Job Title: Research Analyst / Portfolio Manager

Location: Midstream Midrand

Compensation: Market-related, commission-based, dependent on experience and revenue generation

Company Overview:
We are a boutique asset management firm providing tailored investment solutions to high-net-worth clients. Our
approach focuses on customized, solutions-based investment management.

Role Overview:
We are seeking a dynamic Research Analyst/ Portfolio Manager to support research, portfolio management,
business development, and client relationship management. The ideal candidate should possess an
entrepreneurial spirit, competitive drive, and a passion for investments and capital markets.

Key Responsibilities:
Client Relationship Management

Build and maintain strong relationships with existing clients through networking and regular updates.
Conduct client reviews, provide portfolio feedback, and ensure portfolios align with clients' needs.
Coordinate client meetings, presentations, and travel arrangements.

Business Development
Identify and develop new business sources, including asset gathering and client onboarding.
Present the company's philosophy, portfolio strategies, and market insights to potential clients.
Create newsletters, blogs, and video content to support marketing efforts.

Portfolio Management
Conduct financial needs analysis, risk profiling, and portfolio construction.
Monitor and reconcile portfolio transfers and maintain records of portfolio activity.
Prepare portfolio feedback packs and support senior managers with administrative Research

Stay updated on global economic developments and daily market trends.

Research investment opportunities across various asset classes and present investment ideas.

Participate in investment meetings and align with internal investment

Proficiency in Outlook, PowerPoint, Word, Microsoft Excel
Client-centric with strong interpersonal and communication skills.
Highly analytical with meticulous attention to detail.

Ability to work effectively in a team and independently under pressure.
Knowledge of FICA and compliance matters.

General Attributes:
Entrepreneurial, risk-oriented mindset with a focus on business development.
Strong interest in stock markets, economic, and political trends.

Commitment to adopting the company's ethos and understanding the portfolio
management business.