18 Actuarial Specialist Cape Town Northern Suburbs jobs in Cape Town

Leading Insurance Company requires a Risk Specialist to assist with coordination, analysis, consolidation, mitigation, and escalation of Third Party Risk Management.

1. Regularly monitor and report on third-party risks, compliance and risk mitigation.
2. Provide technical inputs and support on third-party risk and compliance.
3. Support business projects with technical third-party risk and compliance inputs.

1. Grade 12 / Matric.
2. Tertiary Qualification - Third Party Risk Management Certification / Qualification highly advantageous.
3. Knowledge of Third Party Risk Management principles and practices.
4. Experience with third-party risk management (TPRM) tools.

Salary Market Related

Our client is a highly regarded Boutique Asset Management company based in Cape Town – due to a restructuring and reengineering process they now have the requirement for a skilled and experienced Risk & Performance Analyst, this new role will comprise the following job duties.

1. Performance Measurement & Attribution | Oversee theend-to-endperformancecalculation and reporting process.

Objective: To calculate and explain portfolio returns accurately and provide attribution insights that help portfolio managers and clients understand the sources of performance.

Key Processes:

• Daily NAV, return reconciliation and validation: Reconcile and verify returns across mandates, ensuring alignment with fund administrators and internal systems.
• Performance attribution: Conduct both top-down (asset allocation, sector, region) and bottom-up (security selection) attribution across equity, fixed income, and multi-asset portfolios.
• Benchmark alignment: Maintain benchmark data and ensure accurate benchmarking for relative performance reporting.
• GIPS compliance: Assist in maintaining compliance with Global Investment Performance Standards (GIPS) and support audit processes as needed.
• Enhance performancemodels, tools, and automation processes to improve efficiency.

1. Independent Risk Management Function | Risk Management & Monitoring

Objective: To identify, measure, monitor, and report portfolio risks across strategies in a manner that supports both regulatory and investment team requirements.

Key Processes:

• Risk modelling: Run risk models to evaluate ex-ante (forward-looking) and ex-post (historical) risk metrics such as tracking error, VaR, beta, and volatility.
• Scenario & stress testing: Simulate portfolio outcomes under various macro and market shock scenarios (interest rate shifts, FX movements, etc.).
• Limit monitoring: Track adherence to client-mandated and regulatory constraints (e.g., issuer limits, sector caps, Reg 28 compliance).
• Liquidity risk monitoring: Assess portfolio liquidity profiles and highlight risks associated with redemptions or market dislocation.

1. Reporting & Insights

Objective: To deliver clear and value-adding reporting to internal stakeholders and clients.

Key Processes:

• Client reports: Prepare monthly/quarterly performance and risk reports tailored for consultants, institutional clients, and retail platforms.
• Board and EXCO support: Provide analytical support and dashboards for internal governance bodies and investment committees.
• Investment team interface: Work closely with portfolio managers to provide analytical insights that support portfolio construction and decision-making.
• Ad hoc analysis: Run performance or risk analysis to support product development, RfPs, or client servicing queries.

1. Data Governance & Systems

Objective: To ensure high-quality data and infrastructure underpin performance and risk processes.

Key Processes:

• System management: Maintain and enhance the performance and risk systems (e.g., Bloomberg PORT, Morningstar, StatPro, proprietary tools).
• Data integrity: Work with data teams to ensure clean and consistent security, pricing, and benchmark data.
• Automation and efficiency: Streamline reporting and analytics processes through scripting, dashboards, or integration with BI tools (e.g., Power BI, Tableau).

1. Compliance, Audit & Regulatory Support

Objective: To support compliance and audit functions through robust controls and documentation.

Key Processes:

• Audit support: Provide evidence for performance figures and methodology during internal and external audits.
• Regulatory reporting: Contribute to regulatory filings (e.g., CISCA, Reg 28, ASISA risk classification).
• Policy development: Assist in drafting and maintaining policies related to performance measurement, risk management, and model validation.

1. Strategic Initiatives and Special Projects

Objective: To contribute to initiatives that enhance client engagement, deepen investment insights, and strengthen market positioning.

Key Processes:

• Management Information & Insights:Develop and deliver data-driven insights and dashboards that support executive decision-making and business strategy.
• Sales Enablement Tools:Create analytical tools and materials to articulate our role within client solutions (e.g., portfolio construction impact, equity factor exposure analysis).
• Market Intelligence & Research:Support industry benchmarking, market trend analysis, and client research to inform distribution strategy and enhance positioning.

Key Stakeholders:

• Portfolio Managers & CIO
• Client Reporting and Relationship Management
• Compliance & Legal
• Fund Operations & Administration
• External Auditors, Consultants, Clients

To apply for the role please send your CV and supporting documentation to

Our client is a highly regarded Boutique Asset Management company based in Cape Town – due to a restructuring and reengineering process they now have the requirement for a skilled and experienced Risk & Performance Analyst, this new role will comprise the following job duties.

1. Performance Measurement & Attribution | Oversee theend-to-endperformancecalculation and reporting process.

Objective: To calculate and explain portfolio returns accurately and provide attribution insights that help portfolio managers and clients understand the sources of performance.

Key Processes:

• Daily NAV, return reconciliation and validation: Reconcile and verify returns across mandates, ensuring alignment with fund administrators and internal systems.
• Performance attribution: Conduct both top-down (asset allocation, sector, region) and bottom-up (security selection) attribution across equity, fixed income, and multi-asset portfolios.
• Benchmark alignment: Maintain benchmark data and ensure accurate benchmarking for relative performance reporting.
• GIPS compliance: Assist in maintaining compliance with Global Investment Performance Standards (GIPS) and support audit processes as needed.
• Enhance performancemodels, tools, and automation processes to improve efficiency.

1. Independent Risk Management Function | Risk Management & Monitoring

Objective: To identify, measure, monitor, and report portfolio risks across strategies in a manner that supports both regulatory and investment team requirements.

Key Processes:

• Risk modelling: Run risk models to evaluate ex-ante (forward-looking) and ex-post (historical) risk metrics such as tracking error, VaR, beta, and volatility.
• Scenario & stress testing: Simulate portfolio outcomes under various macro and market shock scenarios (interest rate shifts, FX movements, etc.).
• Limit monitoring: Track adherence to client-mandated and regulatory constraints (e.g., issuer limits, sector caps, Reg 28 compliance).
• Liquidity risk monitoring: Assess portfolio liquidity profiles and highlight risks associated with redemptions or market dislocation.

1. Reporting & Insights

Objective: To deliver clear and value-adding reporting to internal stakeholders and clients.

Key Processes:

• Client reports: Prepare monthly/quarterly performance and risk reports tailored for consultants, institutional clients, and retail platforms.
• Board and EXCO support: Provide analytical support and dashboards for internal governance bodies and investment committees.
• Investment team interface: Work closely with portfolio managers to provide analytical insights that support portfolio construction and decision-making.
• Ad hoc analysis: Run performance or risk analysis to support product development, RfPs, or client servicing queries.

1. Data Governance & Systems

Objective: To ensure high-quality data and infrastructure underpin performance and risk processes.

Key Processes:

• System management: Maintain and enhance the performance and risk systems (e.g., Bloomberg PORT, Morningstar, StatPro, proprietary tools).
• Data integrity: Work with data teams to ensure clean and consistent security, pricing, and benchmark data.
• Automation and efficiency: Streamline reporting and analytics processes through scripting, dashboards, or integration with BI tools (e.g., Power BI, Tableau).

1. Compliance, Audit & Regulatory Support

Objective: To support compliance and audit functions through robust controls and documentation.

Key Processes:

• Audit support: Provide evidence for performance figures and methodology during internal and external audits.
• Regulatory reporting: Contribute to regulatory filings (e.g., CISCA, Reg 28, ASISA risk classification).
• Policy development: Assist in drafting and maintaining policies related to performance measurement, risk management, and model validation.

1. Strategic Initiatives and Special Projects

Objective: To contribute to initiatives that enhance client engagement, deepen investment insights, and strengthen market positioning.

Key Processes:

• Management Information & Insights:Develop and deliver data-driven insights and dashboards that support executive decision-making and business strategy.
• Sales Enablement Tools:Create analytical tools and materials to articulate our role within client solutions (e.g., portfolio construction impact, equity factor exposure analysis).
• Market Intelligence & Research:Support industry benchmarking, market trend analysis, and client research to inform distribution strategy and enhance positioning.

Key Stakeholders:

• Portfolio Managers & CIO
• Client Reporting and Relationship Management
• Compliance & Legal
• Fund Operations & Administration
• External Auditors, Consultants, Clients

To apply for the role please send your CV and supporting documentation to

Are you “tech savvy”, enjoy a busy administration position, have your own vehicle, and are bilingual in English & Afrikaans?

Our client in the finance risk market based in Table View is seeking a committed, deadline-driven administrator who is willing to learn new systems and assist a broker with essential tasks.

This is an ideal opportunity for candidates living in the Blouberg, Milnerton, Table View, and Parklands areas.

Salary: R15k, dependent on experience.

Requirements:

• Matric, relevant qualifications highly advantageous
• Minimum 2 years’ experience in administration
• Own vehicle
• Bilingual in English and Afrikaans
• Tech-savvy, accurate, good computer literacy
• Willing to learn and grow in the role
• Deadline-driven with a good turnaround time
• Willing to work overtime while learning new systems

Duties and Responsibilities:

• Assist the broker with all administrative and reporting requirements
• Manage discrepancies with clients
• Data capturing: import client details
• Manage data input and various programs
• Prepare and manage client reports
• Meet deadlines for administrative tasks
• Ensure client reports are error-free
• Complete tasks within 48 hours unless directed otherwise
• Handle additional administrative tasks as assigned
• Collate, prepare, and email guarantee schedules and financial spreadsheets
• Order and maintain office stationery
• Liaise with service providers regarding issues
• Ensure timely receipt of invoices for month-end payments
• Assist directors with personal requests
• Collect and submit staff travel expenses by the 10th of each month
• Maintain a neat and tidy office environment
• Maintain professional grooming and attire
• Answer incoming client calls

Leading organisation within the investments and financial services industry requires a Risk Consultant for the Western Cape branch.

1. Minimum 5 years’ experience as a Broker Consultant or Life Insurance Agent / Financial Advisor.
2. Life insurance experience is essential.
3. Short-term insurance experience is an advantage.
4. Appropriate tertiary qualification (bachelor’s degree in commerce, finance, investments preferable).
5. Have a qualification recognised by the FSCA for FAIS purposes. Preference will be given to candidates with a CFP.
6. RE5 qualification.
7. Have completed relevant class of business and product specific training.
8. Ability to function at a strategic level whilst fulfilling operational responsibilities.
9. Meet the FAIS honesty, integrity and good standing requirements.
10. Meet the FAIS minimum experience requirements in respect of long-term insurance products.
11. Must not have been declared insolvent or provisionally insolvent.
12. FAIS compliant (continuous professional development).
13. Completed supervision for long-term insurance categories.
14. Fully computer literate, xPlan experience advantageous.
15. Excellent communication skills, verbal and written.
16. Excellent negotiation and persuasion skills.
17. Client oriented, with strong interpersonal skills and able to take the initiative (self-starter).
18. Provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the company Partner.
19. Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partner’s practice.
20. Prepare comprehensive advice documents (proposals, comparisons, and quotation) for presentation to clients.
21. Provide specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs.
22. Implement the agreed solution for clients and manage underwriting and other onboarding requirements.
23. Review clients cover according to internal business procedures, or if client circumstances change.
24. Acquire short term insurance leads from the company’s financial planning partners.
25. On receipt of the client’s consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment.
26. Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome of the appointment.
27. Maintain and develop client relationships.
28. Support and contribute to company initiatives to communicate to, educate and engage clients in order to better meet their needs.
29. Monitor and report on the success and implementation of client and partner focused initiatives.
30. Adhere to the culture and principles of TCF – treating customers fairly.
31. Comply with Group and Industry regulatory requirements.

Monthly plus Basic + commission.

We are a leading financial services firm committed to providing innovative solutions and exceptional service to our clients. With a focus on integrity and excellence, we strive to empower individuals and businesses to achieve their financial goals.

In this role, you will be responsible for analyzing and managing risks, developing actuarial models, and providing strategic insights to support business decisions.

1. Developing and maintaining protection solutions for individuals and groups.
2. Analyzing financial data and trends to identify opportunities for optimization.
3. Collaborating with cross-functional teams to provide actuarial insights and support strategic initiatives.
4. Ensuring compliance with regulatory requirements and industry standards.
5. Mentoring junior team members and providing guidance on actuarial concepts.

1. Bachelor's degree in Actuarial Science, Mathematics, Statistics, or a related field.
2. Completed all technical exams.
3. Experience with long-term product pricing and modelling.
4. Statistical analysis techniques.
5. Experience working with actuarial software and proficiency in programming languages such as R, Python, or SQL is a plus.

Apply now!

If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles/positions.

For more information contact:
Adon Abrahams
Senior Specialist Consultant: Actuarial & Analytics

Our client in the Financial Services Industry based in Cape Town is currently looking to employ a Financial Advisor (Risk Products).

To provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction with the companies Partner. Afrikaans first language preferred.

A wonderful career opportunity awaits you.

Requirements:

1. Minimum 5 years’ experience as a Broker Consultant / Life Insurance Agent, etc.
2. Ability to function at a strategic level whilst fulfilling operational responsibilities.
3. Meet the FAIS honesty, integrity, and good standing requirements.
4. Meet the FAIS minimum experience requirements in respect of long-term insurance products.
5. Must not have been declared insolvent or provisionally insolvent.
6. Excellent communication skills, verbal and written.
7. Excellent negotiation and persuasion skills.
8. Client oriented, with strong interpersonal skills and able to take the initiative (self-starter).
9. Emotional resilience.
10. Appropriate tertiary qualification (bachelor’s degree in commerce, finance, investments preferable).
11. Have a qualification recognised by the FSCA for FAIS purposes. Preference will be given to candidates with a CFP.
12. Have completed relevant class of business and product specific training.
13. FAIS compliant (continuous professional development).
14. Completed supervision for long-term insurance categories.
15. Fully computer literate, xPlan experience advantageous.

1. Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partner’s practice.
2. Prepare comprehensive advice documents (proposals, comparisons, and quotation) for presentation to clients.
3. Provide the specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate Planning and Business Assurance.
4. Implement the agreed solution for clients and manage underwriting and other onboarding requirements.
5. Review clients cover according to internal business procedures, or if client circumstances change.
6. Acquire short term insurance leads from the company’s financial planning partners.
7. On receipt of the client’s consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment.
8. Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome of the appointment.
9. Maintain and develop client relationships.
10. Support and contribute to company initiatives to communicate to, educate and engage clients in order to better meet their needs.
11. Monitor and report on the success and implementation of client and partner focused initiatives.
12. Adhere to the culture and principles of TCF – treating customers fairly.
13. Comply with Group and Industry regulatory requirements.

Monthly

Reference: NFP013897-SHb-1

We are a dynamic and innovative financial services company dedicated to empowering individuals and businesses to achieve their financial goals. With a commitment to excellence and a focus on providing tailored solutions, we strive to make a positive impact on the lives of our clients and communities.

We are seeking a highly skilled and experienced Senior Actuarial Specialist to join our team. The successful candidate will play a key role in assessing and managing risks, analyzing financial data, and providing strategic insights to support decision-making processes.

Key Responsibilities

1. Conducting in-depth actuarial analyses to assess risks and determine appropriate pricing strategies.
2. Conducting experience investigation, modeling, and data analysis to support the actuarial team in developing new investment and saving solutions.
3. Analyzing product-related data.
4. Developing and maintaining pricing models and tools to support business objectives.
5. Analyzing financial data and trends to identify opportunities for optimization and improvement.
6. Collaborating with cross-functional teams to provide actuarial insights and support strategic initiatives.
7. Reviewing and interpreting regulatory requirements and ensuring compliance with industry standards.
8. Mentoring junior team members and providing guidance on complex actuarial concepts and methodologies.

• Bachelor's degree in Actuarial Science, Mathematics, Statistics, or a related field.
• Nearly qualified Actuary.
• Experience with income solutions.
• Proficiency in statistical analysis techniques.
• Experience working with actuarial software and proficiency in programming languages such as R, Python, or SQL is a plus.

Apply now!

If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles/positions.

For more information contact:
Shaunaline Baatjies
Specialist Consultant: Actuarial & Analytics

Our client is on the hunt for a talented actuary or actuarial student to join their dynamic team. The successful candidate will report to and work closely with the Head of our Annuity business, assisting the team in meeting their objectives in terms of profitability and growth while driving innovation and client centricity.

Key Responsibilities:

Technical Product Support:

1. Work closely with the business head to provide specialised proposals and client feedback.
2. Product development and pricing (life and living annuities).
3. Mortality investigations.
4. Provide technical product support to the annuity team.
5. Actuarial proposal documents.

Solution Development:

1. Assist with the development and implementation of new solutions, including research and idea testing and enhancing existing solutions.

Stakeholder Engagement:

1. Consult and engage with key stakeholders including actuarial, administration, product owners, investment specialists, intermediaries, and clients.
2. Build and maintain strong relationships with internal and external clients.

Qualification:

1. Actuarial Bachelor’s degree with 4+ years relevant work experience.
2. Qualified actuary or good progress towards an actuarial qualification.

Experience:

1. Prior experience in modelling or employee benefits environment would be advantageous.
2. Advanced experience in the Microsoft suite of applications (Word, Excel, PowerPoint, Outlook, Teams).

Core Competencies:

1. Cultivates Innovation by creating new and better ways for the organisation to be successful.
2. Client Focus – Building strong customer relationships and delivering customer-centric solutions.
3. Drives Results – Consistently achieving results and meets deadlines, even under tough circumstances.
4. Collaborates – Building partnerships and working collaboratively with others to meet shared objectives.
5. Resilience – Rebounding from setbacks and adversity when facing difficult situations.

Behavioural Competencies:

1. Proactive and self-starter.
2. Ability to use initiative and work independently.
3. Strong problem solving and decision-making skills.
4. Customer services orientation.
5. Excellent planning and organizational skills.
6. Demonstration of living the company’s values – being Collaboration, Care, Integrity, and Innovation.