Investment Analyst

Recruiter:

iStaff Recruitment

Job Ref:

CPT000581/CB

Date posted:

Wednesday, October 30, 2024

Location:

Somerset West, South Africa

Salary:

Monthly

SUMMARY:
A top-tier wealth management firm is looking for a bright, energetic investment whiz to join their team and help their Wealth Managers.

POSITION INFO:
Minimum Requirements:
1. Suitable Degree
2. FAIS compliant
3. Experience with Bloomberg and Iress
4. Analytically minded
5. At least 3 years’ experience in an investment firm dealing with high-net-worth clients

Duties and Responsibilities:

Deal with complex financial modeling and scenario analysis
Comprehensive wealth and investment management support
Preparation of detailed reports, proposals, and presentations
Attendance at client meetings with Wealth Managers
Build relationships with clients and retain clients
General administrative duties and support to the rest of the team
Provide in-depth investment research and analysis

PLEASE NOTE: Thank you for your interest in this position, we will review and be in touch if you are suitable.

Due to the amount of applications we receive for each position, we are unable to respond to each one individually. Please accept your application as unsuccessful if you had no feedback within 7 days of applying. Your CV will remain on our database and we will be in touch for other suitable positions.

*** In the meantime, please download our

Similar jobs you might be interested in:

Investment Analyst
Location: Cape Town
Salary:
This prominent financial services provider based in South Africa has a strong presence in several other markets.
12 days ago

CA(SA) Investment Analyst
Location: Capetown
Salary: R1080 000 p/a slightly neg
CA(SA) investment analyst - R90 000 p/m - SSubs, CT - Start asap
22 days ago

Investment Analyst
Location: Somerset West
Salary: Monthly
A top-tier wealth management firm is looking for a bright, energetic investment whiz to join their team and help their Wealth Managers.
24 days ago

Investment Analyst
Location: Durbanville
Salary: Market related
Top performing young finance professional sought for an incredible opportunity to join an award-winn
58 days ago

Economic Capital Analyst
Location: Cape Town
Salary:
Drive investment Insights as an Economic Capital analyst.
3 days ago

Credit Analyst: Specialist
Location: Cape Town
Salary:
Unlock Your Potential: Credit analyst Role at a Leading Financial Institution. Are you a seasoned credit professional with a passion for strategy, investment, and portfolio management? Join our client, a top-tier investment leader, as a Credit analyst: Specialist and take charge of a dynamic and diverse credit portfolio.
3 days ago

Credit Specialist
Location: Cape Town
Salary:
Unlock Your Potential: Credit Specialist Role at a Leading Financial Institution. Are you a seasoned credit professional with a passion for strategy, investment, and portfolio management? Join our client, a top-tier investment leader, as a Credit Specialist and take charge of a dynamic and diverse credit portfolio.
3 days ago

Quantitative Analyst
Location: Capetown
Salary: Market Related
Exciting Opportunity for a Quantitative analyst – Drive Innovation in Bond Research & Portfolio Management!
10 days ago

Retail Business Development Manager | Western Cape
Location: Capetown
Salary: Market Related
Dynamic Retail Business Development Manager | Lead Strategic Growth in the Western Cape investment Market!
32 days ago

Senior Property Analyst - Cape Town
Location: Capetown
Salary: Market Related
Senior Property analyst - Cape Town
37 days ago