Investment Analyst at Stonehage Fleming

Purpose

• The primary purpose of the role is to support Portfolio Managers in Cape Town to manage client investment portfolios by taking the client’s specific situation, the agreed mandate and the investment team’s views and preferred vehicles into account. The portfolio analyst will have a close working relationship with the Investment team.

Accountabilities

• 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

Trading and execution support

• Take responsibility to ensure all trades are executed accurately and timeously
• Investigate trading queries

Compliance & Risk Management

• 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
• 4-6 years of relevant experience in the finance / investment industry

Skills

• Strong general investment knowledge critical, i.e. economy, financial markets, asset classes and portfolio management with a keen interest in investments
• Excellent written and verbal communication skills
• Great relationship management skills