131 Investment Analysis jobs in Gauteng

ASSISTANT DIRECTOR - PORTFOLIO MANAGEMENT

• Reference Number : refs/
• Directorate : PROGRAMME AND PORTFOLIO MANAGEMENT
• Number of Posts : 1
• Package : R Per Annum

Requirements :

• A minimum of Matric plus an undergraduate qualification (NQF level 7) as recognized by SAQA in Town and/or Regional Planning /Construction Project Management/Project and/or Programme Management and/or equivalent qualifications in the Built Environment. A minimum of 3-5 years relevant experience at Admin Officer level or equivalent within Infrastructure Project/Programme Management. Possession of a valid driver’s license. SKILLS AND COMPETENCIES: The incumbent should have knowledge & understanding of GIAMA, Housing Code, Human Settlements Sector Plans, Framework for Infrastructure Development & Procurement Management, Gauteng IDMS Framework, Construction Industry Development Board Act of 2000 and Regulations, all Best Practices Guides, Council for Built Environment Act of 2000, PFMA/DoRA/Treasury Regulations, Practice Notes, Instructions and Circulars. Promotion of Access to Information Act of 2000, Promotion of Administrative Justice Act of 2000, National Building Standards Act of 1977 and Regulations, National Environmental Management Act of 2008 and Amendments. Planning and organising skills, financial management skills, programme and project management, customer focus & responsiveness, conflict management skills and problem-solving analysis. Good verbal and written communication skills, report writing and presentation skills.

Duties :

• Coordinate the planning of Infrastructure Asset Management processes. Coordinate the development, implementation and monitoring of the of Infrastructure Asset Management Plan (I-AMP). Analyse housing sector needs and housing market trends. Collate and analyse infrastructure project proposals and commitments. Coordinate the confirmation of needs and priorities of the Department for infrastructure projects. Coordinate and facilitate the development of Infrastructure Programme and Operations & Maintenance Plans and ensure alignment to I-AMP, IPMP, IPIP and Business Plans. Coordinate the analysis assessment of infrastructure portfolio, performance and risk reports. Liaise with internal and external stakeholders. Provide inputs and support to Business Plan team. Provide general office support.

Notes :

• No late applications will be considered. No faxed or emailed applications will be accepted. The Gauteng Department of Human Settlements promotes equal opportunity and aims to implement affirmative action measures to address the disadvantages in employment. Preference may be given to appointable applicants from the underrepresented designated groups in terms of the department’s equity plan. Candidates whose appointment will promote representativity in terms of race, disability, youth & gender will receive preference. Whites, Indians, Coloureds and Persons with disabilities are encouraged to apply. It is the applicant’s responsibility to have foreign qualifications evaluated by the South African Qualifications Authority (SAQA). Applications should be submitted strictly online at and it should be accompanied by a new Z83 and a comprehensive Curriculum Vitae (CV) only. Certified copies of qualifications, Identity and valid driver’s license (where driving/travelling is an inherent requirement of the job) will be limited to shortlisted candidates only. Correspondence will only be limited to shortlisted candidates. If you have not been contacted within 3 months of the closing date of this advertisement, please accept that your application was unsuccessful. For all SMS positions, the successful completion of the Public Service Senior Management Leadership Programme as endorsed by the National School of Government and possession of the SMS Pre-Entry Certificate is required prior to appointment. For more details on the pre-entry course visit: Following the interview and exercise, the selection panel will recommend candidates to attend a generic management competency assessment (in compliance with the DPSA Directive on the implementation of competency-based assessments). The competency assessment will be testing generic management and development for SMS posts. The Department reserves the right not to make appointment(s) to the advertised post(s).

Employer : Department of Human Settlements

Location : Johannesburg

Closing Date :

Criteria Questions

Do you have Matric plus an undergraduate qualification (NQF level 7) as recognized by SAQA in Town and/or Regional Planning /Construction Project Management/Project and/or Programme Management and/or equivalent qualifications in the Built Environment?

Do you have minimum of 3-5 years relevant experience at Admin Officer level or equivalent within Infrastructure Project/Programme Management?

Do you have knowledge & understanding of GIAMA, Housing Code, Human Settlements Sector Plans, Framework for Infrastructure Development & Procurement Management, Gauteng IDMS Framework, Construction Industry Development Board Act of 2000 and Regulations, all Best Practices Guides, Council for Built Environment Act of 2000, PFMA/DoRA/Treasury Regulations, Practice Notes, Instructions and Circulars. Promotion of Access to Information Act of 2000, Promotion of Administrative Justice Act of 2000, Nat

Are you in possession of a valid SA drivers license?

Please Notes :

• Due to the large number of applications we envisage receiving, applications will not be acknowledged. If youdo not receive any response within 3 months, please accept that your application was not successful.

Join to apply for the Manager, Credit Portfolio Management role at Standard Bank Group

Company Description

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

Job Description

The role of Portfolio management is to develop and lead the analysis and reporting of credit risk within BCB Africa Regions. Engage and use analytics to further add insights into the key drivers of the portfolio performance. Monitor and assess the risks that are inherent within the portfolio of assets across the Credit lifecycle. Provide senior management and country with a constructive and holistic view of risk within the portfolio so as to assist management in the effective understanding and mitigation of risk and achieve the department’s strategic goals and objectives on parameter changes. Serve as a primary resource of data, reports to both business and wider credit on how to effectively address portfolio performance. Production, distribution and rationalisation of reports to key committees. In this manner, support and coverage is provided across 14 African countries across each business product.

Type of Qualification: First Degree
Field of Study: Financial Management; Accounting; Risk Management
Experience Required: Credit Risk – BCB; Risk & Corporate Affairs
Minimum 5 years
Experience in analytical work (ideally in Credit Risk). Experience in managing a credit portfolio; managing credit risk. Understanding of the credit value chain and economic environment impact.

Behavioural Competencies:

• Articulating Information
• Examining Information
• Exploring Possibilities
• Interpreting Data
• Providing Insights
• Taking Action
• Team Working
• Upholding Standards

Technical Competencies:

• Evaluating Risk Management Effectiveness
• Performance Management
• Statistical & Mathematical Analysis
• Strategic Planning and Reporting
• Industry Knowledge

Please note: All our recruitment processes comply with the applicable local laws and regulations.

We will never ask for money or any form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on or (email protected)

• Mid-Senior level

• Full-time

• Finance and Sales

Referrals increase your chances of interviewing at Standard Bank Group by 2x

Get notified about new Credit Portfolio Manager jobs in Johannesburg, Gauteng, South Africa .

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Overview

Business Segment: Business & Commercial Banking

Location: ZA, GP, Johannesburg, 30 Baker Street

The role of Portfolio management is to develop and lead the analysis and reporting of credit risk within BCB Africa Regions. Engage and use analytics to further add insights into the key drivers of the portfolio performance. Monitor and assess the risks that are inherent within the portfolio of assets across the Credit lifecycle. Provide senior management and country with a constructive and holistic view of risk within the portfolio so as to assist management in the effective understanding and mitigation of risk and achieve the department’s strategic goals and objectives on parameter changes. Serve as a primary resource of data, reports to both business and wider credit on how to effectively address portfolio performance. Production, distribution and rationalisation of reports to key committees.

In this manner, support and coverage is provided across 14 African countries across each business product.

Lead the analysis and reporting of credit risk within BCB Africa Regions. Use analytics to provide insights into portfolio performance and monitor risks across the credit lifecycle. Deliver data, reports and insights to senior management and country teams to support understanding and mitigation of risk. Produce, distribute and rationalise reports to key committees. Support coverage across 14 African countries and multiple business products.

Type of Qualification: First Degree

Field of Study: Financial Management; Accounting; Risk Management

Experience Required

Credit Risk – BCB
Risk & Corporate Affairs

Minimum 5 years

Experience in analytical work (ideally in Credit Risk). Experience in managing a credit portfolio; managing credit risk. Understanding of the credit value chain and economic environment impact.

• Articulating Information
• Examining Information
• Exploring Possibilities
• Interpreting Data
• Providing Insights
• Taking Action
• Team Working
• Upholding Standards
• Performance Management
• Statistical & Mathematical Analysis
• Strategic Planning and Reporting
• Industry Knowledge

Please note: All our recruitment processes comply with the applicable local laws and regulations.

We will never ask for money or any form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on

SUMMARY :

Portfolio Management Admin Support - Remote

POSITION INFO : About our Client :

Our client based in Switzerland is registered as an Insurance Intermediary with the Swiss Financial Market Supervisory Authority (FINMA). They are also a member of and regulated by the Association Romande des Intermédiaires Financiers (ARIF).

Their approach has been developed over numerous years of advising people from different nationalities, age groups, and industries in Switzerland. They tailor their advice to personal circumstances by actively listening.

This means you walk away with what you need and not simply what your adviser wants to give you.

Our client’s mantra is simple: Always start with the basics as these are essential. They won’t promise to make you rich, but they promise to make you efficient. Their team of international experts offers advice in English, French, Spanish, and Portuguese.

Role expectations :

• Preparation of lump sum business applications and presales support to advisers
• Lump Sum Business Submission – processing new business applications and submission to providers on their panel (Finpension, SwissQuote + Company Platform from 2026)
• Presales and Pipeline Management for lump sum business – following and chasing new business applications to completion following company rules – updating internal working documents (Excel + CRM systems)
• Data Management of the Ongoing Board (AML / Risk Categorisation / Portfolio and Mandate / Fee Data / Client Data Management)
• Client services for lump sum clients – maintaining strong relationships with advisers and clients to deal with ongoing queries (address changes / Portfolio Updates / Top Ups / Withdrawals / Valuations / Quarterly Reporting)
• Withdrawal and account closure procedures
• Portfolio Management Admin (trading new monies received into model portfolios, rebalancing existing portfolios to model weightings, and portfolio reporting to advisers)
• Ongoing AML monitoring and updates for FINMA compliance
• Client Review Pack preparation for upload to Client Portal (Money Info)
• Portfolio Management CRM data management

Skills required :

Professional and Educational Background

Technical and Financial Knowledge

Systems and Tools Proficiency

Regulatory and Compliance Awareness

Communication and Interpersonal Skills

Analytical and Problem-Solving Abilities

Mandatory requirements :

Contract Specifications :

SUMMARY :

Portfolio Management Admin Support - Remote

POSITION INFO : About our Client :

Our client based in Switzerland is registered as an Insurance Intermediary with the Swiss Financial Market Supervisory Authority (FINMA). They are also a member of and regulated by the Association Romande des Intermédiaires Financiers (ARIF).

Their approach has been developed over numerous years of advising people from different nationalities, age groups, and industries in Switzerland. They tailor their advice to personal circumstances by actively listening.

This means you walk away with what you need and not simply what your adviser wants to give you.

Our client’s mantra is simple: Always start with the basics as these are essential. They won’t promise to make you rich, but they promise to make you efficient. Their team of international experts offers advice in English, French, Spanish, and Portuguese.

Role expectations :

• Preparation of lump sum business applications and presales support to advisers
• Lump Sum Business Submission – processing new business applications and submission to providers on their panel (Finpension, SwissQuote + Company Platform from 2026)
• Presales and Pipeline Management for lump sum business – following and chasing new business applications to completion following company rules – updating internal working documents (Excel + CRM systems)
• Data Management of the Ongoing Board (AML / Risk Categorisation / Portfolio and Mandate / Fee Data / Client Data Management)
• Client services for lump sum clients – maintaining strong relationships with advisers and clients to deal with ongoing queries (address changes / Portfolio Updates / Top Ups / Withdrawals / Valuations / Quarterly Reporting)
• Withdrawal and account closure procedures
• Portfolio Management Admin (trading new monies received into model portfolios, rebalancing existing portfolios to model weightings, and portfolio reporting to advisers)
• Ongoing AML monitoring and updates for FINMA compliance
• Client Review Pack preparation for upload to Client Portal (Money Info)
• Portfolio Management CRM data management

Skills required :

Professional and Educational Background

Technical and Financial Knowledge

Systems and Tools Proficiency

Regulatory and Compliance Awareness

Communication and Interpersonal Skills

Analytical and Problem-Solving Abilities

Mandatory requirements :

Contract Specifications :

SUMMARY :

Portfolio Management Admin Support - Remote

POSITION INFO : About our Client :

Our client based in Switzerland is registered as an Insurance Intermediary with the Swiss Financial Market Supervisory Authority (FINMA). They are also a member of and regulated by the Association Romande des Intermédiaires Financiers (ARIF).

Their approach has been developed over numerous years of advising people from different nationalities, age groups, and industries in Switzerland. They tailor their advice to personal circumstances by actively listening.

This means you walk away with what you need and not simply what your adviser wants to give you.

Our client’s mantra is simple: Always start with the basics as these are essential. They won’t promise to make you rich, but they promise to make you efficient. Their team of international experts offers advice in English, French, Spanish, and Portuguese.

Role expectations :

• Preparation of lump sum business applications and presales support to advisers
• Lump Sum Business Submission – processing new business applications and submission to providers on their panel (Finpension, SwissQuote + Company Platform from 2026)
• Presales and Pipeline Management for lump sum business – following and chasing new business applications to completion following company rules – updating internal working documents (Excel + CRM systems)
• Data Management of the Ongoing Board (AML / Risk Categorisation / Portfolio and Mandate / Fee Data / Client Data Management)
• Client services for lump sum clients – maintaining strong relationships with advisers and clients to deal with ongoing queries (address changes / Portfolio Updates / Top Ups / Withdrawals / Valuations / Quarterly Reporting)
• Withdrawal and account closure procedures
• Portfolio Management Admin (trading new monies received into model portfolios, rebalancing existing portfolios to model weightings, and portfolio reporting to advisers)
• Ongoing AML monitoring and updates for FINMA compliance
• Client Review Pack preparation for upload to Client Portal (Money Info)
• Portfolio Management CRM data management

Skills required :

Professional and Educational Background

Technical and Financial Knowledge

Systems and Tools Proficiency

Regulatory and Compliance Awareness

Communication and Interpersonal Skills

Analytical and Problem-Solving Abilities

Mandatory requirements :

Contract Specifications :

SUMMARY :

Portfolio Management Admin Support - Remote

POSITION INFO : About our Client :

Our client based in Switzerland is registered as an Insurance Intermediary with the Swiss Financial Market Supervisory Authority (FINMA). They are also a member of and regulated by the Association Romande des Intermédiaires Financiers (ARIF).

Their approach has been developed over numerous years of advising people from different nationalities, age groups, and industries in Switzerland. They tailor their advice to personal circumstances by actively listening.

This means you walk away with what you need and not simply what your adviser wants to give you.

Our client’s mantra is simple: Always start with the basics as these are essential. They won’t promise to make you rich, but they promise to make you efficient. Their team of international experts offers advice in English, French, Spanish, and Portuguese.

Role expectations :

• Preparation of lump sum business applications and presales support to advisers
• Lump Sum Business Submission – processing new business applications and submission to providers on their panel (Finpension, SwissQuote + Company Platform from 2026)
• Presales and Pipeline Management for lump sum business – following and chasing new business applications to completion following company rules – updating internal working documents (Excel + CRM systems)
• Data Management of the Ongoing Board (AML / Risk Categorisation / Portfolio and Mandate / Fee Data / Client Data Management)
• Client services for lump sum clients – maintaining strong relationships with advisers and clients to deal with ongoing queries (address changes / Portfolio Updates / Top Ups / Withdrawals / Valuations / Quarterly Reporting)
• Withdrawal and account closure procedures
• Portfolio Management Admin (trading new monies received into model portfolios, rebalancing existing portfolios to model weightings, and portfolio reporting to advisers)
• Ongoing AML monitoring and updates for FINMA compliance
• Client Review Pack preparation for upload to Client Portal (Money Info)
• Portfolio Management CRM data management

Skills required :

Professional and Educational Background

Technical and Financial Knowledge

Systems and Tools Proficiency

Regulatory and Compliance Awareness

Communication and Interpersonal Skills

Analytical and Problem-Solving Abilities

Mandatory requirements :

Contract Specifications :