Paraplanner | Bryanston

Our client, a wealth management firm based in Bryanston, Sandton, is seeking a highly analytical and detail-oriented Paraplanner or Junior Investment Analyst to join their team. This critical role sits at the intersection of investments, data, and technology, focusing on high-quality portfolio reporting and data integrity.

The successful candidate will leverage technology and AI-driven tools to enhance efficiency and scalability across the practice while maintaining a deep understanding of financial markets.

Key Responsibilities:

Investment Reporting: Prepare, maintain, and enhance portfolio review and investment reporting packs.

Portfolio Analysis: Analyze performance, asset allocation, risk metrics, and client data to identify key trends and drivers.

Monitoring: Support investment monitoring across various asset classes, including equities, fixed income, alternatives, and cash.

Data Integrity: Perform regular da...