Investment Administration Specialist

Purpose of job: 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 of the clients’ cash flows between the administrator and asset managers - Production of reports - Analysing of fund returns - Preparing of Asset...

We are based in Southern Suburbs (Westlake Business Park) and looking for an administrator to join our team. Experience can be an advantage but the right person that trainable and keen to learn is more important. Approach Administration is an administrative office that assists financial planners. We are a close and smallish team of 9 people - minimum 1-2...

**Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. **Role Purpose** This position is...

Hire Resolve’s client in the Investment Industry is urgently seeking a highly skilled Operations Specialist to join their team in Cape Town.Responsibilities Position within the operations team, principally as an operations specialist. The Purpose of this role is to contribute to and promote robust operating procedures across the investment management...

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 -...

**Overview**: Our client is an innovative FinTech company based in South Africa and listed on the main board of the JSE. The company provides asset management, stockbroking, and administration services, as well as a wide range of savings products, to institutional and retail clients. **Responsibilities**: - Build an in-depth understanding of industry...

**Role and responsibilities**: Overview **Responsibilities**: Collate, update and manage a database (CRM) for all clients. This includes building up a history and tracking interactions with all clients (both formal and informal) Develop a servicing strategy for assigned clients, with the help of the Head of Client Service Drive specific client projects on...

OVERVIEW **The key features of the role are**: **1. Model Portfolio Administration**: a. Administration and maintenance of local and offshore model portfolios b. Assist clients on model portfolio related queries and provide support c. Implement model portfolio changes instructed by the Investment Team d. Implement model portfolio management requests...

Overview:Our client is an innovative FinTech company based in South Africa and listed on the main board of the JSE. The company provides asset management, stockbroking, and administration services, as well as a wide range of savings products, to institutional and retail clients. Responsibilities:Build an in-depth understanding of industry products and...

Overview:Our client is an innovative FinTech company based in South Africa and listed on the main board of the JSE. The company provides asset management, stockbroking, and administration services, as well as a wide range of savings products, to institutional and retail clients. Responsibilities:Build an in-depth understanding of industry products and...

Overview: Our client is an innovative FinTech company based in South Africa and listed on the main board of the JSE. The company provides asset management, stockbroking, and administration services, as well as a wide range of savings products, to institutional and retail clients.  Responsibilities: Build an in-depth understanding of industry products and...

Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

Job title: Operations Specialist (Investment Management)Our client, an investment and asset management company situated in Bellville, has a vacancy in their Operations department for an experienced Operations Specialist.Role functionThe Operations Specialist will report into the Operations Manager who reports into the Chief Operating Officer.The purpose of...

Job title: Operations Specialist (Investment Management)Our client, an investment and asset management company situated in Bellville, has a vacancy in their Operations department for an experienced Operations Specialist.Role functionThe Operations Specialist will report into the Operations Manager who reports into the Chief Operating Officer.The purpose of...

**Investment Principle (Unlisted)** **Highly attractive market related** **Cape Town** Outstanding career opportunity with growing specialist infrastructure investment manager. The Fund aims to provide growth capital for South African focused mid-market infrastructure businesses, which own real assets that provide essential services and that have value...

Are you a detail-oriented and versatile professional with a background in finance or banking? Do you thrive in a dynamic and fast-paced work environment? Our client based in Newlands (Cape Town) are seeking a **Portfolio Administration Specialist** to join their team. As a small company, they value individuals who are adaptable, willing to take on new...

**Overview**: Our client, a leading global Asset Manager is seeking to hire a Specialist Consultant to join their Investment Platform Operations team. The Specialist Team is a dynamic team within the platform, which focuses their client servicing efforts on model portfolio providers as well as on the administration of the global products...

**The Role The asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson’s Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior consultants to deliver...

The Role The asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson’s Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior consultants to deliver...