Job title : CVM Specialist Active Customers. Work with internal teams including Data Analytics, Campaign Specialist teams, Brand Marketing teams and the Digital Marketing teams to define campaign requirements to ensure reliable results in upsell/cross sell of products and services. Develop and maint...
Investment Specialist / Senior Institutional Specialist. Due to rapid growth over the past few years on the back of an excellent business strategy and brilliant investment performance, their distribution team is looking for an individual with a strong investment background who can effectively engage...
Is investment admin and client service your-a-game? Keen to take it up a notch and run with the full function in a small asset manager? Here is your perfect opportunity. You've gained solid experience in investment administration while looking after clients. In this role, you will work closely with ...
Technical knowledge about investments, investment industry & trends. Supporting investment projects and campaigns, with the ability to deliver investment presentations. The successful candidate will form part of the national PPS Investments sales team. Primary responsibility will be the provision of...
Client visits and virtual interactions including presentations to groups of clients and broker networks sometimes accompanied by an investment portfolio manager – servicing a client base situated in Johannesburg as well as outlying areas within Gauteng (East Rand, West Rand, Vaal Triangle etc). Keep...
ERP and HRIS System Specialist. The ERP and HRIS System Specialist is responsible for the maintenance, support, and continuous improvement of the Enterprise Resource Planning (ERP) system to optimize business processes and enhance system functionality. The ERP and HRIS System Specialist collaborates...
Keep abreast of industry and competitor trends as well as investment markets so as to be able to engage clients on current topics. ...
ROLE TITLEInvestment Specialist / Senior Institutional SpecialistROLE RESPONSIBILITIES:Respond to investment-related client inquiries and create tailored content that meets specific client needs and interests. Due to rapid growth over the past few years on the back of an excellent business strategy ...
Monitoring and answering queries from the Institutional Data Management and Investment Accounting email queue. ...
Our client, a leading global Asset Manager is seeking to hire a Specialist Consultant to join their Investment Platform Operations team. The Specialist Team is a dynamic team within the platform, which focuses their client servicing efforts on model portfolio providers as well as on the administrati...
An exciting opportunity has arisen for an Investment Distribution Specialist to join a leading investment solutions firm in Cape Town. As the Investment Distribution Specialist within this dynamic and progressive business, you will play a pivotal role in taking their message to the market, building ...
Salary Band: R20, – R25, per month.Company Overview: We are a leading multi-disciplinary engineering solution provider committed to delivering professional engineering services of the highest quality.Our expertise spans various industries, including air pollution, energy, metallurgical, manufacturin...
Work with asset managers to execute investment/disinvestment instructions in the fund. Ensure accurate pricing of fund units based on market data and investment holdings. Trade Instruction and ExecutionProcess and submit trade instructions for portfolio rebalancing or investment adjustments. Prepare...
Be able to provide in-depth analysis of investment performance, asset allocation (and attribution) and assess risk factors of an investment portfolio for retirement objectives. A strong technical investment background is essential. You must be able to present effectively at trustee, management and e...
Join one of South Africa's leading insurance and wealth management providers as an Investment & Asset Management Technical Specialist. You will need to support specialists with responsibility for the provision of the full range of Technical Specialist services, including better and more insightful i...
Ashburton International Investment Operations is seeking an exceptional individual to join our International Investment Operation team and will play a critical role in overseeing all activities associated with UCITS funds while providing support and guidance to colleagues and business partners. Main...
Investment related qualifications. Minimum of 5 – 10 years' experience in Financial Service Industry specialised in Investment/ Portfolio Management as well as Wealth Management. ...
Monitor investment trends, market conditions, and competitor activities to identify opportunities and inform investment attraction strategies. Help analyse potential investments and write investment proposals to secure funding. The role entails developing and implementing strategies to attract poten...
Transaction Analyst / Specialist to come and work for them on a 2-month assignment. ...
Manage the identification and evaluation of relevant technical assistance (“TA”) projects for the prospective portfolio company during the investment process. This responsibility includes participating in E&S due diligence for the investment and then presenting the proposed TA project to governing b...
Investment Analyst, Junior PM, Wealth Manager, Business Development Manager, Investment Specialist, or Investment Broker Consultant). Responsibilities and expectations (but not limited to):The candidate will be deployed in the investment team but with the responsibility of selling and marketing thei...
Investment Administration with exposure to Unitisation. ...
Support the sale of CFM’s retail products through linked product providers, broker consultants and financial advisers....
Our client, a leading global Asset Manager is seeking to hire a Specialist Consultant to join their Investment Platform Operations team. The Specialist Team is a dynamic team within the platform, which focuses their client servicing efforts on model portfolio providers as well as on the administrati...
CFP and/or investments related Honours degree an advantagepetencies and ideal personality attributes: Reasonable knowledge about the LISP (product) and Investments industry. Supporting investment projects and campaigns, with the ability to deliver investment presentations online. The successful cand...