Investment Reporting Specialist
4 days ago
We are seeking an experienced Investment Reporting Specialist to join our team at Monocle Solutions. As a key member of our finance department, you will play a critical role in developing and maintaining finance reporting processes, focusing on key metrics for investments, life, and general insurance products.
Your primary responsibilities will include collaborating with business teams to gather and document reporting requirements, assisting in operational transformation initiatives, modernizing data capabilities, and reporting processes. Additionally, you will analyze financial data to identify trends and insights, and provide requirements specification and design new investment management and administration systems.
The successful candidate should have a degree, preferably with a postgraduate qualification, and 5+ years of relevant experience in the Investments industry in a similar role. A professional qualification in finance and risk management, such as CFA and/or FRM, is also essential. Experience in business systems implementation initiatives, good technical skills, including experience with tools such as SQL, SAS, Python, and Business Intelligence applications, is required.
As an Investment Reporting Specialist at Monocle Solutions, you will have the opportunity to work in a dynamic environment where no two days are the same. You will be part of a team that values collaboration, support, and social connection, fostering a space where everyone can flourish. We offer unparalleled growth and exposure, unique and vibrant company culture, ultra-competitive compensation, and unlimited training and development opportunities.
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Investment Specialist
4 days ago
Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full timeOur client is a well-established and reputable asset management company. Due to rapid growth over the past few years on the back of an excellent business strategy and brilliant investment performance, their distribution team is looking for an individual with a strong investment background who can effectively engage with clients and prospects to meet the...
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Investment Specialist
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Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full timeOur client is a well-established and reputable asset management company. Due to rapid growth over the past few years on the back of an excellent business strategy and brilliant investment performance, their distribution team is looking for an individual with a strong investment background who can effectively engage with clients and prospects to meet the...
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Investment Solutions Expert
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Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full timeAt Aquarius Specialist Recruitment, we are seeking a highly skilled Investment Specialist to join our team. This role would be ideal for an individual with a strong investment background who can effectively engage with clients and prospects to meet the increasing demand for business.This role will suit a person who understands the investments universe, as...
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Portfolio Investment Professional
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Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full timeAs an Investment Specialist, you will play a key role in supporting the growth of our client's asset management business. Our client is a well-established and reputable asset management company that has experienced rapid growth over the past few years.This role would suit an individual with a strong investment background who can effectively engage with...
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Investment Professional
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Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full timeAquarius Specialist Recruitment is seeking a seasoned Investment Professional to join our client's esteemed distribution team. This role presents an exceptional opportunity for individuals with a strong investment background to engage with clients and prospects, drive business growth, and contribute to the company's asset management success.Key...
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Financial Services Specialist
4 days ago
Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full timeAquarius Specialist Recruitment is seeking a Financial Services Specialist to join our team. This role would be ideal for an individual with a strong investment background who can effectively engage with clients and prospects to meet the increasing demand for business.This role will suit a person who understands the investments universe, as such you have...
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Investment Analysis Expert
3 days ago
Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full timeThe successful candidate will be responsible for delivering high-quality portfolio analysis and support to the Head of Portfolio Analytics and Implementation. To succeed in this role, you will require strong analytical skills, attention to detail, and excellent communication skills.Responsibilities:Work closely with Portfolio Managers to deliver meaningful...
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Investment Support Specialist
14 hours ago
Cape Town, Western Cape, South Africa CF Consulting Full timeAbout the RoleWe are seeking a skilled and enthusiastic Investment Support Specialist to join our team at Cf Consulting. The successful candidate will be responsible for providing general investment support to the investment and consulting divisions.Key ResponsibilitiesSupport the research team with data collection and analysis.Assist with the development of...
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Operations and Reporting Specialist
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Cape Town, Western Cape, South Africa Set Consulting Full timeJob Summary:We are seeking a highly motivated Operations and Reporting Specialist to join our team at Set Consulting.The successful candidate will be responsible for managing the operational aspects of the IPE business, including preparation of reports and supporting documentation, and providing expert advice on complex financial matters.Key...
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Investment Distribution Specialist
4 days ago
Cape Town, Western Cape, South Africa Robert Walters Full timeJob title : Investment Distribution SpecialistJob Location : Western Cape, Cape TownDeadline : April 19, 2025Quick Recommended LinksJobs by Location Job by industries An exciting opportunity has arisen for an Investment Distribution Specialist to join a leading investment solutions firm in Cape Town. As the Investment Distribution Specialist within this...
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Investment Distribution Specialist
1 week ago
Cape Town, Western Cape, South Africa C40 Cities Full timeAn exciting opportunity has arisen for an Investment Distribution Specialist to join a leading investment solutions firm in Cape Town.As the Investment Distribution Specialist within this dynamic and progressive business, you will play a pivotal role in taking their message to the market, building relationships with distribution channels and financial...
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Investment Operations Specialist
15 hours ago
Cape Town, Western Cape, South Africa TalentCru Full timeJob DescriptionWe are seeking an experienced Investment Operations Specialist to join our team at TalentCru. In this role, you will provide administrative and procedural support to our Portfolio Managers, ensuring the efficient implementation of investment strategies.Responsibilities:Exposure Reporting:Generate daily/weekly exposure reports for Portfolio...
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Investment Promotion Specialist
14 hours ago
Cape Town, Western Cape, South Africa The Recruitment Council Full timeInvestment Promotion Specialist Job DescriptionThe Recruitment Council is looking for an experienced Investment Promotion Specialist to join our team. This role will involve promoting Equilibrium's offerings and building relationships with distribution channels and financial advisors to achieve sales targets.The ideal candidate will have excellent...
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Investment Performance Specialist
4 days ago
Cape Town, Western Cape, South Africa talentCru Full timeWe are looking for a highly skilled Investment Performance Specialist to join our team at talentCru. As a key member of our Investment Operations team, you will play a critical role in ensuring the accuracy and timeliness of our portfolio performance and attribution calculations.Responsibilities:Maintenance and reporting, including:Cordinating and sanitizing...
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Portfolio Specialist
2 days ago
Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full timeAquarius Specialist Recruitment is recruiting a Portfolio Specialist to join our client's distribution team. This role requires a high level of investment expertise, excellent communication skills, and the ability to work collaboratively with internal stakeholders.Main Responsibilities:Develop and implement tailored content strategies to meet client...
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Crypto Investment Specialist
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Cape Town, Western Cape, South Africa Token Metrics Full timeAt Token Metrics, we are seeking a skilled Crypto Investment Specialist to play a key role in identifying and evaluating emerging cryptocurrencies and Web3 projects with high growth potential. As part of our investment team, you will be responsible for conducting in-depth market research, analyzing financial data, and developing contrarian investment...
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Investment Portfolio Specialist
14 hours ago
Cape Town, Western Cape, South Africa Rory Mackie & Associates Full timeRory Mackie & Associates is a leading global firm that offers investment solutions to clients worldwide. We are currently seeking an experienced Investment Portfolio Specialist to join our team.The successful candidate will be responsible for providing holistic services to advisors and their assistants, including quality control, reporting, and...
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African Infrastructure Investing Specialist
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Cape Town, Western Cape, South Africa Old Mutual Full timeAfrican Infrastructure Investing SpecialistAbout the Role:This is an exciting opportunity to join our dynamic team as an African Infrastructure Investing Specialist. We are seeking a highly skilled and experienced professional to lead diligence processes on deals, work with external service providers, and manage the analysts/associates in the team.Key...
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Investment Strategy Coordinator
4 days ago
Cape Town, Western Cape, South Africa Sheldon Recruitment Full timeBusiness Investment OpportunityWe are seeking an experienced Business Investment Specialist to join our team at Sheldon Recruitment. As a key member of our investment division, you will be responsible for identifying and structuring business investment opportunities that meet our clients' needs.About the RoleThe successful candidate will have a strong...
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Investment Portfolio Specialist
15 hours ago
Cape Town, Western Cape, South Africa CF Consulting Full timeAt CF Consulting, we are seeking a skilled Investment Portfolio Specialist to join our team. In this role, you will collaborate with senior members to offer meaningful analysis and support in managing portfolios.The successful candidate will provide portfolio analytics services related to discretionary managed clients, monitoring and assessing incumbent and...