524 Investments jobs in South Africa
Controller Investments
Posted 15 days ago
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Job Description
Join the largest Intellectual Property Firm in Africa and one of the biggest law firms in South Africa as a dynamic individual.
Duties & ResponsibilitiesDuties and responsibilities
- Capture trust EFT’s on CMS for payment on various banking platforms
- Print proof of payments and send to the requestors
- Scan and save all payment requests and associated proof of payments
- Calculate trust transfers (Monthly and daily)
- Send crunching closure notification to receipting and debtors
- Manage bank and cash mailbox daily
- Identify and process bank charges on various trust bank accounts daily
- Ensure that receipting instructions are issued to the receipting department
- Reference request numbers on foreign payment documents to bank statements and communicate as necessary
Section 86(4)
- Open and close investment accounts and ensure compliance with legal requirements
- All movements/adjustments on investment accounts to be verified and captured daily
- Validate interest on client investments, balance to the bank accounts and process to CMS
- Adjust interest on daily investment closures
- Ensure FATCA compliance and maintain the FATCA control schedule daily
- Send out monthly manual crunching schedules to partners and ensure that they are received back and actioned efficiently
- Check and ensure that the Commission Accounts are actioned and transferred
- Send Investment balances once a week and ensure/monitor an even split between the Investment banks
- Assist with downloading of IT3(b)s on a yearly basis
- Cover leave within the division as required
- Efficiently deal with adhoc duties and queries as required
Skills and knowledge
- Good communication and writing skills with a good command of the English language
- An accurate and meticulous person with the ability to multi-task
- A hardworking, dedicated and reliable person
- Ability to use initiative and to work independently
- Ability to deal with people at all levels
- Knowledge of Attorneys Trust accounting would be advantageous
Qualification/s
- Matric
- Bookkeeping Diploma would be advantageous
- 2 years relevant experience in a finance environment
- Clear Criminal and ITC record
Analyst Investments
Posted today
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SED Investments
Posted today
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Job Description
Company Description
-We have an exciting opportunity for a SED Investments & Donations Practitioner. The purpose of this role is to provide administrative, operational, and coordination support to matters relating to Social Performance and SED, ensuring that the management framework that stores and tracks the performance and delivery of social investment programmes, projects, and donations is up to date to support management decision-making.
We're the best in the industry.
You'll make us better.
Guided by our purpose and our values, we enable both high performance and purposeful action as we aim to "re-imagine mining to improve people's lives", delivering the metals and minerals that make modern life possible – from mobile phones to medicines.
Kumba Iron Ore
We produce high-grade iron ore, the key component in steel widely used in construction and manufacturing across the world. Our activities include all aspects – exploration; mining; processing and blending; shipping; marketing and selling. In South Africa, we have mining operations in the Northern Cape province, as well as a head office in Gauteng, and a port operation in Saldanha Bay, Western Cape.
Job Description
-As our SED Investments & Donations Practitioner of your responsibilities will include but not limited to:
- Follow health, safety, and environmental procedures as per company standards.
- Work cooperatively with team members and supervisors to meet safety and operational goals.
- Participate in SLAMs, HPHs, and risk assessments, and assist with closing out safety actions.
- Programme Delivery and Administration
- Provide support to the principal and specialists in Social Performance and SED function with the delivery of the Thriving Communities programmes outcomes and impacts, towards reaching commitments outlined in the Sustainability Strategy:
- Manage programme-related data and information in approved systems.
- Support principal and specialists with the administrative processes related to the SLAs, including monitoring, reporting and payment routines.
- Assist with facilitating delivery of thriving communities programmes and routine activities, including project meeting minutes, scheduling events, collating reports, meeting notes, and general support to the team to deliver on the quarterly milestones.
- Contribute to monitoring and evaluation activities under the Thriving Communities pillar, as directed.
- Donations and Initiatives Support
- Apply basic governance procedures for social investments and donations to ensure compliance with the Kumba Social Investments and Donations Procedure
- Ensure payments are processed correctly and reports from recipients are submitted on time.
- Conduct checks to ensure that all social investment projects meet basic SED criteria before approvals.
- Support the rollout of initiatives such as the Ambassadors For Good Programme as directed by the Principal and Executive Head, Corporate Affairs
- Departmental Support
- Manage physical and electronic filing systems for the department.
- Support the implementation and delivery of annual action plans.
- Apply basic governance procedures for social investments and donations to ensure compliance with the Kumba Social Investments and Donations Procedure
- Collate data and information required in a suitable manner for budget cycles and project approval cycles, and events.
- Systems and Data Administration
- Maintain and update information management tools such as Isometrix, SED M&E Dashboard, etc.
- Verify data accuracy and ensure dashboards are current.
- Capture permit-related data accurately and timeously in Isometrix.
- Verify data before system entry and ensure it follows established protocols.
- Conduct routine data reviews to identify and correct discrepancies.
- Support data migration between systems and collaborate with IT support on technical issues.
- Engage with Group teams on system enhancements.
- Reporting
- Take meeting minutes and maintain action logs.
- Assist in preparing monthly reports for SP & SED.
- Documentation and Record Keeping
- Maintain accurate and organised records for SP & SED and programme data.
- Ensure historical records are preserved and easily retrievable.
- Maintain confidentiality and ensure secure storage of sensitive documents.
- Apply version control and proper naming conventions to all stored documents.
- Coordination and Stakeholder Support
- Coordinate with Finance, GSS, Supply Chain, and other teams to support processing of agreements, payments, and contracts.
- Support stakeholder engagements by preparing documentation and attending meetings as instructed.
- Maintain clear communication with relevant stakeholders to ensure smooth execution of the programme and permitting activities.
- Compliance
- Adhere to Anglo American's internal governance requirements and external legislative, regulatory, and permitting standards relevant to the discipline.
- Support the team in ensuring compliance with all applicable conditions and commitments
This role is in Corporate Affairs department on a band 8.7 (C3) level reporting to the Principal SP & SED
Qualifications
- -Grade 12
- National Higher Certificate in
- National Certificate in Administration/Finance or an equivalent qualification (NQF4)
- Administration/Finance or an equivalent qualification (NQF5) – Advantageous
SA Drivers Licence: Code B (Light vehicle)
Technical Knowledge
- 3-5 years of relevant experience in administration.
- Basic knowledge of SAP and Microsoft Office applications for routine administrative and reporting tasks.
- Experience in project management
- Understand principles of verbal and written communication for effective workplace interaction and documentation.
- Familiarity with financial management systems used for processing transactions and tracking expenditures.
- Awareness of supply chain processes, including procurement and inventory procedures.
- Basic understanding of budgeting concepts and procedures for preparing and monitoring budgets.
- Knowledge of monitoring and evaluation practices to support data collection and reporting on programme activities.
- Understand stakeholder engagement protocols and the importance of maintaining positive relationships.
- Understanding of the relevant Anglo Social Way Standard, Kumba Social Investments and Donations Procedure, and any other applicable frameworks
Additional Information
-Who we are?
Anglo American is a global diversified mining business. Our portfolio of world-class mining operations provides the metals and minerals that make modern life possible. We use innovative practices and the latest technologies to discover new resources and mine.
We work together with our key partners and stakeholders to unlock the sustainable value that those resources represent for our shareholders, the communities and countries in which we operate and for society at large. Anglo American is re-imagining mining to improve people's lives.
How we are committed to your safety
Nothing is more important to us than ensuring you return home safely after a day's work. To make that happen, we have the most rigorous safety standards in the industry. Not only that, we're also continually investing in new technologies – from drones to data analytics – that are helping to make mining safer.
Inclusion and Diversity
Anglo American is an equal opportunities employer. We are committed to promoting an inclusive and diverse workplace where we value and respect every colleague for who they are and provide equality of opportunity so that everyone can fulfil their potential.
How to apply
To apply for this role, please complete our online application form. You will have the opportunity to upload your CV and other relevant documentation as part of this process.
Head of Investments : with profit investments
Posted 1 day ago
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Job Description
This is a leadership role at the heart of one of South Africa’s most significant investment mandates, with strategic oversight of R300 billion in multi-asset portfolios underpinning company’s with-profit products. As the company’s investment lead for these funds, you will shape portfolio strategy across public markets, a substantial private markets programme, and direct property, delivering stable, long-term real returns that secure the financial futures of millions of policyholders.
Key Result Areas Key Responsibilities :- Investment Strategy & Portfolio Design
- Manager Selection & Oversight
- Governance, Risk & Fiduciary Oversight
- Stakeholder Relationships & Influence
- Team Leadership & Development
- Degree in Finance, Investments, Economics, Actuarial Science or related field; postgraduate study and / or professional designations (e.g. qualified Actuary; CFA / CAIA) would be advantageous.
- 10+ years of relevant institutional investment experience, including deep experience in strategic asset allocation, portfolio construction, and manager selection for institutional funds.
- Experience translating product / liability needs into investment objectives and risk budgets; with-profit / smoothed-bonus or LDI exposure is beneficial.
- Experience overseeing public market investments and a meaningful private markets programme, with an integrated total-portfolio perspective.
- Proven manager research, selection and oversight; mandate and fee negotiation; continuous performance / risk monitoring.
- Strong risk orientation (market, liquidity, concentration, manager) and familiarity with South African life / asset-management regulatory contexts.
- Track record of preparing persuasive decision papers and presenting to senior governance forums; confident under scrutiny.
- Leadership of investment professionals, including building specialist teams, developing talent, and strengthening processes, reporting and execution.
Kindly consider your application unsuccessful should you not be contacted within 7 working days
#J-18808-LjbffrBusiness Analyst - Investments
Posted 9 days ago
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Intermediate to Senior level Business Analyst (Hybrid Role)
Purpose of the job
The Business Analyst (BA) will be responsible for defining specifications for process and system enhancements, production support items and normal SDLC BA responsibilities, including systems testing. The role includes a component of production support.
Main duties and responsibilities
- Root-cause analysis and resolution of production support issues within agreed service level agreement (SLA)
- Requirements definition for process and system enhancements, Business as Usual (BAU) changes and production support items
- Being involved in system’s testing of both fixes and enhancements
Improving structures and processes within which the client solutions team operates
Ideal experience
- At least 3 years’ experience in Unit Trust and LISP (Discretionary and Life and Retirement Products) administration
- Good understanding of the end-to-end administration processes
- Experience in process improvements and process definition
- At least 5 years of formal business and process analysis experience
- Proven track record of driving and implementing improvements
- Software testing (at least 3 years’ experience as part of the BA competency)
Ideal Qualifications
- Relevant tertiary qualification or studying towards one
- Business analysis qualification (Diploma or higher)
Competencies and Ideal attributes
- Proven analytical and critical thinking skills
- Experience in the full range of business analysis competencies (BABOK)
- Keen attention to detail, passionate about exceptional client services
- Proactive, self-managed, a sense of urgency and outcomes driven
- Positive and Professional, with excellent communication and stakeholder management skills
- Unquestionable integrity
Software, Systems knowledge
Essential:
- Experience of full Microsoft office suite, including Advanced Excel and Visio or equivalent
- SQL experience
Desirable :
- Flexcube
- Bizagi
- Digiata
Credit Analyst (Investments)
Posted 9 days ago
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Job Description
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Cape Town
Superb career opportunity with leading investment company for experienced analyst within the diversified credit space. Reporting to the Head of credit you will be responsible for all aspects of credit risk management for portfolio of investments focusing on credit analysis, modelling, review of legal documentation, and ongoing monitoring across both unlisted and listed credit investments.
Recruiter:
Set Consulting
Job Ref:
Date posted:
Wednesday, June 4, 2025
Location:
Cape Town, South Africa
SUMMARY:
POSITION INFO:
Credit Analyst (Investments)
R1.2m - R1.3m
Cape Town
Superb career opportunity with leading investment company for experienced analyst within the diversified credit space. Reporting to the Head of credit you will be responsible for all aspects of credit risk management for portfolio of investments focusing on credit analysis, modelling, review of legal documentation, and ongoing monitoring across both unlisted and listed credit investments.
Key performance areas
- Counterparty and sector evaluation, legal analysis and instrument structuring and pricing.
- Preparation and presentation of credit/investment proposals to the relevant Credit/ Investment Committee(s).
- Ongoing and proactive monitoring of sector and counterparty developments and verbal and written communication of views and recommendations to key stakeholders to facilitate appropriate action.
- Review and negotiation of legal documents for approved investments for both unlisted and listed transactions.
- Relative quantitative and qualitative risk rating of counterparties and instruments in the various investment portfolios managed including the application of risk scoring methodologies.
- Maintain internal relationships with portfolio managers, debt originators, legal advisors and credit or investment committee members.
- Stakeholder interaction and relationship building, including interaction with external credit market participants, engaging with counterparties and clients.
- Develop an understanding of the credit market and potential investment opportunities and communication of views to key stakeholders.
CA or similar with minimum 3 -5 years experience in unlisted credit risk or debt origination preferably from one of the big banks or asset managers.
Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
- Industries Advertising Services
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#J-18808-LjbffrDealer, Investments Operations
Posted 9 days ago
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Job Description
Business Segment: Insurance & Asset Management
Location: ZA, GP, Johannesburg, 30 Baker Street
To provide a high level of service from daily execution of, including providing prices/ quotes and executing of trades in local and offshore equities, fixed income, foreign exchange, certificate of deposits, fixed deposits and signing off on all unit trust dealing on behalf of the benefit of client base.
Responsible for performing daily cash reconciliations, settlement of daily dealing (equities, bonds, money market instruments, currency purchases and offshore trades). Process portfolio transfers internally and with the respective custodians. Thorough understanding of the different types of portfolio transfers and tax implications. Ensuring the accurate capturing of Book Costs VS CGT values. Responsible for processing offshore trade settlements and experienced in offshore financial markets.
Assisting various stakeholders within the business as well as auditors with information required on client portfolios and internal processes.
Ensure that we always treat customers fairly and deliver or respond on our service promise of “before the sun sets”. Provide a high level of service in the investment operations team.
To drive the culture of operational excellence whilst keeping our clients at the heart of all that we do. Be accountable for ensuring high quality, differentiating and efficient delivery on all responsibilities.
Qualifications
Type of Qualification: Tertiary qualification
Field of Study: Financial markets
Type of Qualification: First Degree/Diploma
Field of Study: Investment Administration
Experience Required
4-7 years Experience in an Asset Management environment. General investment experience with exposure to various investment products. An intimate knowledge and experience of investment operations with manual and automated processes. Requires full knowledge of business process across pricing methodology, dealing functions. 2- 5 years Experience in a dealing environment. General dealing experience with exposure to various investment products. An intimate knowledge and experience of dealing operations with manual and automated processes.
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Head of Investments
Posted 22 days ago
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Role: Head of Investments
Location: Centurion
Are you a seasoned and visionary leader in investment management with a passion for driving superior portfolio performance?
Our client is seeking a Chief Investment Officer (CIO) to lead their investment strategy and manage flagship equity model portfolios. This is a senior leadership role where you will be the custodian of our investment philosophy, providing strategic direction to our investment management and equity research teams. If you have a substantial track record of investment success and are ready to shape the future of their firm, they want to hear from you.
Responsibilities:
- Establish and manage our flagship local and international equity model portfolios.
- Provide strategic direction and technical assistance on investment policy and strategy formulation.
- Oversee the investment research agenda to identify areas of outperformance.
- Develop strategies for identifying, measuring, and mitigating risks within the investment management process.
- Chair the company's Investment Committee.
- Mentor and provide guidance to direct reports, including Equity Analysts, and set investment goals for performance and growth.
Experience and Qualifications:
- A postgraduate degree in Investments Management, Finance, Actuarial Science, Quantitative, or Risk Management.
- Chartered Financial Analyst (CFA) qualification.
- 10-15 years of investment management experience.
- At least 5 years of senior leadership experience.
- A substantial track record in portfolio management across a variety of products and markets, with exposure to both local and global equities.
Manager Investments Wealth
Posted today
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Empowering Africa's tomorrow, together…one story at a time.
With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.
Job Summary
Manage and grow a portfolio of high net worth clients, trusts, investment holding companies and businesses, servicing their local and offshore investment and fiduciary needs. Formulate tactical strategy and associated delivery plans related to single practice areas. Ensure proactive integration and operational tactical enhancement.
Job Description
Portfolio Management: Ensure appropriate management of respective portfolios that includes but not limited to client visits and engagement, portfolio performance management, reporting and executing of client requirements | Business Development: Agree financial targets/new business targets and set out tactical plans to achieve this on an annual basis | Risk Management: Ensure that portfolio meets the required risk management standards | People Management: Coach, mentor and manage team members toward driving business objectives and ensuring colleague development (where applicable) | : | : | : | :
Education
Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)
Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised
Accountant: Investments Reporting
Posted today
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Reporting to the Manager Group Finance Investments, the Accountant - Investments Reporting: Group Finance is responsible for overseeing the General Ledger entries and reporting of Investment financial information for PPS Group.
The successful incumbent will be responsible for preparing financial reports and interpreting financial data to deliver accurate insights to management and the PPS Board, including value-added commentary for both month-end and year-end reporting
Minimum RequirementsEducation:
- CA(SA) designation
Experience:
- 4 years working experience
- Experience in the financial industry
Knowledge and Skills:
- Knowledge of the insurance industry (preferred)
- Knowledge of Investments (essential)
- Good accounting knowledge and proven track record
- Proficient use of Finance Software
Competencies:
- Attention to detail
- Self-starter
- Persuasive and influential
- Critical thinking
- Decision making
- Responsible, accountable & takes extreme ownership
Budgeting
- Assist in the preparation and capture of investment budget
- Prepare budget presentations for Exco and Board budget meetings with value added commentary on all variances
- Investigate and explain monthly variances to budget on all key numbers
- Assist and prepare financial information for the annual financial statements
- Bank Confirmation Letters for Financial Year End reporting
Year-End reporting and Quarterly
- Attending to Internal and External Audit queries
- Assist with the submission of the annual tax return (CGT base cost adjustment) Statutory reporting Realised profit summary and CGT adjusted profit workings
- Attending to Audit queries
- Solvency Asset requirements (SAM)
- Investment Asset Allocation Reporting - Reserve Bank Returns
- SA Reserve Bank Return (C68 –SARB, B16 and Asset allocation)
- Namibia reporting (NAMFISA and Regulation 15) Business related issues
- Respond to queries from business timeously
- Ensuring the smooth transition of the Investment Admin Automation System
- Assisting with Ad Hoc requests