Senior Technical Investment Specialist

2 weeks ago


Cape Town, Western Cape, South Africa WTW Full time

The Role

  • Liaise with data providers (investment managers, custodians etc.) to obtain client data and other relevant information
  • Assist with clients' contracting with investment providers (e.g. obtaining and completing documentation) and with clients' investment transitions
  • Preparation or checking of monthly or quarterly investment reports, unitization calculations, and other appropriate investment calculations
  • Preparation and submission of SARB and FSCA (Regulation 28) returns as required
  • Assist with formulation and delivery of strategy advice to clients (institutional investors) this is likely to include some direct client interaction
  • Depending on experience and qualifications, play a suitable role in providing support for actuarial and benefit consulting services, e.g. retirement fund valuations and adhoc advisory projects

The Requirements

  • Bachelor's degree with actuarial or any other financial/ mathematical specialisation
  • Strong oral and written communication skills in English (note that some client interaction will be required)
  • Ability to communicate effectively with colleagues at all levels
  • Ability to respond to all communications effectively and in a timely manner
  • Ability to work both independently or as part of a team in a fastpaced environment
  • Ability to manage several different projects concurrently and deliver on all of them
  • Advanced experience with the MS Office Suite, specifically Excel, Word, PowerPoint and Outlook (Access would be an advantage)
  • Conscientious and detail focused

  • Investment Specialist

    2 weeks ago


    Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

    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...

  • Investment Principal

    2 weeks ago


    Cape Town, Western Cape, South Africa SET Recruitment Consultants Full time

    Investment Principal / Senior AssociateR1m (Neg) plus bonusCape TownSuperb career opportunity with a specialist infrastructure investment manager who are looking to appoint an experienced unlisted investment principal with ambitions to develop into an investment partner role over the next two to three years.Key performance areas Deal origination Due...

  • Senior Lawyer

    2 weeks ago


    Cape Town, Western Cape, South Africa Investment Manager firm Full time

    Position Title: Senior Lawyer (Cape Town) - Agricultural InvestmentsCompany Overview:A respected Investment Manager is looking for a Senior Lawyer with experience in corporate finance to join their dynamic team. The individual should be an admitted attorney and a member of the Law Society. A keen interest in financial services, investments and agricultural...

  • Operations Specialist

    2 weeks ago


    Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

    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...


  • Cape Town, Western Cape, South Africa Candidate Connect Full time

    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...


  • Cape Town, Western Cape, South Africa FROGG Recruitment Full time

    Senior Investment ManagerOur client is looking for a Senior Investment Manager responsible for generating investment opportunities for the group.Salary: Market-RelatedMinimum requirements: Master's degree in business studies, Finance, Economics or Management Studies. A degree or education in chartered accounting or CFA is a plus. 10 years of relevant work...


  • Cape Town, Western Cape, South Africa CF Consulting Full time

    PURPOSE OF JOBThe Senior Investment Research Analyst research and analyses investment products, asset managers, and other service providers for internal and external clients. Their main task is to conduct detailed research on investment-related topics to support the Company's investment decision-making forum covering a broad range of asset classes and...


  • Cape Town, Western Cape, South Africa Independent Actuaries & Consultants Full time

    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...


  • Cape Town, Western Cape, South Africa Dimension Data Full time

    FunctieomschrijvingDo you want to work for a company that offers career progression? Do you want to make an impact on the company's business? What about financial incentives and bonuses? Are you tired of working long hours with low pay or no benefits? Apply for this Senior Networking Technical Specialist roleAs a Networking Technical Specialist, you'll be...


  • Cape Town, Western Cape, South Africa Old Mutual Full time

    Description Role Overview The Legacy and Product Management team within OMiX Savings & Income is seeking a suitably qualified individual for a Senior Actuarial Specialist role. The Legacy and Product Management team is responsible for the marketing, maintenance and enhancement of product propositions across the lower-, middle- and high-income...

  • Senior Specialist

    2 weeks ago


    Cape Town, Western Cape, South Africa LRI Invest Full time

    Senior Specialist - Middle Office - Cape TownSummary of the positionThe Senior Specialist - Middle Office will be responsible for all aspects relating to the delivery for the start of day portfolio and reporting validation; system reconciliation; and client query support & resolution to specific clients. The Senior Specialist - Middle Office will combine...


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

    We're hiring for a Position of Investment Specialist at our company!Key Responsibilities:Conducting in-depth research on fund managers for finding the best investment solutions.Contributing to the strategic positioning of investment options such as Invest and Consult and Life investments.Leading thought leadership initiatives in investments and delivering...


  • Cape Town, Western Cape, South Africa University Of Fort Hare Full time

    We are seeking a Senior Investment Manager for a permanent vacancy based in Cape Town, Western Cape.Applicants are required to meet the following criteria: BCom Degree in Accounting / or Finance / business related field essential4+ years' experience in business investment / business investment structuring is essential.Experience in auditing / banking / sales...


  • Cape Town, Western Cape, South Africa TFG Finance and Advisory Full time

    Position Description:Job title: Senior Specialist: Treasury Reporting Line: Head of Treasury and Liquidity Department: Finance Centre of Excellence Purpose of the job The Treasurer is responsible for managing all group investments, day-to-day cash management, cash flow forecasting and all electronic banking systems. This role will support the Head of...


  • Cape Town, Western Cape, South Africa Candidate Connect Full time

    Opportunity to join a highly successful Asset Manager in Cape Town as a Technical Marketing Specialist.Some core responsibilities include: Presentations Create and update presentations for new business pitches, due diligence meetings, and client meetings. Generate all data for individual funds (asset allocation, top 10 holdings, performance data and graphs)....

  • Senior Specialist

    1 month ago


    Cape Town, Western Cape, South Africa Apex Group Full time

    Senior Specialist - SA Fund Accounting - Cape TownAn opportunity has arisen for a Senior Specialist - SA Fund Accounting to join our Cape Town office. Summary of the position The role of Senior Specialist - SA Fund Accounting will be expected to aid in the optimisation, execution and daily oversight of operational processes and applications that supports...


  • Cape Town, Western Cape, South Africa Zeal HR Full time

    An excellent opportunity has become available to join a leader in the Investment industry is looking for a Senior Investment Officer, based in Cape Town.Requirements: BCom degree in Accounting, Finance or other businessrelated field with mínimal level of Financial Accounting 2 or equivalent 4+ years of experience in business investment or a business finance...


  • Cape Town, Western Cape, South Africa Group Finance Full time

    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...

  • Investment Manager

    2 weeks ago


    Cape Town, Western Cape, South Africa CA Global Headhunters Full time

    Reference Number: LC01A leading, African Investment company is looking for an Investment Manager to join their team. The Investment Manager will provide support to the Investment Team, both in the organization and execution of transactions, as well as in the monitoring of the Investment portfolio. The incumbent will be required to prepare, analyze, explain...

  • Investment Director

    2 weeks ago


    Cape Town, Western Cape, South Africa EarthStream Full time

    Job Details:Sector: Renewable EnergyLocation: Cape TownJob Ref: PR/119619_ Job Type: PermanentSalary: US$ US$250000 per annum + Bonus per yearExpiry Date: 30 August 2023Contact: Lee Bishop-Start Date: ASAPWe are seeking an Investment Director - Growth Equity Investments, based in Cape Town, working for an International Financial and Investment Advisory...