You will form part of the Client Onboarding and Restructures Team, which is a global team split across London and Cape Town. The team has a diverse remit, covering clients, products and trading markets across the globe. The Client Onboarding Manager acts as the representative for our client when communicating with their clients and external parties during the client take-on process and subsequent...
Our client is seeking a Financial Investment Analyst for a 12 month contract. The ideal individual will be responsible for investments and investment related data, at an operational level for the business, preparation of management reports, provision of interpretation of financial data and predictive results. If you are a qualified CA(SA) with at least 2 years post article experience, within the ...
Key Competencies: Portfolio Construction Data interrogation and analysis Retrieval, validation, reconciliation analysis and preparation of Data Recalculation of Statistics Requirements: 3 - 5 Years of relevant experience in investments Evidence of Quantitative Abilities Morningstar, Bloomberg, FactSet, and programming languages BCom in Mathematics, Physics, Statistics and Finance FAIS Compliant R...
Key Competencies: Portfolio Construction Data interrogation and analysis Retrieval, validation, reconciliation analysis and preparation of Data Recalculation of Statistics Requirements: 3 - 5 Years or relevant experience in investments Evidence of Quantitative Abilities Morningstar, Bloomberg, FactSet, and programming languages. Bcom, Mathematics, Physics, Statistics and Finance FAIS Compliant Re...
Key Competencies:Portfolio ConstructionData interrogation and analysisRetrieval, validation, reconciliation analysis and preparation of DataRecalculation of Statistics Requirements:3 - 5 Years or relevant experience in investmentsEvidence of Quantitative AbilitiesMorningstar, Bloomberg, FactSet, and programming languages.Bcom, Mathematics, Physics, Statistics and FinanceFAIS Compliant Representat...
This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be flexible to interact with vario...
Our client is seeking a talented Associate Client Accountant for a premier office family. This opportunity offers a dynamic environment and the chance to excel in client accounting within the financial sector. The successful candidates role is as part of a team in Cape Town and Johannesburg, which reports to the Client Accounting Team Leader. It involves maintaining the accounting records of and ...
Overview A leading business financier for viable small and medium enterprises is looking for an Investment Officer to join their team based in Bellville, Cape Town. Responsibilities Marketing the company s brand and building networks Undertaking viability studies on targeted companies Doing financial modelling and compiling the investment report Negotiating and structuring investment projects on ...
Role Purpose Our client, a leader in the Wealth & Risk Sector is looking for an accomplished sales manager who will manage and supervise the FAIS requirements of their national financial planner distributionWithin this context, the role of supervisor is intent on guiding, enabling, developing and overseeing activities of financial advisers with the necessary due care,skill and diligence. Ultimate...
Our client is an international energy company that engages in the construction project planning and consultancy, survey and design, construction and contracting, equipment manufacturing and investment operations of energy and renewable energy projects globally. KPA's: EPC project experience Responsible for the Civil design and or sign off for the PV Solar plant, civil works. Advanced knowledge of...
These jobs were popular with other job seekers Parvana Strategic Sourcing has established itself as a leading provider of permanent and temporary recruitment services to the South African, European and UK marketplace. In addition to this we have enjoyed considerable success in Australia and other part Duties & Responsibilities About our client:Our client is a global leader in digital marketing an...
Description As a specialist in a particular field this person acts as a subject matter expert in a specific field of knowledge that could be considered as semi-professional. The individual applies this knowledge in an operational environment through own efforts and usually also has production standards to achieve.The role includes the following responsibilities: In addition to production standard...
Fundamental Analysis Take complete ownership and responsibility for the companies and sector that you are responsible for. Ensure that investment decisions recommended by you that are approved, you follow through completely and ensure execution across our model and clients' portfolios. Ensure that the companies you are responsible for that their analysis are regularly updated and maintained. Gene...
Our client is recruiting for an Actuarial Product Specialist. The purpose of this role is to perform actuarial product development tasks as well as product and risk management of all retail risk, annuities and savings products for a number of African subsidiaries. The incumbent will form part of the team responsible for:Product design,Setting the risk management framework,Product pricing, andMain...
PPS has more than 200 000 members who enjoy access to a comprehensive suite of financial and healthcare products that are specifically tailored to meet the needs of graduate professionals. PPS is the largest South African company of its kind that still embraces an ethos of mutuality, which means that it exists solely for the benefit of its members. Thus, members who are policyholders can exclusiv...
My client, and well-respected investment management business seeks an Investment Accountant to join their operations team. The role is suited to either a newly qualified CA(SA) candidate or an experienced fund accountant with current relevant industry experience.Responsibilities:Perform day-to-day operational processes for various investment accounting, data management and market data activitiesW...
Our client is an international energy company that engages in the construction project planning and consultancy, survey and design, construction and contracting, equipment manufacturing and investment operations of energy and renewable energy projects globally. KPA's: EPC project experience Responsible for the electrical design and or sign off for the PV Solar plant and or related grid connection...
My client, and well-respected investment management business seeks an Investment Accountant to join their operations team. The role is suited to either a newly qualified CA(SA) candidate or an experienced fund accountant with current relevant industry experience. Responsibilities: Perform day-to-day operational processes for various investment accounting, data management and market data activitie...
Our client is scouting for an exceptional Paraplanner to join their team and provide key support to Wealth Managers through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing.Responsibilities:Preparation of Records of Advice for both Local and Offshore Investments and Long-Term AssurancePreparation of Financial Pl...
Our client is scouting for an exceptional Paraplanner to join their team and provide key support to Wealth Managers through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing. Responsibilities:Preparation of Records of Advice for both Local and Offshore Investments and Long-Term AssurancePreparation of Financial P...
Job Specification Managing the team resources (has direct reports) Allocating tasks Reviewing payments as an authorised A signatory and monitoring client service levels for reporting purposes Review and monitor works performed by other staff members to ensure constructive coaching and feedback can be provided Assist team members Provide training to new members of staff when required and promote k...
Reference: CPT000513-Tam-2 Being responsible for producing financial statements, NAV Valuations, and management accounts for an allocated portfolio of clients within the Fund Accounting team in accordance with the most relevant accounting standards and client-driven requirements Job Specification Managing the team resources (has direct reports) Allocating tasks Reviewing payments as an authorised...
Being responsible for producing financial statements, NAV Valuations, and management accounts for an allocated portfolio of clients within the Fund Accounting team in accordance with the most relevant accounting standards and client-driven requirements Job Specification Managing the team resources (has direct reports) Allocating tasks Reviewing payments as an authorised A signatory and monitoring...
Our client who operates in the investment space seeks a Client Onboarding Manager who will act as representative for the business and essentially be responsible for all aspects of the client life cycle. The ideal individual will be able to tackle unfamiliar challenges, questions and tasks with a proactive and thorough approach, whilst considering impact on the broader business. Responsibilities: ...