148 Investment Advisor jobs in Sandton
Senior Investment Advisor
Posted 22 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
Posted 22 days ago
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- Contract
ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry-leading practices. ProSidian services focus on the broad spectrum of Enterprise Solutions for Risk Management | Compliance | Business Process | IT Effectiveness | Energy & Sustainability | Human Capital . We help forward-thinking clients solve problems and improve operations.
Launched by former Big 4 Management Consultants; our multidisciplinary teams bring together the talents of nearly 190 professionals nationally to complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes. Our Services are deployed across the enterprise, target drivers of economic profit (growth, margin and efficiency), and are aligned at the intersections of assets, processes, policies and people delivering value.
ProSidian clients represent a broad spectrum of industries to include but are not limited to Energy, Manufacturing, Chemical, Retail, Healthcare, Telecommunications, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State Government Agencies. Learn More About ProSidian Consulting at
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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 an International Development Finance Corporation that partners with the private sector to finance solutions to the most critical challenges facing the developing world. The organization invests across sectors including energy, healthcare, critical infrastructure, and technology and also provides financing for small businesses and women entrepreneurs in order to create jobs in emerging markets.
ProSidian Team Members work to provide AIA to 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. AIA - Horn of Africa Candidates shall work to support requirements for Management And Technical Crosscutting Activities and Function as a full-time equivalent ProSidian AIA to perform Business Development and Transaction Support services for the United States International Development Finance Corporation in Sub-Saharan Africa.
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Southern Africa: Place of Performance: Johannesburg, South Africa, with a Geographic Coverage Area (GCA) including, but not limited to: 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.
Job DescriptionDFC's goal is to increase private sector investment in sub-Saharan Africa by facilitating the origination, execution and monitoring of high-quality and developmental transactions in all sectors. DFC's current exposure in sub- Saharan Africa is over $5 billion. By increasing human resources' capacity, the DFC will be able to originate, execute, and monitor more high-quality deals with development impact.
The DFC aims to generate significant private sector investments of up to $7 billion in new commitments in the Africa region by 2025. Each ProSidian AIA Team shall work as part of an integrated/regionally aligned team to fulfill the following Services deliverables. Specific Tasks AIA Duties: Transaction Origination | Due Diligence Support | Performance Monitoring Support | Field Presence Support | Travel: from place of performance, primarily within the GCA, but also inclusive of periodic international travel outside of the GCA, about 50% of the time.
TRANSACTION ORIGINATION: The AIA shall identify and pre-screen transaction opportunities for all DFC product lines in his/her respective GCA.
- Conducting business dev meetings with potential project sponsors, developers, financiers, and other relevant parties for the purpose of introducing the product offerings and funding criteria and identifying potential transaction opportunities
- Reviewing project info docs such as teasers, pitch books, information memoranda, and financial statements to vet and evaluate project opportunities
- Following on transaction opportunities identified by US Gov. to determine suitability for DFC involvement;
- The collection, completion, and verification of project information to assist DFC with evaluating or screening the project;
- Assisting with DFC Screening Committee documentation, as needed.
- Entering transaction details of pre-screened opportunities on Transaction Pipeline Tracker.
- Transactions approved by the DFC Screening Committee and retained that the AIA played a material role identifying and screening will be considered Transactions Originated by the AIA.
DUE DILIGENCE SUPPORT: The AIA shall assist with transaction execution for all DFC product lines for transactions within his/her GCA that have been retained but have not yet reached financial close.
- Assisting the collection, completion, and/or verification of due diligence information relating to a transaction required for DFC's Credit Committee, Investment Committee and/or required to reach financial close;
- Monitoring and reporting applicable policy/legislation changes that may affect the transaction;
- Assisting on due diligence and the verification of conditions precedent to reach financial close.
- Entering details of supported transactions on Transaction Pipeline Tracker.
- Transactions approved including by applicable Credit and Investment Committees, the AIA played a material role in supporting will be considered Transactions Diligenced by the AIA.
- Transactions reach financial close the AIA played material role in supporting will be considered Transactions Closed by the AIA.
PERFORMANCE MONITORING SUPPORT: The AIA shall assist with post-execution performance monitoring transaction support for all DFC product lines for transactions that have reached financial close within their GCA.
- Assisting collection, completion, and/or verification of post-financial close transaction performance and/or development impact;
- Monitoring and reporting on applicable policy or legislation changes that may affect the transaction;
- Assisting verification of conditions subsequent to authorize disbursements
- Entering details of all supported transactions to Transaction Pipeline Tracker.
- Transactions that the AIA played a material role supporting post-financial close, as determined by ProSidian will be considered Transactions Monitored.
FIELD PRESENCE SUPPORT: The AIA shall assist with the field presence support for their GCA.
- Training local, inter-agency Embassy staff, including the Prosper Africa or State Dept. deal Team(s), on DFC products, eligibility criteria, relevant strategic priorities to educate staff on how to identify GCA financing opportunities
- Participating in regular meetings with local Embassy staff and other relevant US officials, including the Prosper Africa deal Team(s), to discuss DFC transaction opportunities
- Participating and/or presenting at events, conferences, or Embassy-convened meetings relevant to DFC business
- Present or provide relevant updates and input on DFC transactions as requested
- Monitor and reporting changes in the law, policy, or economic climate relevant to transactions
- Assist travel/meeting logistics for senior-level personnel traveling to the GCA
MAINTAIN ACTIVE READINESS, ENGAGEMENT, AND PARTICIPATION TO PROVIDE:
- Team Member Participation: Transaction Status Meetings | Interim updates on specific time-sensitive meetings or activities | Weekly work plans before COB each Friday | Transaction Pipeline Tracker submitted every two weeks | completed work product submitted as per guidance every two weeks.
- Business Relations: successfully coordinate all activity needed to execute job requirements | provide corrective action plans, proposal submittals, identification and management of issues | professional and ethical behavior.
The Africa Investment Advisor (AIA) - Southern Africa shall have consecutive employment in a position with comparable responsibilities within the past five (5) years, Must be able to use a computer to communicate via email; and proficient in Microsoft Office Products (Word/Excel/Power point) and related tools and technology required for the position.
Southern Africa: Place of Performance: Johannesburg, South Africa, with a Geographic Coverage Area (GCA) including, but not limited to: 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.
- The ProSidian AIA must be able to read, write, speak, and understand English fluently. The AIAs may be United States citizens or Foreign Nationals. The AIAs must present a neat appearance commensurate with that required of a professional and must not engage in any action, association, or behavior that can cause damage, embarrassment or any other harm to the U.S. Government. Government civilian employees shall not be employed to perform services under this contract.
Logistics Criteria:
- The ProSidian AIA shall perform be responsible to participate in and provide support for all administrative and supervisory functions not limited to the following: all recruiting, placement, relocation if applicable, training, information technology, local office establishment, logistical support, travel arrangements (w/ visa requirements), and repatriation services
Qualifications Criteria - AIAs Must Have The Following Qualifications:
- The ProSidian AIA must have a minimum of five (5) years' of full-time relevant work experience, defined as a minimum of five (5) years of full-time employment within the last fifteen (15) years working in investment banking, financial advisory, insurance underwriting, project development, development finance, project finance, financial services or development finance-related consulting, or private equity, of which at least three (3) years substantially relates to emerging markets, and of which at least two (2) years substantially relates to sub-Saharan Africa.
Other Required Criteria
- Strong Written And Oral Communications in native language(s) and Fluency in English
- Expertise in project structuring and corporate and project finance; and financial modeling capability;
- Fluency in French if providing services in the Francophone West/Central Africa;
- Proficiency in MS Office;
- Bachelor's degree from an accredited university;
- Demonstrated experience working independently with minimal supervision and interest and commitment to international development;
- Existing and extensive network of professional contacts in sub-Saharan Africa;
- Ability to obtain facility access in the Embassy or Consulate of their respective place of performance
- Ability to acquire travel approvals and travel documents travel for participation in a two (2) week DFC orientation program to be held in Washington, DC within six (6) weeks of initial selection as a ProSidian AIA.
TRAVEL: Occasional travel may be required to attend meetings, events, site visits, or other training requirements. Travel is coordinated with the technical point of contact and approved in writing by the Contracting Officer in advance, is allowed, in accordance with Federal Travel Regulations.
LOCATION: Work shall be conducted at or in proximity to 1 Sandton Dr, Sandhurst, Johannesburg, 2146, South Africa
#AfricaInvestmentAdvisor #AIA #DevelopmentFinance #DevelopmentFinance
Additional InformationCORE COMPETENCIES
- Teamwork – ability to foster teamwork collaboratively as a participant, and effectively as a team leader
- Leadership – ability to guide and lead colleagues on projects and initiatives
- Business Acumen – understanding and insight into how organizations perform, including business processes, data, systems, and people
- Communication – ability to effectively communicate to stakeholders of all levels orally and in writing
- Motivation – persistent in pursuit of quality and optimal client and company solutions
- Agility – ability to quickly understand and transition between different projects, concepts, initiatives, or work streams
- Judgment – exercises prudence and insight in decision-making process while mindful of other stakeholders and long-term ramifications
- Organization – ability to manage projects and activity, and prioritize tasks
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OTHER REQUIREMENTS
- Business Tools – understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary.
- Business Tools – understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary.
- Commitment - to work with smart, interesting people with diverse backgrounds to solve the biggest challenges across private, public and social sectors
- Curiosity – the ideal candidate exhibits an inquisitive nature and the ability to question the status quo among a community of people they enjoy and teams that work well together
- Humility – exhibits grace in success and failure while doing meaningful work where skills have impact and make a difference
- Willingness - to constantly learn, share, and grow and to view the world as their classroom
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BENEFITS AND HIGHLIGHTS
ProSidian Employee Benefits and Highlights: Your good health and well-being are important to ProSidian Consulting. At ProSidian, we invest in our employees to help them stay healthy and achieve work-life balance. That’s why we are also pleased to offer the Employee Benefits Program, designed to promote your health and personal welfare. Our growing list of benefits currently include the following for Full Time Employees:
Competitive Compensation: Pay range begins in the competitive ranges with Group Health Benefits, Pre-tax Employee Benefits, and Performance Incentives. For medical and dental benefits, the Company contributes a fixed dollar amount each month towards the plan you elect. Contributions are deducted on a Pre-tax basis.
Group Medical Health Insurance Benefits: ProSidian partners with BC/BS, to offer a range of medical plans, including high-deductible health plans or PPOs. | Group Dental Health Insurance Benefits: ProSidian dental carriers - Delta, Aetna, Guardian, and MetLife.
Group Vision Health Insurance Benefits: ProSidian offers high/low vision plans through 2 carriers: Aetna and VSP.
401(k) Retirement Savings Plan: 401(k) Retirement Savings Plans help you save for your retirement for eligible employees. A range of investment options are available with a personal financial planner to assist you. The Plan is a pre-tax Safe Harbor 401(k) Retirement Savings Plan with a company match.
Vacation and Paid Time-Off (PTO) Benefits: Eligible employees use PTO for vacation, a doctor’s appointment, or any number of events in your life. Currently these benefits include Vacation/Sick days – 2 weeks/3 days | Holidays - 10 ProSidian and Government Days are given.
Pre-Tax Payment Programs: Pre-Tax Payment Programs currently exist in the form of a Premium Only Plan (POP). These Plans offer a full Flexible Spending Account (FSA) Plan and a tax benefit for eligible employees.
Purchasing Discounts & Savings Plans: We want you to achieve financial success. We offer a Purchasing Discounts & Savings Plan through The Corporate Perks Benefit Program. This provides special discounts for eligible employees on products and services you buy on a daily basis.
Security Clearance: Due to the nature of our consulting engagements there are Security Clearance requirements for Engagement Teams handling sensitive Engagements in the Federal Marketplace. A Security Clearance is a valued asset in your professional portfolio and adds to your credentials.
ProSidian Employee & Contractor Referral Bonus Program: ProSidian Consulting will pay up to 5k for all referrals employed for 90 days for candidates submitted through our Referral Program.
Performance Incentives: Due to the nature of our consulting engagements there are performance incentives associated with each new client that each employee works to pursue and support.
Flexible Spending Account: FSAs help you pay for eligible out-of-pocket health care and dependent daycare expenses on a pre-tax basis. You determine your projected expenses for the Plan Year and then elect to set aside a portion of each paycheck into your FSA.
Supplemental Life/Accidental Death and Dismemberment Insurance: If you want extra protection for yourself and your eligible dependents, you have the option to elect supplemental life insurance. D&D covers death or dismemberment from an accident only.
Short- and Long-Term Disability Insurance: Disability insurance plans are designed to provide income protection while you recover from a disability.
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ADDITIONAL INFORMATION - See Below Instructions On The Best Way To Apply
ProSidian Consulting is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, or Vietnam era, or other eligible veteran status, or any other protected factor. All your information will be kept confidential according to EEO guidelines.
ProSidian Consulting has made a pledge to the Hiring Our Heroes Program of the U.S. Chamber of Commerce Foundation and the “I Hire Military” Initiative of The North Carolina Military Business Center (NCMBC) for the State of North Carolina. All applicants are encouraged to apply regardless of Veteran Status.
Furthermore, we believe in "HONOR ABOVE ALL " - be successful while doing things the right way. The pride comes out of the challenge; the reward is excellence in the work.
FOR EASY APPLICATION
USE OUR CAREER SITE LOCATED ON OR SEND YOUR RESUME’S, BIOS, AND SALARY EXPECTATION / RATES TO CAREERS @ PROSIDIAN.COM. ONLY CANDIDATES WITH REQUIRED CRITERIA ARE CONSIDERED .
Be sure to place the job reference code in the subject line of your email. Be sure to include your name, address, telephone number, total compensation package, employment history, and educational credentials.
#J-18808-LjbffrAfrica investment advisor (aia) - southern africa
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Africa investment advisor (aia) - southern africa
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Investment Management Oversight Support
Posted today
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Join to apply for the Investment Management Oversight Support role at Apex Group Ltd
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 SpecificationThe candidate will be part of and assist the team which maintains and performs the Investment Management Oversight due diligence according to the CSSF circular 18/698 on 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, ongoing 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 onboarding of new sub-funds and managers.
- Prepare the financial counterparts/broker reviews.
- Prepare prospectus reviews having an impact on 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).
- Ownership of the manager relationship; 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.
- Entry level
- Full-time
- Finance and Sales
Senior Strategy Analyst | Investment Management | Johannesburg
Posted 7 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.
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Data Operations Analyst | Investment Management | Sandton
Posted 22 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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