Please note that our Terms of Use and Privacy Notice are applicable.
On Promotion in Jobs
Filter & refine
Clear All
Results for cfa jobs in Accounting & Finance Jobs in South Africa
1
SavedSave
*Reference: DB 6623*
*Consultant: Dorei Barnes*
*Description:*
* Ensure proper take-on of new clients, collecting FICA and liaising with client service team
* Conducts suitability assessment of clients and analysis of client affairs (fact find)
* Prepare new client reviews and proposals
* Prepare and oversee client implementation plans
* Maintain and update client lists, provide tax statements when requested and calculate expected CGT
* Prepare cash flow forecasts using expected investment returns and cash needs
* Ongoing monitoring of client portfolios - preparing trade recommendations and rebalancing of portfolios when necessary
* Attend client meetings, prepare meeting packs, notes and minutes
* Prepare feedback to general client queries and ad hoc investment analysis requests
* Check monthly and quarterly reports and liaise with reporting team on requirements
* Reconcile and audit client reports
* Prepare quarterly commentary on client portfolios
* Assist with any ad hoc requests and general administration involved in maintaining client portfolios and files
* Take responsibility to ensure all trades are executed accurately and timeously
* Investigate trading queries
* Ensure that client files are properly set-up and maintained
* Ensure clients adhere to approved fund manager list, asset allocation targets & limits
* Maintain record of client advice
*Qualifications:*
* Business, Economics or Investment related degree, preferably with Honors
* Investment related postgraduate qualification (or studying towards) such as CFP or CFA advantageous
* 2-3 years of relevant experience in the finance / investment industry
* Strong general investment knowledge critical, i.e. economy, financial markets, asset classes and portfolio management with a keen interest in investments
* MS Office (Excel, Power Point, Word, Outlook)
* Excellent written and verbal communication skills
* A track record of overall integrity
* Strong attention to detail and
* Good relationship management skills
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzM0NzA5X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1230405&xid=1555_34709
2y
1
Johannesburg - Leading commercial bank in search for a successful incumbent who has experience in Modelling optimisation of CAR, IFRS, RoE, CVA, Basel models and model implementation. 3+ years of experience in quantitative analytics in a banking environment non-negotiable. CFA qualification will be preferred
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQxODY3X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1151652&xid=1266_41867
2y
1
SavedSave
SENIOR QUANTITATIVE ANALYST- EQUITIES AND DERIVATIVESJohannesburgSpecialized finance house in search for highly seasoned quantitative leader who has vast experience within Market Risk, Building and development of equities and derivatives models. 8+ years of experience within the quantitative investment space essential coupled with 5+ years people management exposure. BSc in Mathematics/Statistics/Engineering qualification minimum with CFA/FRM qualification essential.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQxODYwX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1151647&xid=1266_41860
2y
1
PretoriaPosition: Associate Fund Principal: Fund of Funds & Co-InvestmentsRequirements:BCom/BBusSci (Hons) Financial Management, Finance, Investment Management or BSc (Hons) or related equivalent qualificationPostgraduate qualification (Masters, MBA, etc), CFA or CA(SA) would be advantageous5 - 8 years’ experience in investment industry. Fund of Funds or Multi-manager experience would be advantageousPrevious transaction experiencePrivate equity industry knowledgeFAIS RE 05 Certificate or must be obtained within 6 months of employmentDuties:Deal sourcing - proactively identify investment partners and opportunitiesDeal screening - desktop analysis of investment opportunitiesPreparation of preliminary scoping reportsLead the transaction team through the whole investment processConduct and coordinate due diligence on potential investment opportunitiesParticipate in structuring and pricing of transactionsParticipate in negotiation of term sheetsPreparation of appraisal reportsReview and comment on transaction agreementsParticipate in the implementation and disbursement processLead the handover of approved transactions to various divisions including portfolio managementOngoing monitoring of a portfolio of funds, including review of quarterly reports, valuation, risk management, compliance, and reportingParticipate in the exit process for transactionsCompetencies and skills:Investment analysisStrong transaction execution skillsBasic financial modelling skillsPlanning and organising skillsTime managementResearch and analytical skillsCommercial skillsWriting and presentation skillsInterpersonal and communication skillsNegotiation and deal structuringProblem solving
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQxODMwX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1151628&xid=1266_41830
2y
1
SavedSave
Johannesburg - Leading corporate finance team seeks highly skilled leaders with the ability to respond to the changing economy. Strong ability to demonstrate teamwork, manages risk, identify issues, and serve as a member of multiple hats. A professional with strong transaction experience is required with a proven track record of valuation transactions worked on. Bachelors or master’s degree in business, finance, or accounting with demonstrated aptitude in analysis. Minimum of 8 years of relevant experience with a venture capital, investment banking, commercial banking, or national valuation firm. CA, CFA is advantageous
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzUyMTMxX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1196389&xid=1266_52131
2y
1
SavedSave
A fast growing Financial Services Firm based in Cape Town is looking for a young and ambitious CA(SA) or CFA seeking an opportunity to see high volumes of deal flow and and get up and close to the world of growth funding. The ideal candidate will need to be excited about building financial models, doing market research and providing in-depth insights into fast growth and exciting target companies. You will gain international deal structuring experience as all target companies are based internationally.
* Due diligence and underwriting of potential deal.
* Financial analysis, financial modelling, market-studies, portfolio company interviews and reporting.
* Analysing business plans and financial models of SMEs, with a specific focus on technology businesses.
* Manage risks and opportunities of portfolio companies which includes strategic decision-making, mergers and acquisitions, fundraising, cash flow forecasting and cost control.
* Monitoring operational and financial performance as well as anticipating finance needs of investment portfolio
* Work together across teams to ensure deals are structured in the best possible manner
* Reporting to institutional investors on a quarterly basis and presenting credit committee investment proposals.
* Registered CA (SA)/CFA with 0 - 2 years post articles experience.
* Strong financial modeling skills.
* A keen interest in the SME, technology and e-commerce industries.
* Ability to work remote.
* R575 000 - R625 000 p/a
* Registered CA (SA)/CFA with 0 - 2 years post articles experience.
* Strong financial modeling skills.
* A keen interest in the SME, technology and e-commerce industries.
* Ability to work remote.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzgzMDVfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1137070&xid=1555_8305
2y
1
SavedSave
URGENT ROLE :We currently have a career opportunity for an experienced Valuations Associate Director. An exciting role is available based in Cape Town.Qualifications, skills and ExperienceBachelors or masters degree in business, finance or accounting with demonstrated aptitude in quantitative and qualitative analysisMinimum of 8 years of relevant experience with a venture capital, investment banking, commercial banking, or national valuation firm or experience in the valuation or deals practice of an accounting firm.An accounting designation i.e. CA, CFA, CPA etc.Ability to manage project expenditures against budget and revenue, and provide the necessary leadership and guidance to team members to ensure the completion of work deliverablesProven track record of valuation transactions you have worked on (JSE IPE opinions, PPAs, fair valuation for transaction/ deal purposes, etc).Proven business development, marketing and negotiating techniques with a demonstrated track record of pursing and closing business opportunities, and the ability to manage engagement risk through reaffirming client satisfactionExcellent analytical, project-management, communication, interpersonal, and teamwork skillsStrong technical skills including MS Excel, Word, and PowerPoint
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQwMzc3X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1141446&xid=1266_40377
2y
1
SavedSave
A top client of mine is looking for a Head of Credit Risk, who will be responsible for shareholder credit risk and overseeing all credit risk management.
Requirements:
* CA(SA) or CFA Candidate
* 10 years+ credit risk management experience
* Preference: Structured finance transactions experience
* Strong computer skills
* A sound understanding of legal risk pertaining to legal documentation for lending transactions
If you would like to apply for this position, please send transcripts with applications.
Should you meet the requirements for this position, please email your updated CV attached to (finance.jobs@tumaini.co.za)(mailto:finance.jobs@tumaini.co.za), alternatively contact Bianca Hauser on (031 350 4018)(tel:0313504018) or visit our website, (www.tumaini.co.za)(http://www.tumaini.co.za). Correspondence will only be conducted with short listed candidates. Should you not hear from us within 3 days, please consider your application unsuccessful.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzkxMjJfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1137487&xid=1555_9122
2y
Save this search and get notified
when new items are posted!
