Investment Specialist

3 weeks ago


Johannesburg, South Africa PPS Recruitment Full time

**Job Advert Summary**:
**Minimum Requirements**:
Ideal experience:

- At least 3 to 5 years’ experience within the IFA, investment or linked product markets, preferably working at a LISP or retail asset management business
- Discretionary Fund Manager’s and/or multi management experience would be advantageous

Ideal qualifications:

- Bachelor’s degree in commerce or related field essential
- CFP and/or investments related honours degree an advantage
- RE5

Comptencies & ideal personality attributes:

- Technical knowledge about investments, investment industry & trends- Knowledge around Discretionary Fund Manager’s, ASISA categories and related asset managers is a pre-requisite
- Demonstrable training delivery skills are essential
- Self-discipline to work unsupervised and to maintain CRM system
- Resilience and Tenacity
- Strong presentation skills
- Relationship management - networking
- Communication - verbal & written
- Performance driven
- Innovative thinking and problem-solving

Systems knowledge:

- MSOffice - specifically a good understanding of both PowerPoint and Excel
- CRM experience
- Client database experience an advantage

**Duties and Responsibilities**:

- Build and promote the PPSI asset management brand and image by networking with key industry stakeholders
- Identify and develop strategic partnerships to leverage new opportunities.
- Position PPS Investments as the niche LISP for intermediaries in your region
- Deliver on very specific flow targets for your region, including both LISP and Asset Management capabilities
- Provide PPS head office with detailed reporting on leads and opportunities
- Excellent client services, including proactive response to intermediary needs
- Supply intermediaries with accurate investment, product, fund, service and investor information
- Training and developing the intermediary and support staff
- Supporting investment projects and campaigns, with the ability to deliver investment presentations.
- Participating in investment product implementation
- Presentations and 1 on 1 engagements around investments, from a 101 level to discussing the PPS Asset Management value proposition
- Regular formal report backs to PPS Investments management



  • Johannesburg North, South Africa Communicate Recruitment Full time

    Unlock Your Potential as an Investments Specialist! Are you a financial wizard with a passion for empowering clients and maximizing their investments? We have an incredible opportunity for you! Join a leading financial services firm as an Investments Specialist and take your career to new heights. As an Investments Specialist, you will be at the forefront...

  • Investment Specialist

    3 weeks ago


    Johannesburg, South Africa Mass Staffing Projects Full time

    **Job Information** - Location- Johannesburg- Job Type- Permanent- Education- CFA- Experience- 3 or more years- Reference- IS22072021SW- - finance.jobs(at)staffingprojects.co.za- Fax- 0865728847Our client, a banking firm, is looking for a new Investment Specialist to join their team. This position is targeted towards those interested in funds, products, and...

  • Investment Specialist

    3 months ago


    Johannesburg, South Africa Recruitment Matters Africa Full time

    Our client is looking for a Investment Specialist. The Investment Specialist will support a range of project types relating to portfolio companies, including operational efficiency, environmental & social sustainability and optimal reporting. **Responsibilities**: - Manage the identification and evaluation of relevant technical assistance (“TA”)...

  • Investment Specialist

    2 months ago


    Johannesburg, South Africa HR Genie Full time

    Our client is looking for a Investment Specialist. The Investment Specialist will support a range of project types relating to portfolio companies, including operational efficiency, environmental & social sustainability and optimal reporting. **Responsibilities**: - Manage the identification and evaluation of relevant technical assistance ("TA") projects...

  • Investment Specialist

    2 weeks ago


    Johannesburg, Gauteng, South Africa Recruitment Matters Africa Full time

    Our client is looking for a Investment Specialist. The Investment Specialist will support a range of project types relating to portfolio companies, including operational efficiency, environmental & social sustainability and optimal reporting.Responsibilities: Manage the identification and evaluation of relevant technical assistance ("TA") projects for the...


  • Johannesburg, Gauteng, South Africa SET Recruitment Consultants Full time

    Investment Reporting SpecialistReputable Asset Mgt firm seeks analytical indiv. Pivotal role to collect and analyse investment reporting information. Great career opportunity.Main Responsibilities: Verify investment data and maintain accuracy of data. Analyse performance of investment accounts. Measure and monitor performance. Calculate and analyse reporting...


  • Johannesburg, South Africa Moving Heads Personnel Full time

    Provide support to the investment product team in delivering the strategic deliverables, development and ongoing management of products, technical knowledge of the investment landscape to produce insights required for the servicing of stakeholders. - Product development and lifecycle management, including product positioning and differentiation; and -...


  • Johannesburg, Gauteng, South Africa Moving Heads Personnel Full time

    Provide support to the investment product team in delivering the strategic deliverables, development and ongoing management of products, technical knowledge of the investment landscape to produce insights required for the servicing of stakeholders. Product development and lifecycle management, including product positioning and differentiation; and...

  • Investment Specialist

    2 weeks ago


    Johannesburg, Gauteng, South Africa Engineered Sourcing Full time

    Focusing on project financial analysis and derived thereof on determining whether a project is bankable or not. Perform financial due diligence and analysis on prospective projects andrecommend an investment decision Develop an investment and funding policy aligned to the company strategy and an investment criterion for evaluating the best repayment outcome...

  • Investment Specialist

    2 weeks ago


    Johannesburg, Gauteng, South Africa PPS Recruitment Full time

    Job Advert Summary:Minimum Requirements:Formal Qualification: Bachelor's degree in commerce or related field essential. CFP and/or investments related honours degree an advantage. RE5.Experience: At least 3 to 5 years' experience within the IFA, investment or linked product markets, preferably working at a LISP or retail asset management business....


  • Johannesburg, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

  • Investment Specialist

    2 weeks ago


    Johannesburg, Gauteng, South Africa PPS Recruitment Full time

    Job Advert Summary:Minimum Requirements:Ideal experience: At least 3 to 5 years' experience within the IFA, investment or linked product markets, preferably working at a LISP or retail asset management business Discretionary Fund Manager's and/or multi management experience would be advantageousIdeal qualifications: Bachelor's degree in commerce or related...


  • Johannesburg, South Africa PPS Recruitment Full time

    **Job Advert Summary**: PPS External Distribution has an opportunity for a hybrid development role combining the skills and experience of a Broker Consultant and an Investment Specialist. Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand...


  • Johannesburg, South Africa TalentWorx Consulting Full time

    **JOB TITLE** Social Investment Specialist **REPORTING LINE** Head of Social Impact **PRINCIPAL OBJECTIVE OF POSITION** To drive social investment strategy, manage strategic programmes and mentor social investment analysts to achieve the highest standard of social investment possible. **KEY PERFORMANCE AREAS, ACTIVITIES AND INDICATORS** **Key...

  • Investment Analyst

    2 weeks ago


    Johannesburg, Gauteng, South Africa Network Recruitment Full time

    A well-known investment firm is on the lookout for an Investment Analyst, to provide portfolio administration, research, and deal execution support The candidate will be involved in all aspects of investment and asset management for infrastructure investments.Responsibilities also include researching, analysing and provision of relevant information under the...


  • Johannesburg, South Africa CyberPro Consulting Full time

    Cyberpro Consulting merges a fervor for technology with a sincere interest in our customers' business and success. Boasting nearly two decades of experience in the IT and software development industry, Cyberpro Consulting serves a diverse clientele, spanning from large-scale enterprises to SME businesses To provide specialized expertise and ensure accurate...


  • Johannesburg, Gauteng, South Africa Absa Bank Limited Full time

    Bring your possibility to life Define your career with us With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryTo provide...


  • Johannesburg, Gauteng, South Africa TalentWorx Consulting Full time

    JOB TITLESocial Investment SpecialistREPORTING LINEHead of Social ImpactPRINCIPAL OBJECTIVE OF POSITIONTo drive social investment strategy, manage strategic programmes and mentor social investment analysts to achieve the highest standard of social investment possible.KEY PERFORMANCE AREAS, ACTIVITIES AND INDICATORSKey Performance AreasActivitiesClient...

  • Investment Specialist

    3 weeks ago


    Johannesburg, South Africa Omega Recruitment Full time

    Are you an experienced investment professional? Do you have 10 years' work experience in corporate finance or development finance in food & agribusiness? Do you enjoy originating, structuring, and negotiating high-impact transactions in the African financial market? If yes, then read further... My client's Agribusiness Food Water team is currently looking...

  • Investment Specialist

    2 weeks ago


    Johannesburg, Gauteng, South Africa Omega Recruitment Full time

    Are you an experienced investment professional? Do you have 10 years' work experience in corporate finance or development finance in food & agribusiness? Do you enjoy originating, structuring, and negotiating high-impact transactions in the African financial market? If yes, then read further...My client's Agribusiness Food Water team is currently looking for...