnering for growth by proactively providing a high-end differentiated service and value-adding solutions. Qualifications Minimum QualificationsType of Qualification: First DegreeField of Study: Business Commerce (FAIS)Experience RequiredRelationship Banking (Client ...

Are you a seasoned Portfolio Manager with a passion for navigating the complexities of Hedge Funds? An esteemed financial services firm, renowned for its innovative strategies and commitment to excellence, is seeking a talented individual to join its elite team. You will need to drive strategic investment portfolio management for the Fund of Hedge Funds based on objectives of the mandate, client ...

Overview Job Title: Senior Financial Analyst Financial EngineeringDivision: Group FinanceReporting to: Head: Strategic Finance & ProvisionsLocation: Johannesburg, South AfricaJob Summary:We are seeking an experienced and motivated Senior Financial Analyst to join our team in Johannesburg. As a Senior Financial Analyst, you will be responsible for providing strategic financial insights and analysi...

Robert Walters South Africa What you'll do: As a Direct Lending Operations Analyst, you will play a pivotal role in supporting our Private Debt funds. Your day-to-day responsibilities will include overseeing investment settlements, maintaining system, conducting investment level analysis, assisting fund accounting in closing NAV's, among others. You will also have the opportunity to work closely ...

Our client is seeking an Investment Analyst to join their team. In this role, you will play a vital role in supporting the investment process, from deal origination and analysis to portfolio monitoring and reporting. Requirements: Bachelor's Degree in Finance, Economics, or a related field CA(SA)/ CFA 3 years private equity experience Strong analytical and problem-solving skills.

Job DescriptionTo support the Client Portfolio Executive by managing and administering a portfolio of clients including the application of an approval and ongoing quality risk management of the client's credit facilities.Deliver exceptional service through educating the client, offering an appropriate solution and ensuring the relationship is maintained. Continuously monitor actual process turnar...

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

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

WORKING RELATIONSHIPS This role forms part of the Investment Management Team based in the Johannesburg office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include general Relationship Managers, external investment managers and linked investment service providers. OVERALL PURPOSE The primary purpose of the role is to support Portfoli...

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

Our client in the financial services industry is looking for an Investment Reporting Specialist / Business Analyst at their offices in Pretoria.The Reporting Specialist will play a key role in the development of effective client-centric investments reports, the testing of the complex calculation based on the correct underlying data and ensuring compliance of the reports with the necessary regulat...

Job DescriptionTo support the Client Portfolio Executive by managing and administering a portfolio of clients including the application of an approval and ongoing quality risk management of the client's credit facilities.Deliver exceptional service through educating the client, offering an appropriate solution and ensuring the relationship is maintained.Continuously monitor actual process turnaro...

Job DescriptionTo support the Client Portfolio Executive by managing and administering a portfolio of clients including the application of an approval and ongoing quality risk management of the client's credit facilities.Hello Future Client Portfolio AnalystWelcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud...

Job DescriptionTo support the Client Portfolio Executive by managing and administering a portfolio of clients including the application of an approval and ongoing quality risk management of the client's credit facilities.Hello Future Client Portfolio Analyst Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly prou...

WORKING RELATIONSHIPS This role forms part of the Investment Management Team based in the Johannesburg office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include general Relationship Managers, external investment managers and linked investment service providers. OVERALL PURPOSE The primary purpose of the role is to support Portfoli...

Our Client's Cape Town office operates as an extension of their jurisdictional offices who outsources its back office fund administration duties relating to its clients in both the traditional and alternative asset spaces Key role within the business and responsibilities include, but are not limited to: Reporting into the Client Services Ops team, you will take responsibility for delivering divis...

Key role within the business and responsibilities include, but are not limited to: Reporting into the Client Services Ops team, you will take responsibility for delivering division impacting projects, focused largely on supporting their Governance and Control function Management Manage multiple projects across Fund Operations from inception to implementation and provide post implementation suppor...

In search of bright, high-achieving candidates. Solid academic records, especially in technical fields, are preferred, with a strong background in MM (Multi-Manager) experience being ideal. However, a fundamental understanding of investment practices is essential. We value individuals who thrive under deadlines, embrace adaptability, and are open to continuous learning. Curiosity, willingness to ...