Paraplanner

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 data validation, reconciliation, and quality checks to ensure accuracy. Sys...