About the position
Investment Client Portfolio Analyst Shape client portfolios, sharpen your investment craft, and grow with a high-performing team. What you'll be doing (and why you'll enjoy it) Where you'll be doing it What you'll need What you'll get How to apply
Melrose, Johannesburg
Market related
Is this you?
You're detail-obsessed, analytical and commercially astute, with a genuine interest in investment markets. A clear, confident communicator, you build strong relationships, take ownership, and thrive in a collaborative, fast-paced environment. Integrity matters to you, as does delivering polished work for discerning clients.
You'll support Portfolio Managers to onboard clients (FICA, fact finds and suitability), prepare proposals and implementation plans, and keep portfolios humming, monitoring positions, drafting trade recommendations and rebalancing when needed. You'll build cash-flow forecasts, compile meeting packs and minutes, respond to client queries, and check monthly/quarterly reports, including reconciliations, CGT estimates and tax statements. You'll produce quarterly commentary, maintain advice records, ensure files are audit-ready, and help resolve trading queries to make sure every instruction is executed accurately and on time.
With an established, internationally connected investment and wealth management business supporting a sophisticated private-client base. You'll join a close-knit Investment Management team with strong ties between Johannesburg and Cape Town, a culture of shared expertise, and a commitment to rigorous, client-centred advice. You'll be based in professional offices in Melrose, Johannesburg.
A degree in Finance, Economics or Investments (Honours advantageous), with 2-3 years' experience in investments. Post-grad progress such as CFP® or CFA is a plus. Solid knowledge of markets, asset classes and portfolio management, advanced MS Office (especially Excel/PowerPoint), excellent written and verbal communication, meticulous attention to detail and proven teamwork, planning and problem-solving capability.
Competitive salary, exposure to sophisticated client work, and the chance to deepen your investment toolkit alongside an expert team in a supportive, learning-oriented environment. You'll have the option to work hybrid after your probation period.
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]
We appreciate that your CV might not be fully up to date. No problem, just send us what you have.
We do respond to everyone! Just give us a few days to work through your application.
Desired Skills:
- Investments
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Degree
