Purpose of the role:The purpose of the Portfolio Manager role is to construct investment portfolios based on investment mandate and client requirements, implement suitable investment strategies, and thereafter monitor investment performance and review and/or rebalance portfolios based on changes in the client's investment objectives and/or changes in market conditions. Key Outputs:Client attracti...
Purpose of the role:The purpose of the Portfolio Manager role is to construct investment portfolios based on investment mandate and client requirements, implement suitable investment strategies, and thereafter monitor investment performance and review and/or rebalance portfolios based on changes in the client's investment objectives and/or changes in market conditions. Key Outputs:Client attracti...
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 Responsibilit...
Be part of our client's office family as a Junior Client Portfolio Analyst. The successful candidate will form 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 client relationship managers, external investment managers and linked investment service prov...
Purpose of the role:The purpose of the Portfolio Manager role is to construct investment portfolios based on investment mandate and client requirements, implement suitable investment strategies, and thereafter monitor investment performance and review and/or rebalance portfolios based on changes in the client's investment objectives and/or changes in market conditions. Key Outputs:Client attracti...
Who are we?Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary an...
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...
Role and responsibilities:OverviewThe role will form part of the client service team working closely with the Head of Client Service and will report to the CEO . The candidate will be responsible for developing, managing and supporting client relationships. The candidate will be expected to work closely with the clients to ensure they have an in depth understanding of their client businesses to e...
Purpose of the role:The purpose of the Portfolio Manager role is to construct investment portfolios based on investment mandate and client requirements, implement suitable investment strategies, and thereafter monitor investment performance and review and/or rebalance portfolios based on changes in the client's investment objectives and/or changes in market conditions. Key Outputs:Client attracti...
Description Context to RGM:Revenue Growth Management (RGM) at Mondelez is a key organizational priority to drive superior, healthy growth over the long-term. It is acknowledged as a critical capability in building competitive advantage.RGM is focused on category and consumption expansion balancing top & bottom-line growth via a sustainable & holistic multi-year, multi-lever approach that is benef...
Business Segment: Personal & Private Banking To be accountable for a portfolio of ultra high value clients and Family Office clients characterised by complex transactions, by providing bespoke financial advice regarding their long-term wealth, Investment Planning, Estate planning, enabled by optimal service, integrating and coordinating all Standard Bank products as well as approved third party s...
Description Context to RGM:Revenue Growth Management (RGM) at Mondelez is a key organizational priority to drive superior, healthy growth over the long-term. It is acknowledged as a critical capability in building competitive advantage.RGM is focused on category and consumption expansion balancing top & bottom-line growth via a sustainable & holistic multi-year, multi-lever approach that is benef...
Head: Wealth Management & Investment Tax page is loaded Head: Wealth Management & Investment Tax Apply locations Pinelands time type Full time posted on Posted 3 Days Ago job requisition id JR-53505 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description Role Overview As part of the Old Mutual Limited Grou...
Head: Wealth Management & Investment Tax page is loaded Head: Wealth Management & Investment Tax Apply locations Pinelands time type Full time posted on Posted 3 Days Ago job requisition id JR-53505 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description Role Overview As part of the Old Mutual Limited Grou...
Looking to take the next step in your career? We are currently seeking a talented Client Portfolio Analyst to join a prestigious Family Office. The successfulcandidate'srole 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 po...
Business Segment: Personal & Private Banking To be accountable for a portfolio of ultra high value clients and Family Office clients characterised by complex transactions, by providing bespoke financial advice regarding their long-term wealth, Investment Planning, Estate planning, enabled by optimal service, integrating and coordinating all Standard Bank products as well as approved third party s...
MAIN PURPOSE OF ROLE The candidate will be responsible for performing the day-to-day operational processes for various investment accounting, data management and market data activities. The candidate will work in Institutional Fund Operations, working closely with the other operational departments (NAV Pricing, Performance, Portfolio Administration) as well as Tax, Institutional Client Services, ...
Business Segment: Corporate & Investment Banking To manage a portfolio of counterparty credit risks associated with lending, trading, and investing activities, with the primary objective of assessing and managing risk within acceptable parameters as well as manager a team of other Credit Analysts. Coordinate and ensure that the post-approval implementation of facilities and legal documentation is...
Looking to take the next step in your career? We are currently seeking a talented Client Portfolio Analyst to join a prestigious Family Office.The successfulcandidate'srole 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 por...
Regional Manager - Mpumalanga Finance/Accounting Mpumalanga REGIONAL MANAGER MPUMALANGA MPUMALANGA SALARY PACKAGE MARKET RELATED Department Mpumalanga Regional Office Reports to - DIVISIONAL EXECUTIVE: SME AND RURAL DEVELOPMENT ADVANCING B-BBEE Screening and Processing of Enquiries and Applications Effectively screen, prepare and refer quality applications to Funds in line with the mandate and tu...
Overview Job Specification: Global Portfolio ManagerPosition: Global Portfolio ManagerCompany Overview:Our Client's Company is a leading global investment management firm focusing on maximizing returns for its clients by actively managing a diverse portfolio of investments across different asset classes and geographies. As a Global Portfolio Manager, you will play a crucial role in managing and o...
Portfolio Manager: Outsourced Business JG 7Portfolio Manager: Outsourced Business JG 7Portfolio Manager: Outsourced Business JG 7Commercial and PersonalLocation : CenturionThis career opportunity is available at Santam Centurion, Johannesburg for a Portfolio Manager: Outsourced Business, in the Outsourced Business Unit What will you do? Monthly reporting (Focus on deviations and negotiation and i...
Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in a driven Client Portfolio Analyst. This role supports Portfolio Managers in managing client investment portfoli...
Portfolio Manager: Outsourced Business JG 7Portfolio Manager: Outsourced Business JG 7Portfolio Manager: Outsourced Business JG 7 Commercial and Personal Location : Centurion This career opportunity is available at Santam Centurion, Johannesburg for a Portfolio Manager: Outsourced Business, in the Outsourced Business Unit What will you do? Monthly reporting (Focus on deviations and negotiation an...