Portfolio Support Analyst
This full-time role is based in Cape Town.
We are looking for a numbers focused, systems minded, detail-oriented individual eager to grow in a small, dynamic team. Whether you're an aspiring accounting and administrative professional or someone with established experience looking for a role that fits into your life, what matters to us is finding someone diligent, focused, and who thrives on delivering results.
In this role you’ll take ownership of your work, collaborating closely with our Portfolio team to ensure client success through effective and efficient utilisation of our Client Management System. You will be responsible for maintaining the system, facilitating client onboarding, managing client data, initial review of client financial information and producing accurate and timely reports to aid decision-making.
Your proactive approach will help drive efficiency in internal systems. Strong communication and organisational skills will allow you to manage relationships with stakeholders and assist with inquiries related to the portfolio. You’ll also gain valuable experience through review and understanding of client monthly management account information in collaboration with your Portfolio Manager.
The work is fast-paced, detail-oriented, and deadline-driven, ideal for someone who enjoys working with numbers and systems, building relationships and stepping in wherever needed. If you’re seeking a role where you can shine and grow, this is a great opportunity.
We promise accelerated professional growth for the right person with the skills, attitude, and dedication. As a learning organisation, we offer regular feedback, coaching, and continuous on-the-job training. If this role excites you and aligns with your career plans, we look forward to your application.
Requirements- Bachelor's degrees in Business Administration/ Accounting/ Finance/ Computer information Systems or equivalent experience
- Ability to understand/ read/ interpret basic financial statements
- Systems minded
- intermediate Excel skills and experience with other analytics tools and reporting suites
- Google, Microsoft, Salesforce
- Strong analytical and communication skills
- Experience working in finance/ accounting role is preferred