Portfolio Manager

Cape Town Northern Suburbs
Salary: Market Related
Job Type: Permanent
Sectors: Finance
Reference: CPT005167/H

Apply before Jan 03 2025 | 29 Days left

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External Application

Vacancy Details

Employer: Persona Staff

Our client in the Northern Suburbs is looking for a Portfolio Manager to join their team. This role will report directly to the Operations Manager.

Requirements:

Financial qualifications and or BCom degree.
3-4 years’ experience in a similar role.
Computer literate.
Organizational skills.
Strong experience on Excel.
Bilingual in Afrikaans and English.
Matric certificate.
Client service skills.
Ability to work overtime if required.
Leadership skills.
Deadline driven and must have good problem-solving skills.

Responsibilities:

Reconcile and prepare account statements for payment.
Responsible for receiving and auditing council accounts.
Attend monthly management meetings with clients.
Preparation of management reports for clients.
Credit control.
General ad hoc duties.

To apply, please send your CV with your salary expectations to hannah@personastaff.co.za

Please note that only shortlisted candidates will be contacted. Should you not receive feedback within 48 hours, please accept your application as unsuccessful.

Persona Staff (Pty) Ltd is POPIA (Protection of Personal Information Act, 2013) compliant, all personal information is protected according to legislation. By applying for any of our available vacancies, you give Persona Staff consent to process your Personal Information for Recruitment Purposes, according to the POPI ACT, 2013. If you have any concerns regarding your Personal Information and our compliance towards the legislation, you are welcome to request our POPI Act Policy.

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About Persona Staff

Vision
PERSONA’s vision is to allow our Clients to focus on their core activities, and let PERSONA manage the responsibility of staff recruitment; ensuring the perfect fit between candidate and client for the most efficient and effective workforce.
PERSONA is committed to delivering the best service to our clients and candidates.

We recruit in the following industries:
Financial Services, Manufacturing, Engineering, Retail, Banking, Telecommunications, Information technology, Electronics, Logistics, Mechanical, Sales & Marketing, Office Support, Warehousing, Distribution and Supervision Staff

Services offered:
To our clients:-
Recruitment of permanent staff at all levels
In depth staff selection
Salary surveys
Advertising of available positions
Comprehensive interviewing
Screening of potential candidates according to client’s specifications
Reference checks (on possible candidate)
ITC checks (on possible candidate)
Criminal checks (on possible candidate)
More background checks on request.
Psychometric testing (additional services)
Preparing of Job descriptions
PERSONA commits to adhere to industry standards and policies.

To possible candidate and job seekers:-
Professional resume
Regular correspondence
Interviewing tips
Summary of client information
Assistance to find the perfect job