experienced COMPLIANCE GUIDANCE OFFICER: Umbrella Funds, Investment and CATIII experience with extensive effectively and proactively assist the company in managing its responsibility to comply with all the regulatory compliance risk management process that includes the identification, assessment, management, monitoring and the business Managing the Regulatory Profile and engaging with the Executive Management team on any incidents accurate pertinent compliance reports Project management in support of compliance requirements, implementation
Our client is looking for a Senior Investment Officer to join their team. This position offers an growing investment management business.
Responsibilities:
currently seeking an Investment Manager to join our client's team. As an Investment Manager, you will play play a critical role in managing financial investments. Requirements Bachelor's degree in finance or a related related field Proven experience as an Investment Manager Strong analytical and problem-solving skills well in a team and independently, knowledge of investment regulations and compliance Professional certifications
Investment Manager Research Analyst - Gauteng About the role: Seeking an experienced and confident individual analytical. Responsibilities: · Research investment managers across various asset classes, including alternative quantitative analysis, qualitative factors and manager due diligences. · Use of internal tools and externally such as eVestment · Identify list of top asset manager performers within different asset classes · Setting meetings with asset managers · Send out relevant due diligence questionnaire to asset managers · Receive back
a strong understanding of financial markets, investment products, and financial analysis techniques? presentation to the Engagement Committee; Project management of the opportunities from start to finish keep chosen niches. Achieve financial results set by management by assisting principals in securing mandates transaction execution, researching, analysing investment proposals/pitches to clients, and reviewing
fundamental and technical analysis for the investments to be presented to the Screening IC
provident funds, representing the retirement fund savings of more than 350 000 members Manage fund accounting benefits Prepare accurate financial statements, investment reports and compliance documentation Collaborate auditors to ensure regulatory compliance Analyse investment transactions, valuations and performance metrics provide guidance on complex accounting matters Office Administration functions Bachelors degree in accounting certification preferred Minimum 5 years experience in fund accounting Proficiency in accounting software Strong
a strong understanding of financial markets, investment products, and financial analysis techniques? presentation to the Engagement Committee; Project management of the opportunities from start to finish keep chosen niches. Achieve financial results set by management by assisting principals in securing mandates transaction execution, researching, analysing investment proposals/pitches to clients, and reviewing
sought for excellent opportunities within the investment industry, ranging from Analytical to Compliance a Big 4 accounting firm. Keen interest in the investment space required and articles covering Financial
Title: Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: Experience • 3 to 5 years of relevant experience in investments • Will be required to be a FAIS compliant representative meaningful analysis and support to successfully manage a suit of portfolios • Providing portfolio analytics to discretionary managed clients • Monitor and assess incumbent and current managers alongside the portfolio portfolio managers and investment research teams • Understands the construction of client portfolios and