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Loans Administration Manager: Investment Banking O

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General Details

Location:

Johannesburg CBD, Johannesburg

Advertised By:Agency

Company Name:Isilumko Staffing.

Job Type:Contract

Description

Providing oversight, support and guidance for all new deals, reviewing processes, procedures and systems to identify trends and opportunities for improvement.

Requirements:

Bachelor's Degree (preferably commerce).
Experience in adding value and delivering professional, client-centric services to clients.
Experience working in Financial services.
Knowledge of Investment banking debt products and financial instruments.

https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMjgwMzU1MzA1P3NvdXJjZT1ndW10cmVl&jid=1745519&xid=1280355305

Id Subtitle 1245052654

Isilumko Staffing.

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Review new deal opportunities and prepare preliminary recommendations to the Fund Manager prepare investment reports for Risk and Investment Committee for consideration. Provide investment input and valuations for reports and financial statements, further assist with the deal structuring based on the acceptable financial gearing. Key Performance Areas: Maintain responsibility of the transaction. preparation of project appraisal to risk.Leverage funding structure that suits the client and minimises the organization’s exposure.Operate as the transactions leader and maintain accountability for managing all aspects of converting a transaction from application to final approval. including disbursement.Establish and manage relationships with clients. financial institutions, sector players and other counterparties for originating and sourcing of the deals.Product development: establish innovative structured finance solutions for clients.Analyse financial outcomes. define pricing strategy and development impact.Source deals. assess their viability and prepare submission report to the credit committee.Prepare submission to relevant committee for Due Diligence approval.Compile a Due Diligence work plan. negotiate a lending project term sheet and structure the deal to meet the client requirements. all under the supervision of the Investment Principal.Manage the funding process in conjunction with the legal and post investment department.Negotiate documentation or legal terms with all related internal and external stakeholders.Undertake the collection of project documents once the deal is approved by respective committees.Ensure the communication reaches the client once the deal is approved. Minimum Requirements: Minimum B. Com Degree (Finance. Accounting. Agricultural Economics. Business Economics).CA and/or MBA with agriculture/acquisition transaction background.Minimum of 5 years’ experience in deal making environment.Understanding of the organization’s mandate and investment guidelines.Should possess good analytical and modelling skills and be able to apply organization’s financial modelling methodologies.Deal structuring and implementation.Financial modelling and Business valuation methodologies.Network building and use of professional relationship to yield a flow of quality leads.PC literacy and competency in Excel spreadsheet, MS Word and MS PowerPoint.Understanding of the organization’s mandate and investment guidelines.Good analytical and modelling skills and be able to apply the organization’s financial modelling methodologies.Business development and marketing of Rural Fund products.Should possess amongst other th... https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMjA5MzI1MDM2P3NvdXJjZT1ndW10cmVl&jid=1409892&xid=2209325036

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Senior Fund Accountant – Retirement Funds

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Main Purpose: Maintain a portfolio of funds by finishing daily, monthly, and quarterly chores, creating yearly financial statements of the highest quality for customers by 4 months of the Funds year-end, and coordinating and facilitating the filing of financial statements to FSB within 6 months. This position is essential to upholding our continued commitment to excellence in the production of outstanding Annual Financial Statements and the linked procedures that influence its production. Formal Qualifications: Matric (Grade 12) with 5 years or more Retirement Fund accounting experience and studying towards relevant Accounting degree or Relevant Accounting Degree/ Tertiary Qualification Required Experience: Minimum 5 years Industry related experience (Advantageous)Computer literate in MS Office Suite ( Advanced MS Excel a must)Strong verbal and written communication skills Operational Effectiveness: Successfully complete reports for all Funds for review within portfolio within 45 days of the quarter end to the Reserve BankProduce quality financial statements 2 weeks prior to the commencement of an auditEnsure that all financial statements are released to clients within 4 months or per client SLA and signed for submission to the FSB within 6 months after year end.Completion of monthly Asset and Liability Matching queries with no highly significant issuesMaintaining and prepare all funds destined for closureResolving all queries to FSB within the required 30 days from receiptEnsure 100% compliance rating on internal auditsEmbrace any technological advancement to gain operational maximum efficienciesAll processes and document storage for to saved on SharePoint /on server/ on Fundi, no shared documents to be saved on desktopManagement of bank account justifying the bank account balance and processing all investments and disinvestments instructions timeouslyCompile Trustee cashflows and bank recons as per procedure monthly / as per requirementsEnsure all fees and premiums are paid monthly and timeously per procedureAdhoc Invoices are paid within 3 days of receipt/ or on receipt of disinvestment from market.Adherence to procedures to avoid potential PI claimsEnsure no FSB Penalties lodged within a review periodManagement of individual expenses to avoid overrunsManage the audit process to avoid cost overrunsUA and ALM asset alignments to be completed per instructionClearing of debtors and creditors within required time framesPerform complex duties which can include Script lending recons / unsettled trade recon / completion of Schedule IA for Segregated portfolio / deri... https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMTMxMTUwODc3P3NvdXJjZT1ndW10cmVl&jid=1295711&xid=1131150877

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Business Development / Sales and Marketing Manager

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Our client in the financial sector based in Johannesburg (Sandton), is currently looking to employ an experienced Business Development / Sales and Marketing Manager (Investments and Wealth Management). An awesome career opportunity awaits. Requirements: A bachelor’s degree, or similar, in Commerce, Finance, Investment Management or Sales and Marketing.Experience in the financial services industry is a pre-requisite with 5 years min experience.Any other formal commercial and marketing qualification and/or certificates will be helpful.Business Development and Sales led Marketing Experience – Mid Management level.Financial Services (Investments & Advisory/Wealth Management).Client Experience Marketing, Sales Led Activation, Digital Marketing, and Communication.A relevant tertiary qualification is required with a commerce degree being a pre-requisite. (B Comm).A qualification in Financial Planning or Investment Asset Management (CFP OR CFA) is a distinct advantage.Appropriate tertiary qualification such as that of a B. Comm or similar.Experience in Financial Planning (Certified Financial Planner would be a benefit). Responsibilities and Expectations: Developing, activating, and executing on BDM resources, targets, and strategies.Identify business development opportunities across Advisor practices.Driving and coordinating programmers to enable Advisor Partners to convert their businesses into the desired approved models and solutions.Growing AUM across the Partnerships.Manage the alignment and expectation management with the regional Partner Directors.Identifying and developing client opportunities in practices by looking at opportunities in each Advisors client database.Drive business development marketing activation including events and communication.Formulate marketing and sales strategies to achieve defined targets.Ownership and scheduling of activation events (with Marketing) designed to stimulate AUM growth in regions to clients and referral base and co-ordinate with Regional PD’s for Partnership Buy-in and Client Invite process.Put into place programs for training and development of BDM’s to enhance skills to improve adoption of our Approved Advice Programs.Serve as the custodian of the company solutions in support of our approved advice framework.Set Annual Advisory model and BDM budgets.Set incentives to drive adoption of Approved Models.Lead the annual Marketing Activation Calendar.Lead the Communications objectives to enable commercial objectives.Manage BDM’s to Production objecti... https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMTk5NjM1MTg1P3NvdXJjZT1ndW10cmVl&jid=1479636&xid=2199635185

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Purpose of role: The role will require the incumbent to review SEB’s accounting records, operational data, and financial records to ensure their financial records are accurate and in line with generally accepted accounting principles and FSCA requirements. They inspect the accounts of the Funds, identifying issues and making recommendations for resolution. S/he will also contribute toward risk management measures and cost savings. Operational requirements : To ensure collating, checking and analyzing data and examining fund’s accounts and financial control systems.To further gauge levels of financial risk within the Fund Accounting Business Units and ensure that financial reports and records are accurate and reliable.Develop and maintain systems of internal controls to safeguard financial assets of the funds and oversee programs, the coordination and activities of independent auditors ensuring that all financial reports and records are accurate and reliable.To manage a portfolio of Funds, ensuring that the audits of the Funds run smoothly and deadlines are met.Implementing and maintaining standard operating procedures relating to audits throughout the Fund Accounting departmentCoaching and training junior staff on engagements directing them per the SEB methodology and the Pension Funds Act.Ensure compliance with regulatory requirements through adherence to policies, procedures and guidelines.Stay abreast of the latest industry developments and changes in legislation and statutory requirements to ensure compliance and timeous implementation of requirements.Organising and facilitating the planning meetings to ensure team coherence and understanding of the client service objectives, risk areas, the clients business, the relevant deliverables, and their deadlines.Reviewing audit team’s work before assigning to the Snr Manager Fund Accounting for review.Review various data analytics tools, which can be utilized audits to produce quality, work faster at the same time fulfilling the audit imperatives for the year.Planning the audit work-Preliminary analysis of the trail balance, understanding the entity and environment, budgeting, determining materiality and reading minutes to identify significant matters to be noted during the audit and to understand the Fund.Understanding the clients’ business processes, controls and identifying weaknesses in the system and making recommendationsEnsuring the client adheres to the Pension Funds Act and the regulations per the Financial Sector Conduct Authority and other regulatory bodies.Ensuring that the investments were invested within the prescribed investment strategy and that the administrator has invested the monies per the client mandates and testing the investments to ensure that all risks identified have be... https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMjkyMzAzMzUxP3NvdXJjZT1ndW10cmVl&jid=1746950&xid=2292303351

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Fundraiser - Partnership Co-Ordinator - NPO

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GENERAL DESCRIPTION – JOB PURPOSE My client a well-established NPO operating in Southern Africa with facilities offering a range of accommodation choices for independent, assisted, frail and dementia care for the Aged is urgently recruiting for a Fundraiser - Partnership Co-Ordinator for their Johannesburg Establishment (House) . The Partnership Coordinator (HPC) / Fundraiser is a multitasker by nature. He / She has excellent communication, administration, and project coordination skills with a solid understanding of Marketing and Sales principles. The HPC provides implementation and coordination on the ground level and ensures all event projects and activities are executed to both brand and organisational standards REMUNERATION: My Client offers a Competitive market related Salary package – Negotiable COMPETENCIES REQUIRED (MUST HAVE) Certificate / Diploma: Events Management, Administration, Project Management or HospitalityWell-presentedStrong verbal and written communicator (English, Afrikaans)Works well under pressureConscientious with tasksDetail-orientatedGood presenter (Formal and informal)PassionateOrganisedFriendly, approachableAdaptableAbility to establish priorities and work independently.Developed interpersonal skillsPrincipled, ethical, and professional.Consistently displays a high level of enthusiasm, energy, initiative, and drive.2-3 years prior experience in events, marketing and / or project management1-2 years’ experience in fundraising activities and initiativesExcellent verbal and written communication skills.Proficiency in MS officeValid SA Drivers licenceOwn vehicleOwn Smart phone device equipped with updated messaging and camera-functionality GENERAL DUTIES AND RESPONSIBILITIES Campaigns Campaigns - Capital Projects as per budget (4 Quarters = 4 campaigns) Plan and Coordinate: maintain applicable project schedulesset up yearly planning tasks for all Capex projects needs as directed by the Facility Manager. (i.e., Maintenance Equipment, Gardens & Equipment, House Aesthetics Look & feel, Furniture Needs, Housekeeping & Linen, Washing Machines & Tumble Dryers, Nursing & Medical).Task tracking, deadlines, and deliverables as set on the yearly calendar.Develop a strategy to approach potential donors i.e., using micro campaigns.Work towards pledging line items on a 3-year forecast.Maintain donor relationship, both new and old.Maintain and track all supporting budget / f... https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMjQyOTA0MDE3P3NvdXJjZT1ndW10cmVl&jid=1265594&xid=1242904017

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