Senior Investment Financial Manager

6 days ago


Cape Town, Western Cape, South Africa Monocle Solutions Full time
About the Role

We are seeking a highly skilled Senior Investment Financial Manager to join our team at Monocle Solutions. As a key member of our finance department, you will play a critical role in driving business growth and success.

Your primary responsibilities will include developing and maintaining finance reporting processes, focusing on key metrics for investments, life, and general insurance products. You will collaborate with business teams to gather and document reporting requirements, assist 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 a Senior Investment Financial Manager 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.



  • Cape Town, Western Cape, South Africa HR Genie Full time

    SENIOR INVESTMENT ANALYST (Unlisted | Private Equity) - Century City, Cape TownCompetitive Package on Offer based on Qualification and years of relevant experienceOur Client, a reputable and growing Investment Firm, is currently seeking to appoint a Senior Investment Analyst to join their dynamic team of professionals.One would describe you as a...


  • Cape Town, Western Cape, South Africa iLaunch (Pty) Ltd Full time

    Job TitleSenior Investment Project Manager opportunity available with iLaunch (Pty) Ltd.About the RoleWe are seeking an experienced Senior Project Manager to lead investment data management projects. The successful candidate will have a strong background in project delivery, financial management, and stakeholder engagement.Key ResponsibilitiesLead project...


  • Cape Town, Western Cape, South Africa Sheldon Recruitment Full time

    Senior Investment ManagerReference: EL002311-MG-2We are seeking a Senior Investment Manager for a permanent vacancy based in Cape Town, Western Cape.Duties & ResponsibilitiesApplicants are required to meet the following criteria:BCom Degree in Accounting / Finance / Business related field essential4+ years' experience in business investment / business...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Career Opportunity: We are seeking an experienced Investment Administrator to join our Wealth Management team at CA Financial Appointments. As a key member of the team, you will be responsible for preparing and processing a variety of client transactions, leveraging your expertise in investment administration.Job Summary:Transaction Processing: Prepare and...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Investment Accounting ExpertA leading asset manager is seeking an experienced Investment Accounting Expert to join their team. The ideal candidate will possess strong analytical and problem-solving skills, as well as excellent communication skills.Main Responsibilities:Manage fund operations, including fund liquidity, funding requirements, and capital...

  • Investment Accountant

    2 weeks ago


    Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    One of our clients who operates in the investments sector, is looking for an Accountant within their Post Investment Monitoring team. You would need strong communication skills, have excellent knowledge of accounting principles, and solid recons experience. Ideally, someone with a fund accounting background who is highly methodical with a strong interest in...


  • Cape Town, Western Cape, South Africa Just Property Full time

    About the RoleWe are seeking an experienced Portfolio Manager to join our team at Just Property Western and Atlantic Seaboard. This full-time on-site position involves managing property portfolios, conducting financial analyses, and overseeing investments on behalf of clients.The successful candidate will be responsible for:Providing expert advice on...


  • Cape Town, Western Cape, South Africa Old Mutual Full time

    A senior leadership position has become available for an accomplished Investment Principal at Old Mutual. The successful candidate will be responsible for originating and leading complex Project Finance and Private Equity transactions to successful execution, representing the company and its clients on boards of portfolio companies.Key...


  • Cape Town, Western Cape, South Africa Tumaini Full time

    An investment company in Cape Town are looking for a senior Investment Analyst with 3 – 5 years relevant experience to join their team.Requirements :Appropriate degree (honours preferable) with quantitative focus e.g., Maths / Stats / Computer Science / Investments / CFA3-5 years relevant experience in asset managementMeet FAIS requirements – education...


  • Cape Town, Western Cape, South Africa Sheldon Recruitment and Selection Full time

    We are seeking a Senior Investment Manager for a permanent vacancy based in Cape Town, Western Cape.POSITION INFO :Applicants are required to meet the following criteria :BCom Degree in Accounting / or / business related field essential4+ years' experience in business investment / business investment structuring is essential.Experience in auditing / sales &...


  • Cape Town, Western Cape, South Africa Sheldon Recruitment Full time

    Senior Investment ManagerReference: EL002311-MG-2We are seeking a Senior Investment Manager for a permanent vacancy based in Cape Town, Western Cape.Duties & ResponsibilitiesApplicants are required to meet the following criteria:BCom Degree in Accounting / Finance / Business related field essential4+ years' experience in business investment / business...


  • Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full time

    We're looking for an Investment Planning Expert to join our team at Cross Wealth Financial Services!About Us:Cross Wealth Financial Services is committed to delivering exceptional risk management solutions to our clients. Our team of experts works closely with clients to develop customized financial strategies that cater to their unique needs.This role...


  • Cape Town, Western Cape, South Africa Headhunters Full time

    Key ResponsibilitiesAs a Senior Investment Advisor, you will be responsible for evaluating clients' financial situations, developing tailored investment plans, and guiding clients towards achieving their financial goals. You will also stay up-to-date on market trends and regulatory changes to ensure compliance and maximize returns for our clients.Your...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    About the OpportunityCA Financial Appointments offers an exciting opportunity for a skilled Fund Accountant to join our team. As a key member of our team, you will be responsible for managing fund accounting functions, including financial reporting, stakeholder liaison, and operational management.Key ResponsibilitiesCollaborate with Stakeholders: Work...


  • Cape Town, Western Cape, South Africa Conova Recruitment Full time

    Key Responsibilities:Conduct in-depth fundamental research and analysis:Analyse macroeconomic trends, including economic growth, inflation, interest rates, and currency movements.Conduct thorough research on various sectors and companies, including industry trends, competitive landscapes, and valuation metrics.Develop and maintain financial models to...


  • Cape Town, Western Cape, South Africa Ca Financial Appointments Full time

    We are seeking a highly motivated and detail-oriented Investment Fund Specialist to join our team at Ca Financial Appointments. The ideal candidate will have a minimum of either CA(SA) qualified or relevant Post Graduate Degree / Masters with a preference for candidates pursuing CFA.This role offers excellent opportunities for professional growth and...


  • Cape Town, Western Cape, South Africa Telesure Investment Holdings (TIH) Full time

    Telesure Investment Holdings (TIH) is a leading financial services provider in South Africa, and we are seeking a talented individual to join our team as a Regional Senior Manager.This is an exciting opportunity to lead and manage a regional office, driving operational excellence and growth while championing TIH's values and culture. As a key member of our...


  • Cape Town, Western Cape, South Africa Amicorp Group Full time

    Financial Markets ("AFIN"). The role of the Investment Director is primarily responsible for managing and monitoring the portfolios of various managed funds, analyzing value creation and interpretation of the returns of various investments in different asset classes. Monitoring and reporting on market relevant developments to the funds' portfolios in various...


  • Cape Town, Western Cape, South Africa Elev8 Recruitment Services (Pty) Ltd Full time

    About the Role:We are seeking a skilled Investment Analyst to join our dynamic and growing team of professionals at Elev8 Recruitment Services (Pty) Ltd. As an Investment Analyst, you will be responsible for conducting due diligence, research, and analysis on various investment opportunities.Key Responsibilities:Sector Research: Stay up-to-date with industry...


  • Cape Town, Western Cape, South Africa Profession Hub Full time

    Our client is searching for a Senior Investment Officer to join their team in Cape Town.Responsibilities:Conducting market research to identify potential clients and strategic partnerships for the organisation.Organising and participating in networking events, conferences, and industry forums to establish and strengthen business networks.Assessing the...