Duties and Responsibilities:
- Attend client meetings, willing to present to clients covering various financial market indicators and market performance indicators
- Report writing on various industry related topics
- Due diligence investigations and report writing
- Presentation of research findings
- Preparation of monthly performance reports and fund fact sheets
- Systems driven input, data capturing and output generation and interpretation
- Ad hoc administration work
Qualifications:
- Minimum Bachelor of Commerce degree or similar
Skills/Competencies and experience:
- Excellent communication skills
- Client facing – confidence and comfortable in front of clients
- Good report writing skills
- Detail orientated
- Good with numbers
- Out of the box and logical thinking
- Preference will be given to candidates with the following FAIS licence service categories:
- Long Term Insurance: Category B1, C, B2, B2-A, B1-A
- Retail Pension Fund Benefits
- Pension Fund Benefits
- Securities and Instruments – Shares; Money Markets; Debentures and Securities Debt; Warrants, Certificates and other instruments; Bonds; Derivatives
- Participatory interests in Collective Investment Scheme
- Structured Deposits
- Participatory interest in Hedge Fund
- System knowledge: Windows and Advanced Microsoft Office skills (Word, Excel, PowerPoint)
- Coding / Programming not required, but may be an advantage
- 1 – 5 years’ experience
Travel:
Willing to travel between Johannesburg and Cape Town (1-2 days monthly)