Asset Management Investment Specialist

Role and responsibilities: Overview The role will form part of the client service team working closely with the Head of Client Service and will report to the CEO . The incumbent will be responsible for developing, managing and supporting client relationships. Thus, the candidate will be expected to work closely with their allocated clients to ensure that...

Great opportunity to join an Investment Manager in Cape Town as an Investment Administration Specialist.Some key areas of responsibility include:Unitisation and cash flow management of client funds including: Determination of unit prices Daily collection of asset manager data Management of the investment strategy, and processing of the clients' cash flows...

Established top investment solutions firm has an exciting client-facing opportunity available for a young investment professional to take responsibility for a portfolio of clients and provide a comprehensive investment consulting service to these clients.The firm is specifically seeking an investment technically strong individual, who would be able to...

IntroductionThrough our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.We help people grow their savings, protect what...

Our client is a very successful and prominent Asset Management company that has made big strides in asset gathering and building their AUM in the past five years on the back of a sound business strategy and excellent investment performance. Due to the growth in their business they now have a new position for an Operations Specialist to join their operations...

Entrepreneurial fund seeks energetic Property Studies Honours graduate to become a office space specialist.Our client buys, renovates, tenants and owns various office blocks, and is also looking at acquiring other types of properties throughout South Africa. Headed up by an industry stalwart, they are certainly in a growth phase. To continue on this path,...

Location:Cape TownSalary: Job Type:PermanentReference:64979Job Summary: Entrepreneurial fund seeks proactiveassistant asset manager to become a office space specialist.Our client buys, renovates, tenants and owns various office blocks, and is also looking at acquiring other types of properties throughout South Africa. Headed up by an industry stalwart, they...

Investment Principle (Unlisted)Highly attractive market relatedCape TownOutstanding career opportunity with growing specialist infrastructure investment manager. The Fund aims to provide growth capital for South African focused mid-market infrastructure businesses, which own real assets that provide essential services and that have value creation potential...

Responsibilities: Review financial investment asset reporting data provided by source data providers Organise and analyse large quantities of data as requested by stakeholders Accurately, adhere to deadlines, compile and provide reports in terms of Service Level Agreements and Group reporting deadlines Perform monthly recons of all general ledger and other...

Asset Management and Procurement Administrator Responsible for managing the hardware and software requirements of the company Ensuring company equipment is allocated to the relevant department as required Managing the movement of equipment within all regions to mitigate risk of potential loss Works closely with suppliers and vendors to ensure competitive...

Hybrid / Remote Large Financial Service company needs a specialist for the Asset & Liability BUHybrid / Remote Large Financial Service company needs a specialist for the Asset & Liability BUMatricDegree in Actuarial (Honours and higher preferred in either Maths / Quants / programming) Good progress to qualify as ActuaryStakeholder relationship IT / Actuarial...

Purpose of job:Unitisation and cash flow management of client funds including:Determination of unit prices Daily collection of asset manager data Management of the investment strategy, and processing of the clients' cash flows between the administrator and asset managers Production of reports Analysing of fund returns Preparing of Asset Allocations and...

Applications Close 29 November 2023Location: Cape Town, South AfricaReports To: Team Leader: Investment Administration, RisCura InvestApplication Criteria: Qualification approved by the FSCA for FAISExperience: 2-6 years' experience in investment management or related industriesPurpose of Job: Unitisation and cash flow management of client funds...

We are looking for an Asset Manager to join our clients fast growing team.Our client based in Cape Town has the biggest impact for Asset Managers, comes from leveraging data and advanced analytics to improve their distribution and marketing effectiveness, building efficient investment operations with end-to-end automation, driving portfolio investment...

Job Description:Job Title: Associate: Investment AdvisoryDivision: Investment ConsultingLocation: South Africa, Cape TownAbout the RoleThe Associate will be a core member of the investment advisory team and will assist with a variety of high-impact projects for institutional clients. The team provides a full range of advisory and investment services...

We are seeking to hire a professionally competent, incisive, and confident investment analyst/specialist, who has a high attention to detail and is interested in monitoring of client portfolios from both a regulatory and mandate compliance perspective.R - R CTC (negotiable based on experience)Location: Cape-Town branch.Knowledge, skills, and experience A...

Who we are? Sanlam Investment Group The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively and...

Western Cape / Gauteng - Senior specialists to manage strategy, Planning, reporting, Implementation and leadershipQualified CA(SA) or equivalent10 years post articles experience in financial reportingMinimum 5 years in life or Asset management Liaise with Exco, Audit committee and Board levelInternational Reporting standards essentialJSE Rule &...

Apex Investment AdvisoryJob Description:Job Title: AnalystSalary: Competitive + BenefitsDivision: Investment AdvisoryLocation: Cape Town, South AfricaAbout the RoleThe Analyst will be a core member of the Investment Advisory team, contributing to a variety of high-impact projects for institutional clients. The team provides a full range of advisory and...

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 in-depth understanding of industry products and client...