Job title : Client Portfolio Analyst
Job Location : Gauteng, Johannesburg
Deadline : November 03, 2025
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Working Relationships
This role forms part of the Investment Management Client Team based in the Johannesburg office and also has a strong working relationship with the Investment Management Client Team in Cape Town. Other working relationships include general Stonehage Fleming Relationship Managers, external investment managers and linked investment service providers.
Overall Purpose
The primary purpose of the role is to support Portfolio Managers in Johannesburg to manage client investment portfolios by taking into account the client’s specific situation, the agreed mandate, the investment team’s views and preferred vehicles.
Principal Elements and Accountabilities
Portfolio Management
Ensure proper take-on of new clients, collecting FICA and liaising with client service teamConducts suitability assessment of clients and analysis of client affairs (fact find)Prepare new client reviews and proposalsPrepare and oversee client implementation plansMaintain and update client lists, provide tax statements when requested and calculate expected CGTPrepare cash flow forecasts using expected investment returns and cash needsOngoing monitoring of client portfolios - preparing trade recommendations and rebalancing of portfolios when necessaryAttend client meetings, prepare meeting packs, notes and minutesPrepare feedback to general client queries and ad hoc investment analysis requestsCheck monthly and quarterly reports and liaise with reporting team on requirementsReconcile and audit client reportsPrepare quarterly commentary on client portfoliosAssist with any ad hoc requests and general administration involved in maintaining client portfolios and filesTrading and Execution Support
Take responsibility to ensure all trades are executed accurately and timeouslyInvestigate trading queriesCompliance & Risk Management
Ensure that client files are properly set-up and maintainedEnsure clients adhere to approved fund manager list, asset allocation targets & limitsMaintain record of client adviceQualifications and Experience
Business, Economics or Investment related degree, preferably with HonorsInvestment related postgraduate qualification (or studying towards) such as CFP or CFA advantageous2-3 years of relevant experience in the finance / investment industrySkills
Strong general investment knowledge critical, i.e. economy, financial markets, asset classes and portfolio management with a keen interest in investmentsMS Office (Excel, Power Point, Word, Outlook)Excellent written and verbal communication skillsA track record of overall integrityStrong attention to detail andGood relationship management skillsCompetencies and Behaviours
Planning & Organizing : Schedules & manages workload effectively, thinks ahead, sets plans to achieve goalsTeamwork : Supports & works towards team goals, shares information, is helpful & co-operative, works effectively with people outside immediate team and within the wider groupCommunication skills : Communicates clearly and concisely, listens effectively, written communication is well presentedClient orientated : Understands and satisfies client needs at all times, takes full responsibility & accountability for all client matters including delegated tasks, is able to work with a sophisticated client baseTechnical Knowledge : Demonstrates required technical investment knowledge and keeps technical knowledge up to dateProblem solving & Decision making : Considers the wider consequences of each decision, gathers and analyzes information to find creative solutionsResearch & analysis Skills : Displays analytical, objective and thorough approach to information gathering, considers and questions all scenarios and identifies the most important factors, presents analysis in a clear manner reaching logical conclusionAccounting / Financial Services jobs#J-18808-Ljbffr
