Our client, a global impact investment management company, seeks a KYC Analyst to join their diverse a strong communicator with project management skills, to manage multiple KYC/AML analysis across various Group, to conduct and complete KYC/AML checks Managing caseload, and taking ownership by tracking with regulations and high-level understanding of how to manage KYC/AML in emerging markets Ability to determine clientele Strong communication and project management skills, to manage multiple KYC/AML analysis for diverse
successful business reporting into the Financial Manager. This team has worked together for over 9 years internal use and external insurance reporting. Managing and maintaining the sales ledger and ensuring team Escalating potential bad debt accounts to management Proactively investigate and resolve payment discrepancies Issuing monthly client statements Supporting management accounts, accruals, cost schedules, and balance sheet reconcilliations Participating in meetings related to financial reportingAssist with opening company
Santam's Operations' division – Commercial Portfolio Management CoE are looking for an individual with strong Purpose: This job family stream is concerned with managing risk by providing specialist technical underwriting profitability. The incumbent will be responsible for managing risk administered on external systems, to achieve grow profitability of the Commercial Portfolio Management channel. Key accountabilities of this role will Understanding of Risk management and the ability to apply risk Mitigation. Managing profitability through
Our client, a leading Wealth Management Company, is seeking an Investment Administrator to join their debit orders etc) Processing of any instructions relating to broker appointments or changes, any policy Processing of Pension and Provident fund transfers Managing annual income renewals for Living Annuities Recording portfolio management system Periodic investment valuation updates on portfolio management system for for client reporting purposes Managing broker queries for clients' investments with product providers Requirements:
and support the company's overall credit risk management strategy. Someone with an auditing background degree in Finance, Accounting, Mathematics, or related field Completed SAICA Articles Minimum 2-3 years
Provide professional, consistent, end-to-end corporate and administration services to an allocated. portfolio of clients, in a multi-skilled team – maintaining strong relationships with key individuals to enhance, retain and grow our business. The position is based in Bellville. Take full ownershi
joining a small yet growing and top-performing asset manager based in the northern suburbs. You'll be based foundation is essential so a completed investment-related degree is required with at least 1-2 years' experience mentor you. An opportunity to work in a small asset manager where you are so much more than a number and you'll
analyse market trends and support portfolio management activities . The Investment Analyst will be expected target companies, as well as the strength of their management teams and technology platforms Investment Analysis report for presentation to management and investors Portfolio Management Support: - Support portfolio portfolio company monitoring and management activities, including financial performance tracking and performance findings, and insights effectively to senior management Qualifications and experience required: CA /
include: • Collation of all necessary documentation relating to administration of local and offshore investment administration requirements, and all payments relating thereto • Client liaison: timeous response to Accountable for electronic and hard copy filing relating to investment administration; and advisory record etc. of client correspondence, diary and event management. Key requirements for applicants: • Previous
doing it You'll be joining a renowned wealth management firm with a global presence and a commitment CISCA, FICA, and POPIA, along with strong project management skills and the ability to navigate complex regulatory