Investment Operations Specialist – Asset Management

Cape Town, Western Cape Aquarius Specialist Recruitment

Posted today

Job Viewed

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Job Description

Our client is a Boutique Asset Management business based in Cape Town. They have a new position which requires the new incumbent to ensure that the fund administration and operations is undertaken accurately and within the set time constraints and provide daily assistance to support to the Investment teams, Analysts, Investment Risk and Portfolio Managers.

RESPONSIBILITIES

– Client flows – timeous processing and administration

-New clients take-on – full onboarding and execution of client take on.

-Transitions and Partial Take-ons and take-offs – systems / transaction processing, liaising with administrators, transition managers and or clients.

-Daily Performance checking/review and reporting, liaising with Investment Risk team.

-Client Cash Management – daily executions of money market transactions.

-Cash management – co-ordination/administration, including electronic banking.

-Investments in to Pooled (UT and LIFE) products – instructions and administration reconciliation.

-Daily data monitoring, review and co-ordination with data support team and review for further enhancements

-Monthly and quarterly reporting review and distribution to all clients.

-Monthly management accounts and amortisation schedule reviews of Private Market funds.

-Co-ordinate annual financial audit for Private Markets funds

-Client Audit certificates review.

-Preparation, review and distribution of:
Quarterly SARB reporting, Reg 28 and Reg 30 reporting, C48 Reporting

-Bank/Scrip Recons – review and follow up on query resolution.

-Annual procedure documentation review & maintenance.

-Management and performance fee calculations, invoicing and processing of payments.

-Equity, Derivative, Fixed Income, Money Market, International trade monitoring.

-Corporate Action review and co-ordination with Portfolio Managers and administrators.

-Maintain 3rd party relationships (Administrators, Brokers, Custodians, Consultants)

ESSENTIAL EXPERIENCE
You must have substantial experience in investment fund administration and operations gained in an Asset Management back-office environment as highlighted in the list of responsibilities.

-A highly professional approach/work ethic.

-Strong interpersonal and teamwork skills.

-Ability to multi-task.

-Excellent verbal and written communication skills.

-A self-motivated, committed work ethic and a drive for perfection as well as keen attention to detail.

-Strong data management skills.

-Numerically literate, comfortable working with numbers.

-Ability to perform under deadline pressure.

-Strong problem-solving ability, including metrics-driven thinking.

-Ability to work independently and collaboratively within the team and stakeholders.

-ADVANCED knowledge of MS Excel

-Client service focused attitude.

EDUCATION
BSc, BCom (Honors) or finance related degree

To apply for this role please send your CV to

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Investment Operations Specialist - Asset Management

Cape Town, Western Cape Aquarius Specialist Recruitment

Posted today

Job Viewed

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Job Description

Our client is a Boutique Asset Management business based in Cape Town. They have a new position which requires the new incumbent to ensure that the fund administration and operations is undertaken accurately and within the set time constraints and provide daily assistance to support to the Investment teams, Analysts, Investment Risk and Portfolio Managers.

RESPONSIBILITIES

– Client flows – timeous processing and administration

-New clients take-on – full onboarding and execution of client take on.

-Transitions and Partial Take-ons and take-offs – systems / transaction processing, liaising with administrators, transition managers and or clients.

-Daily Performance checking/review and reporting, liaising with Investment Risk team.

-Client Cash Management – daily executions of money market transactions.

-Cash management – co-ordination/administration, including electronic banking.

-Investments in to Pooled (UT and LIFE) products – instructions and administration reconciliation.

-Daily data monitoring, review and co-ordination with data support team and review for further enhancements

-Monthly and quarterly reporting review and distribution to all clients.

-Monthly management accounts and amortisation schedule reviews of Private Market funds.

-Co-ordinate annual financial audit for Private Markets funds

-Client Audit certificates review.

-Preparation, review and distribution of:
Quarterly SARB reporting, Reg 28 and Reg 30 reporting, C48 Reporting

-Bank/Scrip Recons – review and follow up on query resolution.

-Annual procedure documentation review & maintenance.

-Management and performance fee calculations, invoicing and processing of payments.

-Equity, Derivative, Fixed Income, Money Market, International trade monitoring.

-Corporate Action review and co-ordination with Portfolio Managers and administrators.

-Maintain 3rd party relationships (Administrators, Brokers, Custodians, Consultants)

ESSENTIAL EXPERIENCE
You must have substantial experience in investment fund administration and operations gained in an Asset Management back-office environment as highlighted in the list of responsibilities.

-A highly professional approach/work ethic.

-Strong interpersonal and teamwork skills.

-Ability to multi-task.

-Excellent verbal and written communication skills.

-A self-motivated, committed work ethic and a drive for perfection as well as keen attention to detail.

-Strong data management skills.

-Numerically literate, comfortable working with numbers.

-Ability to perform under deadline pressure.

-Strong problem-solving ability, including metrics-driven thinking.

-Ability to work independently and collaboratively within the team and stakeholders.

-ADVANCED knowledge of MS Excel

-Client service focused attitude.

EDUCATION
BSc, BCom (Honors) or finance related degree

To apply for this role please send your CV to

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This advertiser has chosen not to accept applicants from your region.

Business Development Manager – Retail (Asset Management)

Cape Town, Western Cape Aquarius Specialist Recruitment

Posted 5 days ago

Job Viewed

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Job Description

Role summary:

Our client is a well-established and reputable boutique Asset Management company which has done very well in recent years in terms of their approach to investing and the performance of their funds that are typically geared towards the retail market. They are now looking for an astute business development professional and client-oriented individual who is keen to use their technical skills and knowledge of financial markets to promote the company’s product range amongst the IFA networks and build and maintain solid client relationships based on superior investment performance and trust.

Duties and Responsibilities:

  1. Client visits including presentations to groups of clients and broker networks, sometimes accompanied by an investment manager – servicing a client base situated in Cape Town as well as outlying areas (Boland, Eastern Cape, South Cape).
  2. Preparation of regular communication to clients including reporting and explanation of performance.
  3. Growing assets from new clients and existing clients, identifying new avenues for business.
  4. Communication and management of client accounts – starting with a client base of varying sizes and growing over time.
  5. Pro-actively analyse client’s businesses to determine suitability of company funds for their requirements.
  6. Keep abreast of industry and competitor trends as well as investment markets so as to be able to engage clients on current topics.
  7. Must be in a position to discuss financial planning concepts with clients.
  8. Maintain and constantly update client database through effective use of Sales Logix.

To apply for this role please send your CV and supporting documentation to , alternatively call for a confidential conversation.

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Business Development Manager | Investment Management IFA Market | Cape Town

Cape Town, Western Cape The Recruitment Council

Posted today

Job Viewed

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Job Description

Our client is seeking a Business Development Manager to drive growth in the Western Cape retail investor/IFA market. This role will focus on expanding our brand presence and increasing engagement within the investment community.

Key Objectives:
  • Establish new sources for investor inflows from the IFA/adviser market.
  • Build profitable relationships with IFAs, Wealth Managers, Family Offices, etc.
  • Maintain and enhance the existing client base.
  • Focus on client satisfaction.
Responsibilities:

Raising Assets from New IFAs, Wealth Managers, and Family Offices:

  • Build trusting relationships through active and effective outward engagement.
  • Ensure constant business development and manage a pipeline of opportunities:
    • Attract new business and leads.
    • Encourage additional investments from existing clients (cross and up-selling).
  • Initiate further referrals from existing investors.
  • Host prospecting events to support business inflows by building quality relationships.
Asset Retention:
  • Build and enhance relationships with the most valued investors through active engagement.
Communication and Visibility:
  • Continually evaluate and research effective communication channels.
  • Schedule regular face-to-face meetings with investors and prospective investors.
  • Arrange and host client functions.
  • Attend networking events.
Qualifications and Experience:
  • Previous sales experience in the financial industry.
  • Proven track record of securing new business (at least 2-3 years).
  • Ability to service, close, and up-sell accounts.
  • Existing network of Cape Town-based IFAs.
  • Ideally holds a CFP/CFA/CAIA/Investment Honours or other finance-related qualification.
Competencies and Personal Characteristics:
  • Exceptional written and verbal communication skills.
  • Attention to detail.
  • Strong negotiating skills.
  • Conceptual thinking ability.
  • Effective presentation and writing skills.
  • Aptitude for figures.
  • Ability to function effectively under stress.
  • Exceptional interpersonal skills.
  • Service-oriented and personable.
  • High energy level and self-starter.
  • Displays integrity and honesty in all work-related interactions.
  • Intelligent, quick thinker, stress-tolerant.
  • Mature, confident, well-presented, and professional.
  • Developed sense of duty, commitment, responsibility, and accountability.
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Business Development Manager | Investment Management IFA Market | Cape Town

Cape Town, Western Cape The Recruitment Council

Posted today

Job Viewed

Tap Again To Close

Job Description

Our client is seeking a Business Development Manager to drive growth in the Western Cape retail investor/IFA market. This role will focus on expanding our brand presence and increasing engagement within the investment community.

Key Objectives:
  • Establish new sources for investor inflows from the IFA/adviser market.
  • Build profitable relationships with IFAs, Wealth Managers, Family Offices, etc.
  • Maintain and enhance the existing client base.
  • Focus on client satisfaction.
Responsibilities:

Raising Assets from New IFAs, Wealth Managers, and Family Offices:

  • Build trusting relationships through active and effective outward engagement.
  • Ensure constant business development and manage a pipeline of opportunities:
    • Attract new business and leads.
    • Encourage additional investments from existing clients (cross and up-selling).
  • Initiate further referrals from existing investors.
  • Host prospecting events to support business inflows by building quality relationships.
Asset Retention:
  • Build and enhance relationships with the most valued investors through active engagement.
Communication and Visibility:
  • Continually evaluate and research effective communication channels.
  • Schedule regular face-to-face meetings with investors and prospective investors.
  • Arrange and host client functions.
  • Attend networking events.
Qualifications and Experience:
  • Previous sales experience in the financial industry.
  • Proven track record of securing new business (at least 2-3 years).
  • Ability to service, close, and up-sell accounts.
  • Existing network of Cape Town-based IFAs.
  • Ideally holds a CFP/CFA/CAIA/Investment Honours or other finance-related qualification.
Competencies and Personal Characteristics:
  • Exceptional written and verbal communication skills.
  • Attention to detail.
  • Strong negotiating skills.
  • Conceptual thinking ability.
  • Effective presentation and writing skills.
  • Aptitude for figures.
  • Ability to function effectively under stress.
  • Exceptional interpersonal skills.
  • Service-oriented and personable.
  • High energy level and self-starter.
  • Displays integrity and honesty in all work-related interactions.
  • Intelligent, quick thinker, stress-tolerant.
  • Mature, confident, well-presented, and professional.
  • Developed sense of duty, commitment, responsibility, and accountability.
#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Sr Business Systems Analyst, Oracle Order Management

Mitchells Plain, Western Cape Masimo Corporation

Posted today

Job Viewed

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Job Description

Job Summary


An experienced Sr Business Systems Analyst, Oracle Order Managementwithin the Enterprise Applications department will be responsible for implementing and supporting Sales Order Management applications across all Masimo sites. The position will require working with cross-functional application support professionals to keep Company's core Oracle applications and integrations with various external systems in good health.

Will be responsible for writing user stories for new features, establishing business priorities, participating in design, and leading the testing and training of those new features. In addition, this role requires leading application support for the Order Management and Configurator modules and related functionality, executing Masimo's incident management strategy and providing leadership and expertise on application integration and development initiatives. The Sr Business Systems Analyst, Oracle Order Management will be a vital part of the broader Oracle team that includes our business partners, BSA's, Developers, Contractors and Project management; a team that delivers vital, stable functionality that will allow Masimo to operate more efficiently and accurately.


Duties & Responsibilities



  • Leveraging an Agile Development "scrum" methodology, identify critical functionality or performance gaps based on information from business partners and technology peers to break down high-level information into epics and stories that solve the underlying problem

  • Implement and support solutions within the Oracle Sales Order and Configurator modules.

  • Partner with our Sales Operations business team members to understand business needs and assist them with the prioritization of stories in the Jira system

  • Work with your ERP Business Systems Analyst team members to create Solution Designs, leveraging best practices for Oracle technology along with hands-on configuration of Oracle EBS modules to meet business requirements

  • Be the liaison between our business partners & stakeholders and development resources, both within the Oracle team and across the broader IT / IS team, to integrate other business-critical systems within EBS

  • Understand the inherent challenges with turning designs and business requirements into technical solutions across a variety of web / mobile platforms

  • Working with the development team, design and test integrations into and out of the Order Management module, as required.

  • Prepare accurate and detailed documentation in the form of user stories, training material and configuration documentation

  • Ensure that our documentation will meet applicable SOX and FDA regulatory standards appropriate for its intended audience. While the Jira business processes in place will ensure SOX compliance, additional documentation may be required to satisfy FDA regulations, including the creation of documents summarizing requirements, specifications, test procedures, validation plans, system manuals, etc.

  • In collaboration with the Quality Compliance team, ensure continued system compliance to applicable system regulations, including 21 CFR Part 11, and develop/deliver system specific documentation and program/module level operational procedures/work instructions.

  • Always seek to understand, then strive to ensure we deliver what the business needs, not necessarily what was asked for.


Minimum Qualifications



  • 5+ years as an Oracle EBS Business Systems Analyst, Oracle EBS version 12.x or higher preferred, with particular experience in manufacturing, supply chain planning modules, as a member of an information systems & technology team

  • Thorough understanding of how up and downstream systems impact Order Management (e.g. Account Receivable, Warehouse Management systems)

  • Experience with one or more full-life cycle implementations

  • Demonstrated ability to configure the Order Management module to business requirements

  • Experience with configurable BOM's

  • Experience writing epics and user stories to document business process requirements, acceptance criteria and any technical considerations.

  • Experience reading and writing basic SQL queries and manipulate data in Oracle EBS.

  • Experience documenting and managing user acceptance testing

  • Demonstrated ability to work with BSAs supporting other modules (e.g. WMS, Accounts Receivable, etc.) to create integrated solutions to business problems

  • Experience with Agile methodologies, working within a Scrum development environment.

  • Excellent proficiency in Microsoft Office Suite, particularly Word.

  • Experience in developing process flows, using Microsoft Visio

  • Ability to work well independently and collaboratively with key business teams (such as Sales Operations, Quality Compliance, Finance, etc.).

  • Experience with overall software development life cycle and phases

  • Experience quickly understanding business processes and identifying technical solutions

  • Experience managing multiple projects/tasks of varying complexities, meet deadlines and work well under pressure

  • Good to excellent presentation, interpersonal, and communication skills

  • A demonstrated ability to work within a team, to support fellow team members, by sometimes working outside your comfort zone to pitch in as necessary.

  • A desire to work in a positive, focused environment within a team that enjoys each other's company.


Preferred Qualifications



  • Experience with Atlassian Jira & Confluence a definite plus

  • Experience creating and supporting integrations Oracle EBS with Kinaxis RapidResponse

  • Experience with SOX-audited Oracle environments

  • Experience with FDA and international medical devices regulatory processes.

  • Knowledge of regulatory requirements impacting computer system validations

  • Collaborate with Project Managers / Analysts in resolving conflicts and analyzing critical consolidated information, and driving meetings with stakeholders

  • Effective ability to communicate across all levels of an organization


Education


Bachelor's degree in Computer Science, Information Systems, or related field preferred.
Equivalent demonstrated experience will also be considered.


Compensation :


The anticipated salary range for this position is $100,000 - $135,000 plus benefits. Actual placement within the range is dependent on multiple factors, including but not limited to skills, education, and experience. This position also qualifies for up to 10% annual bonus based on Company, department, and individual performance.


Masimo offers benefits such as Medical, Dental, Vision, Life/AD&D, Disability Insurance, 401(k), Vacation, Sick, Holiday, Paid Maternity Leave, Flexible Spending Accounts, Voluntary Accident, Critical Illness, Hospital, Long-Term Care, Employee Assistance Program, Pet Insurance, on-site Wellness Clinic, Fitness Center and Cafe. All benefits are subject to eligibility requirements.


Physical requirements/Work Environment


This position primarily works in an office environment. It requires frequent sitting, standing and walking. Daily use of a computer and other computing and digital devices is required. May stand for extended periods when facilitating meetings or walking in the facilities.


The physical demands of the position described herein are essential functions of the job and employees must be able to successfully perform these tasks for extended periods. Reasonable accommodation may be made for those individuals with real or perceived disabilities to perform the essential functions of the job described.


#LI-Onsite

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Business Development/Sales Engineer - (Proposals & Tender Management)

Cape Town, Western Cape 3E

Posted today

Job Viewed

Tap Again To Close

Job Description

3E seeks a Sales Engineer to drive technical sales and client success in Sub-Saharan Africa, with a focus on Southern, Western, Central, and Eastern regions. This role combines technical expertise with commercial acumen, emphasizing proposal development, tender management, and client engagement to expand 3E’s consultancy solutions. As such, you are the main point of contact with the key stakeholders in Sub-Saharan Africa renewable energy market, proactively identifying, pursuing and landing new opportunities to achieve the ambitious growth expected for 3E’s Consultancy business.

The position will be based in Cape Town, with eventually some travel nationally and internationally.

This role prioritizes 3E’s Technical Consultancy Services, with SaaS sales being a complementary component of the position.

The ideal candidate has a background within the wind and/or solar business (including hybrid and BESS systems), brings an existing network, a proven track-record of successful business development and sales, and is heavily committed to further growing the 3E business with an innovative mindset.

  • You are a technically skilled communicator passionate about renewable energy, with a knack for crafting winning proposals and navigating complex tenders.
  • You balance Business Development (lead generation) and Sales (contract signing) beautifully and thrive in an international and dynamic organisation.
  • You hold an Engineering degree (Electrical, Sales, Renewable Energy, or related field).
  • Your verbal and written communication skills in English and other languages are top-notch.
  • Excellent understanding of the renewable energy sector, with an extensive network, notably IPP’s, project developers, lenders and investment funds.
  • 3+ years in technical sales or sales engineering, with 1+ years in renewable energy (solar, wind, BESS, or hybrid systems).
  • Proven experience in writing proposals and managing national/international tenders (public and private sectors).
  • Deep understanding of REIPPP and utility-scale project lifecycle (development, financing, construction, operation).
  • Fluency in English; French/Portuguese is a plus.
  • You come with project management skills to support colleagues through the execution of business development, especially during the hand-over phase after signature of the contract.
  • Proficiency in CRM tools (e.g., HubSpot) and tender platforms.
  • Ability to distil technical concepts into compelling commercial narratives.

What you will be doing:

  1. Sales Engineer- Proposal & Tender Leadership (70% initial focus):
  • Prepare technical-economic proposals for private/public tenders, RFPs, and RFIs, including South Africa’s REIPPP and international bids. Dedicate significant time in the initial months to preparing technical-economic proposals, ensuring a deep understanding of 3E’s services and alignment with client needs.
  • Tender Management: Lead the writing, submission, and organization of private/public tenders (national and international), including RFPs, RFIs, and bids offering 3E services.
  • Ensure compliance with tender requirements, deadlines, and documentation standards.
  • Organize and submit bids for utility-scale projects, C&I, collaborating with Engineering and Legal teams.
  • Business Development (30% initial focus):
    • Leverage knowledge of Sub-Saharan Africa’s renewable energy dynamics, including REIPPP requirements, financing, and project lifecycle (development to operation).
    • Identifying most relevant opportunities in the solar and wind market for 3E’s consultancy service in the African sub-Saharan region.
    • Attend conferences and engage stakeholders (IPPs, developers, lenders) to uncover opportunities.
    • Lead and mentor a business development team, providing guidance and support.
    • Establish key performance indicators (KPIs) for business development efforts.
    • Regularly monitor and report on progress against KPIs, adjusting strategies as needed.
    • Utilize CRM (Customer Relationship Management) systems and other technology tools to manage and track business development activities.
  • Client Engagement & Technical Sales:
    • Act as a technical advisor, delivering tailored demos of Consultancy solutions to address client challenges.
    • Follow up with existing clients to identify upselling opportunities and ensure smooth handover to Operations.

    In addition to joining a fast-growing international company that promotes a stimulating atmosphere in a highly motivated group of people, 3E offers a unique opportunity to further develop yourself in a company/team with an ambitious growth plan, delivering innovative services.

    Furthermore:

    • Salary in line with your level of experience.
    • Salary package: laptop, medical aid allowance, phone allowance, 18 leave days (24 after 1 year of service), 13th check (prorated, end of year), coverage of professional hotel & travel costs, company mobile phone & subscription.
    • Career growth potential within a fast-expanding company.
    • Flexible working /Home office.
    • An international environment with projects in over 100 countries worldwide and colleagues of more than 35 nationalities.
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    This advertiser has chosen not to accept applicants from your region.
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    Business Development Manager – Institutional clients (Asset Management)

    Cape Town, Western Cape Aquarius Specialist Recruitment

    Posted 3 days ago

    Job Viewed

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    Job Description

    Our client is a dynamic and reputable Boutique Asset Management Company that has consistently performed well over the past few years. By virtue of their AUM, they can be described as a mid-sized boutique manager with a very sound and stable investment team and a comprehensive product offering available to the Institutional market. They are now looking for an Affirmative action candidate who is skilled and experienced to take their good investment performance and product range to the institutional space in South Africa. To this endeavour, they are looking for a dynamic business development executive with experience in the SA institutional market.

    Overview

    To generate new business and achieve agreed sales targets for all investment services provided by the Asset Management Company and to retain existing clients through ongoing contact and support via regular report backs and client meetings.

    Key Duties:

    1. Prospecting and identification of new business opportunities with particular emphasis on the Institutional market with the purpose of building the AUM of the Asset Management Company.
    2. Progress approved sales campaigns and produce appropriate reports on their status and success.
    3. Manage the progression of pipeline business opportunities and agreed business development programmes to ensure that the products and services meet client expectations, and that their requirements and solutions are properly documented.
    4. Analyse prospect and client databases to maximise new business opportunities.
    5. Develop close working relationships with key Institutional clients and intermediaries to ensure that the business potential of each is maximised and to exploit the opportunity for new business flows.
    6. Provide ongoing information and advice to clients about the Asset Management business services and products.
    7. Assist in the development of marketing plans to help create awareness and interest in the company’s Asset Management services and products.
    8. Maintain an awareness and understanding of industry, market and product developments to recommend appropriate strategies and business development campaigns.

    Requirements:

    1. Tertiary qualification in Finance or Financial Markets, CFA ideally.
    2. An outstanding track record in new business development with a minimum of 5 years experience in Asset Management business development with Institutional clients.
    3. An ability to prospect for new business and identify opportunities to implement action in pursuit of business goals.
    4. An excellent working knowledge of the investment industry, investment management techniques, collective investment schemes, and the methods by which securities are traded and settled.
    5. An in-depth understanding of the professional needs of Institutional clients with regards to the Financial Markets and investment products.
    6. A good understanding of the benefits of investment companies and investment products and how they are administered.
    7. An ability to conduct effective presentations to both large and small audiences.
    8. Excellent communication skills both in the written and oral form, in an appropriate, concise, and accurate manner.
    9. Appropriate professional qualifications to meet local Regulatory requirements to promote Institutional Asset Management investment products and give information and advice on them.

    To apply for this position please send your CV and supporting documentation to

    #J-18808-Ljbffr
    This advertiser has chosen not to accept applicants from your region.

    Business Development/Sales Engineer - (Proposals & Tender Management)

    Cape Town, Western Cape 3E

    Posted today

    Job Viewed

    Tap Again To Close

    Job Description

    3E seeks a Sales Engineer to drive technical sales and client success in Sub-Saharan Africa, with a focus on Southern, Western, Central, and Eastern regions. This role combines technical expertise with commercial acumen, emphasizing proposal development, tender management, and client engagement to expand 3E’s consultancy solutions. As such, you are the main point of contact with the key stakeholders in Sub-Saharan Africa renewable energy market, proactively identifying, pursuing and landing new opportunities to achieve the ambitious growth expected for 3E’s Consultancy business.

    The position will be based in Cape Town, with eventually some travel nationally and internationally.

    This role prioritizes 3E’s Technical Consultancy Services, with SaaS sales being a complementary component of the position.

    The ideal candidate has a background within the wind and/or solar business (including hybrid and BESS systems), brings an existing network, a proven track-record of successful business development and sales, and is heavily committed to further growing the 3E business with an innovative mindset.

    • You are a technically skilled communicator passionate about renewable energy, with a knack for crafting winning proposals and navigating complex tenders.
    • You balance Business Development (lead generation) and Sales (contract signing) beautifully and thrive in an international and dynamic organisation.
    • You hold an Engineering degree (Electrical, Sales, Renewable Energy, or related field).
    • Your verbal and written communication skills in English and other languages are top-notch.
    • Excellent understanding of the renewable energy sector, with an extensive network, notably IPP’s, project developers, lenders and investment funds.
    • 3+ years in technical sales or sales engineering, with 1+ years in renewable energy (solar, wind, BESS, or hybrid systems).
    • Proven experience in writing proposals and managing national/international tenders (public and private sectors).
    • Deep understanding of REIPPP and utility-scale project lifecycle (development, financing, construction, operation).
    • Fluency in English; French/Portuguese is a plus.
    • You come with project management skills to support colleagues through the execution of business development, especially during the hand-over phase after signature of the contract.
    • Proficiency in CRM tools (e.g., HubSpot) and tender platforms.
    • Ability to distil technical concepts into compelling commercial narratives.

    What you will be doing:

    1. Sales Engineer- Proposal & Tender Leadership (70% initial focus):
    • Prepare technical-economic proposals for private/public tenders, RFPs, and RFIs, including South Africa’s REIPPP and international bids. Dedicate significant time in the initial months to preparing technical-economic proposals, ensuring a deep understanding of 3E’s services and alignment with client needs.
    • Tender Management: Lead the writing, submission, and organization of private/public tenders (national and international), including RFPs, RFIs, and bids offering 3E services.
    • Ensure compliance with tender requirements, deadlines, and documentation standards.
    • Organize and submit bids for utility-scale projects, C&I, collaborating with Engineering and Legal teams.
    • Business Development (30% initial focus):
    • Leverage knowledge of Sub-Saharan Africa’s renewable energy dynamics, including REIPPP requirements, financing, and project lifecycle (development to operation).
    • Identifying most relevant opportunities in the solar and wind market for 3E’s consultancy service in the African sub-Saharan region.
    • Attend conferences and engage stakeholders (IPPs, developers, lenders) to uncover opportunities.
    • Lead and mentor a business development team, providing guidance and support.
    • Establish key performance indicators (KPIs) for business development efforts.
    • Regularly monitor and report on progress against KPIs, adjusting strategies as needed.
    • Utilize CRM (Customer Relationship Management) systems and other technology tools to manage and track business development activities.
    • Client Engagement & Technical Sales:
    • Act as a technical advisor, delivering tailored demos of Consultancy solutions to address client challenges.
    • Follow up with existing clients to identify upselling opportunities and ensure smooth handover to Operations.

    In addition to joining a fast-growing international company that promotes a stimulating atmosphere in a highly motivated group of people, 3E offers a unique opportunity to further develop yourself in a company/team with an ambitious growth plan, delivering innovative services.

    Furthermore:

    • Salary in line with your level of experience.
    • Salary package: laptop, medical aid allowance, phone allowance, 18 leave days (24 after 1 year of service), 13th check (prorated, end of year), coverage of professional hotel & travel costs, company mobile phone & subscription.
    • Career growth potential within a fast-expanding company.
    • Flexible working /Home office.
    • An international environment with projects in over 100 countries worldwide and colleagues of more than 35 nationalities.
    #J-18808-Ljbffr
    This advertiser has chosen not to accept applicants from your region.

    Business Development Manager - Institutional clients (Asset Management)

    Cape Town, Western Cape Aquarius Specialist Recruitment

    Posted today

    Job Viewed

    Tap Again To Close

    Job Description

    Our client is a dynamic and reputable Boutique Asset Management Company that has consistently performed well over the past few years. By virtue of their AUM, they can be described as a mid-sized boutique manager with a very sound and stable investment team and a comprehensive product offering available to the Institutional market. They are now looking for an Affirmative action candidate who is skilled and experienced to take their good investment performance and product range to the institutional space in South Africa. To this endeavour, they are looking for a dynamic business development executive with experience in the SA institutional market.

    Overview

    To generate new business and achieve agreed sales targets for all investment services provided by the Asset Management Company and to retain existing clients through ongoing contact and support via regular report backs and client meetings.

    Key Duties:

    1. Prospecting and identification of new business opportunities with particular emphasis on the Institutional market with the purpose of building the AUM of the Asset Management Company.
    2. Progress approved sales campaigns and produce appropriate reports on their status and success.
    3. Manage the progression of pipeline business opportunities and agreed business development programmes to ensure that the products and services meet client expectations, and that their requirements and solutions are properly documented.
    4. Analyse prospect and client databases to maximise new business opportunities.
    5. Develop close working relationships with key Institutional clients and intermediaries to ensure that the business potential of each is maximised and to exploit the opportunity for new business flows.
    6. Provide ongoing information and advice to clients about the Asset Management business services and products.
    7. Assist in the development of marketing plans to help create awareness and interest in the company’s Asset Management services and products.
    8. Maintain an awareness and understanding of industry, market and product developments to recommend appropriate strategies and business development campaigns.

    Requirements:

    1. Tertiary qualification in Finance or Financial Markets, CFA ideally.
    2. An outstanding track record in new business development with a minimum of 5 years experience in Asset Management business development with Institutional clients.
    3. An ability to prospect for new business and identify opportunities to implement action in pursuit of business goals.
    4. An excellent working knowledge of the investment industry, investment management techniques, collective investment schemes, and the methods by which securities are traded and settled.
    5. An in-depth understanding of the professional needs of Institutional clients with regards to the Financial Markets and investment products.
    6. A good understanding of the benefits of investment companies and investment products and how they are administered.
    7. An ability to conduct effective presentations to both large and small audiences.
    8. Excellent communication skills both in the written and oral form, in an appropriate, concise, and accurate manner.
    9. Appropriate professional qualifications to meet local Regulatory requirements to promote Institutional Asset Management investment products and give information and advice on them.

    To apply for this position please send your CV and supporting documentation to

    #J-18808-Ljbffr
    This advertiser has chosen not to accept applicants from your region.
     

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