Collective Investment Scheme

Responsible for the operations of the H4 Collective Investment Scheme portfolios. - For new investors follow H4 on-boarding process that includes review of required FICA documents and determining the ultimate beneficial owner in the case of entities. - Prepare risk ratings in accordance with H4’s FICA Risk Management and Compliance programme. - Follow...

EXCLUSIVE AND UNIQUE OPPORTUNITY TO TRAIN IN INVESTMENT BANKING LOCATED IN MAURITIUS The deVere Group of companies is one of the world’s leading independent financial institutions offering clients across the globe the powerful combination of personal financial advice and innovative digital solutions. Founded in 2002 and now comprising of 97 different...

**Duties and Responsibilities**: - Daily management of trust funds and investment funds - Ensuring that all complexes within the portfolio are insured and premiums are paid on time - Continuous enhancement of knowledge of SA property laws - Ensuring that compliant contractors are servicing the complexes and are paid timeously - Awareness of all transfer of...

**Duties and Responsibilities**: - Daily management of trust funds and investment funds - Ensuring that all complexes within the portfolio are insured and premiums are paid on time - Continuous enhancement of knowledge of SA property laws - Ensuring that compliant contractors are servicing the complexes and are paid timeously - Awareness of all transfer of...

**Responsibilities**: Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc). Participate and support corporate social responsibility initiatives for the achievement of key business strategies. Identify and recommend opportunities to enhance processes;...

Our client, a large investment business leader, offers a wide range of investment and financial planning solutions to protect and grow your long-term wealth. Their investment options include passively and actively manage unit trusts, hedge funds and segregated and pooled retirement funds. **Purpose of the role**: **Key responsibilities**: - Review various...

Job Title: Sectional Title Scheme AdministratorLocation: MilnertonWe are a boutique estate agency seeking an experienced Sectional Title Managing Agent to oversee 18 Body Corporates/communities.Key Responsibilities:Manage day-to-day operations of sectional title schemes, including maintenance, budgeting, and financial management.Ensure adherence to the...

One of the TOP banks in S.A. is seeking an experienced Customer Service / Client Service Consultant to join their branch in Cape Town on a 12-month contract. Qualifications and experience: Post Grad - MUSTDegree - MUSTNo less than 2 years'  experience within a Client Service role within asset management sector / wealth sectorMust have experience within...

The analyst’s primary role will be to conduct detailed company research and valuations of Africa-dominant listed equities (excluding South Africa). The successful applicant will be based in Cape Town, South Africa, and will be required to travel into African countries on a regular basis. - Investment research experience: Relevant experience as an equity...

**Overview**: Our client, a leading dynamic Asset Manager, is looking for an exceptional individual to join their Retail Investment Services Team in the capacity of a Client Relationship Manager (CRM). **Responsibilities**: - Engage with Clients, Independent Financial Advisers (IFAs) and their support staff (occasionally face-to-face) within SLAs and in...

**Our Company** If you are looking to join a team where your opinion is valued, your contributions are noticed, and enjoy working with fun and talented people from all over the world then this is the place for you. If you have a desire to work in an organisation that is: - Passionate about its people - Focused on delivering the very best tech to our...

**Senior Compliance Officer (12-month Contract)** **R540k** **Cape Town** Join leading listed Investment Group and join this small established international units.: **Key responsibilities**: - Assist in monitoring compliance with applicable legislation and internal requirements with a specific focus on Collective Investment Schemes and compliance with...

We are looking for a dynamic, passionate and results driven operational compliance officer with Collective Investment Scheme experience and knowledge to join our team. This individual needs to be confident and willing to get involved in every aspect of the business where required. Role and Responsibilities Reviewing and ensuring that marketing material is...

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...

**Our Company**: If you are looking to join a team where your opinion is valued, your contributions are noticed, and enjoy working with fun and talented people from all over the world then this is the place for you. If you have a desire to work in an organisation that is: - Passionate about its people - Focused on delivering the very best tech to our...

Investment Data Analyst Job Description:We are seeking a detail-oriented and analytical Investment Data Analyst to join our team at CF Consulting. As an Investment Data Analyst, you will be responsible for collecting, analyzing, and interpreting large datasets to inform investment decisions.Key Responsibilities:Collecting and processing large datasets from...

Job Description To perform the trustee oversight functions in respect of a Collective Investment scheme in order to protect the unit holders - Deliver against operational and cost targets. - Prioritize resource allocation to minimize and reduce wastage. - Monitor costs for the financial year according to the operational plan. - Allocates and approves...

LOCATION - Cape Town, South Africa APPLICATION CRITERIA - Qualification approved by the FSCA for FAIS EXPERIENCE - 2-5 years’ experience in investment management or related industries REPORTS TO - Team Leader: Investment Administration, RisCura Invest **Purpose Of Job** **Key Competencies** **Monthly/Daily Tasks** **Other Key...

Isilumko Staffing (JHB) is seeking a highly skilled Senior Financial Services Professional to join their team on a 12-month contract. The ideal candidate will possess a strong background in client service, with experience in asset management and wealth sector.Qualifications and Experience:Post Graduate DegreeNo less than 2 years' experience in Client Service...

About the RoleWe are seeking an experienced Investment Operations Coordinator to join our team at CF Consulting. The successful candidate will be responsible for managing the day-to-day operations of our investment portfolio, including the collection of market values, sending daily prices, and capturing cash flows instructions.The ideal candidate will have a...