278 Investment Manager jobs in South Africa

FINANCE & INVESTMENT MANAGER/EAST LONDON - To provide financial leadership through detailed analysis, identification of risks and opportunities, and strategic recommendations. The role will focus on optimizing profitability, improving financial controls, and guiding property and investment decisions to ensure sustainable business growth.

Qualifications & Experience

Bachelor’s degree in Accounting, Finance, or Economics (CA(SA) or CFA advantageous).

5–10+ years’ experience in financial management, investment analysis, or corporate finance.

Proven track record in analysing financial performance and driving profitability.

Strong understanding of property markets, investment analysis, and ROI modelling.

Advanced Excel and financial modelling skills; ERP/accounting systems experience

Analytical and detail-oriented with strong problem-solving skills.

Strategic thinker with ability to translate numbers into actionable insights.

Strong communication and presentation skills for stakeholders at all levels.

Commercially savvy with investment and property market knowledge

Key Responsibilities

Financial Analysis & Reporting

Analyse monthly, quarterly, and annual financial statements to identify inefficiencies, losses, and improvement opportunities.

Develop forecasts, budgets, and variance analysis to guide decision-making.

Highlight cash flow issues, cost overruns, and revenue gaps with clear corrective action plans.

Profitability & Cost Management

Assess current operations to pinpoint areas of financial leakage.

Recommend process changes, expense reduction strategies, and performance improvements.

Implement financial controls to prevent losses and improve efficiency.

Investment & Property Analysis

Conduct feasibility studies and ROI analysis on potential property acquisitions and other investment opportunities.

Provide clear recommendations on which assets to acquire, hold, or dispose of based on financial performance and market conditions.

Stay up to date with property market trends and assess risks for optimal investment returns.

Strategic Advisory

Partner with senior management to align financial strategies with business objectives.

Present financial insights and strategic options in clear, actionable reports.

Support negotiations with banks, investors, and other stakeholders for funding and partnerships.

Salary – Negotiable depending on experience

Application Process:

Senior Investment Manager Location: CPT
Job Type: Permanent
Duties and Responsibilities:

• Market the brand and build lasting networks
• Conduct viability studies on targeted companies
• Perform financial modelling and compile detailed investment reports
• Negotiate and structure investment projects
• Demonstrate strong commercial and entrepreneurial thinking
• Analyse information effectively, persuade and influence stakeholders, and thrive in a people-focused environment

• 6+ years experience in business investment/business investment structuring
• Strong business network in Cape Town
• Background in auditing, banking, and/or sales & marketing will be advantageous
• Confident in conducting presentations and engaging with stakeholders
• Strong relationship-building and negotiation skills

Reference: EL -MG-2

We are seeking a Senior Investment Manager for a permanent vacancy based in Cape Town, Western Cape.

Applicants are required to meet the following criteria:

• BCom Degree in Accounting / Finance / Business related field essential
• 4+ years’ experience in business investment / business investment structuring ESSENTIAL
• Experience in auditing / banking / sales & marketing beneficial
• Must be able to build & maintain relationships and have strong negotiation skills
• Will suit an outgoing person who is very comfortable with building networks and marketing the Company’s Brand.
• The successful candidate will need to know the area, be highly motivated, driven, enthusiastic, reliable, and adaptable

• Marketing a brand and building networks
• Undertaking viability studies on targeted companies
• Financial modelling and compiling investment reports
• Negotiating and structuring investment projects on targeted entities
• Relating and networking with people
• Commercial / entrepreneurial thinking and analyzing of information
• Persuading and influencing, relating, and networking with people

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SUMMARY:

Join a Leading Wealth Firm as a Key Support to Executive-Level Advisory – Cape Town

Recruiter:

The Recruitment Council

Job Ref:

Wealth Management As.

Date posted:

Tuesday, May 13, 2025

Location:

Claremont, South Africa

Salary:

Market Related

SUMMARY:

Join a Leading Wealth Firm as a Key Support to Executive-Level Advisory – Cape Town

POSITION INFO:

Job Headline:

Wealth Management Associate – Support a Senior Director at a Leading Financial Services Firm | Cape Town

• Prepare client onboarding documentation and manage CRM updates
• Liaise with internal teams and service providers on client matters
• Draft Record of Advice and ensure compliance with FAIS and FICA
• Compile asset allocation reports, proposals, and financial needs analyses
• Assist with onboarding complex client structures (local and offshore)
• Collaborate with paraplanners and contribute to reporting innovation
  
  

• 3–5 years'' experience in financial planning or wealth management
• Relevant BComm or BBusSci degree (postgraduate financial planning advantageous)
• CFP and RE5 (advantageous)
• Strong organisational skills and attention to detail
• Proficiency in MS Office; XPlan and Morningstar Direct experience beneficial
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Advertising Services

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• Innovative/ critical thinking/ and problem-solving skills
• Good attention to detail and levels of accuracy
• Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
• Time management and planning skills
• Ability to effectively prioritize and execute tasks in a high-pressure environment
• Ability to work independently and in a team orientated environment
• Service driven, a sense of urgency and a team player.
• Adapts to changing circumstances and handles criticism well and learns from it.
• Speaks fluently and writes in a well-structured and logical manner.
  
  

• Maths (Minimum Level 4 – 50%)
• English (Minimum Level 4 – 50%)
• Maths Literacy (Minimum Level 5 - 60%)
• 2nd language (Minimum Level 4 – 50%)
• May have an incomplete tertiary (financial) qualification (advantage)
  
  

• Not be engaged in post Matric studies or formal employment.
• Not have completed any previous Learnership.
• Be between the ages of 18 and 30 years.
• Have effective communication skills in the written & verbal English language.
• Possess basic computer skills mainly MS Excel & MS Outlook
• Only South African candidates by birth will be considered.
  
  

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Business Unit: Discovery Central Services

Date: 22 Aug 2025

About Discovery

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

About Discovery Employee Benefits

Discovery Group Life is the fastest growing group risk insurer in South Africa, supported by exciting new initiatives within Discovery Employee Benefits. It will continue its focus on using Discovery’s state-of-the-art shared value model and behavioural science to help create benefits for employees across all industries in SA, enabling them to save towards a financially independent retirement while being protected by modern, valuable risk benefits for members and their families.

Key Purpose of the role

This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification which consists of structured learning components combined with practical/workplace experience in the Financial Services industry.

Areas of responsibility may include but not limited to

Wealth Management:

Life benefits, retirement funds, funeral policies, client servicing, claims, pre-sale underwriting and new business

Personal Attributes and Skills

• Innovative/ critical thinking/ and problem-solving skills
• Good attention to detail and levels of accuracy
• Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
• Time management and planning skills
• Ability to effectively prioritize and execute tasks in a high-pressure environment
• Ability to work independently and in a team orientated environment
• Service driven, a sense of urgency and a team player.
• Adapts to changing circumstances and handles criticism well and learns from it.
• Speaks fluently and writes in a well-structured and logical manner.

Education and Experience

• 2nd language (Minimum Level 4 – 50%)
• May have an incomplete tertiary (financial) qualification (advantage)

Specific Requirements:

• Not be engaged in post Matric studies or formal employment.
• Not have completed any previous Learnership.
• Be between the ages of 18 and 30 years.
• Have effective communication skills in the written & verbal English language.
• Possess basic computer skills mainly MS Excel & MS Outlook
• Only South African candidates by birth will be considered.

EMPLOYMENT EQUITY

The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

About Discovery

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

About Vitality

Vitality is an ever growing fast paced and dynamic environment that provides innovative risk assurance to individual clients. This environment thrives on customer engagement and customer experience as well as mutually beneficial relationships with our brokers and other stakeholders. It is important for our employees to provide a world class service to our internal and external clients, thereby ensuring long and sustainable relationships.

Key Purpose of the role

This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification which consists of structured learning components combined with practical/workplace experience in the Financial Services industry.

Areas of responsibility may include but not limited to

Wealth Management:

Life benefits, retirement funds, funeral policies, client servicing, claims, pre-sale underwriting and new business

Personal Attributes and Skills

• Innovative/ critical thinking/ and problem-solving skills
• Good attention to detail and levels of accuracy
• Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
• Time management and planning skills
• Ability to effectively prioritize and execute tasks in a high-pressure environment
• Ability to work independently and in a team orientated environment
• Service driven, a sense of urgency and a team player.
• Adapts to changing circumstances and handles criticism well and learns from it.
• Speaks fluently and writes in a well-structured and logical manner.

Education and Experience

Grade 12 is essential.

• Maths (Minimum Level 4 – 50%)
• English (Minimum Level 4 – 50%)
• Maths Literacy (Minimum Level 5 - 60%)
• 2nd language (Minimum Level 4 – 50%)
• May have an incomplete tertiary (financial) qualification (advantage)

Specific Requirements:

• Not be engaged in post Matric studies or formal employment;
• Not have completed any previous Learnership.
• Be between the ages of 18 and 30 years;
• Have effective communication skills in the written & verbal English language;
• Possess basic computer skills mainly MS Excel & MS Outlook
• Only South African candidates by birth will be considered.

EMPLOYMENT EQUITY

The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.