39 Investment Management jobs in Cape Town

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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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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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.

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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.

Key Responsibilities

• 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.

Your Profile

• 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.

Ideal Candidate Competencies

• 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)

Why Join?

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.

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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.

REQUIRED EXPERIENCE REQUIRED QUALIFICATIONS

• 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.

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 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.

Where exceptional expertise meets meticulous financial services

#J-18808-Ljbffr

Job Description

Essence of the job :

The main purpose of this role is to deliver exceptional support to a Wealth Manager effectively managing deadline-driven tasks with client-centricity professionalism and trust at the core of operations. The WMA should strive to be an administrative partner to the Wealth Manager by meticulously handling deadlines paperwork and operational details to enhance the overall service provided by the Wealth Manager to our clients. The goal is to elevate the clients experience through effective communication proactivity and dependability enabling the Wealth Manager to focus on nurturing wealth for our private clients and their families.

Qualification :

Commerce or financial degree from a reputable tertiary institution (advantageous)

CFP designation advantageous

RE5 advantageous.

Minimum Requirements :

Experience in and solid knowledge and understanding of the financial planning environment FAIS (CAT II advantageous) and FICA.

3-5 years working experience in the financial planning environment assisting Family Officers and / or Wealth.

Managers and / or Financial Advisors with administrative tasks or within administration with a focus on high volume tasks and responsibilities.

Prepare and collate new client onboarding documentation.

Oversee the management and updating of client CRM profile.

Liaise with external and internal providers on client specific queries and implementation of instructions.

Apply basic knowledge of the FAIS General Code of Conduct in daily work.

Draft and / or check Record of Advice and Replacement disclosure forms accurately and correctly to company internal compliance standards.

Ensure a basic level of product knowledge by keeping up to date with products used by service providers.

Compile proposal documents based on the Wealth Manager instruction and recommendations.

Compile a financial needs analysis and retirement needs analysis based on Wealth Manager recommendations and instructions.

MS Office Suite (including Teams Word Excel PowerPoint Outlook SharePoint) XPlan (advantageous).

Required Experience :

Key Skills

Portfolio Management,Wealth Management,Financial Services,Hybris,Microsoft Word,Banking,Cash Management,Data Management,Microsoft Powerpoint,Securities Law,Microsoft Excel,Internet Of Things

Employment Type : Full-Time

Experience : years

Vacancy : 1

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