Investment compliance Analyst
4 weeks ago
Applications Close 29 November 2024**Location**: Cape Town
**Reports To**: Compliance line manager
**Application Criteria**:
- Bachelor’s degree in Finance, Accounting or a related field.
- Honours preferred
**Experience**: 1 - 4 years working experience in investment compliance, accounting or a related field.
**Purpose of Job**:
- The compliance analyst provides regulatory compliance related services to clients.
- The main purpose of this job is to provide Regulation 28 and Regulation 30 reports and other supporting analysis in relation to institutional client portfolios and within the relevant regulatory frameworks.
- Stay up to date with Compliance Industry Standards (Regulation 28, Regulation 30, BN 52 and BN 90).
**Key Competencies, Skills and Attributes**:
- Pays attention to detail.
- Safeguards integrity of sensitive client data.
- Takes ownership of reasonability, correctness and delivery of output.
- Able to work independently as well as with team members to collaborate on deliverables and projects.
- Good time management, able to manage deadlines and work under pressure.
- Able to work with large quantities of portfolio and market data.
- Has an understanding of portfolio and instrument level information.
- Uses initiative, is proactive and possesses problem-solving skills.
- Strong analytical skills.
- Has an interest in financial services and investment compliance.
- Strong verbal and written communication skills.
**Monthly/Daily Tasks**:
**Work with the team to**:
- Agree and plan work deliverables and priorities.
- Classify financial instruments.
- Retrieve, validate, reconcile, analyse and prepare data for monthly, quarterly and annual deliverables including but not limited to Regulation 28 and Regulation 30.
- Interrogate and analyse data
- Generate client reports
- Interpret and analyse report results
- Check reports generated by other Analysts
- Communicate with clients and respond to report queries
- Provide ad hoc analyses and supporting output
- Manually recalculate statistics
**Work with the team to improve work practises**:
- Proactively contribute ideas for enhancing existing technical solutions and developing new tools and platforms.
- Identify shortcomings in current work methods and processes.
- Contribute to the establishment of quality management processes.
- Engage with other teams and RisCura business units to ensure a holistic approach to learning, development and systems improvement.
**Manage their own performance and career by**:
- Developing career objectives and goals and pursuing it.
- Setting annual work goals and regular meetings with their line manager to discuss their performance.
- Contributing to knowledge sharing and participation in special projects.
- Acting as a corporate citizen and participating in organisational discussions, events and innovation.
**Other Key Relationships**:
- Assist fellow team members within the immediate team.
- Collaborate with RisCura teams.
- Interact with clients.
**Remuneration**:
- Market-related
-
Investment Analyst
6 months ago
Cape Town, South Africa FROGG Recruitment Full time**Investment Analyst Durbanville Cape Town** Our Asset Management Investment Client in Tygervalley Durbanville Cape Town is looking for a well-experienced Investment Analyst with 5 years plus experience. You need mid-market fund experience. To supply administrative, procedural, and risk management support to the entire Fixed Interest team and assist with...
-
Investment Analyst
2 months ago
Cape Town, South Africa Consulting and Advisory Business Full timeNAME OF THE ROLE: INVESTMENT ANALYST/ASSOCIATE (CAPE TOWN) ROLE DESCRIPTION: This position is for an Investment Analyst/Associate with a respected Consulting and Advisory Business, with the goal of working towards an Investment Consultant position. KEY RESPONSIBILITIES: - Data mining - Revise investment strategies - Interact with various Asset...
-
Risk Analyst
6 months ago
Cape Town, South Africa Bright City Talent Full timeThe INVESTMENT RISK ANALYST will form part of the Investment risk team in South Africa, responsible for quantifying and providing insights into the investment risks inside portfolios with a focus on fixed income or multi-asset portfolios. The Risk Analyst will be also do day-to-day risk reporting for specific investment teams and portfolios; and solve...
-
Investment Analyst
1 week ago
Cape Town, South Africa CA Financial Appointments Full timeTop performing young finance professional sought for an incredible opportunity to join an award-winning investment boutique as an Investment Analyst. This team service both South Africa and global markets, so offer a fantastic scope for exposure. If a future as an investment analyst is what you're looking for, then we want to hear from you! Our client is...
-
Investment Analyst
5 months ago
Cape Town, South Africa SET Recruitment Consultants Full timeInvestment AnalystAttractive market related packageCape TownHighly successful boutique investment firm have an excellent opportunity for an Investment Analyst. Join this high performing team and be responsible for research and analysis of listed securities both in SA and globally.Key performance areas:Prepare individual company forecasts and valuationsReview...
-
Investment Analyst
5 months ago
Cape Town, South Africa Set Consulting Full timeInvestment AnalystAttractive market related packageCape TownHighly successful boutique investment firm have an excellent opportunity for an Investment Analyst. Join this high performing team and be responsible for research and analysis of listed securities both in SA and globally.Key performance areas:Prepare individual company forecasts and valuationsReview...
-
Investment Analyst
6 months ago
Cape Town, South Africa CA Financial Appointments Full timeTop performing young finance professional sought for an incredible opportunity to join an award-winning investment boutique as an Investment Analyst. This team service both South Africa and global markets, so offer a fantastic scope for exposure. If a future as an investment analyst is what you're looking for, then we want to hear from you! Our client is...
-
Investment Analyst
6 months ago
Cape Town, South Africa CA Financial Appointments Full timeTop performing young finance professional sought for an incredible opportunity to join an award-winning investment boutique as an Investment Analyst. This team service both South Africa and global markets, so offer a fantastic scope for exposure. If a future as an investment analyst is what you're looking for, then we want to hear from you! Our client is...
-
Investment Analyst
3 weeks ago
Cape Town, South Africa Old Mutual Full timeOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description A great opportunity to join a growing and focused investment team as an Investment Analyst. The role will give the successful candidate exposure to both local and global capital markets, working within a dynamic team environment. Pro-activeness...
-
Investment Analyst
5 months ago
Cape Town, South Africa Boss Consult Full timeMinimum requirement of a bachelor’s degree which can be FAIS recognised. - B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent. - Open to other tertiary qualifications depending on experience and evidence of quantitative abilities. **Experience** - 3 to 5 years of relevant experience in investments - Will...
-
Investment Analyst
6 months ago
Cape Town, South Africa Rory Mackie & Associates Full time**Overview**: The Investment Analyst will be required to analyze the economic drivers of agricultural property performance, including forecasting and trend analyses and assessing financial opportunity, be it related to a present or potential agricultural property investment. Under the guidance of experienced team members, the Investment Analyst will be...
-
Investment Portfolio Analyst
5 months ago
Cape Town, South Africa Khula Placements Full time**Investment Portfolio Analyst** R350k-R550k per annum depending on experience highly negotiable Financial company seeks Investment Portfolio Analyst with minimum of 3 - 5 years’ experience within the roll. - Generation, interpretation and analysis of various analysis which would be useful to the Portfolio Managers - Client report back presentation...
-
Investment Analyst
6 months ago
Cape Town, South Africa Rory Mackie & Associates Full time**Overview**: Our client is a high-profile Private Equity business, responsible for advising on core long-term strategic holdings and portfolio investments. They are looking to appoint an Investment Analyst, responsible for supporting the investment team and conducting detailed research, analysis, and reporting. This position will work closely with the...
-
Senior Lawyer
5 months ago
Cape Town, South Africa Investment Manager firm Full time**Position Title: Senior Lawyer (Cape Town) - Agricultural Investments** **Company 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...
-
Investment Analyst
2 months ago
Cape Town, South Africa FirstRand Full timeJob Description About Us Ashburton Investments, part of the FirstRand group, is a leading investment management firm in South Africa. We manage over R160 billion in assets, with almost R100bn focused on fixed income, LDI, unlisted credit, and ESG mandates. Our mission is to help clients grow and protect their investments through innovative solutions and...
-
Investment Analyst
3 weeks ago
Cape Town, South Africa Jobted ZA C2 Full timeOverview Summary: We are seeking a talented and motivated Investment Analyst to join our client’s team. The successful candidate will be responsible for conducting research, analyzing financial data, and making recommendations for investment opportunities. The ideal candidate will have a strong background in finance, excellent analytical skills, and the...
-
Investment Analyst
6 months ago
Cape Town, South Africa Intsikelelo Holdings Full timeOur client, a prominent investment management firm operating in Africa, is in search of an Investment Analyst to complement their Infrastructure Debt team. In this position, the primary responsibility is to oversee a diverse portfolio of infrastructure debt investments, involving tasks such as thorough credit risk management, credit analysis, financial...
-
Investment Fund Analyst
1 month ago
Cape Town, Western Cape, South Africa The Recruitment Council Full timeAbout the RoleThe Recruitment Council is seeking a skilled Equity Analyst to join a specialist investment management firm.This firm has a historical focus on hedge funds management and has expanded its product range to include traditional investment products.The business manages approximately R28bn of investor capital and has a team of 29 employees across...
-
Investment Analyst
3 months ago
Cape Town, South Africa Boardroom Appointments Full timeInvestment Analyst Minimum Requirements: Matric [Grade 12]BCom Degree in Finance or related field. MBA advantage Work experience from 3 to 6 years in an investment bank, private equity or venture capital fund, Big3 or Big4 (valuation, due diligence, strategy), investment divisions of financial and industrial groupsGood knowledge of corporate finance and...
-
Investment Analyst
16 hours ago
Cape Town, South Africa Network Recruitment Full timeJob title : Investment Analyst Job Location : Western Cape, Cape Town Deadline : January 04, 2025 Quick Recommended Links Jobs by Location Job by industries Key Responsibilities: Spearhead the implementation of the Strategic Asset Allocation (SAA) framework across Group subsidiaries. Design and update investment mandates while...