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Advisory Assistant

Reference No: 2772052924
Cape Town, South Africa
An established Wealth Manager is looking to fill an Advisory Assistant role.  The Advisory Assistant provides administration and support to the Advisors in relation to client relationships. The role is based in Cape Town.    Some key areas of focus are: Client Communication Follow up on various instructions and attend to client queries Contact clients to request documents, schedule meetings, send reports Attend client presentations and events and interact with clients  Administration Prepare client documentation Build bespoke Financial Analysis for prospects and clients; compile investment proposals Load clients onto the system; track and monitor system Manage the diary of the wealth manager; generate agenda/minutes for client meetings Constantly updating FICA and FAIS Calculations Perform calculations in terms of fund allocation Basic tax calculations and seek tax directive And more   Experience & Requirements:  Relevant tertiary qualification in Investment Management / Financial Planning / Accounting / Tax / CFP 3-5 years' experience, preferably in wealth management / paraplanning Client service orientated  Good communication & analytical skills  This is an Employment Equity designated role.    You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at info@candidateconnect.co.za. Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent. Please note that if you do not receive a response from us within 2 weeks of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable
Salary Type: Cost to Company

Packaging Engineer

Reference No: 2383356560
Boksburg, South Africa
Unique opportunity to join a quality SA company as a Packaging Engineer. The company's Global Head office in SA, with products in over 100 markets worldwide.  The role is based in Boksburg, Gauteng.   Core involvements include: Running focused packaging improvement projects Analysing, reporting and improving key factory measures and processes. Complex problem-solving champion for packaging relevant processes Managing all packaging projects from inception to final commissioning and sign off. Management of products including all new, improvement and expansion projects Running and leading trials at suppliers   Suited to: Bachelor’s degree in Engineering / Science / Packaging Technology 5+ years' experience in FMCG / manufacturing (within engineering or R&D) Extensive understanding of GMP principles  Excellent problem-solving techniques     You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at info@candidateconnect.co.za. Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent. Please note that if you do not receive a response from us within 2 weeks of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable
Salary Type: Cost to Company

Financial Analyst (M&A team)

Reference No: 3341330924
Cape Town, South Africa
Great opportunity to join a team of M&A sell side advisors, as a Financial Analyst.  The company targets mid market clients across all sectors. The role is Cape Town based.    The Financial Analyst is part of their "Deal Preparation" team. Once a 'seller' client has been identified by the "Lead Generation" team, the Deal Preparation team does the due diligence on the client (asking relevant questions, doing financial analysis, read balance sheets / financial statements, financial modelling, preparing the deal info, marketing and presentation material etc). This info is handed to the "Deal team" to use when targeting suitable 'buyer' clients for an M&A transaction. Success in this role requires the ability to work with your deal teams, hold hard discussions with business owners, and present financial data in a straightforward and appealing manner. It is also vital for the role that you possess excellent verbal and written communication, analytic, mathematical, and interpersonal skills as well as presentation abilities. Some key areas:   Develop and maintain client relationships Gather comprehensive information about a business through multiple sources Analyse and interpret the client's financial situation, including historical, current and expected future performance Prepare, monitor and review financial information of active clients and present at the financial analysis meeting.  Prepare a brief summary of the financial analysis for inclusion in marketing documents.  Skills required: Strong numbers / accounting orientation to the role Must be good on Excel (present numbers, various graphs, financial modelling, solid understanding of financials / balance sheets etc) Proficiency in financial modelling and financial analysis Confidence, and be inquisitive: to ask the right questions needed to get accurate client info Ability to effectively present information: write reports and business correspondence  Suited to a BCom Accounting / Finance or similar academic profile, who is accomplished in financial modelling on MS Excel or equivalent.  PLUS 2-3 years experience (possibly auditing articles in a middle market audit firm and/or practical experience as a financial analyst in the SME space).   You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at info@candidateconnect.co.za. Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent. Please note that if you do not receive a response from us within 2 weeks of your application, please consider it as unsuccessful for this particular role – thank you.  
Salary: Negotiable
Salary Type: Cost to Company

Credit Analyst

Reference No: 452251636
Cape Town, South Africa
An established, and well rated investment team is looking to fill a key role, this being a Credit Analyst. This is a Cape Town based opportunity.   This role is responsible for all aspects of credit risk management for a diversified portfolio of credit investments, including SA corporates, municipalities, SOEs, and property transactions. The Credit Team supports the business in delivering on its strategic objectives through sound risk management capabilities.   Core responsibilities include: Credit analysis, modelling, review of legal documentation, approval and monitoring across both structured unlisted and listed credit investments. Develop an understanding of the credit market and potential investment opportunities. Relative quantitative and qualitative risk rating of counterparties and instruments in the investment portfolios including the application of risk scoring methodologies. Preparation and presentation of credit/investment proposals to the relevant Credit/Investment Committees. Ongoing and proactive monitoring of sector developments and a portfolio of debt exposures for the company and its clients.\ Stakeholder interaction and relationship building, including portfolio managers, debt originators, legal advisors, committee members, external credit market participants and investing clients.   Ideal Experience CA (SA), CFA or equivalent professional qualification Minimum 1 year post articles relevant experience in Credit Corporate or structured credit transaction experience at an SA bank or asset manager advantageous Working knowledge of credit and fixed income markets and instruments Specific exposure related to the property sector advantageous   This is an EE designated opportunity.     You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at info@candidateconnect.co.za. Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent. Please note that if you do not receive a response from us within 2 weeks of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable
Salary Type: Cost to Company

Fee Accountant

Reference No: 2367916471
Cape Town, South Africa
Great opportunity to join a quality asset manager as a Fee Accountant in Cape Town.  The role reports to the Head of Finance. Opportunity in this team is rare.   Core involvements include: Ensuring the timely and accurate issuing of invoices to clients in line with mandates and SLA’s. Preparation of client and inter-company invoices. Ensuring invoices are issued in terms of the VAT acts applicable to South Africa and Namibia. Monthly fee accruals for management accounts. Monthly review of debtors’ ageing and overseeing invoice settlement by client. Staying abreast of new client mandates and mandate changes for existing clients in relation to fee methodologies, including regular communication with the CRM’s in the business. Liaising with clients and resolving client invoice queries in a timely manner. Appropriate escalation of issues relating to invoice generation and settlement. Implementation and testing of fee methodologies for new clients on Complete Fee (fee calculation system) Liaising with the Complete Fee vendor when required. Monthly oversight of Assets under Management (AUM) at a client level Monthly oversight of Flows at a client level Liaising with Auditors in respect of the fee process; AUM and Flows Monthly analytical reviews in respect of fees; AUM and Flows at a client level Ad hoc reports or projects relating to fees and revenue; AUM and Flows.   Core requirements: BCom degree or Similar Good understanding of the debtors/revenue business cycle, as well as an understanding of relevant accounting principles applicable. Experience in asset management / financial services industry is preferable. MS Office, in particular Excel, and Word.   Preferable requirements: Accpac (SAGE 300) experience InvestOne experience Working knowledge of Complete Fee (fee calculation system) This is an EE designated opportunity.      You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at info@candidateconnect.co.za. Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent. Please note that if you do not receive a response from us within 2 weeks of your application, please consider it as unsuccessful for this particular role – thank you.  
Salary: Negotiable
Salary Type: Cost to Company

Technical / Regulatory Specialist (FMCG)

Reference No: 109444085
Durban, South Africa
Unique opportunity for a Technical & Regulatory Specialist to join a Product Development team. An established FMCG business, with product sold both in SA and International markets. This is a Durban based opportunity.   Core involvements include: Part of a team responsible for maintaining and ensuring product regulatory and legal compliance for SA and International markets. This includes responsibility for: initiating and maintaining a schedule of relevant challenge tests, stability/compatibility studies; coordinating and supervising clinical studies and derma testing; commissioning, compiling and updating of safety assessments, safety data sheets, and all other documentation required for the Product Information Files (in accordance with EU regulations); and advising on any distributor queries and regulatory matters.   Ideally the team is looking for: Bachelor of Science degree or similar 10+ years relevant experience Strong technical expertise and high attention to detail.   This is an exciting role for an experienced Technical / Regulatory profile who has interest in contributing / adding value on a Global scale.   You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at info@candidateconnect.co.za. Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent. Please note that if you do not receive a response from us within 2 weeks of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable
Salary Type: Cost to Company

Portfolio Analyst & Operations Associate

Reference No: 3860030716
Cape Town, South Africa
Seeking a highly motivated individual to provide support to the senior analysts and management team of a boutique, high net worth, private wealth company. This role is based in Cape Town.  Requires a high level of attention to detail, superior communication skills and able to work well within a collaborative team approach. Required skills and personal attributes:  Business degree: B.Com/B.Bus.Sci. Progress towards CFA/CFP beneficial. 3-4 years experience in Financial Services, in particular with FAIS Highly analytical Attention to detail Commitment to client service Key job functions, duties and responsibilities:  Portfolio Reporting: preparing, populating, reviewing and developing client reports Client Portfolio Management: assisting consultants in the general oversight and management of client portfolios Research & Analysis: fund performance review; analysis of investment opportunities   You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at info@candidateconnect.co.za. Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent. Please note that if you do not receive a response from us within 2 weeks of your application, please consider it as unsuccessful for this particular role – thank you.  
Salary: Negotiable
Salary Type: Cost to Company

Systems Analyst

Reference No: 639636856
Cape Town, South Africa
Well established FMCG business in Cape Town, is looking for a high-quality profile to join their team, as a Systems Analyst. The team is on a mission to create global best practice business systems across all touch points within an FMCG environment. This specialist team builds bespoke systems to support all facets of the company’s business. The opportunity to add a Systems Analyst to an existing team of Analysts and UX specialists will help accelerate this endeavour.   Core outcomes include: Solving complex problems with simple solutions across all touch points in an FMCG business Unpacking and refining processes Ability to collaborate with other experts to build leading systems and interfaces Building and refining systems   The candidate should show passion and demonstrable experience in delivering these outcomes. Strong analytical and communication skills and attention to detail all essential.   This opportunity is best suited to : Post Graduate degree (Honours or Masters), in or around the BBusSc / BCom OR Information Systems or OR Industrial Engineering AND 4-8 years relevant experience developing global best practice in/around business systems and processes     You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at info@candidateconnect.co.za. Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent. Please note that if you do not receive a response from us within 2 weeks of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable
Salary Type: Cost to Company

Investment Writer

Reference No: 2947602115
Cape Town, South Africa
Rare opportunity to join a leading investment team in Cape Town as an Investment Writer. This is a technical writing role that sits within a Distribution team. Best suited to a candidate with core investment experience, with CFA / CFP, and an inherent content / writing interest.   The main purpose of the role being to research and write investment-focused articles and conceptualise presentations and infographics that are scalable across different client audiences. Be a visual storyteller who creates easy-to-understand investment content. Some core involvements include: Identify topic ideas for investment-focused content that meets the needs of the underlying clients by interacting with client groups and other stakeholders across the business Research and write investment-focused articles based on need and what is scalable across different client groups. Conceptualise investment-focused slides and infographics based on the material you have written and/or based on business need. Create a compelling story from research and data. Ensure that appropriate and correct information is effectively communicated internally and externally. Ideally suited to a candidate with at least 3 years in Investments (economies, stocks, asset allocations etc), and with a CFA or CFP qualification. Excellent communication and written skills, and ability to work with / through stakeholders to achieve top outcomes. Application to include: CV Motivational letter Example of a presentation and/or written work you compiled and presented or wrote Tertiary transcripts This is an EE designated opportunity.    You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at info@candidateconnect.co.za. Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent. Please note that if you do not receive a response from us within 2 weeks of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable
Salary Type: Cost to Company

Senior Financial Accountant

Reference No: 771417769
Cape Town, South Africa
Looking to fill a key Senior Financial Accountant gap within an established financial services business offering financial solutions to clients. The role is open to a base in either Cape Town or Johannesburg.    Key responsibilities:  execution of the business plan and for governance and compliance at an operational level preparation and review of management reports analysis and interpretation of financial data provision of interpretation of financial data and predictive results interacts with business unit stakeholders on financial outcomes and trends implementation of accounting processes systems and controls Qualifications & Experience:  CA(SA) 3-5 years post articles working experience Solid insurance related IFRS understanding This is an EE designated opportunity.    You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at info@candidateconnect.co.za. Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent. Please note that if you do not receive a response from us within 2 weeks of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable
Salary Type: Cost to Company

Analyst - Market and Investor Behaviour

Reference No: 854285930
Cape Town, South Africa
Quality asset manager is looking to add market intelligence capability to their Retail team via an Analyst : Market and Investor Behaviour. Primary function being to research and understand the impact of market movements on investor behaviour and investment outcomes, and to support the retail sales team with intelligence that gives them the edge. The role is Cape Town based. Core involvement includes: Management Information, Competitor, Market and Investor research Research investor behaviour in response to market movements, life-cycles and investment outcomes. Conduct research to support the development of strategic and tactical business development plans aimed at retaining and growing assets under management, including the analysis of: Competitors – flows, products, fees, performance, distribution, etc. IFAs – internal and external flows Clients – behaviour, fund selection, risk tolerance, etc. Industry trends – ASISA, LISP and Institutions statistics Sales consultants – flows and assets under management relative to business targets Translate research findings into clear and concise graphs and/or presentations Update spread sheets with performance information and be able to check spread sheets that make use of analytical formulae. General support to Retail Management, Marketing Team, Client Servicing Team and Business Development Managers Delivering to business plans by developing and assisting with the following deliverables to internal and external clients: Sales and marketing material Internal and external presentations – covering performance, market movement, investor & advisor behaviour, etc. Develop and support monthly and quarterly themes and messaging Ad-hoc support to Retail Business Team And more.   The role is suited to: BCom / BBusSc (Finance/Economics) with a good understanding of economics and investments markets At least 4 years’ experience in asset management / financial services industry Advanced – MS Excel, Word, PowerPoint Excellent interpersonal skills (friendly and diplomatic nature) and ability to manage conflict well       You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at info@candidateconnect.co.za. Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent. Please note that if you do not receive a response from us within 2 weeks of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable
Salary Type: Cost to Company

Accountant (Consolidations & Reporting) - Fixed Term Contract

Reference No: 2563874597
Cape Town, South Africa
Rare opportunity to join a small / critical Projects team tasked with the implementation of the Consolidations and Reporting processes for a Group Finance team.   This role being “the production side” of ensuring that changes to Group Finance Consolidation and Reporting processes (as may be required by IFRS and other Technical Accounting standards), are successfully implemented. This would include “dry runs” etc to tweak the system (looking at KPI’s, business processes, broader IFRS implementation etc) prior to going live on any Consolidations and Reporting integrations.   The role is suited to: CA(SA) with 2-8 years post qualified experience Strong Group Consolidations, Reporting and Processes experience.   This role can be Jhb or CT based. This is a fixed term contract. The duration / length of this Contract for further discussion.     You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at info@candidateconnect.co.za. Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent. Please note that if you do not receive a response from us within 2 weeks of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable
Salary Type: Cost to Company

Institutional Business Development (New Business)

Reference No: 2052026596
Cape Town, South Africa
Rated Asset Manager is looking to fill a key senior gap in their quality Investment team - a Technically oriented, Institutional Business Development skill, with focus on New Business.   The focus of this role being: to develop and implement the new business development distribution strategy with the business development team. to represent and enhance confidence in the company’s brand through building strong client and stakeholder relationships and networks which will result in increased AUM.   In essence: Formulate and implement a New Business distribution strategy. Developing a strategic plan for sales which aligns with business growth objectives Market analysis and evaluation and identifying sales opportunities as a result of market changes. Implement the new business sales process: Follow leads, liaise with prospective clients, interact with stakeholders and drive opportunity to conclusion Facilitate the development and maintenance of a sustainable new business pipeline Identify and develop strategic partnerships to leverage new opportunities, identify new markets Give direction regarding tactical event strategies, hosting events, and networking to grow new business   This is a Technical Institutional Business Development role, requiring deep investment knowledge of the company’s funds, product and investment fund decisions, and a Passion for securing New business (and comfort with targets). As such this role requires a relevant university degree + CFA (advantageous) + 5 years’ experience in an Institutional business development role within an asset manager or investment consultancy or a multi manager. Given the seniority of this role, the ideal candidate should have well established and deep relationships (and SA networks) with institutional investors including pension funds, insurance companies, sovereign wealth funds. This is a Cape Town based opportunity.     You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at info@candidateconnect.co.za. Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent. Please note that if you do not receive a response from us within 2 weeks of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable
Salary Type: Cost to Company

Institutional Client Fund Manager (Existing Business)

Reference No: 3807454060
Cape Town, South Africa
Well rated Asset Manager in Cape Town is looking to fill a key senior gap in their quality Investment team - a Technically oriented, Institutional Client facing role, with focus on Existing clients.   The focus of this role being: to develop and implement the business development distribution strategy with a focus on existing clients. to represent and enhance confidence in the company’s brand through building strong client and stakeholder relationships and networks which will result in increased AUM.   In essence: Formulate and implement strategies to retain and grow a Portfolio of existing institutional clients. Regular investment report backs and presentations to Boards of Trustees and Investment Committees of Funds (strong technical investments knowledge essential). Evaluation, market analysis and identifying growth opportunities as a result of changes in the markets or changes in client investment strategies, to identify mutually beneficial solutions for both the client and the company. Manage and oversee a client retention and growth strategy - manage business risk, understand client challenges, provide regular client feedback, ensure service delivery. Build the company’s brand, develop tactical strategies to grow strong and enduring relationships with existing clients. And more.   This is a Technical Institutional client facing role, requiring deep investment knowledge of the company’s funds, product and investment fund decisions, and with ability to effectively communicate this information to Boards of Trustees and Investment Committees of Funds. As such this role requires a relevant university degree + CFA (advantageous) + 10 years’ experience in an Institutional Client role within an asset manager or investment consultancy or a multi manager. Given the seniority of this role, the ideal candidate should have well established and deep relationships (and SA networks) with institutional investors including pension funds, insurance companies, and sovereign wealth funds.   This is a Cape Town based opportunity.     You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at info@candidateconnect.co.za. Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent. Please note that if you do not receive a response from us within 2 weeks of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable
Salary Type: Cost to Company

Accountant (Institutional team)

Reference No: 3450408538
Cape Town, South Africa
Leading Asset Manager is looking to fill an Accountant (Institutional team) gap in their team. The role sits within Group Finance, has a wonderful finance leader, who runs a small / stable team. Opportunity in this team is rare, this opening is due to an internal promotion. Cape Town based. This is an EE designated opportunity.    This role is responsible for the accounting function for a portion of the business, from cash book through to financial statements and reporting to management and various regulators. Accounting includes: Preparation and recording of payments Cashbook entries recording receipt of fee income Monthly journal entries System extracts for policyholder transactions High-level review and consolidation of policyholder transactions maintained by Retail Finance Reporting includes: Management information (for the company and used for group consolidated reporting) Monthly preparation of AFS, management income statement Monthly analysis of income (versus budget and versus assets) Monthly capital adequacy monitoring for reporting to MD Regulatory includes: Quarterly reporting to SARB Quarterly reporting to FSCA, including in terms of SAM Annual reporting to FSCA, including in terms of SAM Quarterly reporting to ASISA. Tax includes: DWT, VAT, income tax (IT14L in terms of the 5 funds approach required by S29A) Preparation of financial reports for the bi-annual directors meeting And more. The candidate should expect other responsibilities to assist the overall Group Finance team, as may be required.   Core requirements: CA (SA) Financial services experience preferred, preferably 1-2 years post qualification Fit easily into a young, energetic, hardworking, demanding and team orientated environment STRONG academic transcripts   You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at info@candidateconnect.co.za. Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent. Please note that if you do not receive a response from us within 2 weeks of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable
Salary Type: Cost to Company

Investment Administrator (Asset Manager)

Reference No: 3068139021
Durban, South Africa
Rare opportunity to join an Asset Manager in Durban! This role requires 2+ years relevant Investment Administration experience essential, either within an Asset Manager or within a 3rd party administrator.   You will be part of the Operations team, and responsible for: Daily processing: Checking all forms and supporting documentation have been received according to the relevant checklists Capturing and processing new complete application forms within the daily turnaround times Following up with the Communication Centre for incomplete application forms and instructions Monitoring the bank reconciliation and following up on any outstanding funds daily Checking client signatures have been verified and all supporting documentation has been received and processed in line with Legislation (such as FICA, POPIA, FATCA and FAIS requirements) and in line with the clients’ instructions (e.g. repurchases, switches and transfers) Processing clients’ instructions to change any personal details (such as bank account numbers and addresses etc) and ensuring all relevant supporting documentation is attached (such as FICA and FATCA) Learn and understand the requirements of all the Solutions products, and the Legislation which governs each product Calculating the profit and loss on any back-dated transactions, as well as notifying the Team Leader and/or 2IC and updating the Risk Review folder Monthly Processing: Checking and balancing the Debit Order process, and ensuring that all clients will still be compliant with Regulation 28, once the debit order is processed. Checking Monthly Distribution Reports to ensure all clients’ required monthly incomes have been met, including sample checks of clients’ Dividend Withholdings Tax calculations and Financial Advisor’s fees and relevant Drawdown Reinvestment amounts: Generating the Intermediary Admin Fee report and doing sample checks on these figures. lancing the Payments Schedule of all Financial Advisor’s Commission for all the Solutions products before commission payments are made to the Financial Advisor. Checking the PA policy anniversary process. Checking the clients in the compulsory funds to ensure they are Regulation 28 compliant. Reporting: Sample Checking of the Daily Reporting and Welcome packs for clients and Financial Advisors. Emailing the Services Team to print, post and email the Daily Reporting. Sending correspondence to clients who are not compliant with Regulation 28 and monitoring these clients to ensure their asset allocations are changed / switched to be compliant within the legislated timelines. Checking quarterly statement figures reflecting in the asset allocations, pie charts, activity and distribution summaries Checking tax statements such as IT3b, IT3c, IRP5, IT3a and Contribution Certificates. Ad hoc statements. And more. Some core suitability requirements : Tertiary degree (BCom / BBusSc or similar) 2+ years investment administration experience Unit Trust / Retirement Fund background and experience would be an advantage Proficiency in Microsoft Excel and Word is necessary Excellent numerical skills (Matric HG Maths as a minimum) Accuracy and exceptional attention to detail are critical   This is an EE designated opportunity.   You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at info@candidateconnect.co.za. Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent. Please note that if you do not receive a response from us within 2 weeks of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable
Salary Type: Cost to Company

Junior Equity Analyst

Reference No: 13071145
Cape Town, South Africa
Opportunity to work as an Junior Equity Analyst, in an asset manager, and within a highly successful and experienced investment team in Cape Town.  The equity analyst will be involved in all aspects the investment research process. Core responsibilities include: updating and building financial models forecasting company earnings and cashflow sourcing and analysing industry information assisting with the writing of detailed stock research reports effectively communicating completed work through succinctly written reports and presentations. Requirements CA(SA) or Actuarial or Engineering degree  CFA I completed already  0-2 years' post qualified experience  Strong interest in investments Able to show consistently strong academic results (+70% average). A passion for investments, active investing, view on the JSE and Global markets, on equities and/or other asset classes, are all critical to the possibility of being successful in an equity analyst process. This role is based in Cape Town.     You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database . Should you wish for us to remove any personal information from our database, please contact us at info@candidateconnect.co.za. Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent. Please note that if you do not receive a response from us within 2 weeks of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable
Salary Type: Cost to Company

Recruitment - Business Partner

Reference No: 2727022633
Cape Town, South Africa
The recruitment and search industry has been hit very hard by COVID and the resulting downturn in the economy. As a result there are a number of very high quality consultants and senior professionals who have been made redundant. Whenever they speak to me they always assure me that their clients and candidates are loyal and that they could add significantly to Candidate Connect and to what we are building. So here is my offer, if you are prepared to back yourself:1. We will provide office space, the necessary IT, access to database, operational support, and the chance to work under our brand. Of course if you would like to work from home in the current environment, that is fine.2. We will share any fee that you generate 50/50 - no hidden costs, no 'management fee'. This will be paid at the end of the same month in which the client pays. 3. You can focus on what you are great at, selling recruitment and delivering exceptional service (client-centric) to your clients and our clients.4. This offer also applies to very well networked senior candidates; bring your network and try our industry. 5. There will be a few guidelines in keeping with the brand ethos – 2 of these being honesty and integrity (our core values), and having these in abundance is essential. If this is of interest and you wish to be your own boss, with the support of a great brand let me know and we can discuss this further. Your CV offers a good starting point.   Candidate Connect is a Cape Town based agency. Where you live or the market / networks that engage with, can all be on the table for discussion.      
Salary: Negotiable
Salary Type: Commission only

Quantitative Analyst (Asset Manager)

Reference No: 2224508557
Cape Town, South Africa
Seldom have we advertised a better QUANTS ANALYST role within Asset management. This is a SENIOR role in a leading team. Focus on Global markets. Part of a front office investment team building quantitative tools to add value with idea generation and research. Cape Town based role.   Will suit: - 6+ years as a Quants Analyst within Asset Mgt. - Masters in Financial Maths or Stats or Data Science / CFA - MATLAB / Python / R / C++ - Advanced Excel / VBA   This role has potential to trigger a career move even if you are not actively looking.   For a confidential chat, please engage with a CV to mike@candidateconnect.co.za.       You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at info@candidateconnect.co.za. Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent. Please note that if you do not receive a response from us within 2 weeks of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable
Salary Type: Cost to Company