17 Investment Banking jobs in Cape Town

Our client is on the hunt for a dynamic and motivated Associate – Banking & Investment Support Officer to join a prestigious family office company. The successful candidate will form part of the Banking and Investment Support team and ensure a high-quality and consistent client service. The individual will assist in the execution of instructions and various administrative tasks around bank account and investment management in an accurate way and by respecting appropriate deadlines.

Principal Elements & Accountabilities:

Banking:

• Opening and closing of bank and investment accounts with core and non-core banks.
• Collaborate with a variety of financial institutions across numerous jurisdictions worldwide to set up client relationships.
• Maintain bank and investment accounts, for instance by adding/removing a beneficiary/settlor/protector or giving a power of attorney to a third party.
• Maintain bank and investment accounts.
• Maintain an E-Banking users list.
• Take on and loss of clients.
• Transfer of equities, bonds, mutual funds and private placement between custodians, through fund administrators and/or with private companies.
• Input of data in our in-house integrated database system to keep up-to-date information at any point in time.
• Respond to day to day queries from internal and/or external parties and help resolve issues.
• Manage and execute business initiatives independently from inception to implementation.
• Relevant/day-to-day people management tasks.

Investments:

• Preparing subscription/redemption instructions for Alternative Investments (Single Hedge Funds, Private Equity Funds, Property Funds etc).
• Inputting non-automated investment transactions in our in-house integrated database systems.
• Keeping line-by-line and non-automated clients investment accounting up to date.
• Managing and executing instructions like corporate actions, proxy votes, conversions, capital calls and distributions.
• Collating KYC, FATCA, CRS and compliance documentation for fund administrators and other third parties.
• Preparing SWIFT payment instructions.
• Reconciliation of investment positions and working on reconciliation breaks.

Qualifications And Experience:

• Appropriate degree or higher diploma and 5 to 8 years of experience in working in the financial industry would be an advantage.
• STEP qualifications would be an advantage but at least a good understanding of basic information re Offshore Trust and Company and the relationship between Trust and Company, Trustee and Beneficiaries.
• Team management experience is required.
• Computer literacy (Word, Excel, Outlook and modern financial accounting packages).
• Knowledge and understanding of Double Entry Bookkeeping and Multi-Currency accounting.
• Knowledge and understanding of Financial Products.

Competencies and Behaviours:

• Strong organisational skills and the ability to manage priorities efficiently in a demanding environment.
• Strong decision-making skills.
• Strong technical and conceptual skills.
• Strong interpersonal skills, a high level of motivation and flexibility excellent communication skills with the ability and maturity to deal effectively with all levels of staff and Management within the Group, third-party service providers such as asset managers and tax consultants, and with high-powered (often demanding) clients.
• Strong people management skills.
• A strong client care/service orientation and attention to detail.
• Deals responsibly with confidential information.
• Displays a high level of professional integrity.

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Our client is on the hunt for a dynamic and motivated Associate – Banking & Investment Support Officer to join a prestigious family office company. The successful candidate will form part of the Banking and Investment Support team and ensure a high-quality and consistent client service. The individual will assist in the execution of instructions and various administrative tasks around bank account and investment management in an accurate way and by respecting appropriate deadlines.

Principal Elements & Accountabilities:

Banking:

• Opening and closing of bank and investment accounts with core and non-core banks.
• Collaborate with a variety of financial institutions across numerous jurisdictions worldwide to set up client relationships.
• Maintain bank and investment accounts, for instance by adding/removing a beneficiary/settlor/protector or giving a power of attorney to a third party.
• Maintain bank and investment accounts.
• Maintain an E-Banking users list.
• Take on and loss of clients.
• Transfer of equities, bonds, mutual funds and private placement between custodians, through fund administrators and/or with private companies.
• Input of data in our in-house integrated database system to keep up-to-date information at any point in time.
• Respond to day to day queries from internal and/or external parties and help resolve issues.
• Manage and execute business initiatives independently from inception to implementation.
• Relevant/day-to-day people management tasks.

Investments:

• Preparing subscription/redemption instructions for Alternative Investments (Single Hedge Funds, Private Equity Funds, Property Funds etc).
• Inputting non-automated investment transactions in our in-house integrated database systems.
• Keeping line-by-line and non-automated clients investment accounting up to date.
• Managing and executing instructions like corporate actions, proxy votes, conversions, capital calls and distributions.
• Collating KYC, FATCA, CRS and compliance documentation for fund administrators and other third parties.
• Preparing SWIFT payment instructions.
• Reconciliation of investment positions and working on reconciliation breaks.

Qualifications And Experience:

• Appropriate degree or higher diploma and 5 to 8 years of experience in working in the financial industry would be an advantage.
• STEP qualifications would be an advantage but at least a good understanding of basic information re Offshore Trust and Company and the relationship between Trust and Company, Trustee and Beneficiaries.
• Team management experience is required.
• Computer literacy (Word, Excel, Outlook and modern financial accounting packages).
• Knowledge and understanding of Double Entry Bookkeeping and Multi-Currency accounting.
• Knowledge and understanding of Financial Products.

Competencies and Behaviours:

• Strong organisational skills and the ability to manage priorities efficiently in a demanding environment.
• Strong decision-making skills.
• Strong technical and conceptual skills.
• Strong interpersonal skills, a high level of motivation and flexibility excellent communication skills with the ability and maturity to deal effectively with all levels of staff and Management within the Group, third-party service providers such as asset managers and tax consultants, and with high-powered (often demanding) clients.
• Strong people management skills.
• A strong client care/service orientation and attention to detail.
• Deals responsibly with confidential information.
• Displays a high level of professional integrity.

#J-18808-Ljbffr

Our client is on the hunt for a dynamic and motivated Associate – Banking & Investment Support Officer to join a prestigious family office company. The successful candidate will form part of the Banking and Investment Support team and ensure a high-quality and consistent client service. The individual will assist in the execution of instructions and various administrative tasks around

Our client is on the hunt for a dynamic and motivated Associate – Banking & Investment Support Officer to join a prestigious family office company. The successful candidate will form part of the Banking and Investment Support team and ensure a high-quality and consistent client service. The individual will assist in the execution of instructions and various administrative tasks around

This is an outstanding opportunity to join a market leader in an exciting and different role for a recently qualified CA(SA).

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.

This is an outstanding opportunity to join a market leader in an exciting and different role for a recently qualified CA(SA). 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.

Credit Analyst (Prescient Investment Management)

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 & RESPONSIBILITIES

Key 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.

REQUIRED QUALIFICATIONS AND EXPERIENCE

• 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.

KEY COMPETENCIES

• 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.

WHY THIS ROLE?

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.

Notice to Visitors ()

This website is not intended or permitted to be accessed or used by you if you are prohibited from doing so under the applicable laws and regulations of your country of residence and/or the country in which you are viewing this website.

The content contained in this website is for information purposes only and does not constitute an offer or an invitation to subscribe or make use of any service or investment by a person, whether natural or legal, which is resident or situated in any jurisdiction where such offer or invitation would be unlawful, or in any jurisdiction in which Prescient Holdings, including all of its subsidiaries and associates ("Prescient"), is not qualified to make such offer or invitation, or to persons to whom it would be unlawful to make such offer or invitation.

By clicking "I AGREE" below, you consent to the terms and conditions above and you confirm and agree that:.

• you are not a person prohibited under the laws of your country from accessing the information on the investment products and services referred to herein;
• by accessing this website you will not contravene or cause Prescient to contravene any law that seeks to regulate the promotion of financial products either in the country of your residence or in the country in which you are viewing this website;
• and any investment which you may place with or through Prescient is based solely on your own enquiry and initiative and is not due to any offer or solicitation by Prescient.

Where exceptional expertise meets meticulous financial services #J-18808-Ljbffr

Credit Analyst (Prescient Investment Management) 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 & RESPONSIBILITIES Key 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. REQUIRED QUALIFICATIONS AND EXPERIENCE 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. KEY COMPETENCIES 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. WHY THIS ROLE? 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. Notice to Visitors () This website is not intended or permitted to be accessed or used by you if you are prohibited from doing so under the applicable laws and regulations of your country of residence and/or the country in which you are viewing this website. The content contained in this website is for information purposes only and does not constitute an offer or an invitation to subscribe or make use of any service or investment by a person, whether natural or legal, which is resident or situated in any jurisdiction where such offer or invitation would be unlawful, or in any jurisdiction in which Prescient Holdings, including all of its subsidiaries and associates ("Prescient"), is not qualified to make such offer or invitation, or to persons to whom it would be unlawful to make such offer or invitation. By clicking "I AGREE" below, you consent to the terms and conditions above and you confirm and agree that:. you are not a person prohibited under the laws of your country from accessing the information on the investment products and services referred to herein; by accessing this website you will not contravene or cause Prescient to contravene any law that seeks to regulate the promotion of financial products either in the country of your residence or in the country in which you are viewing this website; and any investment which you may place with or through Prescient is based solely on your own enquiry and initiative and is not due to any offer or solicitation by Prescient. Where exceptional expertise meets meticulous financial services #J-18808-Ljbffr

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:

1. Review of reconciliations.
2. Review of monthly accounting processing.
3. Compiling management reports and analysis.
4. Cashflow and investments management and approving of payments and collections.
5. Assist with budgeting and forecasting.
6. Ensuring all control accounts, balance sheets and income statements are reconciled on a monthly basis VAT and Income tax calculations and returns.
7. Statutory and regulatory returns (FSCA, Prudential Authority, Reserve Bank, SARS, NAMFISA).
8. Compilation of the annual financial statements in terms of IFRS.
9. Assist Regional Managers with financial information.
10. Liaising and assisting with internal and external auditors.
11. Resolving reconciling and long outstanding items on balance sheet reconciliations.
12. Systems, processes and internal control improvements.
13. Assist with ad hoc queries until resolution.

Requirements:

1. CA (SA) qualification.
2. 2 years’ post articles experience (Financial Services / Short Term Insurance Industry advantageous).
3. Strong technical skills, including sound IFRS knowledge.
4. MS Excel, MS Word, MS Outlook.
5. Experience in accounting packages such as Great Plains, SAP, Accpac advantageous.

Competencies:

1. Communication / presentation skills.
2. Interpersonal skills.
3. Achievement / results driven.
4. Team player.
5. Strong time management skills.
6. Numerical and analytical skills.
7. Deadline orientated.
8. Management skills.

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