Investment Team Lead

19 hours ago


Cape Town, Western Cape, South Africa HR Genie Full time
About the Role

The Investment Team Lead - Cape Town is responsible for overseeing the day-to-day operations of our investment portfolio. The successful candidate will have a strong background in finance and investment management.

Main Purpose of the Role:

To ensure that the fund administration is undertaken accurately and within the set time constraints whilst collaborating with the investment team and provide support to other business areas.

Key Duties and Responsibilities:

  • Client Service delivery
  • Process Management
  • Manage 3rd party service providers
  • Finance Management
  • Team and Resource Management

Qualifications and Experience:

  • Relevant Finance or Investment Degree
  • 4-5 Years demonstrable experience within investment consulting / fund management / asset management including experience of investment report backs to clients
  • Technical knowledge of Investments, encompassing knowledge of performance and positioning of funds
  • Strong technical accounting knowledge
  • Proficient with MS Excel
  • Experience with Unit Trusts (Advantageous)

Salary:

The estimated annual salary for this role is R1,200,000-R1,800,000 based on local market conditions.



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