2 Technical Analyst jobs

WORKING RELATIONSHIPS This role forms part of the Investment Management Team based in the Johannesburg office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include general Stonehage Fleming Relationship Managers, external investment managers and linked investment service providers. OVERALL PURPOSE The primary purpose of the role is to support Portfolio Managers in Johannesburg to manage client investment portfolios by taking the client’s specific situation, the agreed mandate and the investment team’s views and preferred vehicles into account. The portfolio analyst will have a close working relationship with the Investment team. Principal Elements & Accountabilities Portfolio Management Ensure proper take-on of new clients, collecting FICA and liaising with client service team Conducts suitability assessment of clients and analysis of client affairs (fact find) Prepare new client reviews and...

Ebury helps ambitious businesses unlock global growth, and we take the same approach with our people. We encourage innovation and movement, collaboration and problem-solving, and foster an environment where everyone can feel they belong, are valued, supported and empowered to succeed. If you’re a collaborator who wants to help transform how businesses operate globally, get in touch - we’d love to discuss how Ebury can accelerate your career so you can shape the future. Client Portfolio Manager Ebury Milan - Office based Exceptional on target earnings potential* We are looking for a Client Portfolio Manager in our Milan Office, with proven dealing, trading and account management experience . The successful candidate will manage a portfolio of clients taking responsibility for trading account set up, relationship management and deal execution. Our CPMs offer expert and bespoke suggestions and ideas to our clients, providing them with strategies to minimise their FX...