COMPLIANCE OFFICER (Investment Risk and Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive Package on Offer Our Client, a Global Investment Firm is currently expanding their dynamic Compliance and business ethical code as well as solid time management skills to meet complex business demands and reporting scanning; Work closely with the Regulatory and Risk Manager and inform them of any potential regulatory compliance and procedures; Assist the Regulatory and Risk Manager in his/her responsibilities as they relate to the
Have you built a base in terms of wealth management and eager to transition over to a bigger corporate brand? Is this you? You are an experienced Wealth Manager with a knack for hunting for new clients while be doing (and why you'll enjoy it) As a Wealth Manager, you will spearhead business development efforts comprehensive financial advice, crafting bespoke investment strategies, and ensuring client compliance with regulatory standards. You'll enjoy the challenge of managing portfolios, initiating client meetings, and driving
global macroeconomic research for the portfolio manager and CAM team. Building models to forecast US, European Chinese GDP and inflation. Input into portfolio manager and team's decision-making frameworks. Building classes. Collaborating with portfolio manager on daily portfolio management activities on multi-asset funds/portfolios variables/developments to provide input into the portfolio managers and the house's macro-economic assumptions that highlight risks and opportunities to the portfolio manager, and wider CAM team. This would, for example, include
global macroeconomic research for the portfolio manager and CAM team. Building models to forecast US, European Chinese GDP and inflation. Input into portfolio manager and team's decision-making frameworks. Building classes. Collaborating with portfolio manager on daily portfolio management activities on multi-asset funds/portfolios variables/developments to provide input into the portfolio managers and the house's macro-economic assumptions that highlight risks and opportunities to the portfolio manager, and wider CAM team. This would, for example, include
SOUTHERN SUBURBS MARKET RELATED, DEPENDING ON EXPERIENCE EE CANDIDATES PREFERRED Minimum requirements: firm and handling the financial side thereof AJS experience, and Excel advanced Capturing receipts Trust posted fees & write offs Client investment duties on various investment platforms: Corporate Saver, Standard Standard Bank TPFA, ABSA AMS Opening and closing of Investments on all platforms Drafting Guarantees Monthly Monthly interest journals for client investment accounts and reconciliations Monthly Trust bank reconciliations:
COMPLIANCE OFFICER (Investment Risk and Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive Package on Offer Our Client, a Global Investment Firm is currently expanding their dynamic Compliance and business ethical code as well as solid time management skills to meet complex business demands and reporting scanning; Work closely with the Regulatory and Risk Manager and inform them of any potential regulatory compliance and procedures; Assist the Regulatory and Risk Manager in his/her responsibilities as they relate to the
accounting skills accompanied by a passion for investment administration and client service. What you'll processes, ensuring accurate fund pricing, and managing comprehensive financial reporting for Retirement minimum of 2 years' experience gained in fund accounting and you need a completed BCom in Accounting or
Have you built a base in terms of wealth management and eager to transition over to a bigger corporate brand? Is this you? You are an experienced Wealth Manager with a knack for hunting for new clients while be doing (and why you'll enjoy it) As a Wealth Manager, you will spearhead business development efforts comprehensive financial advice, crafting bespoke investment strategies, and ensuring client compliance with regulatory standards. You'll enjoy the challenge of managing portfolios, initiating client meetings, and driving
product). You will work on asset manager, hedge fund, and other investment business data and data automation automation requirements including Unitisation, Investment Accounting, Fund Factsheets, and other fund data hematics or similar field with 2 years' work experience solving financial business problems using technology Degree was not finance-related. Experience/Skills - 2 Years' experience solving financial business problems trading financial and investment products experience. Financial Risk Management from the perspective of
Established and specialist investment business seeks an experienced Accountant to join their team team. This is a dynamic and passionate team of investment professionals. Role reports to the Head of Finance articles or have at least 3-5 years' work experience in a similar role within the financial sector
Solid knowledge, ability to work on Hyperion Financial Management (HFM) and Great Plains adventageous