Client Portfolio Analyst

*Reference: DB 6623* *Consultant:  Dorei Barnes* *Description:* * Ensure proper take-on of new clients, collecting FICA and liaising with client service team * Conducts suitability assessment of clients and analysis of client affairs (fact find) * Prepare new client reviews and proposals * Prepare and oversee client implementation plans * Maintain and update client lists, provide tax statements when requested and calculate expected CGT * Prepare cash flow forecasts using expected investment returns and cash needs * Ongoing monitoring of client portfolios - preparing trade recommendations and rebalancing of  portfolios when necessary * Attend client meetings, prepare meeting packs, notes and minutes * Prepare feedback to general client queries and ad hoc investment analysis requests  * Check monthly and quarterly reports and liaise with reporting team  on requirements * Reconcile and audit client reports * Prepare quarterly commentary on client portfolios * Assist with any ad hoc requests and general administration involved in maintaining client portfolios and files * Take responsibility to ensure all trades are executed accurately and timeously * Investigate trading queries * Ensure that client files are properly set-up and maintained * Ensure clients adhere to approved fund manager list, asset allocation targets & limits * Maintain record of client advice *Qualifications:* * Business, Economics or Investment related degree, preferably with Honors * Investment related postgraduate qualification (or studying towards) such as CFP or CFA advantageous * 2-3  years of relevant experience in the finance / investment industry * Strong general investment knowledge critical, i.e. economy, financial markets, asset classes and portfolio management with a keen interest in investments * MS Office (Excel, Power Point, Word, Outlook) * Excellent written and verbal communication skills * A track record of overall integrity * Strong attention to detail and * Good relationship management skills