78 Investment Management jobs in Johannesburg

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. Job Responsibilities: 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. Experience: 3-5 years’ experience in an Analytical and Strategic environment. SAS Enterprise Miner and SQL experience would be advantageous. Intermediate/Advanced Microsoft Excel, Power Point, and Power BI skills. Business writing and creating effective storyboard exposure is a must. Qualification: Advanced Diploma/National 1st Degree. Master’s in Business Administration. Technical/Professional Knowledge: 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. Behavioural Competencies: Aligning Performance for Success. Building Partnerships. Decision Making. Business Acumen. Guiding Team Success. Planning and Organizing. #J-18808-Ljbffr

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. Job Responsibilities: 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. Experience: 3-5 years’ experience in an Analytical and Strategic environment. SAS Enterprise Miner and SQL experience would be advantageous. Intermediate/Advanced Microsoft Excel, Power Point, and Power BI skills. Business writing and creating effective storyboard exposure is a must. Qualification: Advanced Diploma/National 1st Degree. Master’s in Business Administration. Technical/Professional Knowledge: 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. Behavioural Competencies: Aligning Performance for Success. Building Partnerships. Decision Making. Business Acumen. Guiding Team Success. Planning and Organizing. #J-18808-Ljbffr

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

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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

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

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.

Requirements:

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:

Conceptualization:

• 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.

Support:

• 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.

Structured Work:

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

Business Understanding:

• 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.

Competencies: Leadership Competencies:

• 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.

Strategic Competencies:

• 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.

Functional Competencies:

• 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.

Key Performance Areas: Support and Build Technical Specialist Function:

• 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.

Collaboration:

• 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.

Delivery:

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

Thought Leadership:

• 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.

#J-18808-Ljbffr

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. Requirements: 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 Power Point) Minimum 2-3 years’ experience Marketing, communication, and sales experience in all areas of the investments and asset management industry preferable. Knowledge and Skills: Conceptualization: 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. Support: 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. Structured Work: Overseeing and monitoring ongoing workflows to ensure efficiencies and relevance of Technical Specialist’s delivery to the business. Business Understanding: 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. Competencies: Leadership Competencies: 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. Strategic Competencies: 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. Functional Competencies: 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. Key Performance Areas: Support and Build Technical Specialist Function: 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. Collaboration: 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. Delivery: Ability to translate complex investment and business-related concepts into simple and intuitive communications that are engaging for intermediaries and clients. Thought Leadership: 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. #J-18808-Ljbffr

Investment Strategy Head page is loaded# Investment Strategy Headlocations: Johannesburgtime type: Full timeposted on: Posted Todaytime left to apply: End Date: October 15, 2025 (5 days left to apply)job requisition id: R39192# **Job Description**The Head of the Investment Strategy Team will be responsible for managing a small group of investment and quantitative professionals. This Team is responsible for delivering in- depth market analysis and portfolio strategies across the different balance sheets that the FirstRand Group Treasury Investment Office is managing. It includes providing direct analytical support to the head of the Investment Office and portfolio managers. It should draw from the relevant output produced by the Investment Office’s macroeconomic team as well as any other information that is relevant for producing optimal investment strategies for the FirstRand Group. The Investment Strategy Team’s contributions should lead to actionable insights and enhance investment frameworks across the different balance sheets in the FirstRand Group**Are you someone who can:*** Conduct and communicate investment strategies for the relevant balance sheets across fixed income, credit, FX and equity markets* Provide timely and practical market insights, scenario analysis, and risk/reward frameworks for positioning strategies.* Support portfolio managers with quantitative and fundamental research, valuation analytics, and relative value assessments.* Lead a team of strategists and analysts in generating forward-looking investment themes and portfolio ideas.* Collaborate closely with portfolio- and risk managers to integrate views into portfolios.* Build and maintain models that track market dislocations, policy shifts, and liquidity dynamics.* Prepare and present strategy material to investment committees and (internal) client meetings as required.* Mentor junior staff and drive knowledge sharing across the Investment Office and Group Treasury.# # ***Job Details***# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**15/10/25All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via .The FirstRand Corporate Centre (FCC) houses many of the critical functions required by a large and complex financial services group. FCC’s stakeholders are both external, such as regulators, shareholders, global developmental institutions and government; and internal, mainly the businesses that service the group’s customers. These critical functions cover risk, compliance, governance, internal audit, treasury, finance and tax amongst many others. They require deep specialist and technical skills and ultimately represent the custodianship of the FirstRand group’s licence to operate.FCC employees develop a unique perspective of the group because nowhere else can you own or be part of a mandate that operates across the portfolio. This allows for both big picture thinking and operational learning. It is also a great place to drive collaboration and a place to have a significant impact.
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Investment Strategy Head page is loaded# Investment Strategy Headlocations: Johannesburgtime type: Full timeposted on: Posted Todaytime left to apply: End Date: October 15, 2025 (5 days left to apply)job requisition id: R39192# **Job Description**The Head of the Investment Strategy Team will be responsible for managing a small group of investment and quantitative professionals. This Team is responsible for delivering in- depth market analysis and portfolio strategies across the different balance sheets that the FirstRand Group Treasury Investment Office is managing. It includes providing direct analytical support to the head of the Investment Office and portfolio managers. It should draw from the relevant output produced by the Investment Office’s macroeconomic team as well as any other information that is relevant for producing optimal investment strategies for the FirstRand Group. The Investment Strategy Team’s contributions should lead to actionable insights and enhance investment frameworks across the different balance sheets in the FirstRand Group**Are you someone who can:*** Conduct and communicate investment strategies for the relevant balance sheets across fixed income, credit, FX and equity markets* Provide timely and practical market insights, scenario analysis, and risk/reward frameworks for positioning strategies.* Support portfolio managers with quantitative and fundamental research, valuation analytics, and relative value assessments.* Lead a team of strategists and analysts in generating forward-looking investment themes and portfolio ideas.* Collaborate closely with portfolio- and risk managers to integrate views into portfolios.* Build and maintain models that track market dislocations, policy shifts, and liquidity dynamics.* Prepare and present strategy material to investment committees and (internal) client meetings as required.* Mentor junior staff and drive knowledge sharing across the Investment Office and Group Treasury.# # ***Job Details***# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**15/10/25All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via .The FirstRand Corporate Centre (FCC) houses many of the critical functions required by a large and complex financial services group. FCC’s stakeholders are both external, such as regulators, shareholders, global developmental institutions and government; and internal, mainly the businesses that service the group’s customers. These critical functions cover risk, compliance, governance, internal audit, treasury, finance and tax amongst many others. They require deep specialist and technical skills and ultimately represent the custodianship of the FirstRand group’s licence to operate.FCC employees develop a unique perspective of the group because nowhere else can you own or be part of a mandate that operates across the portfolio. This allows for both big picture thinking and operational learning. It is also a great place to drive collaboration and a place to have a significant impact.
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