About the position
Investment Portfolio Administrator Ready to accelerate your career in Private Client Asset Management? Is this you? What you'll be doing (and why you'll enjoy it) Where you'll be doing it What you'll need A completed BCom degree is essential with a minimum of 2 years' experience in investment administration. Exposure to share portfolios, both local and offshore, trade support and experience liaising with stockbrokers will be advantageous.. Strong Excel skills are essential, and exposure to eCube, xPlan or Opus (DMA) would be advantageous. What you'll get How to apply
Claremont, Cape Town
Market related
You're naturally detail-oriented and take real pride in accuracy. You thrive under pressure, plan your work carefully and consistently meet deadlines. Adaptable and cooperative, you enjoy working as part of a close-knit team while confidently taking initiative when needed. You're assertive, solutions-focused and passionate about delivering high-quality service to both colleagues and clients.
You'll provide key administrative support to the private client investment team, ensuring the accurate and timeous processing of portfolio transactions. Your day will include managing morning data downloads, processing withdrawals and deposits, opening and closing accounts, monitoring client cash balances and preparing full CGT calculations for portfolio liquidations. You'll liaise with stockbrokers, execute trades once approved, maintain accurate client data across portfolio systems, handle service requests within 24 hours and ensure monthly reporting is completed on time. It's a role that offers exposure to both domestic and offshore share portfolios in a fast-paced, professional environment.
Our client is a well-established private wealth and asset management firm known for its disciplined investment approach and strong client relationships. The business operates within a culture built on professionalism, client centricity and trust, offering a structured yet supportive environment where high standards and long-term thinking are valued. You will be fully office based in Claremont so you need to live in the southern suburbs of Cape Town.
A market-related salary, potential performance bonus, provident fund contributions and study support plus study leave. Best of all, you will work in a supportive, values-driven culture.
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:
- Diploma
