Manager Treasury Regulatory & Financial Risk

Cape Town, Western Cape MSP Staffing Pty

Posted today

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Job Description

Introduction

A reputable advisory firm is seeking a Manager for their Treasury : Regulatory & Financial Risk department. Candidates should come from a banking or consulting environment.

Experience Requirements
  • Modelling non-negotiable
  • IRFS9 / Basel non-negotiable
  • Consulting / banking experience non-negotiable
  • 6 years experience non-negotiable
  • Actuarial / Science / Analytical qualification

Should you meet the minimum requirements for this position you can forward your comprehensive CV to . Alternatively you can phone the team on

Key Skills

Arm,Risk Management,Financial Services,Cybersecurity,COSO,PCI,Root cause Analysis,COBIT,NIST Standards,SOX,Information Security,RMF

For more finance jobs visit our website on

Correspondence will only be conducted with short listed candidates. Should you not hear from us within 3 days please consider your application unsuccessful

Required Experience :

Manager

Employment Type

Full-Time

Experience

years

Vacancy

1

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Financial Risk Consultant CPT - CBD

Cape Town, Western Cape Ultra Personnel : Pharmaceutical, Insurance, Engineering

Posted 20 days ago

Job Viewed

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Job Description

Reference: JHB -VM-1

Leading organisation within the investments and financial services industry requires a Risk Consultant for the Western Cape branch.

Duties & Responsibilities
  1. Minimum 5 years’ experience as a Broker Consultant or Life Insurance Agent / Financial Advisor.
  2. Life insurance experience is essential.
  3. Short-term insurance experience is an advantage.
  4. Appropriate tertiary qualification (bachelor’s degree in commerce, finance, investments preferable).
  5. Have a qualification recognised by the FSCA for FAIS purposes. Preference will be given to candidates with a CFP.
  6. RE5 qualification.
  7. Have completed relevant class of business and product specific training.
  8. Ability to function at a strategic level whilst fulfilling operational responsibilities.
  9. Meet the FAIS honesty, integrity and good standing requirements.
  10. Meet the FAIS minimum experience requirements in respect of long-term insurance products.
  11. Must not have been declared insolvent or provisionally insolvent.
  12. FAIS compliant (continuous professional development).
  13. Completed supervision for long-term insurance categories.
  14. Fully computer literate, xPlan experience advantageous.
  15. Excellent communication skills, verbal and written.
  16. Excellent negotiation and persuasion skills.
  17. Client oriented, with strong interpersonal skills and able to take the initiative (self-starter).
  18. Provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the company Partner.
  19. Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partner’s practice.
  20. Prepare comprehensive advice documents (proposals, comparisons, and quotation) for presentation to clients.
  21. Provide specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs.
  22. Implement the agreed solution for clients and manage underwriting and other onboarding requirements.
  23. Review clients cover according to internal business procedures, or if client circumstances change.
  24. Acquire short term insurance leads from the company’s financial planning partners.
  25. On receipt of the client’s consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment.
  26. Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome of the appointment.
  27. Maintain and develop client relationships.
  28. Support and contribute to company initiatives to communicate to, educate and engage clients in order to better meet their needs.
  29. Monitor and report on the success and implementation of client and partner focused initiatives.
  30. Adhere to the culture and principles of TCF – treating customers fairly.
  31. Comply with Group and Industry regulatory requirements.
Package & Remuneration

Monthly plus Basic + commission.

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Financial Advisor (Risk Products)

Cape Town, Western Cape Headhunters

Posted 20 days ago

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Job Description

Reference: PE -RW-1

Our client in the Financial Services Industry based in Cape Town is currently looking to employ a Financial Advisor (Risk Products).

To provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction with the companies Partner. Afrikaans first language preferred.

A wonderful career opportunity awaits you.

Duties & Responsibilities

Requirements:

  1. Minimum 5 years’ experience as a Broker Consultant / Life Insurance Agent, etc.
  2. Ability to function at a strategic level whilst fulfilling operational responsibilities.
  3. Meet the FAIS honesty, integrity, and good standing requirements.
  4. Meet the FAIS minimum experience requirements in respect of long-term insurance products.
  5. Must not have been declared insolvent or provisionally insolvent.
  6. Excellent communication skills, verbal and written.
  7. Excellent negotiation and persuasion skills.
  8. Client oriented, with strong interpersonal skills and able to take the initiative (self-starter).
  9. Emotional resilience.
  10. Appropriate tertiary qualification (bachelor’s degree in commerce, finance, investments preferable).
  11. Have a qualification recognised by the FSCA for FAIS purposes. Preference will be given to candidates with a CFP.
  12. Have completed relevant class of business and product specific training.
  13. FAIS compliant (continuous professional development).
  14. Completed supervision for long-term insurance categories.
  15. Fully computer literate, xPlan experience advantageous.

Responsibilities and expectations but not limited to:
  1. Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partner’s practice.
  2. Prepare comprehensive advice documents (proposals, comparisons, and quotation) for presentation to clients.
  3. Provide the specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate Planning and Business Assurance.
  4. Implement the agreed solution for clients and manage underwriting and other onboarding requirements.
  5. Review clients cover according to internal business procedures, or if client circumstances change.
  6. Acquire short term insurance leads from the company’s financial planning partners.
  7. On receipt of the client’s consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment.
  8. Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome of the appointment.
  9. Maintain and develop client relationships.
  10. Support and contribute to company initiatives to communicate to, educate and engage clients in order to better meet their needs.
  11. Monitor and report on the success and implementation of client and partner focused initiatives.
  12. Adhere to the culture and principles of TCF – treating customers fairly.
  13. Comply with Group and Industry regulatory requirements.
Package & Remuneration

Monthly

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Risk Management Specialist

Cape Town, Western Cape DigiOutsource

Posted 15 days ago

Job Viewed

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Job Description

Join to apply for the Risk Management Specialist role at DigiOutsource

Join to apply for the Risk Management Specialist role at DigiOutsource

Get AI-powered advice on this job and more exclusive features.

Kick-start your career in the online gaming world and experience the very latest in technology and innovation.

Who We Are

We’re part of Super Group, the NYSE-listed digital gaming company behind some of the world’s leading Sports and iGaming brands.

At DigiOutsource, we bring passionate people and innovative tech together to create market-leading online gaming solutions. Our multidisciplinary teams are passionate about products, customer experience and security. We’re empowered to achieve the ultimate in high-performance gaming experiences using the best technology available.

Who We’re Looking For

We’re on a thrilling journey of growth and innovation, and we need passionate, driven individuals to join us. At DigiOutsource, every day is action-packed, and we expect you to bring your A-game. In return, you’ll find a supportive environment where your skills can flourish and your career can soar.

Ready to become a game-changer? Supercharge your career with us and be part of something extraordinary.

Why we need you

We’re on a mission to create extraordinary experiences for our customers, and we believe that your unique skills, passion and superdrive will help us achieve our vision.

As a Risk Management Specialist, you’ll be supporting and be responsible for assisting with the administration of the enterprise risk management system and associated responsibilities for us to stay ahead of the game.

What You’ll Be Doing

As part of your role, your responsibilities will include:

Enterprise Risk Management (ERM) System Maintenance

The role oversees and maintains the ERM framework to effectively identify, assess, monitor and report risks across the organization. The Risk Management Specialist ensures that risk management processes are integrated into strategic planning and daily operations. Regular updates to risk management policies and procedures are conducted to reflect changes in the regulatory environment and industry’s best practices.

System Administration And User Support

They serve as the system administrator for the Risk Management System (RMS), ensuring the live system and training environment are consistently maintained. The Risk Management Specialist provides first-level support to users on the RMS (example, Riskonnect, Onetrust), troubleshooting system issues and managing user access and permissions. The role requires working with the RMS supplier to resolve technical problems, implement system enhancements and manage updates.

To ensure that risks and incidents are reviewed according to the organisation’s Risk Methodology and Framework, the system automation needs to be monitored.

Training And Development

The Risk Management Specialist is responsible for designing and delivering risk-related training on the RMS to ensure all users are proficient in its use. This includes the development and maintenance of training materials ensuring that users are kept up to date with system enhancements. Providing basic governance and risk advice to all staff and managers, helping them understand the organisation’s risk management policies and practices is a key part of the role, creating a risk-aware culture among employees.

Data Quality

The Risk Management Specialist role involves regular review and analysis of information held on the RMS to ensure data accuracy and quality and collaborates with business units to improve the quality of risk and control data.

Ensuring alignment with internal frameworks by analysing risk information and control data and ensuring reporting alignment across the different entities. Assisting the audit function in the administration and documentation of self-certifications.

Reporting

Prepare insight reports for the Board of Directors and Risk committee on a periodic basis, identify and present key risks, facilitate Risk-focused discussions.

Regulatory Alerts And Compliance Support

Assisting in the distribution and tracking of regulatory alerts to ensure compliance across the organization.

The Risk Management Specialist offers support to the wider compliance team in analysing risk control information to identify potential areas of concern, including managing documentation, electronic filing systems, and team procedures.

Stakeholder Engagement

The Risk Management Specialist works closely with stakeholders to identify system enhancements and manage change requests. They manage stakeholders and users to meet deadlines and deliver on risk management objectives.

Continuous Improvement

Continuously seek ways to improve administrative processes for risk management training, compliance tracking, and risk reporting. Support the organisation in developing and refining risk management processes in line with industry best practices.

This job description is not intended to be an exhaustive list of responsibilities. You may be required to complete other reasonable duties in order to achieve business objectives.

Essential Skills You’ll Bring To The Table

The necessary skills that we require for this role include:

  • Strong verbal and written communication skills, with the ability to convey complex ideas clearly and effectively
  • Experience working collaboratively in cross-functional teams, with a focus on achieving shared goals
  • Expertise in managing multiple projects simultaneously, with a track record of delivering on time and within scope
  • Exceptional attention to detail, ensuring high standards of quality in all outputs
  • Ability to adapt quickly to changing environments and priorities, maintaining effectiveness in dynamic situations
  • BCom in Internal/ External Audit (preferred), Law or related fields or Certifications in Risk Management
  • 3 + years proven experience in a risk management or audit environment.
  • Qualification in Risk Management, Audit or related fields
  • Experience in enterprise risk management
  • Report writing experience and presentation skills intended for Senior Management and Boards
  • An understanding and working knowledge of prevailing governance, risk and assurance standards and public-sector rules
  • Understanding and Experience of ISO 31000 or COSO Frameworks
  • Experience of problem solving and ability to make decisions within a level of authority

Desirable Skills You’ve Got Up Your Sleeve

It would be great if you also have some of the following skills:

  • In-depth knowledge of sports betting markets, including odds calculation, betting types and market trends
  • Previous experience in the online gaming or casino industry, with a strong understanding of player behaviour and industry regulations
  • Familiarity with gambling regulations and compliance requirements in various jurisdictions, ensuring adherence to legal standards
  • Experience in developing and executing customer retention strategies
  • Desirable would be experience in using ERM software
  • Post Graduate certification or Diploma in Risk Management
  • ISO 31000 Certification

Our values are non-negotiables

Our culture is underpinned by core values that are linked to key behavioural competencies. Along with the below behavioural competencies, these are essential for all employees in order for you to embed in and drive our culture forward.

These Competencies Are

  • Adaptability
  • Ownership and accountability
  • Initiating action
  • Resilience
  • Team orientation
  • Integrity
  • Innovation

What You’ll Get Back

We offer a great variety of personal and professional benefits to help you thrive at DigiOutsource and Super Group. This includes:

  • We’re dedicated to your supergrowth. Our comprehensive learning and development programmes give you a range of resources and opportunities to expand your skills and advance your career.
  • Your hard work and achievements won’t go unnoticed. Our innovative Performance Tool ensures you receive regular, constructive feedback, helping you to continuously improve and reach your full potential.
  • Our Employee Assistance programme offers a variety of benefits which you and your family can benefit from.
  • Free Daily Meals
  • Free Massages On-site
  • Free On-Site Gym
  • Group Life Cover
  • Funeral Fund Benefit
  • Financial Services Assistance
  • Employee Assistance Programme
  • Curro School Fees Benefit
  • Income Continuation Benefit
  • Leadership Training
  • Referral Bonus
  • Medical Aid Subsidy
  • Free Sleep Coaching
  • On-site Barista
  • Retirement Annuity Subsidy
  • Team builds

Be part of that Superclass feeling.

At Super Group, diversity is part of our DNA. With teams across 16 countries, 85 nationalities, and 19 languages, we take equal opportunities seriously, championing a supportive, inclusive and empowering environment wherever you are in the Group.

It’s all about putting your experience first and ensuring honesty and fairness in all we do.

Here, your growth is supported and your contributions valued.

Game on!

  • Please note we will apply relevance to our Talent Management and Talent Development Programme as part of our recruitment process.
  • Shortlisted candidates may need to complete an assessment.

This position requires trust and honesty it has access to customers financial details - therefore a credit and criminal record check will be conducted. The qualifications identified herein are an inherent job requirement; therefore, a qualification verification check will be done. By applying for this role, and supplying the necessary details, you hereby grant us permission to apply for these checks. This will be done in a confidential manner, and solely for the purposes of verification.

Should you not hear from us within 2 weeks, please deem your application as unsuccessful.

The perfect place to work, play and grow!

Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales
  • Industries IT Services and IT Consulting, Software Development, and Retail

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Security Risk Management Specialist

Cape Town, Western Cape Canonical

Posted 15 days ago

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Job Description

Overview

Canonical is recruiting a Security Risk Management Specialist in Cape Town, Western Cape, South Africa.

What you will do

In security risk management we harness industry best practices and drive innovation in security risk assessments and modelling. The security risk management team owns the strategy and practices for identifying, tracking, and reducing Canonical's security risk across the organisation. You will help establish and execute a broad strategic vision for the security risk program and will work cross-functionally with teams across Canonical. The team contributes ideas for Canonical product security, improving the resilience and robustness of Ubuntu customers and users subject to cyber attacks. The team also collaborates with our Organisational Learning and Development team to develop playbooks and facilitate security training.

  • Define Canonical's security risk management standards and playbooks
  • Analyse and improve Canonical's security risk practices
  • Evaluate, select and implement new security requirements, tools and practices
  • Grow the presence and thought leadership of Canonical security risk management practice
  • Develop Canonical security risk learning and development materials
  • Work with Security leadership to present information and influence change
  • Participate in developing key risk indicators, provide inputs to the development of key control indicators, and key performance indicators for various programs
  • Apply statistical models to risk frameworks (such as FAIR, sensitivity analysis, and others)
  • Participate in risk management, decision-making, and collaborative discussions
  • Lead quantified risk assessments and understand the value of qualitative data for improvements to quality and engineering processes
  • Interpret internal or external cyber security risk analyses in business terms and recommend a responsible course of action
  • Develop templates and materials to help with self-service risk management actions
  • Monitor and identify opportunities to improve the effectiveness of risk management processes
  • Launch campaigns to perform security assessments and help mitigate security risks across the company
  • Build evaluation methods and performance indicators to measure efficiency of security functions and capabilities
What we are looking for
  • An exceptional academic track record
  • Undergraduate degree in Computer Science or STEM, or a compelling narrative about your alternative path
  • Drive and a track record of going above-and-beyond expectations
  • Deep personal motivation to be at the forefront of technology security
  • Leadership and management ability
  • Excellent business English writing and presentation skills
  • Problem-solver with excellent communication skills, a deep technical understanding of security assessments and risk management
  • Expertise in threat modelling and risk management frameworks
  • Broad knowledge of how to operationalize the management of security risk
  • Experience in Secure Development Lifecycle and Security by Design methodology
What we offer
  • Distributed work environment with twice-yearly team sprints in person
  • Personal learning and development budget of USD 2,000 per year
  • Annual compensation review
  • Recognition rewards
  • Annual holiday leave
  • Maternity and paternity leave
  • Employee Assistance Programme
  • Opportunity to travel to new locations to meet colleagues
  • Priority Pass, and travel upgrades for long haul company events
About Canonical

Canonical is a pioneering tech firm at the forefront of the global move to open source. As the company that publishes Ubuntu, one of the most important open source projects and the platform for AI, IoT and the cloud, we are changing the world on a daily basis. We recruit on a global basis and set a very high standard for people joining the company. We expect excellence — in order to succeed, we need to be the best at what we do. Canonical has been a remote-first company since its inception in 2004. Working here is a step into the future, and will challenge you to think differently, work smarter, learn new skills, and raise your game.

Canonical is an equal opportunity employer.

We are proud to foster a workplace free from discrimination. Diversity of experience, perspectives, and background create a better work environment and better products. Whatever your identity, we will give your application fair consideration.

Job details
  • Seniority level: Entry level
  • Employment type: Full-time
  • Job function: Finance and Sales
  • Industries: Software Development
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Senior Specialist Clinical Risk Management Support

Cape Town, Western Cape MVG Recruitment Specialists

Posted 3 days ago

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Job Description

Overview

An exciting opportunity exists for an experienced Senior Specialist : Clinical Risk Management Support to join a leading healthcare management organisation. The successful incumbent will play a key role in supporting clinical risk and fund management initiatives developing cost-containment strategies and contributing to the enhancement of managed care processes through data-driven insights and specialist input.

Position : Senior Specialist : Clinical Risk Management Support

Reference : MVG / SCRM

Closing Date : 15 October 2025

Key Responsibilities
  • Conduct research and provide analytical support for clinical risk management and fund management initiatives.
  • Assist in identifying and managing cost drivers and efficiencies across the business.
  • Provide technical input and specialist advice on clinical and medicines-related projects.
  • Develop and present strategic reports, proposals, and presentations related to medicines, devices, and managed care.
  • Support the coordination of expert panels, stakeholder meetings, and internal committees.
  • Handle clinical and medicines-related queries including vaccination MEL / MPL analyses and stock-out impacts.
  • Drive knowledge management, process improvement, and professional development within the clinical team.
  • Engage with internal and external stakeholders to ensure effective management of clinical risk.
Experience Required
  • 6–8 years experience in managed care, clinical coding, claims and data analysis.
  • Strong understanding of healthcare legislation, PMBs and NHI frameworks.
Qualifications
  • Qualified Pharmacist or Clinical Qualification (essential).
Competencies
  • Strong problem-solving and analytical ability.
  • Excellent communication and business writing skills.
  • Proficient in MS Office; data modelling and evaluation experience advantageous.
  • High attention to accuracy and detail with a focus on service excellence.
To Apply

Email your detailed CV to responseat quoting Ref : MVG / SCRM in the subject line.

Closing Date : 15 October 2025

Employment Type : Full-Time

Experience : Senior IC

Key Skills : Interventional Radiology, Information Technology Sales, Jdbc, Glass, Architecture

Vacancy : 1

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Risk Specialist - Third Party Risk Management

Cape Town, Western Cape iLaunch (Pty) Ltd

Posted 20 days ago

Job Viewed

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Job Description

Job Description

Leading Insurance Company requires a Risk Specialist to assist with coordination, analysis, consolidation, mitigation, and escalation of Third Party Risk Management.

Responsibilities
  1. Regularly monitor and report on third-party risks, compliance and risk mitigation.
  2. Provide technical inputs and support on third-party risk and compliance.
  3. Support business projects with technical third-party risk and compliance inputs.
Minimum Requirements
  1. Grade 12 / Matric.
  2. Tertiary Qualification - Third Party Risk Management Certification / Qualification highly advantageous.
  3. Knowledge of Third Party Risk Management principles and practices.
  4. Experience with third-party risk management (TPRM) tools.
Package & Remuneration

Salary Market Related

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About the latest Operational risk Jobs in Cape Town !

Financial Advisor and Risk Consultant

Cape Town, Western Cape Ultra Personnel : Pharmaceutical, Insurance, Engineering

Posted 11 days ago

Job Viewed

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Job Description

Reference: JHB -VM-1

Leading organisation within the investments and financial services industry requires a Risk Consultant for the Western Cape branch.

Duties & Responsibilities
  1. Minimum 5 years’ experience as a Broker Consultant or Life Insurance Agent / Financial Advisor.
  2. Life insurance experience is essential.
  3. Short-term insurance experience is an advantage.
  4. Appropriate tertiary qualification (bachelor’s degree in commerce, finance, investments preferable).
  5. Have a qualification recognised by the FSCA for FAIS purposes.
  6. Preference will be given to candidates with a CFP.
  7. RE5.
  8. Have completed relevant class of business and product specific training.
  9. Ability to function at a strategic level whilst fulfilling operational responsibilities.
  10. Meet the FAIS honesty, integrity and good standing requirements.
  11. Meet the FAIS minimum experience requirements in respect of long-term insurance products.
  12. Must not have been declared insolvent or provisionally insolvent.
  13. FAIS compliant (continuous professional development).
  14. Completed supervision for long-term insurance categories.
  15. Fully computer literate, xPlan experience advantageous.
  16. Excellent communication skills, verbal and written.
  17. Excellent negotiation and persuasion skills.
  18. Client oriented, with strong interpersonal skills and able to take the initiative (self-starter).
  19. To provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the company Partner.
  20. Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partner’s practice.
  21. Prepare comprehensive advice documents (proposals, comparisons, and quotation) for presentation to clients.
  22. Provide the specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs, including specialist areas such as Estate Planning and Business Assurance.
  23. Implement the agreed solution for clients and manage underwriting and other onboarding requirements.
  24. Review clients cover according to internal business procedures, or if client circumstances change.
  25. Acquire short term insurance leads from the company’s financial planning partners.
  26. On receipt of the client’s consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment.
  27. Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome of the appointment.
  28. Maintain and develop client relationships.
  29. Support and contribute to company initiatives to communicate to, educate and engage clients in order to better meet their needs.
  30. Monitor and report on the success and implementation of client and partner focused initiatives.
  31. Adhere to the culture and principles of TCF – treating customers fairly.
  32. Comply with Group and Industry regulatory requirements.
Package & Remuneration

Monthly plus Basic + commission.

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Financial advisor and risk consultant

Cape Town, Western Cape Ultra Personnel : Pharmaceutical, Insurance, Engineering

Posted today

Job Viewed

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Job Description

permanent
Reference: JHB -VM-1 Leading organisation within the investments and financial services industry requires a Risk Consultant for the Western Cape branch. Duties & Responsibilities Minimum 5 years’ experience as a Broker Consultant or Life Insurance Agent / Financial Advisor. Life insurance experience is essential. Short-term insurance experience is an advantage. Appropriate tertiary qualification (bachelor’s degree in commerce, finance, investments preferable). Have a qualification recognised by the FSCA for FAIS purposes. Preference will be given to candidates with a CFP. RE5. Have completed relevant class of business and product specific training. Ability to function at a strategic level whilst fulfilling operational responsibilities. Meet the FAIS honesty, integrity and good standing requirements. Meet the FAIS minimum experience requirements in respect of long-term insurance products. Must not have been declared insolvent or provisionally insolvent. FAIS compliant (continuous professional development). Completed supervision for long-term insurance categories. Fully computer literate, x Plan experience advantageous. Excellent communication skills, verbal and written. Excellent negotiation and persuasion skills. Client oriented, with strong interpersonal skills and able to take the initiative (self-starter). To provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the company Partner. Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partner’s practice. Prepare comprehensive advice documents (proposals, comparisons, and quotation) for presentation to clients. Provide the specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs, including specialist areas such as Estate Planning and Business Assurance. Implement the agreed solution for clients and manage underwriting and other onboarding requirements. Review clients cover according to internal business procedures, or if client circumstances change. Acquire short term insurance leads from the company’s financial planning partners. On receipt of the client’s consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome of the appointment. Maintain and develop client relationships. Support and contribute to company initiatives to communicate to, educate and engage clients in order to better meet their needs. Monitor and report on the success and implementation of client and partner focused initiatives. Adhere to the culture and principles of TCF – treating customers fairly. Comply with Group and Industry regulatory requirements. Package & Remuneration Monthly plus Basic + commission. #J-18808-Ljbffr
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Risk & Performance Analyst (Asset Management)

Cape Town, Western Cape Aquarius Specialist Recruitment

Posted 1 day ago

Job Viewed

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Job Description

Purpose of the Role

The purpose of the role is to manage the Performance Analytics function to provide a service to various departments including Operations, Distribution and Investment teams. This role is responsible for supplying advanced quantitative performance-related data to the business. You will perform ongoing development and research of quantitative solutions for a variety of performance and analytics issues and will be required to provide valuable insights and an understanding into the funds’ performance and risk. In addition, you will come up with innovative ways to automate internal and external performance and general portfolio reporting so that stakeholders receive value-added information.

Job Duties
  • Set up, manage and continuously improve the Performance Analytics function for the business.
  • Investigate and attend to investment performance and related data queries from Operations, Distribution and Investment teams.
  • Provide performance reporting on a total fund level as well as an asset class level and their corresponding benchmarks.
  • Perform contribution to return and attribution calculations by security, asset class and geography among others.
  • Generate and compile monthly, quarterly and bespoke performance attribution and risk management reports for internal and external clients, while ensuring the integrity of the data provided.
  • Implement and drive the company’s compliance with GIPS standards.
  • Maintain and update the internal performance reporting systems to ensure accurate and timely data integration and protect data integrity.
  • Audit attribution and risk output, and research/resolve variances as necessary.
  • Partner with the Investment and Distribution teams in the preparation of presentations and reports for clients and consultants.
  • Conduct general data and performance analytics project work for the business.
  • Understand and monitor market trends, benchmark index movements, macro-economics and industry on-goings to provide meaningful and relevant insights to stakeholders.
  • Stay relevant and up to date with legislations and new developments.

Qualifications

  • Honours degree in Computational & Applied Maths, Stats, Investment Management, Finance, Economics or similar
  • Certificate in Investment Performance Management is an advantage

Experience and Skills

  • Minimum 3 years portfolio performance analysis experience within a similar environment
  • Advanced Excel skills
  • Knowledge of Global Investment Performance Standards
  • Demonstrate knowledge of the Asset management industry, including local and international best practice for performance calculation methods and standards
  • Strong ability to work with technology applications, and databases
  • Familiarity with risk analysis principles preferred
  • Familiarity with performance attribution/risk management software preferred

Competencies

  • Action and deadline orientated
  • Analytical
  • Attention to detail
  • Initiative
  • Innovation
  • Interpersonal skills
  • Motivation
  • Planning and organising
  • Problem solving
  • Quality orientation
  • Team work

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

#J-18808-Ljbffr
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