Senior Technical Investment Specialist
2 months ago
Senior Technical Investment Specialist
- Cape Town, ZA
May 17, 2023
**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 ad-hoc 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 fast-paced 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
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