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Investment Analyst (Equities)
Reference No: 2527262947Cape Town, South Africa
An established, and well rated asset manager is looking for an Investment Analyst (Equities focus) to join their team in Cape Town.
The main focus of the role is to assist with managing institutional portfolios towards mandated objectives.
This role is suited to a candidate with strong quantitative abilities (Honours degree in Maths/Stats/Finance) and a passion for investments (CFA), with 5+ years' experience in investments. A comprehensive knowledge of international and domestic markets (equity, fixed income, derivative) would be ideal along with a working knowledge of Bloomberg & Excel.
Key to this role is having the right attitude: positive, independent, accurate, excited about the markets, willing to learn and build strong relationships with the team.
Some key result areas of the role include:
Monitoring domestic and global market trends and analysing their effect on investments.
Conduct research and analysis to be used by the investment team.
Engaging with clients, including reporting and presentations.
Conducting daily running of, and reconciliations associated with, portfolios.
Data management, compliance checks, quality control and cash management.
Improving the investment process to minimise errors and improve efficiency.
This is an Employment Equity 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 1 week of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable
Salary Type: Cost to Company
Investment & Data Analyst (FinTech)
Reference No: 666507819Cape Town, South Africa
Rare opportunity to join a FinTech start up that is well funded together with the excitement of breaking new ground!
Directly influencing asset manager & leading investor buy/sell/hold stock decisions via a combination of Data Science and Investment Analysis techniques.
In essence, this business is driven by a tracking and budgeting App that analyses consumer spending trends - the data is then interrogated to identify trends, themes, assess if the trends identified are sustainable / profitable etc, and this research offering is then shared with subscribed asset managers and investors to consider further. The intention being to publish differentiated, in-depth analysis on listed and unlisted consumer facing companies for their clients.
This role offers a unique combination of both data science and fundamental equity research. You will apply your knowledge in fundamental investment analysis, by using your understanding of accounting and capital markets to ask the right questions. And data science, in collaboration with more senior data analysts, to extract the answers for your company’s unique dataset.
Responsibilities
Investment analyst activities include:
Build and maintain financial models for listed companies
Reporting on key trends in the consumer market
Synthesizing important factors and trends from company reported results
Writing research reports
As a data analyst you will:
Query, clean and filter data for research and business projects
Analyze large and complex data sets
Identify trends and patterns in the data
Build data models
Provide reports on analysis to team and business
The successful candidate for this role will be:
Able to clearly communicate complex issues to a sophisticated and unsophisticated audience
Curious about the world around them
Ambitious and self-motivated, able to work on difficult tasks on their own, while also knowing when to seek assistance
Passionate about investment markets, demonstrated by evidence of personal trading track-record or a genuine interest in current market events
The following are mandatory requirements to be considered for the role:
A quantitative or financial undergraduate degree
+/- 2 years’ experience
Started on CFA journey
Intermediate knowledge of Python and SQL for data science applications
The successful candidate will be offered a one-year contract, with the possibility of a permanent role based on individual and company performance.
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 1 week of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable
Salary Type: Cost to Company
Manager: Client Operations (Institutional)
Reference No: 741861084Cape Town, South Africa
Exciting opportunity to join a top asset manager, in their Institutional Client Operations team.
The Institutional Client Operations team is responsible for providing Institutional clients with exceptional service and accurate and efficient administration. The role requires a manager who will be responsible for leading and managing other managers in the segregated and unitised teams.
This role is Cape Town based.
Key focus areas include:
operational management
continuous process improvement
decision making
people management
leadership
client service
portfolio administration
managing compliance & risk
and more
Core requirements:
Commerce degree (BCom / BBusSci etc)
CA (SA) / MBA (advantageous)
5+ years' experience in financial services
Experience in asset management (preferred)
Experience in managing and leading teams
STRONG academic transcripts is a must
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 1 week of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable
Salary Type: Cost to Company
Research & Operations Assistant
Reference No: 804947803Cape Town, South Africa
Candidate Connect is hiring!
Candidate Connect is an established and professional recruitment agency with a track record of success in placing quality candidates within Financial Services and Commercial sectors, across Cape Town, Johannesburg and Durban. For more detail, www.candidateconnect.co.za.
We are currently looking to fill a Research & Operations Assistant role. This is a key role offering support to the business and Recruitment Consultants.
Candidate Connect is a small team, with offices based in Vredehoek, Cape Town. This role requires a largely office-based presence, with flexibility re hours (we will consider both half and full day profiles).
Broadly this role includes:
Research: searching suitable candidates across multiple platforms, scoping / mapping the market for new business opportunity, ad response handling / screening
Marketing support : setting up meetings, CV customisation, writing & placing exciting ads, reference checks, social media management
Database Management: input, maintenance, management (the initial 3 months in the role will be data intensive!).
Ad hoc Office Management / admin support : answering calls, putting together proposals, engaging with outside suppliers, groceries etc.
Key requirements:
Must love research! i.e. highly inquisitive, diligent, accurate, detailed
A "doer", ability to get things done
Positive energy, positive influence on the team.
Understanding of urgency within a sales environment
Basic minimum requirements:
Relevant diploma or degree that has had a substantial research component to it. (Includes: Teachers, Legal studies etc.)
Strong MS Office essential, and ability to pick up new systems quickly
Your Application:
A complete application to please include: CV + matric certificate + tertiary transcripts + a short letter of motivation. Candidates who have fully completed the application will be considered.
Shortlisted candidates will be contacted and invited to interviews.
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.
Salary: Negotiable
Salary Type: Basic
Senior Credit Analyst
Reference No: 3063767231Cape Town, South Africa
Exciting opportunity for a Senior Credit Analyst to join an Investment team at a boutique firm in Cape Town.
This role partners closely with portfolio managers, informing the credit and investment strategy.
Some key areas include:
Building, enhancing, and maintaining the credit risk process
Monitor domestic and global markets, analysing their effect on investments
Management of credit risk through sector and market research, investment mandate compliance and risk reporting
Collate and present credit views and strategy
Review and monitor existing transactions and oversee internal reviews and company visits
Monitor credit exposure in portfolios after the selection and execution of investment decision
Assist in credit approval process
Assist in writing market reports to clients
This role is suited to a CA(SA) / CFA with 7+ working years' commercial credit experience (listed / unlisted credit analysis; managing credit process; structured credit; project finance). An effective communicator, excellent technical skills, and someone able to present complex thought (and fresh ideas) in a simple and understandable way, would be beneficial to the 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 1 week of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable
Salary Type: Cost to Company
People Specialist
Reference No: 3941383125Boksburg, South Africa
Great opportunity for a People Specialist to join an established manufacturing and FMCG distribution business in Boksburg, Gauteng.
The company develops skincare products, selling across SA and International markets.
The People Specialist will be based at the global manufacturing site and will report to the People Manager. The key function of the role is the management of HR administration.
Some core responsibilities include:
Recruitment
Onboarding
Training
Payroll
HR Events
IR/ER
Employee Terminations
Employee Health & Safety
Ideally the team is looking for :
Bachelor’s degree in HR / Psychology
3+ years’ experience as HR Generalist in FMCG environment
Exceptional organisational & leadership skills.
Eye for detail and ability to solve problems
Integrity and honesty
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 1 week of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable
Salary Type: Cost to Company
Investment Administrator
Reference No: 404257394Cape Town, South Africa
Great opportunity to join a well-rated and professional Investment team within a Multi-Manager as an Investment Administrator.
This role is based in Cape Town.
This role requires 1-2 years' experience , either within an Asset Manager or within a 3rd party administrator.
Some key responsibilities:
Unitisation and cash flow management of client funds
Analysing fund returns
Preparing asset allocation calculations and and portfolio rebalances
Capturing transactions
Weekly and monthly data preparation
Production of weekly and monthly reports
and more
Some core suitability requirements :
Tertiary degree (BCom / BBusSc or similar)
1-2 years experience in Financial Services
Understanding of pension fund and investment management industry
Proficiency in Microsoft Excel
Excellent numerical skills
Accuracy and exceptional attention to detail
Ability to work with large quantities of data
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 1 week of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable
Salary Type: Cost to Company
Manager: Product Development (Retail)
Reference No: 613629741Cape Town, South Africa
Excellent opportunity to join a well-rated Asset Manager in Cape Town, as a Retail Product Development Manager.
The Retail Product Development team is responsible for ensuring that the company's product offering remains relevant to continue to meet clients’ needs. The manager will be responsible for mentoring and managing junior business analysts.
This is an EE designated opportunity.
Core responsibility includes :
Lead key strategic initiatives, including research and analysis, that enhance current products and service offering to clients, working in close collaboration with technology teams
Responsible for overseeing regulatory monitoring and governance reporting on aspects of products such as compliance with Regulation 28 of the Pension Funds Act
Bolster an effective team environment to ensure the team delivers on its key responsibilities while providing opportunities for development and career progression for business analysts
Engage with and influence decision-making amongst the senior leadership team of the company's Retail business
Core requirements include:
Relevant degree in Commerce / Actuarial Science / Engineering
5-7 years' experience in financial services, ideally investment related
Driven to solve problems
Analytical and curious
People development
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 1 week of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable
Salary Type: Cost to Company
Business Development Manager (Retail)
Reference No: 1971921545Pretoria, South Africa
Great opportunity to join a well-rated Asset Manager, as a Retail Business Development Manager. The purpose of this role is to maintain and grow a panel of IFA’s.
This role is based in Pretoria, and involves traveling to outlying areas in the northern provinces.
The person must be fluent in English and Afrikaans.
Core responsibility includes :
Manage and develop relationships with IFAs and their support staff, promote the company's products and services, and provide training where needed
Ensure the IFAs understand the philosophy and long term goals of the company
Deliver presentations to IFAs and their clients as required, taking responsibility for the efficient co-ordination of the events
Identify trends in the industry and gather competitor intelligence
Develop and maintain a strategic business plan and deliver against determined production targets, reporting on targets on a monthly basis
and more
Core requirements include:
Relevant degree in Commerce (Economics / Finance / Business Science)
5+ years' experience in financial services, preferable in the Investment space
RE1 + RE5
CFP advantageous
Fluent in English and Afrikaans
Good communication and presentation skills
Regular travel required to outlying areas
Passion for people, diplomatic nature, empathetic, self-motivated, organised but flexible
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 1 week of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable
Salary Type: Cost to Company
Investment Research Specialist (Multi-Manager)
Reference No: 273788498Cape Town, South Africa
Excellent opportunity to join a well-rated Multi-Manager as an Investment Research Analyst.
This role is Cape Town based.
The purpose of this role is to provide research and analysis for internal business units and external clients. You will conduct detailed research into financial asset managers, investment products and other service providers in the investment industry.
Some core responsibilities include :
Maintaining the company's list of preferred managers
Providing input to the company's investment decision forum
Performing investment / manager research + prepare reports
Assisting in continuous improvement of research team operations
and more
Requires:
Relevant degree in Commerce (Finance / Investments / Economics / Accounting)
Honours / Masters / CFA preferred
Strong academic results (tertiary / matric)
FAIS compliant
Min 6 years' experience in investment / asset management
Strong quantitative ability + broad technical investment knowledge + deep understanding of financial markets
Ability to build strong industry relationships
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
Payroll Administrator
Reference No: 919411906Cape Town, South Africa
Great opportunity to join a renowned Asset Manager as a Payroll Administrator.
This role is Cape Town based.
This is an Employment Equity designated role.
This role will assist the team with the preparation of the monthly payroll (beginning to end) including compilation of new employment contractsand assisting staff and management with queries and requests. You will also assist with relevant payroll related regulatory submissions as well as reporting for management accounting purposes. This role is part of the Group Finance function.
Core requirements:
BCom / BTech / Diploma in Payroll
5-8 years' experience in payroll processing
Experienced in payroll tax and legislation
Knowledge of Basics Conditions of Employment Act
Must have knowledge of HR and payroll processes
Smart, accurate, detailed persona with high levels of customer service, confidentiality and integrity
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 1 week of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable
Salary Type: Cost to Company
Investment Content Specialist
Reference No: 2483576622Cape Town, South Africa
Rare opportunity to join a leading investment team in Cape Town as an Investment Content Specialist. This is a technical writing role that sits within a Distribution team.
Best 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 the ability to work with / through stakeholders to achieve top outcomes.
The main purpose of the role is 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.
Application to include:
CV
Motivational letter
Example of a presentation and/or written work you compiled and presented or wrote
Tertiary 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 1 week of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable
Salary Type: Cost to Company
Accountant (Group Finance)
Reference No: 2200665933Cape Town, South Africa
Renowned Asset Manager is looking for an Accountant (Group Finance) to join their dynamic team.
This role is Cape Town based.
This is an Employment Equity designated role.
This role is responsible for the accounting function within Group Finance (overseeing multiple entities) from cash book through to financial statements and reporting to management and various regulators.
Core requirements:
Newly qualified CA (SA) with financial services articles
1 year academic articles will be beneficial
STRONG academic transcripts is a must
Smart, technical, detailed persona
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 1 week 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: 319202433Cape Town, South Africa
Opportunity to join a highly successful and experienced investment team as a Junior Equity Analyst.
The analyst will work alongside a senior analyst/portfolio manager and will be involved in all aspects the investment research process.
Candidates are required to exhibit an excellent work ethic and analytical skills. A keen interest investments and the markets is a must.
This opportunity is Cape Town based.
Some 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) / CFA progression
2-3 years' experience in Financial Services (includes articles)
Able to show consistently strong academic results.
A high level of initiative, motivation, interest and drive.
Evidence of interest in researching current affairs, company business models and financial markets.
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 1 week of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable
Salary Type: Cost to Company