Job - CRM & PORTFOLIO MANAGER
CRM & PORTFOLIO MANAGER
Investment, Harare, Zimbabwe

My client in the Asset Management Services industry is looking for a CRM & Portfolio Manager. You will be a qualified CA or almost completed your articles with IRESS knowledge. This is a role that suits someone who loves multi tasking and working under pressure. A very competitive salary and benefits are on offer. Interviews are in progress.

Position Published
12 Nov 2019
Position Updated
28 Nov 2019
Applications Suspended
47 Applications
Talent Search
In Progress
Shortlist In Progress
4 Shortlisted
Interviews In Progress
4 Interviewed
Job Offer Pending
60% Complete
60%
12 Nov
24796
Applications Suspended
Search In Progress
Shortlist In Progress
Interviews In Progress
Job Offer Pending
47 Applications
4 Candidates Shortlisted
4 Candidates Interviewed
60% Complete
Job Specification
Reporting Structure
Reporting To
Managing Director
Supervision Of
7 staff
Interacts With
CFO / Portfolio Manager / Shareholders
Job Description
Intercompany management (4 companies) including accounting, ZIMRA returns, banking, day to day running & reporting to Directors and Shareholders
Identifying & facilitating potential private equity investments for clients
Identifying potential investment property for clients (searching, calculating potential yields, viewing, brochure production, presentation to clients, sale negotiations, legal framework review etc.)
Managing internal Residential Property Fund (managing investment properties, rentals, tenanting, insurance, R & M, renovations etc)
Pitching for new business (pension funds, corporate & private clients)
Managing client relationships (pension funds, corporates & individuals) including quarterly meeting with all clients
Reporting to the regulators and other governing bodies on a monthly, quarterly & annual basis
Managing internal Research Database (ZSE listed clients) and preparing research on clients, industries, trends etc.
Collating & analysing financial information for all listed companies on the ZSE & identifying / forecasting trends
Input into marketing material & research documentation & design (e.g. Daily Price list, Morning Snapshot, Company Snapshot, Industry Snapshot, etc.)
External reporting (e.g. monthly client statements, quarterly & annual reports & trends reporting, industry comparables etc.)
Maintaining internal IRESS system including training & trouble-shooting
Candidate Specification
Experience
3 years
Education Level
Degree
Qualifications
CA or almost qualified CA
Software
IRESS
Equipment
Knowledge Of
Asset Management / Private Equity
Skills To
Manage own time
Ability To
Articulate well / Multi task
Personality
Diligent / Detail oriented / Driven / Focused
Organisation
Industry
Investment
Culture
Mixed
Gender Profile
Mixed
Age Profile
Between 25 and 30 years of age
Terms And Conditions
Employment
Permanent
Location
Harare, Zimbabwe
Remuneration
Negotiable
Fringe Benefits
Pension fund / Medical Aid / Funeral policy / Fuel coupons
This job is currently not open for applications. Applications are currently suspended.
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