Onsite Portfolio Operations

Posted 19 hours ago

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About the role

  • Client reviews and performance
  • Portfolio Implementation
  • Modelling of client portfolios
  • Portfolio construction and implementation
  • Execute local and offshore trades
  • Oversee Corporate Actions
  • Ad hoc portfolio manager and client requests

Requirements

  • B. Com/ B. Com Honours
  • Trader’s exam
  • Understanding of Private Client business and stock-broking environment
  • Previous experience within Private Wealth industry will be advantageous
  • Working knowledge of X-Plan and BDA an advantage
  • Digital literacy
  • Excellent numerical acumen

Benefits

  • Building strong, lasting relationships with employees
  • Opportunities for growth and development

Job title

Portfolio Operations

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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