Current jobs related to Investment Product Specialist - Cape Town, Western Cape - Rory Mackie & Associates

  • Investment Product Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

    About the RoleRory Mackie & Associates is seeking a highly skilled Investment Product Specialist to join our team. As an Investment Product Specialist, you will play a critical role in developing and maintaining investment products that meet the needs of our clients.Key ResponsibilitiesProduct Development: Collaborate with cross-functional teams to design...

  • Investment Product Manager

    1 week ago

    Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

    Investment Product SpecialistAbout the Role:We are seeking a highly skilled Investment Product Specialist to join our team at Rory Mackie & Associates. As a key member of our financial services team, you will be responsible for developing and maintaining investment products that meet the needs of our clients.Key Responsibilities:Conduct thorough research to...

  • Investment Operations Specialist

    7 days ago

    Cape Town, Western Cape, South Africa Sanlam Full time

    About Sanlam Investments GroupSanlam Investments Group is a leading investment management company in South Africa, with a rich history spanning over 100 years. We offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients.Our ValuesLongevity and innovationPeople, teamwork, and valuesDiversity and...

  • Investment Reporting Specialist

    7 days ago

    Cape Town, Western Cape, South Africa Stonehage Fleming Full time

    Job Title: Client Reporting SpecialistStonehage Fleming is seeking a highly skilled Client Reporting Specialist to join our team. As a key member of our Client Reporting team, you will be responsible for providing high-quality investment reporting content to our clients.Key Responsibilities:Collect and analyze data from various systems to design and deliver...

  • Investment Reporting Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Stonehage Fleming Full time

    Job Title: Client Reporting SpecialistAt Stonehage Fleming, we are seeking a highly skilled Client Reporting Specialist to join our team. This role will be responsible for assisting the line Manager in the provision and design of custom investment reporting content, as well as the delivery of monthly and quarterly investment reports throughout the Group.Key...

  • Investment Operations Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Sanlam Full time

    About Sanlam Investments GroupSanlam Investments Group is a leading investment management company in South Africa, with a rich history spanning over 100 years. We offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients.Our ValuesWe take pride in our longevity and innovation, as well as our...

  • Production Support Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Acuity Consultants Full time

    Job Opportunity12-Month Contract | 400PH (R70K per month) | Hybrid Work ArrangementWe are seeking a skilled Production Support Analyst to enhance business processes on the FIS Compass System for a leading financial services platform.The RoleOur client is a leading investment platform dedicated to delivering customer-centric products aligned with...

  • Investment Operations Specialist

    1 week ago

    Cape Town, Western Cape, South Africa Performability Recruitment Full time

    Investment Operational AdministratorA leading wealth investment company is seeking a skilled Investment Operational Administrator to join their team.The ideal candidate will have experience in Section 42 transfers, opening accounts, trade support, and strong relationship building skills. Advanced Excel skills are also a must.Key Responsibilities:Section 42...

  • Investment Operations Specialist

    6 days ago

    Cape Town, Western Cape, South Africa Performability Recruitment Full time

    Investment Operational AdministratorA leading wealth investment company is seeking a skilled Investment Operational Administrator to join their team.The ideal candidate will have experience in Section 42 transfers, opening accounts, trade support, and strong relationship building skills. Advanced Excel skills are also a must.Key Responsibilities:Section 42...

  • Property Investment Specialist

    7 days ago

    Cape Town, Western Cape, South Africa IGrow Wealth Investments Full time

    {"title": "Property Investment Consultant", "description": "Unlock Your Wealth PotentialAre you driven by success and passionate about growing your wealth? IGrow Wealth Investments, a leading property investment group, is seeking a Property Investment Consultant to join their team.You will benefit from:State-of-the-art marketing systemsInnovative tools and...

  • Investment Operations Specialist

    7 days ago

    Cape Town, Western Cape, South Africa Performability Recruitment Full time

    Investment Operational AdministratorA leading wealth investment company is seeking a skilled Investment Operational Administrator to join their team.The ideal candidate will have experience in Section 42 transfers, opening accounts, trade support, and strong relationship building skills. Advanced Excel skills are also a must.Qualifications and ExperienceBCom...

  • Investment Researcher

    3 weeks ago

    Cape Town, Western Cape, South Africa The Recruitment Council Full time

    The Recruitment Council is seeking a highly skilled Equity Analyst to join our team at a specialist investment management firm.This prestigious company has a historical focus on hedge funds management, with a product range that has expanded into traditional investment products.The business manages approximately R28 billion of investor capital and has 29...

  • Investment Development Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa Network Recruitment Full time

    Key Responsibilities:We are seeking a highly skilled Fund Specialist to join our team at Network Recruitment. The successful candidate will be responsible for developing and implementing business development strategies to expand our client base and increase assets under management in unit trusts and collective investment schemes.The ideal candidate will have...

  • Investment Operations Specialist

    3 weeks ago

    Cape Town, Western Cape, South Africa Performability Recruitment Full time

    Job Summary:Performability Recruitment is seeking a highly skilled Investment Operational Administrator to join our team. As an Investment Operational Administrator, you will play a critical role in ensuring the smooth operation of our investment services.Key Responsibilities:Section 42 Transfers: Ensure the successful transfer of private client portfolio...

  • Production Support Specialist

    7 days ago

    Cape Town, Western Cape, South Africa Acuity Consultants Full time

    Job Opportunity12-Month Contract | 400PH (R70K per month) | HybridWe are seeking a skilled Production Support Analyst to enhance business processes on the FIS Compass System for a leading financial services platform.The RoleCollaborate with a team of expert Investment Specialists to revolutionize wealth management by streamlining transaction...

  • Investment Operations Specialist

    1 week ago

    Cape Town, Western Cape, South Africa Stonehage Fleming Full time

    Job Title: Investment Operations OfficerStonehage Fleming is seeking a highly skilled Investment Operations Officer to join our team in Cape Town. The successful candidate will be responsible for managing the centralised Investment Management data, including Client Static, Client Holdings, Security Database, and Pricing functions.Key Responsibilities:Manage...

  • Investment Operations Specialist

    1 day ago

    Cape Town, Western Cape, South Africa Stonehage Fleming Full time

    Job Title: Investment Operations OfficerStonehage Fleming is seeking a highly skilled Investment Operations Officer to join our team in Cape Town. The successful candidate will be responsible for managing the centralised Investment Management data, including Client Static, Client Holdings, Security Database, and Pricing functions.Key Responsibilities:Manage...

  • Investment Operations Specialist

    2 days ago

    Cape Town, Western Cape, South Africa Stonehage Fleming Full time

    Job Title: Investment Operations OfficerStonehage Fleming is seeking an experienced Investment Operations Officer to join our team in Cape Town. The successful candidate will be responsible for managing the centralised Investment Management data, including client static, client holdings, security database, and pricing functions.Key Responsibilities:Manage...

  • Investment Operations Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Stonehage Fleming Full time

    Job SummaryWe are seeking a highly skilled Investment Operations Officer to join our team at Stonehage Fleming. The successful candidate will be responsible for managing the centralised Investment Management data, including client static, client holdings, security database, and pricing functions.Key ResponsibilitiesManage data requirements within the...

  • Investment Portfolio Specialist

    7 days ago

    Cape Town, Western Cape, South Africa Network Recruitment Full time

    Investment Portfolio Analyst Job Description About Network Recruitment At Network Recruitment, we are committed to helping our clients find the best talent in the industry. We are currently working with an international investment firm that is seeking an experienced Investment Portfolio Analyst to join their team. Job Summary As an Investment Portfolio...

Investment Product Specialist

3 months ago

Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

Overview:


Our client is an innovative FinTech company based in South Africa and listed on the main board of the JSE.

The company provides asset management, stockbroking, and administration services, as well as a wide range of savings products, to institutional and retail clients.


Responsibilities:

  • Build an indepth understanding of industry products and client preferences to create and maintain investment products throughout the group, including globally domiciled, locally domiciled, umbrella, retail and institutional investment products
  • Conduct thorough client, competitor and market research impacting product design
  • Jointly develop, price and drive competitive client solutions across wrappers including but not limited to UCITS, CIS, Life and ETFs
  • Drive product synergies between business units and enhance crossselling
  • Understand changing customer needs and market dynamics and how this impacts existing products
  • Supply marketing with investment views and articles relative to products and investment positioning
  • Provide investment consulting services to large institutional and retail clients
  • Conduct presentations to conferences, clients or internal, as required

Requirements:

  • Relevant tertiary qualification
  • 5 to 10 years' experience within financial services, including product development
  • Strong MS Excel and database skills
  • Strong quantitative and analytical skills
  • General market awareness
  • Ability to work in a team

Core competencies required:

  • Strong analytical and numerical skills
  • Attention to detail whilst always linking numbers to the bigger picture
  • Ability to work methodically
  • Good organizational skills
  • Deadline driven
  • A passion for investments
  • Excellent presentation skills