178 Investment Advisor jobs in Johannesburg
Senior Investment Advisor
Posted 25 days ago
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Direct message the job poster from DAV Professional Placement Group
We are seeking an experienced investment professional passionate about delivering tailored financial strategies to shape the future of wealth management for pension funds, insurance companies, and high-net-worth clients.
What You’ll Do:
- Provide expert investment advice and develop bespoke strategies aligned with clients’ financial goals.
- Manage and optimize client portfolios using advanced financial modeling and market insights.
- Conduct in-depth market analysis to identify emerging opportunities and mitigate risks.
- Build and nurture long-term client relationships through strategic guidance and regular reviews.
- Collaborate with internal teams to design innovative investment solutions.
- Ensure full compliance with regulatory standards and ethical practices.
- Mentor junior staff and contribute to a culture of continuous learning and excellence.
What We’re Looking For:
- Extensive experience in investment consulting or portfolio management.
- Strong analytical skills and a deep understanding of financial markets and instruments.
- Proven ability to develop and maintain trusted client relationships.
- Excellent communication and presentation skills.
- A collaborative mindset and leadership qualities.
- Mid-Senior level
- Full-time
- Business Development, Consulting, and Customer Service
- Financial Services, Investment Management, and Investment Advice
Referrals can increase your chances of interviewing at DAV Professional Placement Group by 2x.
Set up job alerts for “Investment Advisor” roles.Locations include Johannesburg, Pretoria, Alberton, Boksburg, Krugersdorp in Gauteng, South Africa, with recent postings within the last few weeks.
#J-18808-LjbffrSenior investment advisor
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Africa Investment Advisor (AIA) - Southern Africa
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Overview
ProSidian seeks a Africa Investment Advisor (AIA) - Horn of Africa, headquartered near 1 Sandton Dr, Sandhurst, Johannesburg, 2146, South Africa , to support an engagement for the International Development Finance Corporation. The organization invests across sectors including energy, healthcare, critical infrastructure, and technology and also provides financing for small businesses and women entrepreneurs to create jobs in emerging markets.
The Africa Investment Advisor (AIA) - Southern Africa will perform Business Development and Transaction Support services in Sub-Saharan Africa with responsibility for business development processes including: Transaction Origination, Due Diligence Support, Performance Monitoring Support, and Field Presence Support. The AIA will work as a full-time ProSidian AIA on behalf of the United States International Development Finance Corporation in Sub-Saharan Africa.
Location / Place of Performance: Johannesburg, South Africa with a Geographic Coverage Area (GCA) including Angola, Botswana, Comoros, Lesotho, Namibia, Madagascar, Malawi, Mauritius, Mozambique, Reunion, Seychelles, South Africa, eSwatini, Zambia, and Zimbabwe. Additional places of performance within this GCA may be required.
ResponsibilitiesThe following services deliverables are expected, with travel from the place of performance primarily within the GCA and periodic international travel (about 50% of the time):
- TRANSACTION ORIGINATION: Identify and pre-screen transaction opportunities for DFC product lines in the GCA; conduct business development meetings with potential sponsors and other relevant parties; review project information documents; follow on opportunities from US Government; collect, complete and verify project information; assist with DFC Screening Committee documentation; enter transaction details on the Transaction Pipeline Tracker; ensure transactions originated by the AIA are appropriately recorded.
- DUE DILIGENCE SUPPORT: Assist with due diligence for transactions within the GCA; collect, complete, and verify due diligence information; monitor policy/legislation changes; verify conditions precedent to reach financial close; enter details on the Transaction Pipeline Tracker; support transactions through to screening/closing as applicable.
- PERFORMANCE MONITORING SUPPORT: Support post-execution performance monitoring for transactions that closed within the GCA; collect and verify development impact data; monitor policy changes; verify conditions after disbursements; enter details on the Tracker; categorize transactions as monitored as appropriate.
- FIELD PRESENCE SUPPORT: Provide field presence in the GCA; train local and inter-agency staff on DFC products and eligibility; participate in meetings and events; provide updates on DFC transactions; monitor changes in law, policy, or economic climate; assist travel logistics for senior personnel.
- OTHER PROGRAM REQUIREMENTS: Ensure readiness and participation: Team status meetings, interim updates, weekly plans, Pipeline Tracker updates, and timely submission of work products; maintain professional relationships and action plans.
Required Experience / Skills: Minimum five (5) years of full-time relevant work experience in investment banking, financial advisory, project development, development finance, project finance, financial services, or related consulting; at least three (3) years in emerging markets and at least two (2) years in Sub-Saharan Africa. Proficiency with MS Office (Word/Excel/PowerPoint); ability to communicate via email; Bachelor’s degree from an accredited university; ability to work independently with minimal supervision; existing and extensive network in Sub-Saharan Africa; ability to obtain facility access in the Embassy or Consulate; ability to travel for the DFC orientation program in Washington, DC within six (6) weeks of selection.
Language & Other Criteria: Fluent in English (reading, writing, speaking); ability to read, write, and speak additional languages as applicable; ability to obtain travel approvals and travel documents.
Geographic / Location: Johannesburg, South Africa; GCA includes listed African countries. Other performance locations may be required.
Travel, Security & ComplianceTravel: Occasional travel may be required; travel is coordinated and approved in advance per Federal Travel Regulations.
Security/Clearance: Some engagements require security clearance; a clearance is a valued asset in this portfolio.
Benefits & Additional InformationProSidian offers an Employee Benefits Program, competitive compensation, group health/dental/vision insurance, 401(k) with company match, PTO, pre-tax benefits, purchasing discounts, and more. See full benefits details in the original posting.
EEO statement: ProSidian is an equal opportunity employer and considers qualified applicants without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, or veteran status. Veteran status applicants are encouraged to apply.
How to apply: Use our career site at or email resumes to CAREERS @ PROSIDIAN.COM. Include job reference code in the subject line and provide name, address, phone, compensation expectations, employment history, and education details.
#J-18808-LjbffrPost-Investment Management: Associate Principal
Posted 2 days ago
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Join to apply for the Post-Investment Management: Associate Principal role at Edge Growth
Be part of the investment management team and help manage and grow a portfolio of high growth, early-stage venture investments and support in overall operations & strategic projects with the investment management team. Be able to run with the day-to-day portfolio management responsibilities with little or no oversight.
Core Activities Portfolio Management- Deliver value-added assistance to portfolio companies, including:
- Assistance in strategy development.
- Execution management.
- Business building support.
- Access to new markets.
- Raising capital.
- Special projects to unlock value.
- Assume full PIM responsibility for the allocated investee/s portfolio management from deal team handover to exit of more complex investments.
- Develop and deliver special projects to unlock value at portfolio companies.
- Assist with the preparation of regular portfolio updates to the relevant committees, help with trustee update reports and compile other reports to stakeholders as required from time to time.
- Drive financial performance management in investees.
- Assist in the development and maintenance of the PIM lessons learnt database and records.
- Ensure effective governance and best practice within investees.
- Help ensure effective governance at a Fund Level.
- Support in the Fund management space with strategic projects and deliverables.
- Assist with all M&C related information and deliverables.
- Develop and drive ongoing analysis, interpretation and compliance in terms of the legal agreements relating to portfolio companies which you are responsible for (with support from Legal team).
- Help in supporting to improve internal processes, procedures and policies to improve the Fund’s service delivery.
Requirements
Qualifications:
- South African citizen
- CA (SA), FCMA or CFA
- Undergraduate degree with a strong problem solving background (e.g. Engineering, Actuarial Science, Statistics, Finance, Business Science, BSC), and / or finance underpinning.
Experience:
- Venture capital, private equity or management consulting experience, preferably with some operational experience as well.
- Preferable: +5 years in an investment or finance environment, preferably within a reputable investment firm.
- Alternatively: If <5 years in the above then:
- +5 years in a business consulting firm, with a bias towards financial modelling, business strategy and execution / project delivery roles. Advisory services to small businesses, or
- +5 years in a top tier accounting or strategy consulting firm
Edge Growth is an equal opportunity employer. Persons living with a disability are encouraged to apply. We value diversity and are committed to fair, inclusive hiring aligned to South African Employment equity principles and Sectoral targets.
Seniority level- Mid-Senior level
- Contract
- Project Management
- Investment Banking
Note: This description excludes referrals and job feed content not directly related to the role.
#J-18808-LjbffrSenior Strategy Analyst | Investment Management | Johannesburg
Posted 10 days ago
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Our client in the Banking and Investment Sector has a fantastic opportunity for a Senior Strategy Analyst to oversee and action the creation and compilation of management and strategic reports that are aligned to strategic intent through qualitative and quantitative research and analysis, recommending insights that enable sound business decisions through others, as per the company’s business strategy.
Within the Strategy & Insights team, we conceptualise and drive business strategy through an analytical, insights-driven approach to problem identification and solution. Furthermore, we continue to add downstream value to the organisation through the execution of complex projects and programmes.
The team is constantly seeking out new methods of work through evaluating current practices and challenging conventional wisdom. Within the team, there are multiple opportunities for learning, exposure to new ideas, and work experience in diverse fields of inquiry. The team culture, albeit firmly rooted in achievement, is also fun and collaborative.
Job Responsibilities:- Built sound professional relationships and understood and consistently met client needs.
- Developed trusting/professional internal relationships to smooth the flow of work.
- Developed collaborative relationships with contractors/consultants/suppliers which met business needs.
- Consistently ensured work was completed to plan; progress reviewed and corrective action taken.
- Resource utilisation produced balanced output in terms of quality, cost, business expectations, and compliance.
- Complied with risk standards; monitored and took corrective action.
- Identified and resolved work obstacles and problems effectively with contingency options to deliver required output.
- Contributed to the crafting of policies, procedures, standards, processes, etc.
- Delivered systems, products, and projects which contributed to improved client service.
- Delivered project results cost-effectively on time and within risk parameters.
- Advice given on systems, processes, and equipment accepted and implemented, leading to improved results.
- Supported team efforts to achieve transformation goals and established a culture conducive to achieving those goals.
- Supported and participated in corporate citizenship initiatives; improvements to work methods, processes, and systems were implemented successfully.
- Analysed, researched, developed, and implemented innovative ideas and solutions adding value to the company’s systems, processes, services, and solutions aligned to business strategy, objectives, and values.
- Continuously developed professional knowledge relating to the field of expertise.
- Shared knowledge with team and other professionals.
- Successfully obtained “buy-in” for value-adding projects, systems, and products/processes.
- 3-5 years’ experience in an Analytical and Strategic environment.
- SAS Enterprise Miner and SQL experience would be advantageous.
- Intermediate/Advanced Microsoft Excel, PowerPoint, and PowerBI skills.
- Business writing and creating effective storyboard exposure is a must.
- Advanced Diploma/National 1st Degree.
- Master’s in Business Administration.
- Data analysis.
- Governance, Risk, and Controls.
- Industry trends.
- Microsoft Office.
- Principles of financial management.
- Principles of project management.
- Relevant regulatory knowledge.
- Relevant software and systems knowledge.
- Decision-making process.
- Business Acumen.
- Aligning Performance for Success.
- Building Partnerships.
- Decision Making.
- Business Acumen.
- Guiding Team Success.
- Planning and Organizing.
Data Operations Analyst | Investment Management | Sandton
Posted 25 days ago
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Our client, a leading Asset Management Firm, is looking for a qualified Data Operations Analyst. As a Data Operations Analyst, you will:
- Maintain relationships with Portfolio Managers, Dealers, and Performance & Risk, Client Operations and Reporting teams. Understand their queries and the impact a data issue has on their function/process, manage their expectations, and consider changes to avoid a recurrence.
- Have a key relationship with Investment Operations and assist in data queries which arise in that team.
- Maintain relationship with Data team as well as assist in the oversight of that team.
- Maintain relationship with other data providers (Benchmark Data Provider) and assist in oversight of that team, ensuring quality of benchmark data.
- Create securities required for trading.
- Maintain security static data.
- Perform daily system and data reconciliations.
- Review NAV reconciliations, investigate breaks and communicate to impacted business users of the data.
- Assist with the implementation of new products and new instruments from a data operations perspective.
- Continually review and update processes and procedures to reduce risk and improve efficiency.
Qualifications:
- BCom / BBus Sci or other similar degrees.
Experience:
- At least 3-5 years relevant industry and operational experience.
- Experience of liaising with individuals at all levels and across business.
- Bloomberg experience.
- Basic SQL experience.
- Strong Excel knowledge.
Attributes:
- The ability to build and maintain meaningful relationships.
- The ability to ‘approach and own’ and continuously look for opportunities to develop.
- Ability to analyse, interpret and assimilate information.
Data operations analyst | investment management | sandton
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Senior strategy analyst | investment management | johannesburg
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Senior strategy analyst | investment management | johannesburg
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Investment Banking Legal Advisor: FOGS
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Overview
Hello Future Legal Advisor, RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact. United by our proud heritage, strong ethics and philosophy of Traditional values. Innovative ideas, it’s the magic of our people and culture that sets us apart. Now, is the time to imagine your next move with South Africa’s number one employer in Financial Services for 2023, where you can embrace the power of collective thinking to unlock unique opportunities for our clients and society.
You Will Be An Ideal Candidate If You- LLB, an Admitted legal practitioner in South Africa
- Minimum of 15 year’s experience in a similar environment, of which 10 years ideally at specialist level and in finance and banking law.
- Minimum of 10 to 15 years' post-article experience in finance and banking law.
- Experience in the drafting, review and negotiating the various transactions as listed above and in UK and SA LMA.
- Sound corporate and commercial legal knowledge.
- Transactional negotiations at senior and complex level.
- Independent judgement and good analytical skills.
- Capable of working in a high-pressured environment and can exercise independent judgement
- Ability to prioritize and plan.
- Ability to independently provide guidance and timeous delivery on highly complex projects.
- Deep understanding of the law, regulation, and practice of the relevant area of specialisation.
- Strong technical ability to draft sound legal opinions or legal documentation in the relevant area of specialisation
- Opportunities to network and collaborate
- Challenging Working
- Opportunities to innovate
- Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to
- Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it
We look forward to engaging with you further. Apply now!
Job DetailsTake note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
Closing date: 10/09/25
All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
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