Fiduciary Portfolio Oversight Analyst
6 months ago
Job Description
To perform the day-to-day oversight of the administration and conduct of the collective investment scheme to ensure the safekeeping of the unit holders (investor), in compliance with the act, deed and subordinate regulation
- Work with project managers to proactively assess Fiduciary Risks within new business initiatives and products Identify and utilise opportunities to assess and improve own performance
- Build and maintain stakeholder relationships
- Investigate new ways to optimise processes
- Flag opportunities to migrate to platform and supports the use of technology in process and system improvements
- Draw on knowledge and experience to identify and develop solutions that lead to improved service delivery and quality
- Ensure operational excellence through the delivery of work processes according to defined quality standards
- Analyse and document economic conditions affecting industry and / or segments
- Keep up-to-date with market developments, new commercial products and all other areas that can affect the markets, e.g. movements in the economies of relevant countries, considering how the economic implications of factors such as natural disasters, weather, wars, etc., might affect the performance of companies and funds
- Identify potential metrics to measure Key Risk Indicators for Fiduciary Risk
- Maintain and upload accurate and timeous scanning of all documentation on the system
- Prepare basic trust documents governing different transactions (trustee resolutions, donation agreements, loan agreements, compliance documents etc.) in compliance with business objectives
- Contribute to teamwork and inclusivity within own team
- Deliver customer service through adherence to quality service standards
Post
RMB
LI-ZM1
Job Details
Application Closing Date
17/06/24
-
Fiduciary Portfolio Oversight Specialist
3 months ago
Johannesburg, South Africa FirstRand Full timeJob Description To ensure the oversight and compliance of collective investment schemes with regulatory standards. To collaborate with internal stakeholders and clients to implement oversight processes and provide key insights to support decision-making while mitigating potential risks Responsibilities - Oversee and provide guidance to collective...
-
Fiduciary Portfolio Oversight Analyst
3 months ago
Johannesburg, South Africa FirstRand Full timeJob Description To perform the day-to-day oversight of the administration and conduct of the collective investment scheme to ensure the safekeeping of the unit holders (investor), in compliance with the act, deed and subordinate regulation- Are you someone who can: - Work with project managers to proactively assess Fiduciary Risks within new business...
-
Head Fiduciary
3 weeks ago
Johannesburg, South Africa Jobted ZA C2 Full timeJob Title: Head: Fiduciary Location: Sandton, Johannesburg Overview: An exceptional opportunity exists for a seasoned fiduciary professional to lead and grow a high-performing team. This role focuses on delivering top-tier estate planning, fiduciary, and trust services while driving new business growth, enhancing client retention, and positioning the...
-
Head Fiduciary
3 weeks ago
Johannesburg, South Africa The Recruitment Council Full timeJob Title:Head: FiduciaryLocation:Sandton, JohannesburgOverview:An exceptional opportunity exists for a seasoned fiduciary professional to lead and grow a high-performing team. This role focuses on delivering top-tier estate planning, fiduciary, and trust services while driving new business growth, enhancing client retention, and positioning the fiduciary...
-
Head Fiduciary
3 weeks ago
Johannesburg, South Africa The Recruitment Council Full timeJob Title: Head: FiduciaryLocation: Sandton, JohannesburgOverview:An exceptional opportunity exists for a seasoned fiduciary professional to lead and grow a high-performing team. This role focuses on delivering top-tier estate planning, fiduciary, and trust services while driving new business growth, enhancing client retention, and positioning the fiduciary...
-
Head Fiduciary
3 weeks ago
Johannesburg, South Africa The Recruitment Council Full timeJob Title: Head: FiduciaryLocation: Sandton, Johannesburg Overview: An exceptional opportunity exists for a seasoned fiduciary professional to lead and grow a high-performing team. This role focuses on delivering top-tier estate planning, fiduciary, and trust services while driving new business growth, enhancing client retention, and positioning the...
-
Fiduciary Specialist
3 weeks ago
Johannesburg, South Africa The Recruitment Council Full timeJob Summary:We are seeking a highly skilled and dedicated Fiduciary Specialist to join our team. The successful candidate will play a key role in providing comprehensive fiduciary services to high-net-worth individuals, families, and select institutions. This includes estate planning, trust administration, will drafting, and acting as executor for client...
-
Executive Fiduciary Leader
19 hours ago
Johannesburg, Gauteng, South Africa The Recruitment Council Full timeJob Title: Executive Fiduciary LeaderAbout Us:The Recruitment Council is a leading provider of professional services, and we are currently seeking an exceptional Fiduciary Professional to lead and grow our high-performing team. This role focuses on delivering top-tier estate planning, fiduciary, and trust services while driving new business growth, enhancing...
-
Fiduciary Leadership Opportunity
19 hours ago
Johannesburg, Gauteng, South Africa The Recruitment Council Full time**Job Title:** Head Fiduciary**Location:** Johannesburg, South Africa**Overview:** A leading financial institution seeks a seasoned fiduciary professional to lead its high-performing team in delivering top-tier estate planning, fiduciary, and trust services. The successful candidate will drive business growth, enhance client retention, and position the...
-
Senior Fiduciary Director
3 weeks ago
Johannesburg, Gauteng, South Africa The Recruitment Council Full timeAbout the RoleThe Recruitment Council is seeking a seasoned Senior Fiduciary Director to lead and grow a high-performing team in Sandton, Johannesburg. This role involves delivering top-tier estate planning, fiduciary, and trust services while driving new business growth, enhancing client retention, and positioning the fiduciary division as a market...
-
Head of Fiduciary Operations
6 months ago
Johannesburg, South Africa Estate Concierge Services Full time**About Estate Concierge Services**: ECS is an innovative start up, people-focused business that provides an array of services designed to make the processes surrounding the death of a loved one as painless as possible; and enables financial services providers to differentiate themselves in a commoditized market. Our founders have a combined 50 years...
-
Senior Fiduciary Professional
1 day ago
Johannesburg, Gauteng, South Africa The Recruitment Council Full time**The Role:** As Head Fiduciary, you will lead our team in delivering top-tier estate planning, fiduciary, and trust services to our clients. You will drive business growth, enhance client retention, and establish our fiduciary division as a market leader.**Responsibilities:**Strategic Leadership and Business Growth: Develop and implement a comprehensive...
-
Collective Investment Schemes Oversight Manager
4 months ago
Johannesburg, South Africa FirstRand Full timeJob Description To ensure the oversight and compliance of collective investment schemes with regulatory standards and maintain the integrity of investment standards To collaborate with internal stakeholders and clients to implement oversight processes and provide key insights to support decision-making while mitigating potential risks Are you someone who...
-
Portfolio Analyst
2 weeks ago
Johannesburg, South Africa World Bank Group Full time**Portfolio Analyst** Job #: req30659 Organization: IFC Sector: Investment Grade: GE Term Duration: 3 years 0 months Recruitment Type: Local Recruitment **Location**: Johannesburg,South Africa Required Language(s): English Preferred Language(s): French, Arabic Closing Date: 12/9/2024 (MM/DD/YYYY) at 11:59pm UTC Description The Manufacturing, Agribusiness...
-
Portfolio Analyst
1 month ago
Johannesburg, Gauteng, South Africa The Recruitment Council Full timeWe are seeking a talented Junior Client Portfolio Analyst to join our dynamic team at The Recruitment Council. This exciting role is a fantastic opportunity for a motivated individual to develop their skills in investment management and client portfolio administration.The successful candidate will support our Portfolio Managers in Cape Town to manage client...
-
Senior Portfolio Analyst
2 weeks ago
Johannesburg, Gauteng, South Africa international finance corporation Full timeJob OverviewThe International Finance Corporation is seeking a Senior Portfolio Analyst to support the Regional Head of Operations in managing the Africa portfolio, program, and operations. This role involves providing analytical and administrative support by conducting data analysis, making recommendations on portfolio actions, and monitoring investment...
-
Investment Portfolio Analyst
2 weeks ago
Johannesburg, Gauteng, South Africa Rand Merchant Bank Full timeWe are seeking a skilled Investment Portfolio Analyst to join our team at Rand Merchant Bank.Job Description:The ideal candidate will have a strong background in risk management and portfolio analysis, with experience working with financial data and analytics tools.Responsibilities:Conduct detailed performance attribution and risk analyses to identify trends...
-
Senior Manager
6 months ago
Johannesburg, South Africa MTN Full timeProvide leadership and oversight to ensure the success of the projects assigned to a team of program and project manager, business analysts, scrum masters, agile coaches, RTE’s and process engineers - Ensure supporting Business unit strategy and business plans are translated into actionable goals, objectives, deliverable and roadmaps for delivery - Ensure...
-
Client Portfolio Analyst
6 months ago
Johannesburg, South Africa CF Consulting Full timeThe primary purpose of the role is to support Portfolio Managers in Johannesburg to manage client investment portfolios by taking the client’s specific situation, the agreed mandate and the investment team’s views and preferred vehicles into account. The portfolio analyst will have a close working relationship with the Investment...
-
Investment Portfolio Analyst Professional
4 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeJob Title: Investment Portfolio Analyst ProfessionalAbout the RoleWe are seeking an experienced Investment Actuarial Specialist to join our team at Network Recruitment. This is a fantastic opportunity for a skilled professional to take their career to the next level.Key Responsibilities:Our ideal candidate will have a strong understanding of financial...