Financial and Systems Analyst

Job title: Financial and Systems Analyst Our client, based in Hermanus , is looking to hire a Financial and Systems Analyst to join their team as soon as possible. Key Responsibilities Portfolio Analysis Assist with client portfolio analysis Assist with implementation of trade decisions Assist with portfolio rebalancing Calculate returns on client portfolios Prepare quarterly factsheets Build and maintain financial models to analyse client portfolios Systems Assist with the implementation of CRM system and maintain user access and capabilities Assist with data verification in IRESS Maintain IRESS to do list and minute meetings with IRESS implementations team Update client records in IRESS and help maintain CRM system Assist with extracting and managing data from custodians Assist with the design and implementation of internal data flows Assist with the automation of repetitive tasks utilising MS Office suite Clients Prepare and distribute quarterly reports for clients Assist with all client queries Assist with creating proposals for new and existing clients Assist with opening new client accounts and handle all client related administration Prepare and distribute annual tax packs and related queries Assist with sponsorship events i.e. presentations etc. Assist with client fee calculation and commission distribution Maintain an office to do list and keep it up to date daily Manage process of client withdrawal requests Manage monthly income payments Document preparation for meetings Assist with new projects and terms of business Assist with developing presentations for marketing events Requirements (Qualification and Skill) BComm in Finance or Bsc in Computer Science Financial Modelling experience Advance Excel including VBA preferred IRESS and Xplan (preferred but not essential) MS Power BI Interest in Financial Markets This position is full time, in office, Monday-Friday. Starting date : As soon as possible Location: Hermanus. Salary : R20 000-R30 000 depending on experience Please apply online if you meet the above-mentioned requirements. Please assume that your application was unsuccessful If you have not been contacted within 4 weeks.

Location: Caledon, ZA

Posted Date: 4/24/2024