70 Investment Management jobs in Johannesburg

Join to apply for the Post-Investment Management: Associate Principal role at Edge Growth

Be part of the investment management team and help manage and grow a portfolio of high growth, early-stage venture investments and support in overall operations & strategic projects with the investment management team. Be able to run with the day-to-day portfolio management responsibilities with little or no oversight.

• Deliver value-added assistance to portfolio companies, including:
• Assistance in strategy development.
• Execution management.
• Business building support.
• Access to new markets.
• Raising capital.
• Special projects to unlock value.
• Assume full PIM responsibility for the allocated investee/s portfolio management from deal team handover to exit of more complex investments.
• Develop and deliver special projects to unlock value at portfolio companies.
• Assist with the preparation of regular portfolio updates to the relevant committees, help with trustee update reports and compile other reports to stakeholders as required from time to time.
• Drive financial performance management in investees.
• Assist in the development and maintenance of the PIM lessons learnt database and records.

• Ensure effective governance and best practice within investees.
• Help ensure effective governance at a Fund Level.

• Support in the Fund management space with strategic projects and deliverables.

• Assist with all M&C related information and deliverables.

• Develop and drive ongoing analysis, interpretation and compliance in terms of the legal agreements relating to portfolio companies which you are responsible for (with support from Legal team).

• Help in supporting to improve internal processes, procedures and policies to improve the Fund’s service delivery.

Requirements

Qualifications:

• South African citizen
• CA (SA), FCMA or CFA

• Undergraduate degree with a strong problem solving background (e.g. Engineering, Actuarial Science, Statistics, Finance, Business Science, BSC), and / or finance underpinning.

Experience:

• Venture capital, private equity or management consulting experience, preferably with some operational experience as well.

• Preferable: +5 years in an investment or finance environment, preferably within a reputable investment firm.

• Alternatively: If <5 years in the above then:

• +5 years in a business consulting firm, with a bias towards financial modelling, business strategy and execution / project delivery roles. Advisory services to small businesses, or

• +5 years in a top tier accounting or strategy consulting firm

Edge Growth is an equal opportunity employer. Persons living with a disability are encouraged to apply. We value diversity and are committed to fair, inclusive hiring aligned to South African Employment equity principles and Sectoral targets.

• Mid-Senior level

• Contract

• Project Management
• Investment Banking

Note: This description excludes referrals and job feed content not directly related to the role.

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.

Join one of South Africa’s leading insurance and wealth management providers as an Investment & Asset Management Technical Specialist. You will need to support specialists with responsibility for the provision of the full range of Technical Specialist services, including better and more insightful information, research, thought leadership, and enhancements to existing communication and educational material.

Support client-centric communication and engagement, working with specialists and product owners across the business to create, curate, and deliver correct, consistent messaging to clients and prospective clients.

Support effective teamwork and collaboration across the company’s business to deliver compelling client value propositions.

Work closely with the investment team and client channels team to ensure that we improve our communication to clients and enhance the client experience through presentations, written documents, articles, and thought leadership.

Support the curation and creation of quality content that empowers the successful delivery of our value proposition to grow and/or retain our client base.

Education and Experience:

• Degree qualifications in Finance or a related field in financial services. Marketing, Qualified Actuary, CFA Charterholder certification is considered desirable.
• Proficient in MS Office (Excel, Word, and PowerPoint)
• Minimum 2-3 years’ experience
• Marketing, communication, and sales experience in all areas of the investments and asset management industry preferable.

Knowledge and Skills:

• Outstanding written and verbal communications skills with the ability to explain and translate complex investment concepts into simple and intuitive communications. Obsessive about iteration, quality, clarity, details, & execution.

• Proven ability to be self-directed and work with minimal supervision.
• Able to coordinate across many teams and perform decisively in a fast-moving environment.
• Developing and using collaborative relationships to facilitate the accomplishment of work goals.

• Overseeing and monitoring ongoing workflows to ensure efficiencies and relevance of Technical Specialist’s delivery to the business.

• Good technical understanding of asset management, investment markets, and numerous investment managers.
• Must have knowledge of the industry, particularly the products and services on offer and to which target audiences these products and services are offered.

• Demonstrate and foster the company’s values.
• Develop interpersonal skills.
• Foster a collegiate environment and encourage innovation and creative thought to differentiate us from peers.

• Time management. The role often requires performing multiple tasks/work for various parties simultaneously. The employee needs to manage expectations and delivery timelines.
• Changing environment – need to keep up to date and understand the impact on messaging and delivery to clients.
• Building and maintaining credibility and trust with both internal and external clients.
• Information gathering. Understand and scope content and marketing requirements. Assess existing content and collateral processes and revise them to promote the products and services of the business.
• Sound problem-solving skills, analytical thinking, and attention to detail.
• Ability to perform under pressure.
• Good verbal, written, and interpersonal skills.
• Deadline driven.

• Responsible & accountable.
• Resourceful problem solver.
• Effective Communication.
• Results-Orientated.
• Strong Business sense.
• Ability to interact with Clients and internal teams.
• Ability to distil and communicate complex information for internal and external clients.
• Ability to manage expectations.
• Self-management (planning, prioritising & time management).
• Visibility & impact (includes professionalism & executive disposition).
• Ability to persuade and influence.
• Customer Service Orientation/Client Focus (Internal and External).
• Teamwork.
• Excellent attitude, a willingness to always assist, a willingness to learn and progress.
• An enquiring mind, a friendly and collegiate demeanour.

• Deliver on annual Technical Specialist collateral plans comprising a mix of analytical reports, written reports, thought leadership pieces, and presentations to various internal and external clients, providing clients with confidence to select and adopt appropriate solutions and services.

• Develop Technical Specialist collateral into saving, investments, and retirement planning.
• Support the Technical Specialist team to develop how our products are positioned in the market and to communicate that positioning effectively in order to help enhance commerciality and client experience.

• Ability to translate complex investment and business-related concepts into simple and intuitive communications that are engaging for intermediaries and clients.

• Analyse the strategic requirement for promotional activities and plan the content promotions and campaigns accordingly. Consult the product specialists and other professionals to take their inputs while preparing these strategic deliverables.