249 Client Analyst jobs in South Africa

To assist the Client Coverage team responsible for the Infrastructure Sector to create and increase revenue and economic profit from existing and new clients, through supporting their collaboration across other Coverage teams and the relevant product areas of Nedbank clusters.

Job Responsibilities

• Develop a deep industry knowledge of the Infrastructure sector, including its subsectors (e.g. cement, construction, transport, water etc).
• Regularly conduct media analysis and keep abreast of legislation and other industry changes to identify business leads or potential risks to the client base.
• Full administration of the client engagement model as applied through Client Service Team meetings, Sector Forums and Origination Forums.
• Provide active support to the Client Service Teams and the Sector Forum to which you are allocated and contribute towards submissions on business and sales strategy to the Origination Forum (CIB Exco).
• Conducting a strategic analysis of the client, incorporating historical financial analysis, financial modelling & debt scoping with related commentary, industry & competitor analysis.
• Assist in the preparation of high-quality presentations and proposals to clients and various internal forums within specified timelines by planning, scheduling, researching & gathering information, managing own time, reviewing own work and preparing in advance.
• Deploy internal MIS tools to regularly conduct client financial contribution and sector portfolio performance analysis, and generate ideas to increase revenue by identifying trends, revenue leakage and opportunities for product penetration.
• Support the building and maintaining of external and internal stakeholder relationships through engagement, understanding and delivering solutions consistently to meet client needs.
• Attend to client and product-onboarding, FICA reviews, and the compilation and presentation of EDDs.
• Ensure the timely resolution of client queries and assist the Bankers in maintaining client relationships.
• Support team initiatives by providing multidisciplinary solutions to clients and refining & enhancing coverage.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas/National 1st Degrees

Preferred Qualification

Honours, CA(SA)

Minimum Experience Level

0 - 3 years relevant sector / industry experience

Types of Exposure

• Identify and Developing ways to minimize risks
• Assisting stakeholders to obtain buy-in for concepts and ideas
• Sharing information in different ways to increase stakeholders understanding
• Brainstorming ways of improving a product or situation
• Challenging the status quo with a view to improving the environment or peoples understanding
• Working with a group to identify alternative solutions to a problem.
• Analysing and interpreting quantitative and qualitative data
• Managing multiple transactions
• Identifying trends

Technical / Professional Knowledge

• Banking procedures
• Business principles
• Business terms and definitions
• Data analysis
• Governance, Risk and Controls
• Microsoft Office
• Relevant regulatory knowledge
• Business writing skills
• Cluster Specific Operational Knowledge
• Numeracy
• Communication
• Customer Focus
• Work Standards
• Managing Work
• Technical/Professional Knowledge and Skills

Employment Equity Statement

Preference will be given to underrepresented groups.

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Please contact the Nedbank Recruiting Team at +27 860 555 566

If you can't find the job you're looking for, activate job alerts to be one of the first to know when new positions open up.

Nedbank Ltd Reg No 1951/0009/06.
Authorised financial services and registered credit provider (NCRCP16).

For assistance please contact the Nedbank Recruiting Team at +27 860 555 566

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Client Analyst Direct message the job poster from Circana Talent Acquisition EMEA | Complexity into clarity Let’s be unstoppable together!Circana (formerly IRI and NPD) is the leading advisor on the complexity of consumer behavior. Through unparalleled technology, advanced analytics, cross-industry data, and deep expertise, we provide clarity that helps almost 7,000 of the world’s leading brands and retailers take action and unlock business growth. We understand more about the complete consumer, the complete store, and the complete wallet so our clients can go beyond the data to apply insights, ignite innovation, meet consumer demand, and outpace the competition.At Circana, we are fueled by our passion for continuous learning and growth, we seek and share feedback freely, and we celebrate victories both big and small in an environment that is flexible and accommodating to our work and personal lives. We have a global commitment to diversity, equity, and inclusion as we believe in the undeniable strength that diversity brings to our business, employees, clients, and communities (with us you can always bring your full self to work). Join our inclusive, committed team to be a challenger, own outcomes, and stay curious together. Learn more at will you be doing?Based in South Africa, you will be working as part of the Circana APAC (Australia-based) Data Release (Client Delivery) team. The Client Analyst role supports the Client Delivery team in attaining high levels of client satisfaction by ensuring the build, maintenance and dispatch of databases, reports and online services to Circana Clients. You will partner closely with the CPG Manufacturer & Operations teams to understand and meet client needs. The work involves impeccable planning, active communication and the execution of all contracted deliverables on time and to the quality standard as defined in the client contract. You will continually seek opportunities to improve processes and standards to realise efficiency and quality improvement objectives.Job ResponsibilitiesBuild, maintain and produce client databases and data models to specification and delivery timeline. Ensure database accuracy by reviewing data in accordance with Circana standards and processes. Manage and implement BAU projects and client change requests. Understands data flow processes to scope change requests and resolve data queries Manage and takes accountability for client portfolio Become the Subject Matter Expert for your client portfolio Exhibit good problem diagnosing (Root Cause Analysis) and trouble shooting skills and drive the resolution and communication of solutions on your clients' deliverables. Consistently maintain team capacity and daily management system trackers and participate in team planning and prioritisation in DMS meetings. Identify and drive improvement initiatives for your clients and your vertical. Internal Collaboration :Partner with CPG and/or Client Servicing teams to ensure the delivery of accurate databases within specified deadlines Communicate and partner with CPG/Tech/Operations to resolve any issues impacting the client deliverables Ensures that all client artefacts are kept up to date and in order Initiates preventative measures and Go To Green plans to improve client satisfaction issues and overall quality of processes, projects and products Measures of SuccessAble to effectively work independently and collaboratively to deliver on client requirements accurately and on-time Showcase high levels of attention to detail and is quality obsessed Willing to put in time and effort required to achieve goals Prioritises workload and consistently meets defined deadlines Works to remove barriers to collaboration while balancing the interests of multiple stakeholders Builds trust with local & global colleagues by having long-term view working relationships Able to gain support, including time and resources, towards solving client satisfaction and delivery issues RequirementsAbility to start work from 7:00 am to enable team meetings and handovers with APAC teams. Associate’s degree (e.g. BCom/BSc) Working knowledge of Data Models is advantageous 2+ years FMCG or Data Management experience Excellent command of the English language Excellent verbal and written communication skills Time management Used to work with KPI’s / targets Hands-on mentality, resourceful & results oriented Accurate, consistent, team player, flexible Analytically strong Proficient in Microsoft Office applications, especially Excel Circana BehaviorsAs well as the technical skills, experience and attributes that are required for the role, our shared behaviors sit at the core of our organization. Therefore, we always look for people who can continuously champion these behaviors throughout the business within their day-to-day role:Stay Curious: Being hungry to learn and grow, always asking the big questions Seek Clarity: Embracing complexity to create clarity and inspire action Own the Outcome: Being accountable for decisions and taking ownership of our choices Center on the Client: Relentlessly adding value for our customers Be a Challenger: Never complacent, always striving for continuous improvement Champion Inclusivity: Fostering trust in relationships engaging with empathy, respect and integrity Commit to each other: Contributing to making Circana a great place to work for everyone LocationThis position can be located in the following area(s): Cape Town, South AfricaSeniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Information Technology Industries Market Research Referrals increase your chances of interviewing at Circana by 2x Sign in to set job alerts for “Client Analyst” roles. 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Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Job Advert Summary

The Land and Agricultural Development Bank of South Africa (Land Bank) is South Africa's only specialist agricultural bank, established in 1912. The bank's sole objective is to serve South African commercial and emerging farmers by providing specially designed financial services. These services enable farmers to finance land, equipment, improve assets, and obtain production credit. The Land Bank continually reviews its offerings to ensure they meet industry needs and has adapted its services to the changing socio-economic landscape of South African agriculture, supporting new entrants from historically disadvantaged backgrounds in establishing sustainable agri-businesses across the value chain.

Main Purpose of the Job

• Work closely with the Relationship Manager and Provincial Head to prepare credit submission documents for Credit Committees.
• Consolidate inputs from team members to develop the business case for loan applications, collaborating with team members in the Provincial Office and Credit Analysts in Risk Management.
• Perform financial modelling, analysis, and deal structuring.
• Provide recommendations on the viability of loan applications based on analysis of:

o The business case

o Financial statements, including cash flow projections

o Risk considerations and mitigation strategies

o Security and collateral

o Social and environmental impact considerations

Provide first-level quality assurance on policies and procedures related to transactions.

Ensure quality assurance across key business systems such as SAPCRM and Acceleris.

Required Experience & Skills

Financial Services, Cash Flow Analysis, Banking, Corporate Finance, Analysis Skills, Microsoft PowerPoint, Securities Law, Investment Banking, Private Equity, Financial Analysis, Financial Modeling, Bloomberg

Employment Type: Full-Time

Experience: X years

Vacancy: 1

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Is this you?

You’ve got that hard earned CFA level 1 and now you just need to apply it!

Your investment foundation has equipped you to know what it takes to support a Portfolio Manager in managing their clients’ investments by being the “go between” between the investment team and the Portfolio Manager. You’ll be applying your technical investment administration abilities while dealing with stakeholders at all levels.

What you'll be doing (and why you'll enjoy it)

You will be the backbone for the Portfolio Manager to ensure client presentations are on point. You’ll manage the onboarding of clients, sorting of FICA documents, conduct assessments of clients, and analyze client affairs. You will maintain and update client lists, provide tax statements, and calculate expected Capital Gain Tax. You will prepare new client reviews and proposals, monitor cash flow forecasting, and monitor client portfolios regularly. You will also infuse your vibrant organizational skills to add value to client meetings, generate reports, and ensure that trades are executed flawlessly with precision and speed.

Where you'll be doing it

You’ll be joining a well-established family office wealth manager with a global reach, with offices in Europe, the Middle East, Africa, and America. They provide advisory services to families with generational wealth. You will be based in professional offices in Melrose, Johannesburg.

What you'll need

You will need to have gained at least 2 years of experience in the investment industry conducting administration and support to Portfolio Managers. You also need to have a completed Bachelor of Commerce in business/economics/investments related and ideally an Honours. You also need to have completed CFA level 1. You need to be fluent in English and Afrikaans to enable you to deal directly with clients.

What you'll get

You’ll receive a market-related salary as well as an opportunity to join a well-established, well-resourced wealth manager that can offer exposure within the industry by working with the world’s leading families and wealth creators. You will also have the luxury of working from home 2 days per week.

We appreciate that your CV might not be fully up to date. No problem, just send us what you have.

We do respond to everyone! Just give us a few days to work through your application.

#J-18808-Ljbffr

Is this you? You’ve got that hard earned CFA level 1 and now you just need to apply it! Your investment foundation has equipped you to know what it takes to support a Portfolio Manager in managing their clients’ investments by being the “go between” between the investment team and the Portfolio Manager. You’ll be applying your technical investment administration abilities while dealing with stakeholders at all levels. What you'll be doing (and why you'll enjoy it) You will be the backbone for the Portfolio Manager to ensure client presentations are on point. You’ll manage the onboarding of clients, sorting of FICA documents, conduct assessments of clients, and analyze client affairs. You will maintain and update client lists, provide tax statements, and calculate expected Capital Gain Tax. You will prepare new client reviews and proposals, monitor cash flow forecasting, and monitor client portfolios regularly. You will also infuse your vibrant organizational skills to add value to client meetings, generate reports, and ensure that trades are executed flawlessly with precision and speed. Where you'll be doing it You’ll be joining a well-established family office wealth manager with a global reach, with offices in Europe, the Middle East, Africa, and America. They provide advisory services to families with generational wealth. You will be based in professional offices in Melrose, Johannesburg. What you'll need You will need to have gained at least 2 years of experience in the investment industry conducting administration and support to Portfolio Managers. You also need to have a completed Bachelor of Commerce in business/economics/investments related and ideally an Honours. You also need to have completed CFA level 1. You need to be fluent in English and Afrikaans to enable you to deal directly with clients. What you'll get You’ll receive a market-related salary as well as an opportunity to join a well-established, well-resourced wealth manager that can offer exposure within the industry by working with the world’s leading families and wealth creators. You will also have the luxury of working from home 2 days per week. We appreciate that your CV might not be fully up to date. No problem, just send us what you have. We do respond to everyone! Just give us a few days to work through your application. #J-18808-Ljbffr

Looking to take the next step in your career? We are currently seeking a talented Client Portfolio Analyst to join a prestigious Family Office.

The successful candidate’s role is to support Portfolio Managers in Johannesburg to manage client investment portfolios by taking the client’s specific situation, the agreed mandate, and the investment team’s views and preferred vehicles into account. The portfolio analyst will have a close working relationship with the Investment team.

Principal Elements And Accountabilities: Portfolio Management:

1. Ensure proper take-on of new clients, collecting FICA and liaising with the client service team.
2. Conduct suitability assessment of clients and analysis of client affairs (fact find).
3. Prepare new client reviews and proposals.
4. Prepare and oversee client implementation plans.
5. Maintain and update client lists, provide tax statements when requested and calculate expected CGT.
6. Prepare cash flow forecasts using expected investment returns and cash needs.
7. Ongoing monitoring of client portfolios – preparing trade recommendations and rebalancing of portfolios when necessary.
8. Attend client meetings, prepare meeting packs, notes and minutes.
9. Prepare feedback to general client queries and ad hoc investment analysis requests.
10. Check monthly and quarterly reports and liaise with the reporting team on requirements.
11. Reconcile and audit client reports.
12. Prepare quarterly commentary on client portfolios.
13. Assist with any ad hoc requests and general administration involved in maintaining client portfolios and files.

Trading and Execution Support:

1. Take responsibility to ensure all trades are executed accurately and timeously.
2. Investigate trading queries.

Compliance & Risk Management:

1. Ensure that client files are properly set-up and maintained.
2. Ensure clients adhere to approved fund manager list, asset allocation targets & limits.
3. Maintain a record of client advice.

Qualifications And Experience:

1. Business, Economics or Investment related degree, preferably with Honors.
2. Investment-related postgraduate qualification (or studying towards) such as CFP or CFA advantageous.
3. 2-3 years of relevant experience in the finance/investment industry.

Skills:

1. Strong general investment knowledge critical, i.e. economy, financial markets, asset classes and portfolio management with a keen interest in investments.
2. MS Office (Excel, PowerPoint, Word, Outlook).
3. Excellent written and verbal communication skills.
4. A track record of overall integrity.
5. Strong attention to detail.
6. Good relationship management skills.

Competencies And Behaviours:

1. Planning & Organizing: Schedules & manages workload effectively, thinks ahead, sets plans to achieve goals.
2. Teamwork: Supports & works towards team goals, shares information, is helpful & co-operative, works effectively with people outside immediate team and within the wider group.
3. Communication skills: Communicates clearly and concisely, listens effectively, written communication is well presented.
4. Client orientated: Understands and satisfies client needs at all times, takes full responsibility & accountability for all client matters including delegated tasks, is able to work with a sophisticated client base.
5. Technical Knowledge: Demonstrates required technical investment knowledge and keeps technical knowledge up to date.
6. Problem solving & Decision making: Considers the wider consequences of each decision, gathers and analyses information to find creative solutions.
7. Research & analysis Skills: Displays analytical, objective and thorough approach to information gathering, considers and questions all scenarios and identifies the most important factors, presents analysis in a clear manner reaching logical conclusions.

#J-18808-Ljbffr

Looking to take the next step in your career? We are currently seeking a talented Client Portfolio Analyst to join a prestigious Family Office. The successful candidate’s role is to support Portfolio Managers in Johannesburg to manage client investment portfolios by taking the client’s specific situation, the agreed mandate, and the investment team’s views and preferred vehicles into account. The portfolio analyst will have a close working relationship with the Investment team. Principal Elements And Accountabilities: Portfolio Management: Ensure proper take-on of new clients, collecting FICA and liaising with the client service team. Conduct suitability assessment of clients and analysis of client affairs (fact find). Prepare new client reviews and proposals. Prepare and oversee client implementation plans. Maintain and update client lists, provide tax statements when requested and calculate expected CGT. Prepare cash flow forecasts using expected investment returns and cash needs. Ongoing monitoring of client portfolios – preparing trade recommendations and rebalancing of portfolios when necessary. Attend client meetings, prepare meeting packs, notes and minutes. Prepare feedback to general client queries and ad hoc investment analysis requests. Check monthly and quarterly reports and liaise with the reporting team on requirements. Reconcile and audit client reports. Prepare quarterly commentary on client portfolios. Assist with any ad hoc requests and general administration involved in maintaining client portfolios and files. Trading and Execution Support: Take responsibility to ensure all trades are executed accurately and timeously. Investigate trading queries. Compliance & Risk Management: Ensure that client files are properly set-up and maintained. Ensure clients adhere to approved fund manager list, asset allocation targets & limits. Maintain a record of client advice. Qualifications And Experience: Business, Economics or Investment related degree, preferably with Honors. Investment-related postgraduate qualification (or studying towards) such as CFP or CFA advantageous. 2-3 years of relevant experience in the finance/investment industry. Skills: Strong general investment knowledge critical, i.e. economy, financial markets, asset classes and portfolio management with a keen interest in investments. MS Office (Excel, Power Point, Word, Outlook). Excellent written and verbal communication skills. A track record of overall integrity. Strong attention to detail. Good relationship management skills. Competencies And Behaviours: Planning & Organizing: Schedules & manages workload effectively, thinks ahead, sets plans to achieve goals. Teamwork: Supports & works towards team goals, shares information, is helpful & co-operative, works effectively with people outside immediate team and within the wider group. Communication skills: Communicates clearly and concisely, listens effectively, written communication is well presented. Client orientated: Understands and satisfies client needs at all times, takes full responsibility & accountability for all client matters including delegated tasks, is able to work with a sophisticated client base. Technical Knowledge: Demonstrates required technical investment knowledge and keeps technical knowledge up to date. Problem solving & Decision making: Considers the wider consequences of each decision, gathers and analyses information to find creative solutions. Research & analysis Skills: Displays analytical, objective and thorough approach to information gathering, considers and questions all scenarios and identifies the most important factors, presents analysis in a clear manner reaching logical conclusions. #J-18808-Ljbffr

Be part of our client’s office family as a Junior Client Portfolio Analyst. The successful candidate will form part of the Investment Management Team based in the Cape Town office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include general client relationship managers, external investment managers, and linked investment service providers.

Overall Purpose: The successful candidate will support Portfolio Managers in Cape Town to manage client investment portfolios by taking the client’s specific situation, the agreed mandate, and the investment team’s views and preferred vehicles into account. The portfolio analyst will have a close working relationship with the Investment team.

Principal Elements and Accountabilities: Portfolio Management:

1. Ensure proper take-on of new clients, collecting FICA and liaising with the client service team.
2. Conduct suitability assessment of clients and analysis of client affairs (fact find).
3. Prepare new client reviews and proposals.
4. Prepare and oversee client implementation plans.
5. Maintain and update client lists, provide tax statements when requested, and calculate expected CGT.
6. Prepare cash flow forecasts using expected investment returns and cash needs.
7. Ongoing monitoring of client portfolios – preparing trade recommendations and rebalancing of portfolios when necessary.
8. Attend client meetings, and prepare meeting packs, notes, and minutes.
9. Prepare feedback to general client queries and ad hoc investment analysis requests.
10. Check monthly and quarterly reports and liaise with the reporting team on requirements.
11. Reconcile and audit client reports.
12. Prepare quarterly commentary on client portfolios.
13. Assist with any ad hoc requests and general administration involved in maintaining client portfolios and files.

Trading and execution support:

1. Take responsibility to ensure all trades are executed accurately and timeously.
2. Investigate trading queries.

Compliance & Risk Management:

1. Ensure that client files are properly set up and maintained.
2. Ensure clients adhere to the approved fund manager list, asset allocation targets & limits.
3. Maintain a record of client advice.

Qualifications and Experience:

1. Business, Economics, or Investment-related degree, preferably with Honors.
2. Investment-related postgraduate qualification (or studying towards) such as CFP or CFA advantageous.
3. 1-3 years of relevant experience in the finance/investment industry.

Skills:

1. Strong general investment knowledge critical, i.e. economy, financial markets, asset classes, and portfolio management with a keen interest in investments.
2. MS Office (Excel, PowerPoint, Word, Outlook).
3. Excellent written and verbal communication skills.
4. A track record of overall integrity.
5. Strong attention to detail.
6. Good relationship management skills.

Competencies And Behaviours:

1. Planning & Organizing: Schedules & manages workload effectively, thinks ahead, and sets plans to achieve goals.
2. Teamwork: Supports & works towards team goals, shares information, is helpful & cooperative, works effectively with people outside the immediate team and within the wider group.
3. Communication skills: Communicates clearly and concisely, listens effectively, and written communication is well presented.
4. Client-oriented: Understands and satisfies client needs at all times, takes full responsibility & accountability for all client matters including delegated tasks, and can work with a sophisticated client base.
5. Technical Knowledge: Demonstrates required technical investment knowledge and keeps technical knowledge up to date.
6. Problem-solving & Decision-making: Considers the wider consequences of each decision, and gathers and analyses information to find creative solutions.
7. Research & analysis Skills: Displays analytical, objective, and thorough approach to information gathering, considers and questions all scenarios and identifies the most important factors, presents analysis in a clear manner reaching logical conclusions.

#J-18808-Ljbffr

Be part of our client’s office family as a Junior Client Portfolio Analyst. The successful candidate will form part of the Investment Management Team based in the Cape Town office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include general client relationship managers, external investment managers, and linked investment service providers. Overall Purpose: The successful candidate will support Portfolio Managers in Cape Town to manage client investment portfolios by taking the client’s specific situation, the agreed mandate, and the investment team’s views and preferred vehicles into account. The portfolio analyst will have a close working relationship with the Investment team. Principal Elements and Accountabilities: Portfolio Management: Ensure proper take-on of new clients, collecting FICA and liaising with the client service team. Conduct suitability assessment of clients and analysis of client affairs (fact find). Prepare new client reviews and proposals. Prepare and oversee client implementation plans. Maintain and update client lists, provide tax statements when requested, and calculate expected CGT. Prepare cash flow forecasts using expected investment returns and cash needs. Ongoing monitoring of client portfolios – preparing trade recommendations and rebalancing of portfolios when necessary. Attend client meetings, and prepare meeting packs, notes, and minutes. Prepare feedback to general client queries and ad hoc investment analysis requests. Check monthly and quarterly reports and liaise with the reporting team on requirements. Reconcile and audit client reports. Prepare quarterly commentary on client portfolios. Assist with any ad hoc requests and general administration involved in maintaining client portfolios and files. Trading and execution support: Take responsibility to ensure all trades are executed accurately and timeously. Investigate trading queries. Compliance & Risk Management: Ensure that client files are properly set up and maintained. Ensure clients adhere to the approved fund manager list, asset allocation targets & limits. Maintain a record of client advice. Qualifications and Experience: Business, Economics, or Investment-related degree, preferably with Honors. Investment-related postgraduate qualification (or studying towards) such as CFP or CFA advantageous. 1-3 years of relevant experience in the finance/investment industry. Skills: Strong general investment knowledge critical, i.e. economy, financial markets, asset classes, and portfolio management with a keen interest in investments. MS Office (Excel, Power Point, Word, Outlook). Excellent written and verbal communication skills. A track record of overall integrity. Strong attention to detail. Good relationship management skills. Competencies And Behaviours: Planning & Organizing: Schedules & manages workload effectively, thinks ahead, and sets plans to achieve goals. Teamwork: Supports & works towards team goals, shares information, is helpful & cooperative, works effectively with people outside the immediate team and within the wider group. Communication skills: Communicates clearly and concisely, listens effectively, and written communication is well presented. Client-oriented: Understands and satisfies client needs at all times, takes full responsibility & accountability for all client matters including delegated tasks, and can work with a sophisticated client base. Technical Knowledge: Demonstrates required technical investment knowledge and keeps technical knowledge up to date. Problem-solving & Decision-making: Considers the wider consequences of each decision, and gathers and analyses information to find creative solutions. Research & analysis Skills: Displays analytical, objective, and thorough approach to information gathering, considers and questions all scenarios and identifies the most important factors, presents analysis in a clear manner reaching logical conclusions. #J-18808-Ljbffr