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Manager – Investment Consulting

Pinelands, Western Cape R2000000 - R2500000 Y Old Mutual South Africa

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Job Description

Let's Write Africa's Story Together
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description
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Symmetry is a business in build mode, evolving, growing, and redefining what investment solutions should look like.

We are on the lookout for a seasoned Investment Manager to become a part of our dynamic team for the Investment Consulting business within Symmetry.

The ideal candidate will be instrumental in consulting with high-calibre investment clients, including those holding a Category 2 FAIS license, to develop bespoke investment strategies that align with their unique practice needs. In addition institutional and retail clients would also be in the remit of the investment consulting capability.

The role includes the following responsibilities:

  • Engage with clients to understand their investment goals and requirements, providing expert advice on portfolio construction, asset allocation, and investment product selection.
  • Utilize an extensive array of internal resources, including in-depth manager research, performance ratings, product design, and strategic asset allocation tools, to craft optimal investment solutions.
  • Assist clients in constructing and managing their investment portfolios.
  • Provide guidance on asset allocation to optimize investment performance.
  • Maintain and build strong relationships with industry professionals and financial advisors and investment consultants.
  • Ensure all investment strategies comply with regulatory requirements.
  • Maintain a comprehensive understanding of South African financial regulations, including FSCA rules, CISCA, JSE listing requirements, Hedge fund, and offshore regulations, ensuring compliance across all client portfolios.
  • Provide insights on tax efficiency strategies, including SITUS, income tax, and capital gains tax considerations.
  • Build and maintain strong client relationships, providing high-quality service and expert investment guidance.
  • Demonstrate expertise in product regulation and construction, including Unit Trusts, active and passive ETFs, Personal share portfolios, UCITS legislation, and investment structures such as Guernsey and Mauritius PCCs and VCCs.
  • Offer guidance on local and international product wrappers, investment platforms, distribution channels, and the intricate web of tax and investment structures.
  • Conduct ongoing market analysis to stay abreast of the competitive landscape, both locally and globally, utilizing advanced portfolio construction tools to inform client recommendations.
  • Stay updated on market trends and provide insights to team and clients.

These responsibilities offer an overview and a general outline of the role and are not exhaustive.
Qualifications and Experience required:

  • CA / CFA / MBA - Post Grad in Financial Industry.
  • High level of accountability and ownership
  • Excellent interpersonal and communication skills
  • A robust investment-related qualification, preferably at a postgraduate level (e.g., CFA, CFP, or equivalent).
  • 10+ years of experience in the investment industry, with a proven track record of success in investment consultancy.
  • Multi Management 3+ years.
  • Extensive knowledge of financial markets, investment products, and regulatory frameworks, particularly within the South African context.
  • Exceptional analytical skills, with the ability to interpret complex financial data and market trends.
  • Strong communication and interpersonal skills, capable of building and maintaining relationships with a diverse set of clients.
  • Proficiency in financial software and tools.

Skills
Action Planning, Analytical Thinking, Budget Management, Client Management, Client Needs Assessments, Computer Literacy, Database Reporting, Data Classification, Data Compilation, Data Controls, Evaluating Information, Information Retrieval, Legal Practices, Numerical Aptitude

Competencies
Business Insight

Collaborates

Customer Focus

Ensures Accountability

Financial Acumen

Instills Trust

Manages Complexity

Optimizes Work Processes

Education
NQF Level 8 - Honours or Postgraduate Diploma or equivalent

Closing Date
11 September 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story

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Consulting/Principal Software Engineer

Cape Town, Western Cape RELX INC

Posted 2 days ago

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Job Description

About our Team
LexisNexis Legal & Professional, which serves customers in more than 150 countries with 11,800 employees worldwide, is part of RELX ( , a global provider of information-based analytics and decision tools for professional and business customers. Our company has been a long-time leader in deploying AI and advanced technologies to the legal market to improve productivity and transform the overall business and practice of law, deploying ethical and powerful generative AI solutions with a flexible, multi-model approach that prioritizes using the best model from today's top model creators for each individual legal use case.
About the Role
This position performs complex research, design, and software development assignments within a software functional area or product line, and provides direct input to project plans, schedules, and methodology in the development of cross-functional software products. This position performs software design - typically across multiple systems; mentors more-junior members of the team; and talks to users/customers and translates their requests into solutions. Mentor and guide juniors, assist software engineering leads with technical solutions and designs.
Responsibilities
+ Providing design input across a product
+ Acting as an acknowledged 'go to' person on coding and technical issues
+ Interfacing with other technical personnel and product owners to finalize requirements and estimations
+ Completing complex bug fixes, and resolving technical issues
+ Designing and working with complex data models
+ Mentoring software developers with best practices and providing guidelines
+ Keep abreast of new technology developments.
+ Successfully implement development processes, coding best practices, and code reviews.
Requirements
+ 10+ years of Software Engineering experience
+ BS Engineering/Computer Science or equivalent experience required
+ Be expert in development languages, including but not limited to C#, JavaScript, TypeScript, Angular, SQL, Cypress, Playwright, Python
+ 2-3 years working experience in microservices
+ Strong proficiency in object-oriented programming (OOP) and SOLID principles, experience in design patterns with a preference in C# and the .NET framework.
+ Demonstrates solid understanding of Software Engineering design patterns and/or methodologies.
+ Knowledge of test-driven development
+ 2-3 years of experience in working with AWS platform
+ Strong knowledge of DevOps practices, including CI/CD pipelines and infrastructure as code .
Work in a way that works for you  We promote a healthy work/life balance across the organization. We offer an appealing working prospect for our people. With numerous wellbeing initiatives, shared parental leave, study assistance and sabbaticals, we will help you meet your immediate responsibilities and your long-term goals.
+ Working flexible hours - flexing the times when you work in the day to help you fit everything in and work when you are the most productive
Working for you  We know that your well-being and happiness are key to a long and successful career. These are some of the benefits we are delighted to offer:
+ Medical Aid
+ Retirement Plan inclusive of Risk Benefits (Disability, Critical Illness, Life Cover & Funeral Cover)
+ Modern family benefits, including adoption and surrogacy
+ Study Leave
About the Business  LexisNexis Legal & Professional® provides legal, regulatory, and business information and analytics that help customers increase their productivity, improve decision-making, achieve better outcomes, and advance the rule of law around the world. As a digital pioneer, the company was the first to bring legal and business information online with its Lexis® and Nexis® services.
We are committed to providing a fair and accessible hiring process. If you have a disability or other need that requires accommodation or adjustment, please let us know by completing our Applicant Request Support Form or please contact .
Criminals may pose as recruiters asking for money or personal information. We never request money or banking details from job applicants. Learn more about spotting and avoiding scams here .
Please read our Candidate Privacy Policy .
We are an equal opportunity employer: qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex, national origin, citizenship status, disability status, protected veteran status, age, marital status, sexual orientation, gender identity, genetic information, or any other characteristic protected by law.
USA Job Seekers:
EEO Know Your Rights .
RELX is a global provider of information-based analytics and decision tools for professional and business customers, enabling them to make better decisions, get better results and be more productive.
Our purpose is to benefit society by developing products that help researchers advance scientific knowledge; doctors and nurses improve the lives of patients; lawyers promote the rule of law and achieve justice and fair results for their clients; businesses and governments prevent fraud; consumers access financial services and get fair prices on insurance; and customers learn about markets and complete transactions.
Our purpose guides our actions beyond the products that we develop. It defines us as a company. Every day across RELX our employees are inspired to undertake initiatives that make unique contributions to society and the communities in which we operate.
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