Junior Wealth Manager: Securities | Lynnwood

PSG Konsult Ltd · Pretoria, Gauteng

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Job description

This is an opportunity to join a well-established office and join the equity research and trading team in a junior position. We require an experienced individual with a BCom Hons in Investment Management or related to join our team as a Junior Wealth Manager in Securities.
In this role you will provide administrative as well as technical support to existing team members, assist with data collection for equity research and provide portfolio performance feedback reports. You will be required to cover between 5-10 companies listed both locally and offshore and contribute to our research process

Administrative support to the trading team
Data collection for equity research reports. Should be comfortable with a Bloomberg terminal, Iress as well as Mornigstar to compile the necessary data to be used in equity research.
MS Excel skills are essential as a large part of the program will require modelling and screening on excel. Administrative functions also requires the analysis and interpretation of large data sets.
Assist the performance reporting of client portfolios.
Analysis of company results. You will receive a set of companies that you are required to cover both locally and offshore. A strong accounting background is an advantage.
Portfolio Management – you will be required to manage client portfolios
Trading – you will be expected to trade on behalf of clients and implement trade instructions.
Customer Service
Client Relationship Management
Handling and solving of client enquiries

Grade 12/Matric AND BCom Honours Finance / Investments / Accounting / Economics
CFA Level 1 completed
JSE Registered Traders Examination Advantageous
Proficient in both spoken and written English, and at least one other of the official South African languages
At least 2-3 years' experience in an Investment Management related role – advantage will be given to individuals with experience in Equity Markets

Strong Administration, Organising and planning skills
Communication and interpersonal skills
Attention to detail
Problem solving
Analytical skills and able to analyze large data sets and interpret.
Ability to operate independently
Resilience
Team player – you will operate in a team environment thus a having a keen interest in learning new skills will be an advantage
A passion for equity markets is essential
Computer literate MS Office

Closing date: 19-Aug-2026