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Graduate Portfolio Analyst - Investments & Client Insights

Company

Stonehage Fleming

Location

johannesburg, gauteng

Type

Full-time

A leading family office in Johannesburg is looking for a Portfolio Analyst to support Portfolio Managers in managing client investment portfolios. The role requires a Business, Economics, or Investment degree and advantageous qualifications like CFP or CFA. Candidates should have 4-6 years of experience in the finance industry. The position involves responsibilities such as conducting client assessments, preparing cash flow forecasts, and ensuring compliance. Excellent investment knowledge and communication skills are essential.
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