Seeking a highly motivated individual to provide support to the senior analysts and management team of a boutique, high net worth, private wealth company.

Requires a high level of attention to detail, superior communication skills and able to work well within a collaborative team approach.

Required skills and personal attributes:

  • Business degree: B.Com/B.Bus.Sci. Progress towards CFA/CFP beneficial.
  • 1-3 years experience in Financial Services, in particular with FAIS
  • Highly analytical
  • Attention to detail
  • Commitment to client service

Key job functions, duties and responsibilities:

  • Portfolio Reporting: preparing, populating, reviewing and developing client reports
  • Client Portfolio Management: assisting consultants in the general oversight and management of client portfolios
  • Research & Analysis: fund performance review; analysis of investment opportunities

About The Employer:

Boutique, high net worth, private wealth company

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