10 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.

The Building Company

Location: Airport Industria, Cape Town, Western Cape, South Africa

Job Reference Number:

Department: Corporate Office - Finance

Industry: Banking/Finance And Investment

Job Type: Permanent

Positions Available: 1

Salary: Market Related

The main purpose of the job is to be responsible for calculating, processing and reconciling group accounting entries. Provides reports on group costs, productivity, margins and expenditures.

• Monthly journals: Calculate and process monthly group journals.
• Monthly reconciliations: Prepare monthly balance sheet reconciliations.
• Rebates: Maintain supplier relationships and ensure supplier agreements are aligned with the company’s policies and procedures on creditor terms and rebates management, and that the ERP system is updated accordingly.
• Rebates: Manage the entire rebates process, including calculation and processing of rebate accruals, invoicing suppliers, reconciling accruals to actual rebates, and ensuring timely collection of rebates.
• Prepare monthly balance sheet reconciliations relating to rebates.
• Forecasting and tracking of volume rebates in collaboration with the Merchandise Department.
• Preparation of accurate monthly reports for submission to management.
• Drive efficiencies relating to the rebates function through involvement in projects across functions.
• Policies and Procedures: Assist with standardisation of financial accounting policies, procedures and processes across group companies; monitor adherence to financial accounting policies and procedures.
• Projects: Assist with financial projects across group companies.

• Matric (Grade 12)
• B Compt (Hons) with articles

• Entry level

• Full-time

• Accounting/Auditing and Finance
• Wholesale Building Materials

Note: This listing may include standard job posting boilerplate such as referral prompts or location postings, but the core responsibilities and qualifications above describe the role.

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.

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.

• University Post Graduate Degree (Science / Engineering / Finance) / Masters.
• CA (SA) with articles will be advantageous (Financial Services / Financial Engineering Group experience).
• CFA / Studying towards CFA; and/or Masters equivalent.
• Advanced Excel skills and model building.
• Prior experience in Private Debt, Hybrid Debt, Project Finance will be advantageous.

• Ability to generate ideas and think logically.
• Structured work style, attention to detail and accuracy is of the utmost importance.
• Aptitude in decision-making and problem-solving.
• Excellent interpersonal skills, excellent communication skills oral and written.
• Strong ability to manage complex processes and focus on business outcomes in a complex uncertain environment.
• Strong work ethic, self-motivated, driven and results oriented.
• Ability to listen and respond to new ideas, input and diverse perspectives.
• High levels of self-confidence, assertive as well as healthy levels of EQ.
• Must be able to manage workflow on longer-term research projects.
• Energetic problem-solver.
• Ability to demonstrate an advanced degree of technological competence.
• Passionate about investments.

This is your opportunity to be responsible for credit research & credit portfolio risk analysis. The role is well suited for an individual with strong technical skills, a qualified CA(SA) and/or currently completing CFA studies (or masters equivalent).

A great role with excellent growth potential and exposure to various asset classes.

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.

Our client, a leading Asset Management Firm, is looking for a qualified Data Operations Analyst. As a Data Operations Analyst, you will:

1. 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.
2. Have a key relationship with Investment Operations and assist in data queries which arise in that team.
3. Maintain relationship with Data team as well as assist in the oversight of that team.
4. Maintain relationship with other data providers (Benchmark Data Provider) and assist in oversight of that team, ensuring quality of benchmark data.
5. Create securities required for trading.
6. Maintain security static data.
7. Perform daily system and data reconciliations.
8. Review NAV reconciliations, investigate breaks and communicate to impacted business users of the data.
9. Assist with the implementation of new products and new instruments from a data operations perspective.
10. 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.

Credit Analyst: Deals / Investment Associate (Prescient Investment Management) We are seeking a Credit Analyst with strong transaction origination and execution experience to join our investment team. This is a front-office, deal-driven role where you will work closely with investment professionals on structuring, negotiating, and closing credit and hybrid transactions, while still applying rigorous credit analysis. DUTIES & RESPONSIBILITIES

• Drive end-to-end execution of transactions, including structuring, negotiations, term sheet preparation, and documentation.
• Support origination by identifying and assessing new deal opportunities in private debt, hybrid finance, and project finance.
• Build and refine complex financial models to analyse returns, capital structures, and downside scenarios.
• Lead aspects of due diligence across financial, legal, and operational streams, liaising with advisors and counterparties.
• Prepare high-quality investment committee reports and present recommendations on transaction structures and risks.
• Engage directly with sponsors, management teams, lenders, and legal counsel to progress deals to closing.
• Support portfolio companies and borrowers’ post-investment, ensuring ongoing compliance and performance monitoring.
• Contribute to pipeline development and market coverage, maintaining strong industry and counterparty relationships.

• Bachelor’s degree in Finance, Economics, Accounting, or related field (Honours/Master’s preferred).
• 3–6 years’ experience in deal execution within investment banking, private debt, structured finance, corporate lending, or advisory.
• Demonstrated ability to close transactions, including structuring and legal negotiations.
• Advanced financial modelling and structuring expertise.
• Commercially minded with a strong grasp of credit fundamentals and risk assessment.
• Excellent interpersonal and negotiation skills, with confidence in engaging senior stakeholders and counterparties.
• Ability to thrive in a deal-oriented, fast-paced environment.

• Ability to generate ideas and think logically.
• Structured work style, attention to detail and accuracy is of the utmost importance.
• Aptitude in decision-making and problem-solving.
• Excellent interpersonal skills, excellent communication skills oral and written.
• Strong ability to manage complex processes and focus on business outcomes in a complex uncertain environment.
• Strong work ethic, self-motivated, driven and results oriented.
• Ability to listen and respond to new ideas, input and diverse perspectives.
• High levels of self-confidence, assertive as well as healthy levels of EQ.
• Must be able to manage workflow on longer-term research projects.
• Energetic problem-solver.
• Ability to demonstrate an advanced degree of technological competence.
• Passionate about investments.

This role offers the opportunity to be at the forefront of complex, high-impact transactions, working alongside a dynamic investment team where your expertise will directly shape deal outcomes and drive growth.

Prescient only conducts financial services with clients via formal processes and communication channels. Note that Prescient does not sell or advertise or solicit any business or investment opportunities via soft channels such as WhatsApp, Facebook, Instagram or Text Messaging.

Please be cautious of individuals fraudulently attempting to solicit business or investments by impersonating or claiming to be an associate or representative of Prescient, who are selling or advertising investment opportunities. Please ensure to contact Prescient directly in the event of someone soliciting or attempting to solicit investments from you.

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.

Our client is seeking a Business Development Manager to drive growth in the Western Cape retail investor/IFA market. This role will focus on expanding our brand presence and increasing engagement within the investment community.

• Establish new sources for investor inflows from the IFA/adviser market.
• Build profitable relationships with IFAs, Wealth Managers, Family Offices, etc.
• Maintain and enhance the existing client base.
• Focus on client satisfaction.

Raising Assets from New IFAs, Wealth Managers, and Family Offices:

• Build trusting relationships through active and effective outward engagement.
• Ensure constant business development and manage a pipeline of opportunities:
  • Attract new business and leads.
  • Encourage additional investments from existing clients (cross and up-selling).
• Initiate further referrals from existing investors.
• Host prospecting events to support business inflows by building quality relationships.

• Build and enhance relationships with the most valued investors through active engagement.

• Continually evaluate and research effective communication channels.
• Schedule regular face-to-face meetings with investors and prospective investors.
• Arrange and host client functions.
• Attend networking events.

• Previous sales experience in the financial industry.
• Proven track record of securing new business (at least 2-3 years).
• Ability to service, close, and up-sell accounts.
• Existing network of Cape Town-based IFAs.
• Ideally holds a CFP/CFA/CAIA/Investment Honours or other finance-related qualification.

• Exceptional written and verbal communication skills.
• Attention to detail.
• Strong negotiating skills.
• Conceptual thinking ability.
• Effective presentation and writing skills.
• Aptitude for figures.
• Ability to function effectively under stress.
• Exceptional interpersonal skills.
• Service-oriented and personable.
• High energy level and self-starter.
• Displays integrity and honesty in all work-related interactions.
• Intelligent, quick thinker, stress-tolerant.
• Mature, confident, well-presented, and professional.
• Developed sense of duty, commitment, responsibility, and accountability.

Company Description

WCB Group is one of South Africa's largest Black-owned residential and commercial property developer and Contractors. Specializing in large-scale residential developments as well as individual plot & plan projects, WCB is involved in providing housing ranging from luxury projects to affordable and social (GAP & FLISP) housing projects. The company operates in the Western Cape and is dedicated to delivering quality housing solutions.

Role Responsibilities & KPI's:

1. Strategic Leadership

• Develop, implement, and monitor the financial strategy of the group in alignment with the company's property development and construction objectives.
• Provide financial insights to support investment decisions, capital structuring, and funding strategies for developments.
• Act as a key advisor to the Board and CEO on financial performance, risks, and opportunities.
• Support long-term planning, including feasibility assessments and scenario modelling for property developments and construction projects

2. Financial Planning & Control

• Lead the budgeting and forecasting processes for group, project, and site-level financials.
• Ensure accurate cash flow forecasting and liquidity planning to support project build programmes and working capital needs.
• Oversee cost management systems, including project cost-to-complete reporting, variations, and contract administration financial oversight.
• Develop and maintain group KPIs to monitor financial and operational performance.

3. Treasury & Funding Management

• Manage relationships with banks, private equity, institutional funders, and shareholders.
• Negotiate and secure development finance, bridging facilities, bonds, guarantees, and working capital lines.
• Oversee covenant compliance, drawdown processes, and reporting to financiers.
• Lead refinancing strategies, investor relations, and capital structuring for developments and acquisitions.

4. Accounting, Reporting & Compliance

• Ensure timely preparation of accurate monthly management accounts, annual financial statements, and board reporting.
• Oversee adherence to accounting standards (IFRS) and regulatory requirements.
• Maintain robust internal controls across subsidiaries.
• Ensure tax compliance (VAT on developments, income tax, capital gains, transfer duty, PAYE, etc.) and optimise group tax efficiency.

5. Risk Management & Governance

• Identify, assess, and mitigate financial risks related to property and construction operations (cost overruns, delays, funding gaps, interest rate exposures).
• Implement governance policies across group companies, including procurement, delegation of authority, and financial approvals.
• Liaise with auditors, legal advisors, and regulators to ensure transparency and compliance.
• Drive corporate governance standards
  .

6. Project & Operational Support

• Partner with project managers, QS teams, and site managers to ensure financial visibility and control of projects.
• Review feasibility studies, financial models, and return-on-investment analyses for new developments.
• Monitor developer margins, cashflow, construction cost escalations, and tenant/lease-driven financial assumptions.
• Ensure project close out reconciliations, final accounts, and post completion audits are completed.

7. People & Team Leadership

• Lead, mentor, and develop the finance team across construction, property development, and group functions.
• Ensure finance supports operational teams with accurate, timely reporting and decision making tools.
• Drive a culture of accountability, performance, and professional development within the finance function.

8. Stakeholder Engagement

• Act as primary finance contact for shareholders, funders, auditors, and professional advisors.
• Prepare and present financial updates to the Board, lenders, investors, and external partners.
• Maintain credibility and trust with stakeholders through transparency, accuracy, and responsiveness.

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.