23 Investment Management jobs in South Africa

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.

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Senior Lecturer in Investment Management

• Senior Lecturer in Investment Management
• Type of engagement: Permanent appointment

The unitalentza website was launched out of necessity. It is a direct off-shoot of Academic Partners , the pre-eminent talent accessing and assessing service company within the South African Higher Education sector. A company that started 44 years ago in the commercial sector, but which in the last 26 years, has focused almost exclusively in the HE sector. Having founded the company, Jimmy Wayland took retirement in May 2022, but as a swansong objective, he undertook to develop Unitalentza website to uphold the same values, levels of confidentiality, trust and reliability as the founding company. Anything less and Jimmy would like to hear about it.

Unitalentza is a small devoted team of professionals who pledge to keep all registered candidate information secure and confidential and at a level which the registered candidate has the exclusive right to choose.

In his quest to achieve the best website possible, Jimmy is ready to receive comments and/or suggestions, negative or positive, on his personal email:

Faculty of Economic and Management Sciences

Department of Business Management

Senior Lecturer in Investment Management

Ref. EBW05/140/0625

The Department of Business Management is part of the Faculty of Economic and Management Sciences at the research-intensive Stellenbosch University (SU) where we advance knowledge in service of society. The Department offers a world-class environment with excellent students and talented staff. Our values, excellence, compassion, equity, respect, and accountability direct our behaviour, activities, and thoughts. The Department conducts research and provides teaching in the broader fields of financial management, investment management, marketing management, entrepreneurship, innovation management and strategic management. Our culture is inquisitive and innovative, and we strive for a constructive and profound contribution to society at large.

Stellenbosch University (SU) where we advance knowledge in service of society. The Department offers a world-class environment with excellent students and talented staff. Our values, excellence, compassion, equity, respect, and accountability direct our behaviour, activities, and thoughts. The Department conducts research and provides teaching in the broader fields of financial management, investment management, marketing management, entrepreneurship, innovation management and strategic management. Our culture is inquisitive and innovative, and we strive for a constructive and profound contribution to society at large.

Duties:

• Teaching undergraduate and postgraduate modules in investment management (including property investment).
• Supervision of postgraduate students at honours, master’s and PhD levels (if the incumbent has a PhD).
• Participating in Departmental, Faculty and University activities.
• Self-initiated research towards the completion of a PhD (if applicable).

Requirements:

• PhD in finance, investment management or a related field, OR a master’s degree in investment management (or similar, for example, MBA/MCom) and the Chartered Financial Analyst (CFA) qualification.
• Proven knowledge, understanding, and the ability to teach modules in at least two of the following areas: property investment, equity analysis, derivative instruments, fixed income securities, portfolio theory, portfolio management, behavioural finance, or investment ethics.
• Lecturing experience in investment management modules at undergraduate level.
• The ability to teach in English at undergraduate and postgraduate levels.
• At least one scholarly publication in an accredited subject journal

Short-listed candidates (those invited for interviews) will be expected to present a lecture on a designated topic to members of the Department of Business Management. If available, examples of the course material (including examination papers and tests) used in previous courses must be presented after the lecture.

Recommendations:

• Practical industry experience in an investment-related environment.

Commencement of duties:

01 January 2026 or as soon as possible thereafter

21 July 2025

Enquiries regarding this post: Prof Gert Human on , or at

Enquiries regarding remuneration/benefits, as well as technical assistance with the electronic application process: Human Resources Client Services Centre on (Stellenbosch) / (Tygerberg), or at

The University is committed to employment equity (EE), and appointments will be made in line with the institutional EE Plan. Only South African citizens from the designated groups will be considered for appointment.

Stellenbosch University reserves the right not to make an appointment.

Your application, comprising a comprehensive curriculum vitae (including the names and email addresses of at least three referees), must reach the University before or on the closing date of the advertised post.

Short-listed candidates (those invited for interviews) will be expected to present a lecture on a designated topic to members of the Department of Business Management. If available, examples of the course material (including examination papers and tests) used in previous courses must be presented after the lecture.

The University reserves the right to investigate qualifications and conduct background checks on all candidates.

Should no feedback be received from the University within four to six weeks of the closing date, kindly accept that your application did not succeed.

About Stellenbosch University Stellenbosch University (SU) is home to an academic community of 29 000 students (including 4 000 foreign students from 100 countries) as well as 3 000 permanent staff members (including 1 000 academics) on five campuses. The historical oak-lined university town amongst the Boland Mountains in the winelands of the Western Cape creates a unique campus atmosphere, which attracts local and foreign students alike. On the main campus, paved walkways wind between campus buildings – some dating from previous centuries; others just a few years old. Architecture from various eras attests to the sound academic foundation and establishment of an institution of excellence. This, together with the scenic beauty of the area; state-of-the-art, environmentally friendly facilities and technology, as well as visionary thinking about the creation of a sustainable 21st-century institution, makes for the unique character of Stellenbosch University.

Developed in collaboration with Higher Education South Africa - giving opportunity to South African institutions to reach South African Academics from anywhere on the globe.

Giving back to South African Higher Education through revenue sharing.

unitalentza Job Platform is an advanced job directory & listings application, made for South African Universities.

Senior Lecturer in Investment Management

• Senior Lecturer in Investment Management
• Type of engagement: Permanent appointment

The unitalentza website was launched out of necessity. It is a direct off-shoot of Academic Partners , the pre-eminent talent accessing and assessing service company within the South African Higher Education sector. A company that started 44 years ago in the commercial sector, but which in the last 26 years, has focused almost exclusively in the HE sector. Having founded the company, Jimmy Wayland took retirement in May 2022, but as a swansong objective, he undertook to develop Unitalentza website to uphold the same values, levels of confidentiality, trust and reliability as the founding company. Anything less and Jimmy would like to hear about it.

Unitalentza is a small devoted team of professionals who pledge to keep all registered candidate information secure and confidential and at a level which the registered candidate has the exclusive right to choose.

In his quest to achieve the best website possible, Jimmy is ready to receive comments and/or suggestions, negative or positive, on his personal email:

Faculty of Economic and Management Sciences

Department of Business Management

Senior Lecturer in Investment Management

Ref. EBW05/140/0625

The Department of Business Management is part of the Faculty of Economic and Management Sciences at the research-intensive Stellenbosch University (SU) where we advance knowledge in service of society. The Department offers a world-class environment with excellent students and talented staff. Our values, excellence, compassion, equity, respect, and accountability direct our behaviour, activities, and thoughts. The Department conducts research and provides teaching in the broader fields of financial management, investment management, marketing management, entrepreneurship, innovation management and strategic management. Our culture is inquisitive and innovative, and we strive for a constructive and profound contribution to society at large.

Stellenbosch University (SU) where we advance knowledge in service of society. The Department offers a world-class environment with excellent students and talented staff. Our values, excellence, compassion, equity, respect, and accountability direct our behaviour, activities, and thoughts. The Department conducts research and provides teaching in the broader fields of financial management, investment management, marketing management, entrepreneurship, innovation management and strategic management. Our culture is inquisitive and innovative, and we strive for a constructive and profound contribution to society at large.

Duties:

• Teaching undergraduate and postgraduate modules in investment management (including property investment).
• Supervision of postgraduate students at honours, master’s and PhD levels (if the incumbent has a PhD).
• Participating in Departmental, Faculty and University activities.
• Self-initiated research towards the completion of a PhD (if applicable).

Requirements:

• PhD in finance, investment management or a related field, OR a master’s degree in investment management (or similar, for example, MBA/MCom) and the Chartered Financial Analyst (CFA) qualification.
• Proven knowledge, understanding, and the ability to teach modules in at least two of the following areas: property investment, equity analysis, derivative instruments, fixed income securities, portfolio theory, portfolio management, behavioural finance, or investment ethics.
• Lecturing experience in investment management modules at undergraduate level.
• The ability to teach in English at undergraduate and postgraduate levels.
• At least one scholarly publication in an accredited subject journal

Short-listed candidates (those invited for interviews) will be expected to present a lecture on a designated topic to members of the Department of Business Management. If available, examples of the course material (including examination papers and tests) used in previous courses must be presented after the lecture.

Recommendations:

• Practical industry experience in an investment-related environment.

Commencement of duties:

01 January 2026 or as soon as possible thereafter

21 July 2025

Enquiries regarding this post: Prof Gert Human on , or at

Enquiries regarding remuneration/benefits, as well as technical assistance with the electronic application process: Human Resources Client Services Centre on (Stellenbosch) / (Tygerberg), or at

The University is committed to employment equity (EE), and appointments will be made in line with the institutional EE Plan. Only South African citizens from the designated groups will be considered for appointment.

Stellenbosch University reserves the right not to make an appointment.

Your application, comprising a comprehensive curriculum vitae (including the names and email addresses of at least three referees), must reach the University before or on the closing date of the advertised post.

Short-listed candidates (those invited for interviews) will be expected to present a lecture on a designated topic to members of the Department of Business Management. If available, examples of the course material (including examination papers and tests) used in previous courses must be presented after the lecture.

The University reserves the right to investigate qualifications and conduct background checks on all candidates.

Should no feedback be received from the University within four to six weeks of the closing date, kindly accept that your application did not succeed.

Developed in collaboration with Higher Education South Africa - giving opportunity to South African institutions to reach South African Academics from anywhere on the globe.

Giving back to South African Higher Education through revenue sharing.

unitalentza Job Platform is an advanced job directory & listings application, made for South African Universities.

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.

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.

• 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.

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.

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.

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.

• 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.

Don’t miss out on the opportunity to join this prestigious wealth management company as a Client Services Consultant.

Responsibilities:

• Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts.
• Communicate with clients on the company’s product range in a courteous and professional manner via telephone, email, fax letter and direct walk in clients.
• Manage all work items i.e., this will include dealing with rejections, general queries such as account queries, forms and other literature requests, fund information and also more detailed query investigation and resolution.
• Build and maintain relationships with clients by answering queries directly on all relevant correspondence and at the same time keeping all systems (including third party administrator systems) updated with all notes.
• Support the Client Group by providing proactive communication on rejections and queries raised by the third-party administrators and clients.
• Acting as the primary point of contact for all third party and client queries on the IAM SA and offshore funds range.
• Assist other team members when necessary – provide cover during periods of absence.

 
Qualifications:

A business focused degree

Experience:

• Relevant 2 – 3 years working experience
• Financial Services experience specifically Asset Management, Retirement Funds and Unit Trust Offshore experience – advantage
• Call Centre experience (Financial Services) – Essential
• Excellent business writing skills

 
Attributes:

• The ability to build and maintain meaningful relationships
• The ability to ‘approach and own’ and continuously look for opportunities to develop
• A client focused and collaborative approach
• Ability to analyse, interpret and assimilate information