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*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
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzM0NzA5X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1230405&xid=1555_34709
2y
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A fast growing Financial Services Firm based in Cape Town is looking for a young and ambitious CA(SA) or CFA seeking an opportunity to see high volumes of deal flow and and get up and close to the world of growth funding. The ideal candidate will need to be excited about building financial models, doing market research and providing in-depth insights into fast growth and exciting target companies. You will gain international deal structuring experience as all target companies are based internationally.
* Due diligence and underwriting of potential deal.
* Financial analysis, financial modelling, market-studies, portfolio company interviews and reporting.
* Analysing business plans and financial models of SMEs, with a specific focus on technology businesses.
* Manage risks and opportunities of portfolio companies which includes strategic decision-making, mergers and acquisitions, fundraising, cash flow forecasting and cost control.
* Monitoring operational and financial performance as well as anticipating finance needs of investment portfolio
* Work together across teams to ensure deals are structured in the best possible manner
* Reporting to institutional investors on a quarterly basis and presenting credit committee investment proposals.
* Registered CA (SA)/CFA with 0 - 2 years post articles experience.
* Strong financial modeling skills.
* A keen interest in the SME, technology and e-commerce industries.
* Ability to work remote.
* R575 000 - R625 000 p/a
* Registered CA (SA)/CFA with 0 - 2 years post articles experience.
* Strong financial modeling skills.
* A keen interest in the SME, technology and e-commerce industries.
* Ability to work remote.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzgzMDVfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1137070&xid=1555_8305
2y
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URGENT ROLE :We currently have a career opportunity for an experienced Valuations Associate Director. An exciting role is available based in Cape Town.Qualifications, skills and ExperienceBachelors or masters degree in business, finance or accounting with demonstrated aptitude in quantitative and qualitative analysisMinimum of 8 years of relevant experience with a venture capital, investment banking, commercial banking, or national valuation firm or experience in the valuation or deals practice of an accounting firm.An accounting designation i.e. CA, CFA, CPA etc.Ability to manage project expenditures against budget and revenue, and provide the necessary leadership and guidance to team members to ensure the completion of work deliverablesProven track record of valuation transactions you have worked on (JSE IPE opinions, PPAs, fair valuation for transaction/ deal purposes, etc).Proven business development, marketing and negotiating techniques with a demonstrated track record of pursing and closing business opportunities, and the ability to manage engagement risk through reaffirming client satisfactionExcellent analytical, project-management, communication, interpersonal, and teamwork skillsStrong technical skills including MS Excel, Word, and PowerPoint
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQwMzc3X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1141446&xid=1266_40377
2y
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