6 Finance/Accounting jobs in Cape Town on Job Mail

What will you do?

Responsible for carrying out research studies. Gathers and analyses statistical data to assist management in forecasting sales and developing new products.

What will make you successful in this role?

Job purpose

Our dynamic Product Management team has many and great plans and is looking for a self-motivated individual to join the team. We need your market research and client insights to inform and thinking and decisions.

What you would need to achieve in this role

The Market Research Analyst will be responsible for the following:

Market research

• Evaluate, interpret and report on the external environment regarding:
  - Competitor product and business strategy analysis
  - Local investment industry (life insurance, banks, asset managers) trends
  - Global investment industry trends
• Develop, facilitate and implement a process for information sharing within our client's group and competitors where appropriate
• Establish and maintain ongoing relationships with other industry players
• Share insights with our client's Exco and management teams to inform business strategy
• Support Sales on competitor and trend analysis

Client research

• Gather insights into client experience through engagement with sales, client service, and intermediaries
• Identify needs of intermediaries and investors regarding product offering and functionality
• Preparing specifications of enhancements to product and client literature

Qualifications and experience

• Relevant tertiary qualification, preferably in a finance discipline
• 3-5 years experience in a related role, preferably within Financial services
• Excel (Intermediate level)

About your skills at work

• You have a natural curiosity, backed by research and interpreting skills.
• You can demonstrate your insights into the investment needs of individuals.
• You enjoy engaging with people, and as a result, your relationships with stakeholders would be well-established.
• You are as comfortable working on your own as you are collaborating with others.
• You are a driven individual and love to see results.
• You have a strong aptitude for analysis and solving problems.

Competencies

• Client Focus
• Cultivates Innovation
• Collaborates
• Drives Results
• Being Resilient
• Treating Customers Fairly
• Analytical skills and problem-solving

Attributes

• You engage with people easily
• You enjoy challenges
• Ability to influence positively through assertiveness
• You value honesty, integrity, respect, and authenticity
• You are able to juggle many tasks, and flexible if priorities change quickly

Qualification and Experience

Degree or Diploma with at least 3 years related experience.

Knowledge and Skills

Research studies

Statistical analysis and data

Reporting and administration

Personal Attributes

Interpersonal savvy - Contributing independently

Decision quality - Contributing independently

Plans and aligns - Contributing independently

Business insight - Contributing independently

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development, and of achieving great things. We pride ourselves on helping our employees to realize their worth. Through its business clusters, our client provides many opportunities for growth and development.

Core Competencies

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - Contributing independently

Collaborates - Contributing independently

Being resilient - Contributing independently

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

Our client is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive, and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

HRBP

R400k - R450k

Cape Town

Superb career opportunity with established Investment Group. This is a new position reporting into the Head of HR as the team is growing and the business expanding. This role will be responsible for providing support to all aspects of the HR function. Providing a comprehensive, proactive and integrated HR advisory and generalist service, the successful individual must be able to work independently as well as part of a team. The division is fairly new and the opportunity to develop and refine processes and procedures will arise.

Key Performance Areas

• Learning and Development
• Employee Relations
• Performance Management, running disciplinaries
• Full Recruitment Lifecycle
• HRIS and Reporting

Qualifications and experience

• Relevant Degree
• Min of 3 – 5 years in a similar role as a HR Consultant/Generalist/Business Partner related role
• Solid understanding and interpretation of relevant legislation: LRA, BCEA, EEA, OHSA
• Proven experience of previous HR consulting or Business partnering

Assistant to Relationship Manager (Cape Town)

The role involves close and regular interaction with members of the Relationship Management, Investment Management, Client Reporting, Business Systems Support, Finance, Treasury & Markets and Compliance departments, as well as colleagues in the Group and numerous external business contacts such as Banks, Investment Management Companies, Custodians and outsourced service providers.

QUALIFICATIONS, EXPERIENCE AND SKILLS

• Relevant diploma / degree (Finance/Investments/Business Administration)
• 2 – 4 years’ experience in a similar role
• Proficiency in MS Office
• Intermediate level of numeracy

COMPETENCIES AND BEHAVIOURS

• Confidentiality and discretion
• Independent working and solutions driven
• Planning and organising: Ability to plan ahead and manage workload effectively
• Teamwork
• Communicates clearly and concisely (Afrikaans preferable), listens effectively, written communication is well presented, able to deal with sophisticated clients
• Accuracy, quality, productivity, and attention to detail

PRINCIPAL ELEMENTS AND ACCOUNTABILITIES

Calendar managements for the relevant Cape Town team

Inbox management, to do lists where required

Preparation of presentations, packs and reports

Liaising with 3rd party service providers and with various business contacts, including banks, investment houses, solicitors and property managers/estate agents

Requesting execution of investments and related follow up

Management of cash balances, payments and receipts

Proactively addressing ad hoc client requests

Supporting the marketing team on event administration and guest list management

Co-ordination of client gifts

Liaise with clients and business guests

Coordinate complex scheduling and extensive calendar management, as well as management of content and flow of information

Arrange meeting agendas

Liaise with clients and business guests

Manage projects and follow-up with team members where required

We welcome all applications from candidates that meet the above set requirements. Kindly regard your application as unsuccessful should you not hear from us within 7 days from the date of application

By submitting your information you confirm that:

1. We may retain your personal information in our database for future matching.
2. We may contact you for your consent to submit your CV to suitable vacancies.
3. That the information you have submitted is true, correct, and up to date.

The primary purpose of the role is to support Portfolio Managers, to manage the support needs and administration needs of the client managers as well as the portfolio analysts. This role will have a close working relationship with the investment team across various offices.

PRINCIPAL ELEMENTS AND ACCOUNTABILITIES

• Participate in client interactions, clients signing documents, attending meeting, taking meeting minutes.
• To assist team in freeing up time to procure more AUM.
• Assist with responding to general client queries, e.g. investments, withdrawals, tax & admin related queries, portfolio structuring, rebalancing, trades.
• Assist the team with the efficient implementation of new business. Preparation of on boarding documentation with new/existing clients. Liaising with the Client Execution Team w.r.t. the on boarding process (including end back). Post client meeting follow up with Partner / Portfolio Manager / Analyst to ensure all client requests are documented and executed.
• Delivery of quality service and reporting, that is both accurate and timeous.
• Improving systems efficiency and taking initiative to improve efficiencies wherever possible Ad Hoc projects to improve our service/offering.
• Investment trade coordination: follow up to completion, liaising and following up with 3rd party investment providers (execution team).
• Arrange foreign investment allowances, special applications, account opening, mandate preparation, asset swaps, Section 14 transfers, structure unwinds
• Transactional requirements: Coordinating payment requests, ensure cash requirements are met, basic trade preparation for cash flow top-ups, ensure custodial fee accounts topped up at all times, deal with corporate actions
• Managing team compliance matters, maintenance of compliance files ensuring that sufficient information is held to satisfy the relevant authorities, including CPD requirement
• Liaising with certain designated clients in conjunction with the team on monthly statements, to clients, GBI valuations, deal with selected billing requirements
• Ensure tax reporting is executed as per client requirements
• Assist in quarterly Investment Review process
• Administrative problem solving
• Liaising with 3rd party service providers and with various business contacts, including banks, investment houses etc.
• Checking, binding and distribution of client presentations when required
• Draft general correspondence
• Maintain filing database including daily filing of client documents, filing of general documents:

1. Ensure all client files are kept up to date and complete
2. Diary management and PA support (Telephone support, expense claims, minute taking, etc) for Managers/Directors in immediate team)
3. Investment Management Agreements, FICA documents, complete new bank / investment account opening forms
4. Preparation of payment instructions
5. Any other ad-hoc duties that may be required from time to time

REQUIREMENTS

• B.Com Hons in Financial Markets or similar
• Telephonic confidence
• Ability to understand accounting software or reporting software, with experience in Advent, Business Central, Bloomberg and ETL processes being beneficial
• 3+ Years of similar experience
• Excellent planning and organizing skills, written and spoken communication abilities and client centricity

The Client Accountant involves maintaining the accounting records of and producing timely and accurate financial statements for offshore trusts and companies, therefore requiring close and regular interaction and collaboration with team members in both Johannesburg and Cape Town, all members of the client liaison team, clients, the international accounting team and various external business contacts (including banks, SARS, 3rd party and in-house custodians and in particular accounting and tax compliance service providers).

PRINCIPAL ELEMENTS & ACCOUNTABILITIES

• Accounts maintenance of relevant information to trial balance level as well as the preparation of offshore financial statements
• Maintaining entity ledgers on a weekly basis ensuring they are up-to-date
• Providing assistance to the Investment Accounting team to ensure that all entity ledgers are up to date by reconciling investment and bank accounts, in the preparation of investment reporting and other financial analysis within strict reporting deadlines
• Providing external service providers with relevant information to allow them to prepare financial reports, tax and other statutory returns for our clients within strict deadlines
• Provision of relevant reports for client reporting purposes including client meeting preparation
• Provision of reporting for local and international tax purposes

QUALIFICATIONS AND EXPERIENCE

• B,Com Accounting graduate having completed either SAIPA or SAICA articles and 1+ year post articles experience
• Practical experience within the financial services (wealth management or investment management) environment in a similar role, with exposure to both local and international trust structures being beneficial
• Experience in communicating with high net worth individuals
• Experience in a deadline-driven environment
• This position requires a good understanding of the following:

o Accounting knowledge and competence including IFRS for SMEs, STEP accounting, basic understanding of trusts and investments, understanding and the interpretation of financial statements

o Technical experience in Caseware and MS Excel

o Experience in NAVOne beneficial

COMPETENCIES AND BEHAVIOURS

• Energetic: Self-motivated and self-manages with a good work ethic (attitude), schedules and manages workload effectively, thinks ahead, sets plans to achieve goals
• Results orientated: Delivers work of a high standard, output is accurate and error free; owns delegated tasks and pays attention to detail, takes prompt action and sees tasks through to completion
• Resourceful problem solver: Considers the wider consequences of each decision, gathers and analyses information to find creative solutions
• Team player: Supports and works towards team goals, shares information, is helpful and cooperative, works effectively with people outside the immediate team
• Efficient and effective communicator: Communicates clearly and concisely with clients and colleagues of all levels, listens effectively, has well-presented written communication and the ability to deal with sophisticated clients
• Client focused: Understands and satisfies client needs at all times, takes full responsibility and accountability for all client matters including delegated tasks

This job description is a guide to the principal current duties of the job. It does not form part of the contract of employment.