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Financial Analyst (M&A team)

Reference No: 3293354307
Cape Town, South Africa
Rare Cape Town opportunity to join a team of M&A sell side advisors, as a Financial Analyst.   How the business model works...once a potential sell side client has been identified, this role gets very involved in doing the deeper analysis of the company, and engagements with the company (meeting key individuals) to better assess their business for suitability to take on as a potential client ('seller"). This role then goes further to also then create sell-side marketing strategies and materials, including teasers, confidential information memorandums, and Opportunities listings, each of which contain financial analysis and modelling of the client’s business. 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 your 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 by communicating effectively to ensure expectations of the seller are met. Gather comprehensive information about a client's business through multiple sources to ensure a thorough and accurate analysis for client promotion. Prepare, monitor and review financial information of active clients. Analyse and interpret the client's financial situation, including historical, current and expected future performance Review clients’ financial information and chair the financial analysis meeting Produce a 3-year forecast financial business plan when required Prepare a brief summary financial analysis for inclusion in the marketing documents, such as the Information Memorandum, Teaser Letter, and Opportunities Listing documents, amongst others. Additionally, periodically:  Produce updated forecasts based on changes in the client’s business Assist the Lead Generation team in preparing valuation matrices for prospective clients Work with the Transaction team to produce advanced synergy business plans as required Help and support the financial due diligence exercise where required Ensure the CRM system is up to date with information about each client Comply with all policies, practices and procedures and report all unsafe activities to the deal team Skills required: Commercial understanding and awareness of business and operations in various industries Proficiency in financial modelling, financial analysis, and Excel Ability to effectively present information and respond to questions from managers and clients Ability to define problems, collect data, establish facts, and draw valid conclusions. Proficient personal computer skills include electronic record-keeping, routine database activity, word processing, spreadsheet, graphics, etc 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 with a middle market audit firm and/or practical experience as a financial analyst in the SME space.    
Salary: Negotiable
Salary Type: Cost to Company

Engineering Director (FMCG/Manufacturing)

Reference No: 2770460123
Johannesburg, South Africa
Fully completed applications ONLY will be considered (as per information requested below): 1. CV + Matric certificate + Tertiary transcripts 2. Completion of the 8 Questionnaire questions included in this application   Established FMCG /Manufacturing team with a global footprint in over 100 markets seeks a super strong Head of Engineering - smart, confident, strategic, understands the macro dynamics of a factory and really passionate about manufacturing / engineering. This role is suited to a senior candidate already in a Head of Engineering or Engineering Director level role.  This role will be responsible for managing plant maintenance, capital procurement, engineering, projects and health and safety.  This is a “hands-on” role. The Head of Engineering will spend the majority of his/her time in the factory. As such, this role suits a candidate whose career has to date been Plant based (rather than head office based). This role works very closely with the MD and Manufacturing Director who are well aligned as to a) the importance of this role b) the level of seniority needed c) the support needed to achieve the growth projects planned.   Candidate should fulfil the following requirements: BSc Mechanical or Industrial Engineering degree from a leading university 10+ years technical management role in an FMCG environment Plastic bottling and packaging experience. Extensive knowledge of ISO standards, packaging equipment, safety and environment. Exposure to (and successes with) large scale capex projects This role is based on the East Rand, Gauteng.    
Salary: Negotiable
Salary Type: Cost to Company

Commercial Officer - Project Finance

Reference No: 3082616515
Cape Town, South Africa
Senior level role – commercially astute project finance profile sought! Experienced transactional professional within the project finance space sought to join and work with an executive management team, currently working on multiple projects! Role will be responsible for developing a portfolio with the primary focus being the enhancement of value of shareholding for all the project company shareholders. Ideal candidate will be commercially astute with a strong background and knowledge of the project finance legal requirements, and have a good level of knowledge of the SA infrastructure asset management space. Role reports to thee CEO. Cape Town based. The role in a nutshell : responsible for improving shareholder returns on all projects, growing the number of projects under management through new business development, optimise capital structure of all projects, seeking opportunities and initiatives to maximise shareholder returns, establish and maintain strong relationships with the shareholders, directors and lenders, working with the CEO to leverage the relationships with these stakeholders, lead treasury and cash management, taking ownership of the forecasting process for all assets under management, ensure shareholders are updated, and expectations managed, review and ensure contractual and financial structuring of new acquisitions / transactions, leading advising on review of project finance related matters, lead the review of funding mix, distributions, cash flows, finance issues, technical finance issues etc. , manage any contractual risks, manage project information impacting the financial status of companies, review existing financial policies and introduce any additional updates as required. Additional info available on application. Qualifications and experience required: Minimum of CA(SA) / MBA or CFA qualified Minimum of 8 – 10 years transactional working experience within project finance, structured finance, tax equity or M&A Strong technical knowledge in the transactions space: legal, IFRS, tax and accounting Experience with infrastructure projects, new start-ups or renewable energy projects a distinct advantage Executive level role requiring a strong strategic thinker who is commercial astute, hands-on and analytical Strong self-drive, excellent attention to detail, an influencer and someone who can build up networks with key stakeholders Superb opportunity to bring your transactional project finance skill set to an executive management team, with opportunity to showcase your ability to ensure returns are maximised, risk is minimised and projects are optimised to ensure timeous and commercial strong project results for the shareholders! Apply here or to find out more about this opportunity, please forward your CV to mike@candidateconnect.co.za 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 Analyst - Asset Management

Reference No: 1882350644
Cape Town, South Africa
An exciting opportunity has opened up with a top asset management team - the role in mind has an Institutional Client Analyst leaning, in /around client reporting, and fund fact sheets areas. This role is best suited to an investment analyst or investment product professional who has a keen interest in straddling the middle ground between front office investments and client operations.  This role largely responds to RFP / prospective clients with investment data. In essence, sometimes this person will be putting investment data together for the RFP team,  and sometimes for the Client Groups (i.e. all  Client teams globally) The role requires is a hybrid of core investment knowledge meets client operations. As an example, if a bond is sold at less than 30% of the price, this person needs to understand the dynamic around that, grapple with this content, have the confidence to speak to the CIO or the PMs (and use enough judgement to know when they can rather handle it within the client team). In solving this or queries in general, this person could be asked to look at a strategy on a fund or product, and then give the investment data for it to back it up - so lots of work around assessing historical data. Ideally, the person should have global asset manager exposure as around  80% of the queries they respond to are from their Global teams and about 20% is SA. Suited to an investment professional with exceptional advanced MS Excel skills, and experience manipulating large sets of complex data using advanced Excel tools to service their client teams/ RFPs and any data reporting requests from business.  This person should be able to look for opportunities to streamline processes and improve the data analysis processes this team does, ensure approvals are obtained and liaise with legal to ensure signed NDAs are in place, manage daily multi-tasking and prioritizing data requests and tasks according to business, team and client needs, managing tight deadlines by working efficiently, communicating effectively and understanding requests in a business context This role is varied / challenging and will allow the successful candidate to work across all of the business / funds. Global focus and covers all funds and fund classes. This is a Cape Town based role, and is E designated.  Summary of qualifications and experience required to best fit this role: BBusSci / finance / accounting or similar CFA desirable but not essential Minimum 3-5 years asset management industry experience required, global experience a distinct advantage Must have MSExcel experience manipulating large sets of complex data, using pivots, formulas -  V/HLOOKUP, IF/AND Formulas, IF Conditions, SUMIF/SUMIFS, Date Formulas & Functions at an advanced level. Highly analytical, and able to manage multiple priorities. Apply here or to find out more about this opportunity, please forward your CV to mike@candidateconnect.co.za 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 Sales (M&A)

Reference No: 3133296334
Cape Town, South Africa
Boutique M&A team, seeks an Investment Sales resource to Call / Engage "Target" companies. "Target" companies being those identified by your researchers as companies who may benefit by acquiring your clients business.    Some background for insight....your client  may  have a business to sell.  A Research Analyst then identifies relevant "targets". Targets are companies that may "benefit" from buying the seller. Benefits can be in different ways - as examples, it could be a company that sees value in the sellers client list, or a company that sees value in the sellers distribution channel, or an international company wishing to break into the SA market and feels that buying into the sellers company may give them a good platform into the market.  The researcher then provides good info / "the script" for this Investment sales resource to Call (contact) the Target company. The investment sales person takes it forward - calls the target company, gets through/around the gatekeeper, engages the CEO, assesses if there is any interest in growth via acquisition, with intention to bring the 2 parties to the table for an initial discussion. This role is about the initial calls (the "icebreaker"), the technical detail of a deal is handled by a more senior dealmaker resource. Experience working with entrepreneurs is a plus. Your specific duties as an Investment Sales resource will include: Possess a working knowledge of the project, the client’s business and requirements of your client as the seller Attend and contribute to think tank sessions and work with the transaction team to assist the Transaction Leader to prepare categories of a targeted acquirers list Calling: Understand and confidently communicate the benefits of an acquisition opportunity to Executives and Decision Makers of all researched companies, by adopting a consultative approach with the aim of getting a signed Non-Disclosure Agreement or relevant market feedback on behalf of our client and internal team, after presenting brief details of the opportunity to potential acquirers by phone and written correspondence Generate call statistics for presentation and discussion with the client and Transaction Leader periodically Communicate effectively between clients, prospects and Transaction Leaders, relaying all relevant communication to those concerned.  Conduct discussions with potential private equity investors and companies, to record and distribute acquisition criteria appropriately Provide leadership to others through example and sharing of knowledge/skill Being sales in nature, this role requires a a highly energetic and passionate individual with a positive and highly motivated ‘can do’ attitude. You must have the strong desire and ambition to succeed, tenacity and resilience being key ingredients. It is also vital that you possess excellent verbal and written communication and interpersonal skills to C-suite level executives. Good listening skills, with quick comprehension of information gleaned through telephone conversations would be highly beneficial, as would ability to change an intended approach and be agile in responding during telephonic conversations.   A university degree with 3-5 years in a sales / client role in Investments (M&A /Similar) is essential.   
Salary: Negotiable
Salary Type: Cost to Company

Research Analyst (M&A)

Reference No: 1914007805
Cape Town, South Africa
Boutique M&A team, seeks a Research Analyst to identify "Target" companies.   Some background for insight....once a potential seller (or client) has been qualified (identified, screened, the due diligence work done, interest in selling etc), then the core responsibility of this Research Analyst is to identify relevant "targets". Targets are companies that may "benefit" from buying the seller Benefits can be in different ways - as examples, it could be a company that sees value in the sellers client list, or a company that sees value in the sellers distribution channel, or an international company wishing to break into the SA market and feels that buying into the sellers company may give them a good platform into the market.  The role of this researcher is to find a benefit link that may excite a target company - via extensive research, being inquisitive, always thinking "what types of companies would benefit by buying the seller" etc.  So core areas being:          Gain an understanding of the company for sale, the benefits of acquisition to a targeted acquirer, and an understanding of the relevant industry sector. Formulate a plan of action to identify potential acquirers and the data sources to use. Create a list of targeted acquirers. Profile the targets: thoroughly research and qualify potential acquirers against agreed criteria—such as size and geographic location—within agreed time scales. Update the company’s database and client records accurately and with detailed notes. Keep abreast of recent industry transactions and their key aspects, such as structure, pricing, timing. Once a "target" company has been identified / qualified, the research analyst also provides good info / "the script" for a sales / business developer profile whose role it is to approach the target company, around/ through the gatekeeper, to the CEO  to assess whether they may an interest in your company's opportunity (to acquire the seller).    The research analyst should have these traits in abundance: Patience, resilience, tenacity, show attention to detail and be conscientious. Be inquisitive and naturally think “What about …?” An excitement to learn from and contribute to a dynamic and interactive team. Computer literacy: MS Excel, MS Word, and a basic understanding of database/CRM. Ability to manipulate raw data (data cleansing)—requires logical thinking. A basic understanding of global economic conditions, and a keen interest in M&A activity in the South African and international markets. This role is suited to a BBusSc/BCom/CFA type profile who has a keen interest in M&A activity in the South African and international markets, and around 3-5 years related research work.            
Salary: Negotiable
Salary Type: Cost to Company

Financial Manager CA(SA)

Reference No: 1389834961
Cape Town, South Africa
Leading investment house requires a smart CA(SA) with 4-6 years post qualified experience, ideally with technical finance exposure within an asset management, investment bank, or broader financial services.    Rare opportunity to join a strong and driven Finance team,  where the team is well managed (and gels well). As such work tenures have been long, and opportunities in this team scarce.  This role sits within Group Finance. You, together the team (financial manager, group accountant,  CA trainees) will contribute to the group financial reporting process and will assist in providing: - value-adding management information reporting- IFRS financial reporting, for the group’s financial year end process- Succession planning for the finance team. Responsibilities cover: - Reporting: all group  entities, as well as special purpose trusts.- Analysis:  product and cost centres, budget variances etc.- Budgeting and forecasting:  for the Group and it's entities, and includes asset and income projections, and a thorough review of the expense projections. - Special projects: group valuations and other ad hoc project work.- Regulatory (including taxation): regulatory compliance across all group entities, including transfer pricing, CBC reporting, FATCA reporting and CRS.- Review: weekly payments prepared by all Group finance teams.- Assistance:  general matters / ad hoc as required to provide a meaning  contribution to the rest of the team.- Skills development: training to team members, to assist their technical and skills development.- Leadership: provide leadership for the Group Finance teams. This is an EE designated opportunity, and suits an academically strong CA(SA) with 4 -6 years relevant financial experience.   
Salary: Negotiable
Salary Type: Cost to Company

Recruitment Assistant - Research and Data

Reference No: 1343872922
Cape Town, South Africa
Candidate Connect is a well established Cape Town based recruitment agency. Small team, collaborative environment, professional, knowledgeable, with  exceptional ethics and integrity core to our values.     We are looking for a smart university graduate - detailed, inquisitive, research driven, data-centric, candidate-centric, and....with a business owner mindset, let me explain....  Working closely with the recruitment consultant(s), this support role will energize our candidate search and data accumulation hub. The role involves: Core candidate search, core candidate interaction focus i.e. understanding roles and finding suitable candidates (through social media platforms, through ads, through networks, through friends etc). Assessing potential candidates for possible suitability. Engaging them. Thorough screening of them (passion is in the detail),  recommending some for roles, adding them to database, keeping the database updated and relevant,  consistent communication with the candidates, managing their  expectations, keeping them informed. Being totally client centric, whilst at the same time being totally data -centric (accurately updating the database at each step).    The role requires hours and hours of screen time, searching in different ways to find suitable candidates (immersing oneself in this research). This role takes dedication and resilience.  And this role takes detail to ensure that your work done today can be used for today or for the future (via everyday accurate database inputting).       This is an owner driven business, and requires a support person able to align 100% with the risks a business owner takes i.e. benefit from the successes, and also absorb the  knocks when not successful.   As such, the remuneration structure we offer is geared to favour those who are willing to take some risk, in return for financial reward. What this means is that your guaranteed salary will be light, far lighter than what may be considered normal for a smart grad.  The reward on the other hand will be good, far better than what you'd normally expect for someone at the start of their career. This risk /reward structure will suit some, and won't suit others, and that's fine.  Those who it will suit are those able / keen to take this risk (like a business owner does), back themselves to be successful and then benefit from the success (like a business owner does), and be willing to absorb the knocks (like a business owner does). Successes and failures will be financially aligned, as it is for a business owner.   The better you are in your role - of finding and engaging candidates, the more chance the team has of delivering suitable candidates on our roles, the more chance of placement success, the more rewarding this role will be (financially and excitement wise).  There are the normal office hours of course, however recruitment work is often pressured work with tight timings and many competitors chasing the same business, so (like having one's own business), working at odd hours and/or over weekends at times may be needed to give you the success you'd want from this role.   For the right person who is passionate, detailed,  willing to put in the hard yards, social media savvy, and super-resilient (lots of highs and lows), then you may be at the start of an exciting journey.    The role will require office time - working closely with the consultant(s), feeding off the energy, accessing the database, learning recruitment.  Initially via a  hybrid model of part office (with strict covid protocols), part home and slowly moving towards a full time office culture.   This is a 4 month fixed-term contract role initially. No promises, but add the right value, bring the right level of passion and commitment, and this door may open wider.     Please include your cv, together with and a short letter of motivation (why you feel you are well suited to this role) as part of your application           
Salary: Negotiable
Salary Type: Basic + Commission

Investment Analyst

Reference No: 3566437313
Durban, South Africa
Lovely boutique investment team seeks an Investment Analyst to join them. They’re a growing team. Newly created role and are an owner-managed team. They manage local and offshore share portfolios. They have a long-term investment approach to generate market-beating returns for their investors. And they’re looking for an aspiring investment professional to join them at an analyst level in a role that is largely focused on investment analysis / research. The role in a nutshell: researching and valuing companies, this being largely listed, locally and abroad, generating investment ideas, preparing packs for investment committee meetings, assisting the portfolio managers with portfolio management and construction. Assist with actioning trades across investment portfolios. Additional info available on application. Qualifications and experience required: Minimum of a completed finance / investment qualification, with a preference towards CFA or studying towards it. Minimum of 3 years experience within the investments industry Must be passionate about the markets, and have a passion for long-term investing, researching companies and generating investment ideas. Must be an analytical thinker, who is highly numerate and naturally curious Curious, humble, diligent, strategic thinker, works well alone and in a team Apply here or to find out more about this opportunity, please forward your CV to adrienne@candidateconnect.co.za 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: 3154492765
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

Talent Manager

Reference No: 3380211993
Cape Town, South Africa
Our client, an established mid-sized company in the vending and collection services industry, seeks a Talent Manager. This role is driven by business and people growth. As such they need "dynamic". Ability to enhance (existing), create (new), and implement talent management policies, employee relations programs and practices. This role combines talent development and acquisition. Central Cape Town based. The scope of the role: Execute strategic initiatives through projects and partnerships. Manage the talent acquisition process – from briefs, to agency partnerships, to screening and selection, to interviewing candidates Identify and deploy candidate selection tools, and co-ordinate the testing in partnership with service providers Involvement in compiling and making offers, negotiations, and hiring candidates. Develop career plans and career paths. Evaluate and review performance program, and define employee development guidelines Develop employee career plans and career paths, skills and competency development Manage employee information and analytics Develop organisation culture by planning change And more WHO SHOULD APPLY?This team is looking for an enthusiastic / positive person who embraces challenges, looks at ways to improve an offering, who stimulates others to think differently, who is comfortable with change and taking calculated risks, who stays productive and keeps positive under pressure, who keeps a sense of humour, who maintains a healthy lifestyle.That's the starting point. Functionally this team requires: 4-5 years' experience in Talent Management HR qualification, registered Industrial Organizational Psychologist essential. Experience covering recruitment & selection, learning and development, performance & recognition, and organizational development Proven MS Excel skills and proficient in Google Docs Solid HR reporting experience with a natural aptitude towards numeric Behavioural attributes – high integrity, relationship builder, mentor/ people developer, leader, resilient, innovator, problem solver. 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

Corporate Finance / Mezzanine Finance Associate

Reference No: 1068824810
Cape Town, South Africa
Exciting opportunity in the alternative investments space, with a newly created team who have funding to start! Newly created role and unique opportunity to be either Cape Town or Johannesburg based. EE role. This role is open to suitably qualified Employment Equity candidates aligned with our client’s employment equity requirements for this role. Cape Town or Johannesburg based. The role in a nutshell: responsible and accountable for the origination, analysing, processing and monitoring of preference share and mezzanine finance transactions. SA focus. Responsible for leading origination and execution of transactions. Excellent career prospects, great opportunity to join a brand new team within a larger structure that already has funding to start! Role reports to the Co-Heads. Assist with strategy documentation, providing specialised opinions, assisting with reporting and ad hoc administration for clients and the investment committee. Additional info available on successful shortlisting. Qualifications and experience: Must have a completed finance / commerce / engineering or similar tertiary qualification, with a preference to post graduate studies. CA(SA) / CFA a distinct advantage Minimum of 5 years’ experience in the investments industry, with experience in corporate finance, private equity or mezzanine finance. Must have a good understanding of mezzanine finance, preference shares, BEE and private equity markets. High levels of integrity, with excellent listening skills and strong EQ Articulate and confident communicator Strong commercial and entrepreneurial acumen Excellent stakeholder and relationship management skills Professional and a team player attitude High attention to detail Strong technical and financial modelling skills Advanced MSExcel Ability to work well under pressure Apply here or to find out more about this opportunity or arrange a confidential chat, email Adrienne on adrienne@candidateconnect.co.za 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

Head of IT: Software Development & Systems

Reference No: 816896757
Cape Town, South Africa
TOP Software Development Senior Management opportunity! Successful FMCG team with global reach seek a Head of IT : Software Development & Systems to join them and be their lead in building their web-based ERP, websites, manufacturing platform and the build-out of these systems.   Cape Town based. The role in a nutshell:You will work in a dynamic environment and with a niche team of high quality, creative and smart professionals to create the best solutions to often complex problems. Working closely with the various business stakeholders / leaders and relevant technical team leaders in order to work on a number of systems and processes that make this global team’s overall systems run smoothly! Systems: manufacturing execution systems, intranet for their global network, logistics systems, packaging/ artwork systems etc. You’ll also have the responsibility of managing an out-sourced mobile app team. This role is for a good senior software developer / Head of IT, strong on software development and systems, to work with a small team of senior software engineers, QA, BI leads and DevOps professionals.  Qualifications and experience required: Minimum of a completed and relevant degree Minimum of 8 – 10 years software development, working across a range of technologies Ideal candidate will have an ability to problem solve and seek best software, systems solutions Their stack incl. Ruby-on-rails, AWS and CI pipelines To find out more or for a confidential chat, feel free to contact Adrienne in our team on adrienne@candidateconnect.co.za or apply via this link/ platform.  Please note that if you have not received a response within 2 weeks of your application, please consider it as unsuccessful for this particular role - thank you.
Salary: Negotiable
Salary Type: Cost to Company

Trader - Derivatives

Reference No: 2750712482
Cape Town, South Africa
Top investments team seeks a Derivatives Trader to join them and their highly rated trading team! The role in a nutshell: support to the derivative trading desk relation to equity, forex and bond trading requirements – local & offshore, executing instructions, minimizing market impact and enhancing alpha generation, tracking market developments, managing downstream processes in trade cycle, providing ad hoc reporting, assist the equity trading desk, ad hoc process streamlining projects. Cape Town based role. EE role. This role is open to suitably qualified Employment Equity candidates aligned with our client’s employment equity requirements for this role. Qualifications and experience required: Minimum of a completed degree qualification BCom / BBusSci / BSc Maths Stats or similar Minimum of 3- 5 years’ experience in a related trading role within asset management, this role calls for a good base of experience and knowledge in order to hit the ground running Must have completed relevant JSE Registration Securities Trader exams Proficient with advanced MSExcel / VBA - financial modelling skills Must have Bloomberg and related trading software knowledge Highly analytical and strong numeracy Passion for the markets and continuing building a career in this space, as well as strong technical knowledge Ability to take ownership, display confidence when dealing with stakeholder and a good team player Strong work ethic and a good team player High stress tolerance Apply here or to find out more about this opportunity, please forward your CV to adrienne@candidateconnect.co.za 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

BDM LISP Specialist

Reference No: 518116125
Durban, South Africa
RARE Opportunity with locatoin flexibility! Our client, and investment team seeks a strong LISP BDM profile to join their Distribution team as their LISP specialist in the team. Role will suit an experienced professional profile, who is dynamic, has good industry networks in the space and will be looking out for new business opportunities for this team. Must have current LISP / DFM / Manco experience with enough to be able to drive and setup this teams LISP strategy function, working closely with their Head of Distribution / Client Services. Lovely team! Location flexibility! Can be Cape Town, Durban or Johannesburg based. Travel as required in the role.The role in a nutshell: responsible for the ownership of the LISP, DFM and Multi Manager channels for the business by developing and executing the agreed strategy. Building relationships within these channels and with other relevant industry participants while providing regular and meaningful industry feedback to the business to further improve their business offering. You’ll be working on the strategy, building relevant relationships with key decision makers, fund relationship managers, product development, distribution teams etc. Promoting this channels products via events, presentations etc. Managing relationships, document detailed structures / fee arrangements, maintain records, reporting on industry for strategic input, identify industry trends, gathering industry intel etc. Subject matter expert in the business on LISP, sharing and updating distribution team with any updates as needed, keep updated on industry and associated channels in the space. Additional info available on successful application.Qualifications and experience required: Minimum of a completed relevant finance / commercial tertiary qualification plus 7 – 10 years’ experience in the investment industry is essential and must have solid LISP space experience Must have sound investment knowledge gained through working experience in the investment industry Knowledge and understanding of the LISP and/or DFM channels sought along with a track record of networks / relationships with industry participants Must have sound economic and investment markets knowledge Should have a sound understanding of asset class fundamentals and the investment industry Available for travel as required Excellent relationship building skills, an excellent communicator with excellent presentation skills Ability to present complex ideas in more understandable ways Ability to work well independently, be self-starting and disciplined Excellently organised, committed and thorough Client centric, with a high sense of priority and service To find out more or apply either apply here or please forward your CV to adrienne@candidateconnect.co.za or drop me a line for a confidential chat.Please note that if you have not received a response 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 Compliance Specialist

Reference No: 4176574805
Cape Town, South Africa
Leading investment team seek a Portfolio Compliance Specialist to join their dynamic compliance team. Must have a minimum of 3 years compliance coding experience, good knowledge of investment regulatory compliance, strong on mandate rules on compliance systems, experience updating and enhancing rules and scripts etc. Cape Town based role. EE role. This role is open to suitably qualified Employment Equity candidates aligned with our client’s employment equity requirements for this role. The role in a nutshell: responsible for coding investment mandate and regulatory rules on NX/Decalog. Enhance existing rules and scripts, debug system and rule issues, enhance existing rules and scripts, update process documentation, working closely with the investment compliance team on rule coding, rules or system queries. Additional info available on application. Qualification and experience required: Must have experience working within a compliance environment in the asset management industry, and a minimum of 3 years coding / programming experience in the space Must have the ability to code compliance mandate rules onto a compliance system (Decalog, Statpro, Charles River, Bloomberg) and understanding rule syntaxs Good working knowledge of Reg 28 and Notice 90, Long Term Insurance Act, Medical Aid Schemes Act and general investment regulations Role suits an analytical thinker with a high attention to detail Good technical ability in the compliance coding space Self-driven and good team player Must have good communication and organisational skills Apply here or to find out more about this opportunity, please forward your CV to adrienne@candidateconnect.co.za 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 IT Audit Specialist

Reference No: 111373483
Johannesburg, South Africa
Established IT Compliance & Audit Services consulting team seek a Technical Audit Specialist to join their team. They service some of the leaders in their industry, largely offshore clients with online businesses. Their team is looking a Technical. This role has a focus on the development of programs and testing / auditing methodologies in the regulatory space. Great team, vibrant, smart! Johannesburg based. Qualifications and experience required: Minimum of a NQF7 or similar plus CISA or part thereof Minimum of 3 years’ auditing experience (internal or external) Experience in learning and education and / or technical analysis of regulatory requirements would be a distinct advantage Must have the ability to formulate processes and testing methodologies Previous experience of reviewing and evaluation of internal controls – IT controls Good knowledge of internal and external audit methodologies Must have high-levels of reporting and document writing skills Good understanding of legal and regulatory frameworks High attention to detail and accuracy Proficient with MSOffice suite, M-files would be an advantage Role suits someone with excellent verbal and written communication skills, who is a structured and logical thinker and who is able to think strategically and envision future scenarios To find out more or apply either apply here or please forward your CV to adrienne@candidateconnect.co.za or drop me a line for a confidential chat. Please note that if you have not received a response within 2 weeks of your application, please consider it as unsuccessful for this particular role - thank you.
Salary: Negotiable
Salary Type: Cost to Company

IT Compliance Auditor

Reference No: 78175407
Johannesburg, South Africa
Established IT Compliance & Audit Services team to the technology space seek a Compliance Auditor to join them. They service some of the leaders in their industry, largely offshore clients with online businesses. Their team is looking for a young IT audit profile who is passionate about the field of IT, has an excellent command of the English language, strong relationship building and interpersonal skills with a high work ethic, attention to detail and works well in a team to client deadlines. Great team, vibrant, smart! Johannesburg based. Qualifications and experience required: Minimum of a commerce or science degree or similar Minimum of 2 - 3 years’ auditing experience, preferably with Big 4 audit firm with IT auditing exposure, or similar Ideally CISA, CRISC, CGEIT, CISM, COBIT, Cybersecurity advantageous although not essential Previous exposure to Sarbanes Oxley (SOX) or similar IT and business risk and control-based audits Must be available and willing to travel internationally To find out more or apply either apply here or please forward your CV to mike@candidateconnect.co.za. Please note that if you have not received a response within 2 weeks of your application, please consider it as unsuccessful for this particular role - thank you.      
Salary: Negotiable
Salary Type: Cost to Company

Private Equity Fundraiser Specialist

Reference No: 3088543924
Cape Town, South Africa
Exciting opportunity in the Private Equity space! Established and leading investment team with solid track record seek a Private Equity Fundraising Specialist to join their team. Newly created role and unique opportunity in the Cape Town market! The role in a nutshell: responsible for leading fundraising activities for a leading team. Responsible for driving and managing the fundraising and investor relations activities. Responsible for the project management of the fundraising, investor engagements, growing the investor base, custodian of all fundraising documentation and process from PPM, agreements, DDA etc. Building and maintaining key client relationships. Build on their investor relations function for the team. Truly taking ownership of leading the fundraising activity in collaboration with the head of the business and internal business partners. Additional info available on successful shortlisting. Qualifications and experience: Must have a completed commercial tertiary qualification, with a preference to post graduate studies. Minimum of 5 – 10 years’ experience in the investments industry, with experience in the investor relations and fundraising universe and if not within private equity you must possess a good understanding of the space. Must have great relationships and understanding of the institutional investment landscape and be able to “open doors” for the team with pension funds, insurance companies, sovereign wealth funds etc. Strong technical ability and understanding of the complexities of the private equity investment space and portfolios Excellent interpersonal skills, and able to “work the room”, and enjoy doing so Willing and available for international travel as part of the role High levels of integrity, with excellent listening skills and strong EQ Strong on processes and structures Excellent written and verbal communication skills Team player, who is resourceful and creative Apply here or to find out more about this opportunity or arrange a confidential chat, email Adrienne on adrienne@candidateconnect.co.za 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

Business Development Manager - LISP space

Reference No: 869774262
Durban, South Africa
Our client, and investment team seeks a strong BDM profile to join their Distribution team as their LISP specialist in the team. Role will suit an experienced professional profile, who is dynamic, has good industry networks in the space and will be looking out for new business opportunities for this team. Location flexibility! Can be Cape Town, Durban or Johannesburg based. Travel as required in the role. The role in a nutshell: responsible for the ownership of the LISP, DFM and Multi Manager channels for the business by developing and executing the agreed strategy. Building relationships within these channels and with other relevant industry participants while providing regular and meaningful industry feedback to the business to further improve their business offering. You’ll be working on the strategy, building relevant relationships with key decision makers, fund relationship managers, product development, distribution teams etc. Promoting this channels products via events, presentations etc. Managing relationships, document detailed structures / fee arrangements, maintain records, reporting on industry for strategic input, identify industry trends, gathering industry intel etc. Subject matter expert in the business on LISP, sharing and updating distribution team with any updates as needed, keep updated on industry and associated channels in the space. Additional info available on successful application. Qualifications and experience required: Minimum of a completed relevant finance / commercial tertiary qualification plus 7 – 10 years’ experience in the investment industry is essential solid LISP space experience Must have sound investment knowledge gained through working experience in the investment industry Knowledge and understanding of the LISP and/or DFM channels sought along with a track record of networks / relationships with industry participants Must have sound economic and investment markets knowledge Should have a sound understanding of asset class fundamentals and the investment industry Available for travel as required Excellent relationship building skills, an excellent communicator with excellent presentation skills Ability to present complex ideas in more understandable ways Ability to work well independently, be self-starting and disciplined Excellently organised, committed and thorough Client centric, with a high sense of priority and service To find out more or apply either apply here or please forward your CV to adrienne@candidateconnect.co.za or drop me a line for a confidential chat. Please note that if you have not received a response 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 Manager (customised risk & insurance)

Reference No: 1828059235
Cape Town, South Africa
Our client, an established company within the Insurance and Risk solutions space, seeks to fill a key Portfolio Manager role. This is a senior client role, and has responsibility for building and maintaining business within a Portfolio of corporate clients, providing innovative and integrated insurance and risk solutions. In essence, this role : 1. Is Client facing (corporates) - engages with existing, and develops new corporate clients. High EQ essential. 2. Is target driven - "sells" a customized insurance and risk solution - complex and technical solutions 3. Is detailed and analytical (require strategizing, planning, analytics, product development, assessing risk, governance, compliance, due diligence, engaging with internal teams like Actuaries etc).   3. Has a Project element  - continually assessing the customized solution offered over time, as well as managing the corporate relationship   This role is well suited to an experienced Insurance / Risk solutions resource, coming from either a technical Product Development or Corporate Client area. This role requires a a strong numbers profile, and thus suits a CA(SA) or similar financially oriented profile (with Insurance / Risk experience).    
Salary: Negotiable
Salary Type: Cost to Company

Credit Manager Property Finance

Reference No: 2326124535
Johannesburg, South Africa
Top banking team seeks an experienced Property Finance Credit Manager to join their team. Commercial client focus. Lovely niche team, looking for a well experienced credit team member to fill a hybrid credit role. Sandton, Johannesburg based. EE role. This role is open to suitably qualified Employment Equity candidates aligned with our client’s employment equity requirements for this role. The role in a nutshell: responsible for providing a range of specialized credit risk management advisory services. Provide a superior client service through people by applying sound lending credit principles growing the client base within an acceptable credit risk appetite. Manage client expectations by operating within the specified SLAs, conduct needs analysis, gap analysis, reporting, risk mitigation, managing multiple projects, preparing of business proposals, analyse qualitative and quantitative data, portfolio administration. Detailed and additional info available on application. Qualification and experience required: Minimum of a completed tertiary qualification or advanced diploma Preference to candidates with a credit management or post graduate qualification Minimum of 5+ years in a credit granting, lending space with a property finance credit process essential To find out more either apply here or please forward your CV to adrienne@candidateconnect.co.za. Please note that if you have not received a response within 2 weeks of your application, please consider it as unsuccessful for this particular role - thank you.
Salary: Negotiable
Salary Type: Cost to Company

Performance Analyst

Reference No: 3113822549
Cape Town, South Africa
Investment team seeks a Performance Analyst to join their team. They’re looking for a dynamic, proactive team player with a positive attitude and a passion for the financial services industry! Strong brand, great team! Cape Town based role. EE role. This role is strictly open to suitably qualified Employment Equity candidates aligned with our client’s employment equity requirements for this role. The role in a nutshell: responsible for portfolio administration & maintenance , complete trading, rebalance and restructure request from the investment team, liaising with platforms, administrators and manco’s, prepare and distribute internal and external reporting such as: monthly and quarterly factsheets, quarterly report backs, AUM reporting, client requirements and reporting. Assist with new client and service provider onboarding, taking ownership with internal and external queries & requests and ensuing they are resolved timeously and effectively. Monthly invoicing processes, review and improve operational processes. calculates ex-post risk, risk-adjusted performance measures and other applicable statistical measures. Continuously researches and assesses new processes for performance measurement and evaluation. Deals with a wide range of performance-related queries from external and internal sources. Prepares performance-related material for client feedbacks and marketing initiatives. Responsible for complex performance calculations and attribution analysis and commentary. Client level analysis and investment comparison. Investment performance reporting, market analysis, provide competitor summaries to team, research into market trends and developments. Additional info available on application. Qualifications and experience required: Minimum of a relevant finance qualification (Finance / Maths / Stats or similar) Minimum of 2 – 3 years’ in a similar role within the investments industry Must have a good understanding and knowledge of financial markets, investment and platforms, performance standards & methodologies Must have a high attention to detail, highly numerate and analytical Excellent interpersonal and communication skills Logical thinker with strong problem solving ability Able to work well under pressure, multi-task and deliver required output on time Advanced Microsoft Office skills, particularly MSExcel and MSPowerPoint Apply here or to find out more about this opportunity, please forward your CV to adrienne@candidateconnect.co.za 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

Fund Accountant

Reference No: 3641783
Durban, South Africa
Financial Services team seek a Fund Accountant to join their team. Role reports to the Team Leader. Ideal candidates will have no less than a BCom qualification, and ideally have some financial services experience.Great team, with a good team playing spirit! Durban based. The role in a nutshell: reconciliations and maintaining of various fund accounting records, calculating daily fund prices, reconciling bank statements, ensure any net creation/ cancellation of fund are recorded, fund portfolio / trail balance dividences, and settlements, preparation of daily pricing journal, daily pricing calculations, deriving fund yields, as well as various reconciliations and reporting. Additional info available on successful application. Qualifications & experience required: A minimum of a BCom or CIMA A minimum of 2 – 3 years accounting experience Completed articles would be an added advantage Preference for candidates with some financial services experience Must have good working knowledge of MSWord, MSExcel and Outlook Must be a good team player, who is positive and a problem solver Must have high levels of integrity and the ability to build good stakeholder relationships Must have a high attention to detail Great communication skills both written & verbal Excellent work and time management skills Highly numerate with strong administration skills Apply here or to find out more about this opportunity, please forward your CV to adrienne@candidateconnect.co.za 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

Quantitative Analyst (BI Developer)

Reference No: 1497851739
Cape Town, South Africa
Leading investment team seek a Quantitative Analyst to join their team. Must have SQL, VBA and BI development experience. Role forms part of a quantitative and risk team within an investment team, and seeks an experienced BI Developer software developer to assist and work with business on quantitative and modelling projects, risk management reporting and BI infrastructure support. Great role, working across teams offering broad exposure to the business area. Great team! Open, collaborative and inclusive internal culture! Mid to Senior level role – must have current relevant experience! Cape Town based role. EE role. This role is open to suitably qualified Employment Equity candidates aligned with our client’s employment equity requirements for this role. The role in a nutshell: responsible for the development and design of data infrastructure and efficiencies to minimise risk, and portfolio management processes, design and improve business processes, develop quantitative projects, relational databases, development of BI applications and front-end software. Ad hoc research and collaboration for new improved quantitative techniques as required. Additional info available on application. Qualification and experience required: Minimum of a completed degree computer science / actuarial / financial mathematics/ information technology or similar, post graduate mathematical/computer science /data science an advantage Minimum of 3 – 5 years in a quantitative role developing software solutions, or software development Must have solid data implementation solutions, database design, query optimization, ETL dev in SQL environment Experience developing MS Power Platform (PowerBI, PowerApps, Power Automate) ideal C#, .NET, TFS & Agile development and advanced VBA Must come from the financial services investments space, with good knowledge of the space, yield curves, rates, present values etc. Highly analytical with exceptional mathematical skills Machine learning algorithm implementation, in a financial application sought Python and SSIS coding / development, an advantage Apply here or to find out more about this opportunity, please forward your CV to adrienne@candidateconnect.co.za 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

Data Analyst

Reference No: 2598087147
Cape Town, South Africa
Our client in the investment wealth space seeks a Data Analyst to join their team. This role is responsible for the development and implementation of reporting and dashboards, as well as ad hoc reporting, data extraction, manipulation etc. data analysis. This role falls within their technical team. Cape Town based role. EE role. This role is open to suitably qualified Employment Equity candidates aligned with our client’s employment equity requirements for this role. The role in a nutshell: data extraction, data manipulation, data quality checking, data validation, analysis of data for business requirement, building dashboards, building reports etc. Point of contact for escalations in this team, as required. Qualifications and experience required: Minimum of a completed and relevant IT /Stats degree / diploma Minimum of 2 years’ experience in a similar data analysis role Ideal candidates will come with relevant experience in the wealth management / offshore investments space, not essential however Highly PC literate Client centric Strong on execution Analytical and organised Attention to detail Ability to offer solutions and innovation Ability to lead with influence as required. Apply here or to find out more about this opportunity, please forward your CV to adrienne@candidateconnect.co.za Please note that if you do not receive a response from us within 2 weeks of your application, please conside
Salary: Negotiable
Salary Type: Cost to Company

Institutional Investment Accountant

Reference No: 2172070529
Cape Town, South Africa
Asset Management team seeks an experienced investment accountant for their Institutional Accounting team to be responsible for various investment accounting, managing of systems etc. The successful candidate will work in the institutional operations and working closely with pricing, performance, tax, portfolio admin, client services, legal & compliance and the investment team etc. Cape Town based. Key areas of responsibility: Responsible instrument creation Security static and market data management Security valuations and methodologies Portfolio accounting and classifications Manager systems reconciliations and adjustments Manager performance calculations Assisting with corporate action matters Qualifications and experience required: Minimum of a finance / business tertiary qualification Must have current asset management accounting experience in a similar role. Must have current relevant experience with instrument creation and valuation, static data management Current investment operations accounting experience Have a high attention to detail. Very organised and strong problem solving skills Highly analytical, and naturally curious A good team player, who is self-motivated and has a good “can-do” attitude. Willing to work flexible hours, as could be required in this role. To find out more about this great opportunity apply here or drop me a line or forward your CV to adrienne@candidateconnect.co.za or for a confidential chat. Please note that if you have not received a response 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 Investment Administration Specialist - Securities

Reference No: 492280543
Johannesburg, South Africa
Leading Private Client Securities team seeks a Senior Administration Specialist to join them. Role reports to the Head of Operations, and is at a team leader level. Ideal candidate will have no less than 10 years experience in a similar role, and with some team management experience, as well as a good base of cash management and investment admin experience - ideally in a securtieis team (banking, FSP, brokering)! EE role. This role is open to suitably qualified Employment Equity candidates aligned with our client’s employment equity requirements for this role. The role in a nutshell: this role is a specialist role in the field of admin, product, process and be able to resolve technical and complex issues or queries in the admin space - being the subject matter expert with enough experience to lead, coach and guide a small team. This team covers daily cash reconciliations, daily settlements, globetax registrations workflow coordination, manco account openings and movements, payments, offshore transfers etc. Additiional info available on applicaiton.  Qualifications & Experience required: Minimum of no less than 8 - 10 years current relevant operations and finance experience in an investment management environment.  Must have strong investment admin process experience. Strong technical knowledge in this space. Good interpersonal skills and ability to influence and lead Ability to be subject matter expert in the team, offering guidance to team members, suggestions to system enhancements & testing, and a point of escalation of operations queries.  Apply here to find out more about this career opportunity with an established team. 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