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Portfolio Manager

Persona StaffCape Town, South Africa

30+ days ago

Job description

Requirements :

Financial qualifications and or BCom degree.
3-4 years experience in a similar role.
Computer literate.
Organizational skills.
Strong experience on Excel.
Bilingual in Afrikaans and English.
Matric certificate.
Client service skills.
Ability to work overtime if required.
Leadership skills.
Deadline driven and must have good problem-solving skills.

Responsibilities :

Reconcile and prepare account statements for payment.

Responsible for receiving and auditing council accounts.

Attend monthly management meetings with clients.

Preparation of management reports for clients.

Credit control.

General ad hoc duties.

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Portfolio Manager • Cape Town, South Africa

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