Investment Administrator

Key Responsibilities:Set-up & maintenance of Trading instructions, input & send authorised trade instructions on behalf of the Investment Manager.Monitor & check execution of trade instructions via the pricing administratorMonthly monitoring of portfolio positions provided by LISP.Confirmation that portfolios conform to latest Investment Committee mandates &...

Qualifications BCom or Higher Diploma in Accounting or Financial ManagementExperienceExperience 1 to 3 years of experience in the Financial Services industryPurpose of jobUnitisation and cash flow management of client funds including:Determination of unit pricesDaily collection of asset manager dataManagement of the investment strategy, and processing of the...

Role OverviewYou will play a vital role in ensuring the seamless execution of banking and investment transactions. From opening and closing accounts to collaborating with financial institutions globally, you will maintain accuracy and uphold deadlines with finesse.Your ResponsibilitiesManage E-Banking usersHandle client queriesReconcile investment...

ResponsibilitiesUpdate Apex systems with all daily prices and verify these prices.Provide mentorship and guidance to junior fund accountants, reviewing all fund valuations prepared by them and ensuring accurate calculations.Generate and distribute daily valuation files.Be responsible for income distribution and TER calculations, providing them to clients...

About This OpportunityWe are seeking an experienced Fund Accountant to join our team in Cape Town. The successful candidate will have a strong background in accounting, with experience in the financial services industry. They will be responsible for managing fund liquidity, funding requirements, and capital returns, as well as overseeing operational...

Client Administration and Investment Processing Associate:We are seeking a highly skilled and organized Client Administration and Investment Processing Associate to join our team. In this role, you will provide administrative support to the financial planning and wealth management team, assisting clients and financial planners with client administration and...

About the RoleThe Investment Analyst position is an exciting opportunity to work with our client in Cape Town. In this role, you will provide administrative support to the investment team, conduct research, and assist with deal execution.Key ResponsibilitiesProvide administrative support to the investment teamConduct market research and analysisAssist with...

Head of Investment Operations (Asset Management)R1.3m (Neg) plus bonusCape TownSuperb career opportunity with leading Investment Group for experienced for an experienced Operations Manager. Reporting to the COO you will be responsible for the efficient and effective management of a world-class investment support platform. This includes management and...

About the JobAs an Investment Support Coordinator, you will play a vital role in ensuring the seamless execution of banking and investment transactions.You will maintain accuracy and uphold deadlines with finesse, manage E-Banking users, handle client queries, and reconcile investment positions.This is an excellent opportunity to develop your skills and...

About this role:As an Investment Portfolio Coordinator, you will be responsible for the day-to-day administration of model portfolios, ensuring that all tasks are completed accurately and efficiently.You will work closely with the Investment Team and Client Service Team to implement model portfolio changes and manage client relationships.Key requirements...

Job SummaryAn Investment Operations Manager is required to oversee the day-to-day activities of the investment operations team. The successful candidate will be responsible for ensuring accurate and timely execution of financial tasks, as well as providing leadership and guidance to team members.Oversee the day-to-day activities of the investment operations...

Job OverviewThe Recruitment Council is seeking a talented Financial Planning Associate to join their team in Cape Town.This role involves working closely with Wealth Managers to provide research and analysis to support client wealth creation and financial wellbeing.Key Duties:Supporting Wealth Managers with research and analysisDeveloping best practice...

This graduate position at Sanlam Limited offers the opportunity to start your career in financial services. As a Client Liaison Specialist, you will be responsible for providing exceptional client service to internal clients, IFA's and investors.Your Key ResponsibilitiesProvide the highest level of client service to all clients (internal, IFA's and...

Job DescriptionPrimary Responsibilities:Manage and monitor portfolios of managed funds, analyzing value creation and interpreting returns on various investments in different asset classes.Monitor and report on market developments relevant to fund portfolios in various markets.Build and maintain relationships with stakeholders including Fund Directors,...

We are seeking a skilled Paraplanner to support our Financial Planning team. As a key member of the team, you will contribute to client portfolio analysis, advisory support, and investment planning.About the Team:Our Financial Planning team delivers exceptional client service and support.We have a strong commitment to ongoing training and professional...

About the RoleThis is an exciting opportunity to join our team as an Early Stage Investment Manager in Cape Town. The successful candidate will be responsible for identifying and evaluating investment opportunities, conducting due diligence, and managing investment portfolios.Responsibilities include:Sector Research: Analyze industry trends and...

About the CompanyElev8 Recruitment Services (Pty) LTD is a reputable recruitment agency based in Cape Town. We specialize in placing talented professionals in top investment firms across various industries.The successful candidate will be responsible for managing a portfolio of investment opportunities, conducting due diligence, and providing regular updates...

Senior Financial Administrator PositionNedgroup Investments is seeking a highly skilled Senior Financial Administrator to join its team.The successful candidate will be responsible for analysing and interpreting financial data, preparing and presenting financial reports, and developing and implementing budgeting and forecasting processes.Key...

Job title : Junior Specialist: Investment AnalystJob Location : Western Cape, Cape TownDeadline : March 28, 2025Quick Recommended LinksJobs by Location Job by industries Job SummaryTo analyse alternative investments, primarily medium term debt securities that enables decision making & provides a sound basis for recommendation formulation. Job...

Career OpportunitiesOrigin Financial Group is seeking experienced financial advisors located in Western Cape (specifically Cape Town and the Garden Route district). We offer flexibility and follow a hybrid workplace model. Our advisors are supported by an in-house dedicated team of administrators and para-planners.As a financial advisor, you will be...