The candidate would need to learn how to produce each of these deliverables by learning the tools required to:
-
Acquire information and data from Asset Managers and other data providers
-
Interact with managers telephonically or via email
-
Input, retrieve, update and delete information from electronic folders and files
-
Review, check, and verify inputted information, client fact sheets, incoming data feeds, data bases, and other materials for accuracy and completeness
-
Manage data inputting and accuracy of this data
-
Populate information into Excel files, Word and PowerPoint documents
-
Keep client portfolio information up to date for analysis, reporting and valuation purposes.
-
Assist in ensuring prompt delivery of client reports and updates
-
Assist with document preparation for meetings with clients
-
Quality control of presentations
-
Deal with sensitive and confidential information
Requirements, Qualifications and Experience
- Excellent oral and written communication skills
- Ability to communicate effectively with colleagues at all levels
- Ability to respond to all communications effectively and in a timely manner
- Ability to work both independently and on client teams
- Ability to juggle several different projects concurrently and deliver on all of them
- High energy individual looking for a dynamic growth-oriented environment
- Quantitative Work Experience an advantage
- An appropriate level of financial acumen
- A recognised business diploma or higher, containing statistics
- Highly computer literate and proficient in MS Office, particularly Excel, Word, PowerPoint
- An understanding of the South African Financial Industry and Markets
Personal Style and Values
- Excellent attention to detail
- Thorough
- Well presented
- Articulate
- Pleasant natured
- Ability to work independently and as part of a team
- Happy to work in an open plan environment
- Considerate and honest
- Sense of Humour
- South African Citizen
Gmail
Yahoomail