472 Investment Management jobs in South Africa

Overview

Our client, a diversified property development and investment company, is seeking a strategic and experienced operations leader to join its Ballito-based executive team. This role will oversee complex operations across their expansive portfolio in Durban, Umhlanga, Ballito, and Mauritius, supporting long-term growth, financial performance, and cross-functional leadership. Based in Ballito, KwaZulu-Natal (on-site)

• Overseeing day-to-day business operations and cross-regional project implementation
• Leading business strategy execution and policy development
• Managing budgets and driving financial performance through effective controls
• Working with internal teams to improve operational systems and efficiency
• Supporting legal and compliance frameworks related to business operations
• Building and maintaining key relationships with external stakeholders
• Leading, evaluating, and developing operational department heads and teams
• Reporting directly to the executive committee and contributing to strategic decision-making

• 10+ years’ experience in a senior operations or executive leadership role
• MBA or relevant Master’s degree preferred
• Experience in property development, diversified investments, or related sectors
• Strong understanding of financial planning, business law, and operational governance

• Bachelor’s degree in Business Administration, Finance, or related field
• Master’s degree or MBA preferred
• Demonstrated experience in operational leadership within high-pressure or complex business environments
• Proven knowledge of budgeting, reporting, and business analysis
• Ability to manage across departments and lead large teams with strong interpersonal skills
• Must be based in, or able to reliably commute to, Ballito

Our client, a fast-paced Ballito-based company, is seeking to employ an experienced Accountant to support the financial function across multiple entities.

This is a hands-on role suited to someone with a solid foundation in accounting and strong attention to detail, who can manage day-to-day bookkeeping functions while supporting month-end reporting and compliance.

Based in Ballito, KwaZulu-Natal

The ideal candidate will have:

• BCompt or equivalent diploma/degree in accounting or finance (or currently studying)
• 2+ years’ experience as a junior bookkeeper or finance administrator
• Pastel Accounting and SARS e-filing experience essential
• Strong computer literacy, particularly Excel and Word
• Able to work under pressure and meet reporting deadlines

• Day-to-day accounting and finance admin for multiple companies
• Capturing of invoices, payments, and receipts on Pastel
• Preparation of monthly bank reconciliations and VAT packs
• Management of cashbooks and reconciliations across various accounts
• Preparation of management accounts up to trial balance
• Ensuring compliance with internal financial procedures
• Providing audit support and documentation as requested
• Preparing information for provisional tax submissions
• Performing ad hoc tasks and reports as needed by the Finance Manager or CEO
• Debtors and creditors reconciliations

• BCompt degree/diploma or studying towards one
• Proficiency in Pastel and Excel
• Working knowledge of SARS processes and e-filing
• Detail-focused, methodical, and able to manage multiple sets of books
• Strong communication and organisational skills

If you are ready to elevate your accounting career, apply now.

The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That's why, at Apex Group, we will do more than simply 'empower' you. We will work to supercharge your unique skills and experience.

Take the lead and we'll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Job Specification
The candidate will part of and assisting the team which is maintaining and performing the investment Management Oversight due diligence according to the CSSF circular 18/698 on the delegated investment managers and advisors, which among others consists of:

Outline of main duties and responsibilities
:

• Initiate specific controls which are part of the initial, on-going and thematic due
• diligence for both traditional UCITS and alternative investment fund managers (i.e. hedge funds, private equity funds, etc.).
• Prepare the operational controls and oversight on derivatives transactions (EMIR).
• Prepare the operational controls and oversight on securities financing transactions (SFTR).
• Prepare Management Company reports.
• Prepare objective reasons for the on-boarding of new sub-funds, and managers.
• Prepare the financial counterparts/broker reviews.
• Prepare prospectus reviews having an impact of the oversight of the managers.
• Maintain specific delegate data and information in the operational dashboards.
• Update information in the scorecards applying RBAs (risk-based approach profiles).

Skills Required

• ownership if manager, escalation
• Candidate should be fluent in German (Reading, Writing and Speaking)
• Degree in Finance or Economics – certification such as CFA or CAIA would be an asset
• Proficiency in English both written and spoken
• Proven MS Office skills, especially Excel
• Well-structured and well organized
• Responsible team player, accountable and reliable self-starter
• Show integrity with a willingness to learn
• Experience in regulatory compliance or previous experience from similar oversight functions, is a plus.
• An interest in investment strategies, financial instruments and the overall
• organization of the delegates' fund structures from a legal, operational but also from a compliance aspect, is a plus.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

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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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

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, 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.

Overview

Senior Credit Analyst – Investment Management | Cape Town

Are you an experienced Credit Analyst with deep expertise in credit research, market monitoring, and structured finance? A leading South African investment manager is seeking a Senior Credit Analyst to join its dynamic and high-performing Fixed Income team in Cape Town.

This opportunity offers you the chance to work in an established, high-integrity investment environment that combines institutional excellence with values-driven leadership.

• Drive and evolve credit risk processes to align with investment strategy.
• Conduct in-depth credit and market analysis (both domestic and global).
• Present credit views and contribute to portfolio construction decisions.
• Monitor credit exposure and compliance post-investment.
• Support investment committees and approval processes through detailed risk analysis.
• Engage in periodic internal reviews, site visits, and company monitoring.
• Collaborate with Portfolio Managers and Risk functions to ensure risk-adjusted returns.

• Bachelor’s degree in Finance, Accounting, Economics or equivalent. Postgraduate qualification (CA, CFA) is preferred.
• 7–10 years of relevant experience in commercial credit, including listed / unlisted debt, structured finance, project finance, and securitisation.
• Strong analytical and numerical capabilities, including working with large datasets and advanced Excel skills.
• Experience with credit ratings models and risk systems; proficiency with Bloomberg / Reuters is a plus.
• A strategic thinker with excellent presentation, interpersonal, and communication skills.
• Comfortable navigating complex credit instruments and regulatory environments.

• Proven track record in deal sourcing and end-to-end transaction management.
• Deep understanding of credit pricing, structuring, and valuation.
• High degree of commercial awareness and ability to assess macro and microeconomic risks.
• Ability to manage stakeholder relationships and operate within a collaborative investment culture.

Location: Cape Town (Hybrid work model available)

This is a rare opportunity to shape credit investment strategy within a values-led organisation that prioritises long-term impact, professional excellence, and collaborative growth.

You’ll play a pivotal role in building South Africa’s investment landscape while gaining exposure to multi-asset strategies and innovative investment thinking.

Upload your resume and our tool will compare it to the requirements for this job like recruiters do.

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.