Fiduciary Portfolio Oversight Specialist

2 weeks ago

Johannesburg, South Africa FirstRand Full time

Job Description

RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact.

United by our proud heritage, strong ethics and philosophy of Traditional values. Innovative ideas, it’s the magic of our people and culture that sets us apart.

Now, is the time to imagine your next move with South Africa’s number one employer in Financial Services for 2025, where you can embrace the power of collective thinking to unlock unique opportunities for our clients and society.

The purpose of the role is as follows:
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

Are you someone who can:

- Oversee and provide guidance to collective investment scheme management companies in terms of the Act and the Deed to ensure the protection of underlying participatory interest holders
- Build and sustain collaborative working relationships with peers and stakeholders, such as Credit, Legal and Risk and Compliance, to achieve team goals and objectives to fulfil the Trustee responsibilities as prescribed in the act, deed, and subordinate regulation
- Keep abreast of draft regulation up for comment that impacts collective investment schemes and provide required input
- Provide CIS fiduciary oversight and answer difficult or complex questions regarding collective investment schemes and portfolio fiduciary risk and compliance oversight.
- Review documents and work with team members to ensure proper documentation of management company actions, policies and procedures.
- Develop an understanding of risks and risk management approaches. (e.g. VaR)
- Provide timeous reports on management company conduct and oversight, scheme audit reporting and processes as well as regulatory reporting required from time to time.
- Perform regular oversight of portfolio investment compliance in terms of the Deed, Act and subordinate regulation

Qualifications
- Minimum qualification: Bachelor’s Degree in Commerce, Finance, Audit, Accounting, Risk, Mathematics, or Investment-related field
- Preferred qualification: Honour’s Degree or Post Graduate Diploma in Commerce, Finance, Audit, Accounting, Risk, Mathematics, or Investment-related field CFA / FRM, or studying towards these qualifications

Experience and Skills
- Minimum of 3-5 years in a similar environment or in an asset management organisation. Prior CIS experience is an advantage.
- An understanding of regulations, and the interpretation of compliance requirements
- An understanding of financial analytics and the interpretation of financial information
- Understanding of Collective Investment Scheme fund accounting, investment compliance and risk

You will have access to:

- Opportunities to network and collaborate
- Challenging working
- Opportunities to innovate

We can be a match if you are:

- Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to
- Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it
- Love putting our clients at the forefront of what you do

Post

RMB

LI-ZM1

Job Details

03/06/25

  • Fiduciary Portfolio Oversight Analyst

    6 days ago

    Johannesburg, South Africa FirstRand Full time

    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...

  • Fiduciary Portfolio Oversight Analyst

    6 days ago

    Johannesburg, South Africa FirstRand Full time

    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- Are you someone who can: - Work with project managers to proactively assess Fiduciary Risks within new business...

  • Fiduciary Specialist

    2 weeks ago

    Johannesburg, South Africa Nedbank Full time

    **Job Classification** Job Family Sales and Services Career Stream Fiduciary Leadership Pipeline Manage Self: Professional FAIS Affected **Job Purpose** To provide fiduciary oversight and support on the trusts under management and administration by Nedgroup Trust, support growth and development of the Trust business enabling expansion of its...

  • Fiduciary Specialist

    3 weeks ago

    Johannesburg, South Africa PPS Full time

    Join to apply for the Fiduciary Specialist role at PPS . Job Description To enhance the PPS offering through the provision of Fiduciary Services to Members and to provide training and support to Distribution (Internal and External) on Fiduciary Services. Key Accountabilities Drive new business sales Provide training and support to Distribution Obtain buy-in...

  • Fiduciary Assistant

    4 weeks ago

    Johannesburg, South Africa The Hiring House Full time

    KEY RELATIONS Our clients and leads Wealth Advisors and Assistants Fiduciary Specialists and Assistants Managing Director, Fiduciary QUALIFICATION AND EXPERIENCE Matric and minimum 8 (eight) years practical experience in administration, preferably in the legal or fiduciary field. The knowledge and experience to attain a FISA certification of Trust...

  • Fiduciary Growth

    2 weeks ago

    Johannesburg, South Africa Pps Full time

    A fiduciary services company in Johannesburg is seeking an experienced Fiduciary Specialist. This full-time role focuses on driving sales and enhancing service offerings through training and strong client relationship development. The ideal candidate should possess over five years of Fiduciary Services experience, particularly in trust and estate planning....

  • Fiduciary Assistant

    7 days ago

    Johannesburg, South Africa The Hiring House Full time

    KEY RELATIONS - Our clients and leads- Wealth Advisors and Assistants- Fiduciary Specialists and Assistants- Managing Director, FiduciaryQUALIFICATION AND EXPERIENCE - Matric and minimum 8 (eight) years practical experience in administration, preferably in the legal or fiduciary field.- The knowledge and experience to attain a FISA certification of Trust...

  • Fiduciary Assistant

    1 week ago

    Johannesburg, South Africa The Hiring House Full time

    KEY RELATIONS- Our clients and leads- Wealth Advisors and Assistants- Fiduciary Specialists and Assistants- Managing Director, FiduciaryQUALIFICATION AND EXPERIENCE- Matric and minimum 8 (eight) years practical experience in administration, preferably in the legal or fiduciary field.- The knowledge and experience to attain a FISA certification of Trust...

  • Fiduciary Growth

    2 weeks ago

    Johannesburg, South Africa Pps Full time

    A fiduciary services company in Johannesburg is looking for an experienced Fiduciary Specialist. This full-time position focuses on enhancing offerings through training and support for distribution channels. The ideal candidate will have over five years of experience in Fiduciary Services, particularly in trust and estate planning, and will be responsible...

  • Fiduciary Services Lead

    3 weeks ago

    Johannesburg, South Africa PPS Full time

    A fiduciary services company in Johannesburg is seeking a Fiduciary Specialist to enhance offerings through training and support to distribution channels. The ideal candidate will have a strong background in Fiduciary Services, particularly in trust and estate planning, with at least 5 years of experience. This full-time position offers the opportunity to...