1,372 Financial Managers jobs in South Africa
Operations Manager – Investment Management
Posted today
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Job Description
Overview
Our client, a diversified property development and investment company, is seeking a strategic and experienced operations leader to join its Ballito-based executive team. This role will oversee complex operations across their expansive portfolio in Durban, Umhlanga, Ballito, and Mauritius, supporting long-term growth, financial performance, and cross-functional leadership. Based in Ballito, KwaZulu-Natal (on-site)
Key Responsibilities- Overseeing day-to-day business operations and cross-regional project implementation
- Leading business strategy execution and policy development
- Managing budgets and driving financial performance through effective controls
- Working with internal teams to improve operational systems and efficiency
- Supporting legal and compliance frameworks related to business operations
- Building and maintaining key relationships with external stakeholders
- Leading, evaluating, and developing operational department heads and teams
- Reporting directly to the executive committee and contributing to strategic decision-making
- 10+ years’ experience in a senior operations or executive leadership role
- MBA or relevant Master’s degree preferred
- Experience in property development, diversified investments, or related sectors
- Strong understanding of financial planning, business law, and operational governance
- Bachelor’s degree in Business Administration, Finance, or related field
- Master’s degree or MBA preferred
- Demonstrated experience in operational leadership within high-pressure or complex business environments
- Proven knowledge of budgeting, reporting, and business analysis
- Ability to manage across departments and lead large teams with strong interpersonal skills
- Must be based in, or able to reliably commute to, Ballito
APPLY NOW! #J-18808-Ljbffr
CA(SA) - Investment Management
Posted 3 days ago
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Job Description
The role is placed within the Operations team and fulfils a key function of being a link between the tech, product, asset management and client relations teams.
The project manager role is a key role to support the COO and the delivery of projects across the business. The core aspect of the role entails managing and delivering projects which support the asset management and distribution entities in various local and international jurisdictions.
The role also includes oversight of the operational elements of the companies proprietary software as well as the management information that is provided to the business. Both of these oversight functions will require an in depth understanding of the companies solution set, as well as a good technical understanding of how the data and the system interacts with each other in the background.
This is a 6 month fixed term contract running from January 2026 June 2026. There is a possibility of this being extended.
Only shortlisted candidates will be contacted. If you have not heard back from us by mid October 2025, please consider your application unsuccessful.
CA(SA) - Investment Management
Posted today
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Investment Management Oversight Support
Posted today
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Job Description
The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers.
Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.
That's why, at Apex Group, we will do more than simply 'empower' you. We will work to supercharge your unique skills and experience.
Take the lead and we'll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
For our business, for clients, and for you
Job Specification
The candidate will part of and assisting the team which is maintaining and performing the investment Management Oversight due diligence according to the CSSF circular 18/698 on the delegated investment managers and advisors, which among others consists of:
Outline of main duties and responsibilities
:
- Initiate specific controls which are part of the initial, on-going and thematic due
- diligence for both traditional UCITS and alternative investment fund managers (i.e. hedge funds, private equity funds, etc.).
- Prepare the operational controls and oversight on derivatives transactions (EMIR).
- Prepare the operational controls and oversight on securities financing transactions (SFTR).
- Prepare Management Company reports.
- Prepare objective reasons for the on-boarding of new sub-funds, and managers.
- Prepare the financial counterparts/broker reviews.
- Prepare prospectus reviews having an impact of the oversight of the managers.
- Maintain specific delegate data and information in the operational dashboards.
- Update information in the scorecards applying RBAs (risk-based approach profiles).
Skills Required
- ownership if manager, escalation
- Candidate should be fluent in German (Reading, Writing and Speaking)
- Degree in Finance or Economics – certification such as CFA or CAIA would be an asset
- Proficiency in English both written and spoken
- Proven MS Office skills, especially Excel
- Well-structured and well organized
- Responsible team player, accountable and reliable self-starter
- Show integrity with a willingness to learn
- Experience in regulatory compliance or previous experience from similar oversight functions, is a plus.
- An interest in investment strategies, financial instruments and the overall
- organization of the delegates' fund structures from a legal, operational but also from a compliance aspect, is a plus.
Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Operations Manager - Investment Management
Posted today
Job Viewed
Job Description
Overview
Our client, a diversified property development and investment company, is seeking a strategic and experienced operations leader to join its Ballito-based executive team. This role will oversee complex operations across their expansive portfolio in Durban, Umhlanga, Ballito, and Mauritius, supporting long-term growth, financial performance, and cross-functional leadership. Based in Ballito, KwaZulu-Natal (on-site)
Key Responsibilities- Overseeing day-to-day business operations and cross-regional project implementation
- Leading business strategy execution and policy development
- Managing budgets and driving financial performance through effective controls
- Working with internal teams to improve operational systems and efficiency
- Supporting legal and compliance frameworks related to business operations
- Building and maintaining key relationships with external stakeholders
- Leading, evaluating, and developing operational department heads and teams
- Reporting directly to the executive committee and contributing to strategic decision-making
- 10+ years’ experience in a senior operations or executive leadership role
- MBA or relevant Master’s degree preferred
- Experience in property development, diversified investments, or related sectors
- Strong understanding of financial planning, business law, and operational governance
- Bachelor’s degree in Business Administration, Finance, or related field
- Master’s degree or MBA preferred
- Demonstrated experience in operational leadership within high-pressure or complex business environments
- Proven knowledge of budgeting, reporting, and business analysis
- Ability to manage across departments and lead large teams with strong interpersonal skills
- Must be based in, or able to reliably commute to, Ballito
APPLY NOW! #J-18808-Ljbffr
Credit Analyst (Prescient Investment Management)
Posted 22 days ago
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Job Description
The candidate will be part of the Credit team responsible for the Prescient Credit funds. To utilise PIM credit philosophy process by employing quantitative analysis in asset selection, pricing and managing of credit portfolio.
DUTIES & RESPONSIBILITIESKey Objective
The key objective is the development of analytics tools and strategies, as well as the improvement and extension of PRIME for the Credit Funds.
Quantitative Analysis:
- Assist in defining the PRIME framework and incorporate current analytics tools and reporting.
Develop processes and analytics tools to monitor model and portfolio performance and accuracy.
Research and develop models and techniques. - Document research, processes, and model validation.
Credit Research and Analysis:
- Apply established models to compute default probability scores. An analyst would be required to make an analytical argument on the change thereto over time, highlight downside risks for the foreseeable future, and rank & compare to industry peers.
- Use PIM sector-specific financial scorecards to analyse the creditworthiness of companies and their sub-factor drivers of the credit score, incorporating ESG analysis.
- Perform in-depth analysis and research to assess and monitor the creditworthiness of borrowers/issuers over the term of the exposure.
- Understand market dynamics (e.g., credit supply/demand) and company fundamentals influencing PIM’s credit investments.
Credit Management:
- Monitor the risk-adjusted return of the credit universe, build and oversee portfolio optimization models, and make recommendations to enhance credit portfolio performance.
- Engage in counterparty interactions as part of the role.
- Assess credit opportunities, including exposure to assets in Infrastructure Funds (monitoring and new opportunities).
Investment Analysis:
- Originate debt investments via new and existing borrowers, liaising with bond issuers, DCM teams, arrangers, and rating agencies.
- Provide input into the development of broader responsible investment policies, ESG methodologies, and impact strategies.
Credit Process Development and Advancement:
- Validate investment models and monitor portfolio performance and accuracy.
- Contribute to research and development of new models and techniques.
- Document research, processes, and model validation.
- Ensure the accuracy and currency of information used in the process.
Team Interaction:
The key objective is to work on a collaborative basis, ensuring that the team remains cohesive and successful. The analyst is expected to:
- Follow a collaborative approach aligned with the Prescient value system.
- Be proactive in generating new research and participating in debates.
- Suggest and implement process enhancements to improve/create efficiencies.
- Contribute positively and adopt a solutions-driven mindset.
- University Post Graduate Degree (Science / Engineering / Finance) / Masters.
- CA (SA) with articles will be advantageous (Financial Services / Financial Engineering Group experience).
- CFA / Studying towards CFA; and/or Masters equivalent.
- Advanced Excel skills and model building.
- Prior experience in Private Debt, Hybrid Debt, Project Finance will be advantageous.
- Ability to generate ideas and think logically.
- Structured work style, attention to detail and accuracy is of the utmost importance.
- Aptitude in decision-making and problem-solving.
- Excellent interpersonal skills, excellent communication skills oral and written.
- Strong ability to manage complex processes and focus on business outcomes in a complex uncertain environment.
- Strong work ethic, self-motivated, driven and results oriented.
- Ability to listen and respond to new ideas, input and diverse perspectives.
- High levels of self-confidence, assertive as well as healthy levels of EQ.
- Must be able to manage workflow on longer-term research projects.
- Energetic problem-solver.
- Ability to demonstrate an advanced degree of technological competence.
- Passionate about investments.
This is your opportunity to be responsible for credit research & credit portfolio risk analysis. The role is well suited for an individual with strong technical skills, a qualified CA(SA) and/or currently completing CFA studies (or masters equivalent).
A great role with excellent growth potential and exposure to various asset classes.
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Test Analyst (QA) (Investment Management)
Posted 15 days ago
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Job Description
Relevant working experience within Investment Management / Asset Management / Financial Services specifically dealing with the UI, software quality and software testing / planning. The QA will be involved with the Product and Project office throughout the development process.
Key is the candidates ability to not only detect and report bugs but to understand root cause analysis.
The role requires strong IQ and EQ to ensure that high quality is met and a constant level of effective communication with the product office, project management, IT, asset management and client relations is maintained.
Key responsibilities will include:
- Creation of test plans and test cases based on the specifications, that will ensure all business and operational requirements are supported, and to help promote high quality product and code
- Maintenance and continuous improvement of the software testing process
- Initial round of testing & quality assurance of developed software during sprints, based on test cases created as part of the test plans
- Coordination and communication with the Client Relations Team to assist their testing process and rollout plans
- Working with Product Office and Technology teams to ensure that test plans are fit for purpose and efficient targeting areas of highest-risk
- Work closely with the Release Manager to ensure the testing of releases supports the agile process with frequent and timely releases to environments where appropriate
- Assisting and supporting the various teams during UAT phases.
- Monitoring and managing incoming bugs / enhancements then validating and prioritising these, in collaboration with the Product Office team where necessary
- Reporting
- Medium - long term: investigating automated testing solution options, comparing and analysing, then implementing the optimal solution. Followed by automating as many tests as possible within the implemented framework.
- Developing and maintaining productive and collaborative working relationships with peers across the business
- Suggest and introduce best practices and influence the affected teams to change and adopt accordingly
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Client Relations Specialist (Investment Management)
Posted 15 days ago
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Outgoing personality and excellent communication skills are essential. Strong academics and a history of academic and work success are also important.
Your duties will include:
- Develop trusted relationships with clients and becoming an expert resource
- Provide expert initial and ongoing training on their custom IT system
- Provide comprehensive, structured input to specific problems/requests in the advice process that lead to increased investment with the company.
- Manage and leverage internal resources to meet deliverables
- Proactively cultivate relations and be prepared to engage socially where beneficial
- Develop and maintain expertise, skill and technical knowledge required to add valuable input across the business and investment proposition
- Work closely with the other members of the global investment, operations, sales, software development and support teams to resolve clients concerns
- Provide first line support to clients via phone, email, online and face to face meetings (occasional travel required)
- Strategic and creative thinking to suggest improvements to productivity, service quality and processes
- Record and relay client feedback and insights to internal teams such as tech, marketing, operations and asset management in order to constantly improve the client experience
- Maintain an expert-level knowledge of their investment processes and internal tools as well as curiosity and awareness of new initiatives within the industry.
- Assist with ad hoc inter-function projects as required.
Credit analyst (prescient investment management)
Posted 1 day ago
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Financial Manager | Investment Management | Tyger Valley
Posted 9 days ago
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Job Description
An esteemed Financial Services company, renowned for its dedication to excellence, is seeking a dynamic and experienced Financial Manager to join its thriving team. The successful incumbent will be responsible for the financial management of the finance department. The individual is expected to work closely with the Accountants responsible for the accounting function and assist with any accounting issues as well as reviewing the monthly processing. We require the skills of a dynamic individual who has the willingness to learn and develop within a finance division.
Responsibilities:
- Review of reconciliations.
- Review of monthly accounting processing.
- Compiling management reports and analysis.
- Cashflow and investments management and approving of payments and collections.
- Assist with budgeting and forecasting.
- Ensuring all control accounts, balance sheets and income statements are reconciled on a monthly basis VAT and Income tax calculations and returns.
- Statutory and regulatory returns (FSCA, Prudential Authority, Reserve Bank, SARS, NAMFISA).
- Compilation of the annual financial statements in terms of IFRS.
- Assist Regional Managers with financial information.
- Liaising and assisting with internal and external auditors.
- Resolving reconciling and long outstanding items on balance sheet reconciliations.
- Systems, processes and internal control improvements.
- Assist with ad hoc queries until resolution.
Requirements:
- CA (SA) qualification.
- 2 years’ post articles experience (Financial Services / Short Term Insurance Industry advantageous).
- Strong technical skills, including sound IFRS knowledge.
- MS Excel, MS Word, MS Outlook.
- Experience in accounting packages such as Great Plains, SAP, Accpac advantageous.
Competencies:
- Communication / presentation skills.
- Interpersonal skills.
- Achievement / results driven.
- Team player.
- Strong time management skills.
- Numerical and analytical skills.
- Deadline orientated.
- Management skills.