Posted on :
6 Jun, 2014
6 Jun, 2014
Qualifications
Commerce or related qualification –B Comm, B Bus Sci or CA
Numerical subjects
Requirements
MSOffice – Advanced Excel
Database and PowerPoint experience an advantage
Business Intelligence experience an advantage
Understanding of the financial services industry
Database management and advanced Excel skills
Analytical / quantitative / IS background
Responsibilities
Provide support to the head of personal investments and the strategy execution manager.
Co-ordinating, updating and proofing monthly, quarterly and annual collateral outputs for Personal Investments. Including, but not limited to, Monthly Fund Fact Sheets, Personal Investment Management pack, Domestic and International Roadshow Storyboards.
Engage in strategic project support activities such as scoping, recording and tracking project tasks and end user testing.
Support with escalations and investigations in client and account manager queries.
Competencies
Strong numeracy skills
Highly organized and efficient
Eager to learn
Team player
Loyalty and integrity
How To Apply
Location: Cape Town
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