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1
Overview – Permanent RoleThis role is ideal for recent graduates with a strong academic background and a keen interest in investments, client engagement, and financial markets. Successful candidates will be part of a structured development journey, gaining deep industry knowledge and building a long-term career in financial services.Key ResponsibilitiesDeliver exceptional client service across various communication channelsRespond to and resolve client queries accurately and efficientlyBuild and maintain strong client relationshipsApply investment knowledge to support client needs and queriesCollaborate with internal teams to ensure seamless service deliveryMaintain high levels of accuracy, professionalism, and attention to detailParticipate in ongoing training and development throughout the programmeContribute to continuous improvement of client experience and operational processesMinimum RequirementsBachelors of Commerce or Business Science degree (Specialisations/majors in Finance, Economics, Statistics, Investment Management / related fileds)Minimum 65% academic averageLess than 2 years of work experienceInterest in investments / financial marketsSkills and AttributesStrong analytical and problem solving abilityHigh attention to detail and accuracyProactive mindsetStrong client service focusExcellent verbal and written communication skillsAbility to work both independently and within a teamProfessionalism and strong interpersonal skills
https://www.jobplacements.com/Jobs/I/Investment-Services-Consultant-Graduate-1276011-Job-Search-03-27-2026-05-00-18-AM.asp?sid=gumtree
7h
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1
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OverviewOur Client, an leader in the financial industry, is seeking for an experienced and client‑centric Financial Planner specialising in Estate Planning to join their advisory team. This role focuses on helping clients structure, protect, and transfer wealth efficiently across generations. The ideal candidate combines deep technical expertise with strong interpersonal skills, offering holistic guidance that aligns financial planning, tax considerations, and legacy objectives.Education:A financial qualification is essential (e.g. B Com finance, accounting, investment management);A Post Graduate diploma in Financial Planning and registered as a Certified Financial Planner (CFP) is essential;An Advanced diploma in Estate Planning would be advantageous.Experience Required:More than 3 year Estate Planning experience.Skills:Proficient in English and Afrikaans;Excellent report writing skills (written communication skills);Attention to detail / accuracy;Analytical / technical;Knowledge of risk products and providers.Responsibilities:Consolidate and summarize all policies and investments.Prepare required financial calculations.Highlight the tax implications in the event of death or on risk benefits.Prepare comprehensive estate and risk analyses.Identify appropriate investment vehicles and structures to minimize estate duty.Assess the clients capital and income needs in the event of death, disability, severe illness, or retirement.Determine potential capital and income shortfalls.Analyse the clients estate and current investments, and recommend suitable investment vehicles.People:Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors from Efficient Wealth, External brokers, Investment Consultants from Life and Asset Management Companies)Administration:Advise Wealth Planners on investment options and tax implications at death.Draft reports, including tax implications, calculations, estate plans, and annexures as instructed by the Wealth Planner.Provide additional assistance to Wealth Planners after the presentation of reports, when necessary.Recommend suitable products and investment structures.Monitor and track relevant legislation applicable to estate planning.Prepare ad hoc risk cover reports when requested by the Wealth Planner.Process:3 Business days lead time in preparation of investment reports / proposals for Financial Advisors.
https://www.executiveplacements.com/Jobs/F/FINANCIAL-PLANNER-1275432-Job-Search-3-26-2026-3-41-41-AM.asp?sid=gumtree
1d
Executive Placements
1
Description of job responsibility/dutyWealth ManagementDevelop and maintain strong relationships with high-net-worth clients.Understand clients financial goals, risk tolerance, and preferences to provide personalized financial advice.Conduct comprehensive financial analyses to assess clients current financial situations and future objectives.Create customized financial plans that align with clients goals and objectives.Design and execute investment strategies tailored to individual client needs, considering market trends, economic indicators,and risk factors.Monitor financial markets, economic trends, and investment opportunities to make informed recommendations.Manage clients investment portfolios, ensuring proper diversification and alignment with their financial goals.Regularly review and rebalance portfolios based on market conditions and clients changing needs.Assess and mitigate potential risks associated with clients investment portfolios.Stay abreast of market trends, economic developments, and investment opportunities to provide informed advice.Conduct thorough research on financial products, strategies, and industry best practices.Stay updated on regulatory changes and industry best practices related to the industry.Provide regular performance reports to clients, summarizing the performance of their investment portfolios and highlightingkey insights.Collaborate with internal teams, including tax professionals, legal advisors, and other specialists to offer holistic financialsolutions to clients.Actively engage in networking activities to expand the client base and stay connected with industry professionals. Education & QualificationsRelevant BCom DegreeCFP/CFA preferred or working towards the designationFAIS Compliant Relevant ExperienceProven experience as a Wealth and Investment Manager with a focus on high-net-worth clients.In-depth knowledge of financial markets, investment products, and wealth management strategies.Strong analytical and quantitative skills.Excellent communication and interpersonal skills.Compliance-oriented mindset and adherence to regulatory guidelines.
https://www.jobplacements.com/Jobs/J/Junior-Wealth-Manager--Cape-Town-Stellenbosch-Umh-1196004-Job-Search-6-20-2025-3-12-56-AM.asp?sid=gumtree
9mo
Job Placements
1
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Ready to dive deep into financial markets and uncover investment opportunities? Were looking for a detail-oriented Equity Analyst to join a high-performing team. Job profile:Take full ownership of researching listed companies, including deep fundamental analysis, financial modelling, and sector comparisons.Actively participate in investment discussions, contributing insights and challenging views with data-driven arguments.Present well-supported investment recommendations to the broader team, with clear rationale and risk considerations.Monitor and track the performance of portfolio holdings, staying abreast of key developments and providing timely updates or re-evaluations when necessary. Qualifications & Experience: CA(SA)5 years experience as an equity analyst within asset managementExperience in building models for forecasting purposes that test and support investment decisions
https://www.executiveplacements.com/Jobs/E/Equity-Analyst-1205561-Job-Search-07-23-2025-04-13-20-AM.asp?sid=gumtree
8mo
Executive Placements
1
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You will be responsible for researching and analysing shares listed on the Johannesburg Stock Exchange (JSE) and identifying compelling investment opportunities that contribute to superior client outcomes. Your insights will help guide investment decisions made by Portfolio Managers.Key Responsibilities:Conduct full-scale research and fundamental analysis of JSE-listed companies and sectors.Evaluate broker reports, company financials, and other relevant market information.Attend company results presentations, briefings, and site visits to gather qualitative insights.Build and maintain detailed financial models to support investment cases.Engage in investment team discussions and debates to refine and test your views.Present well-structured investment recommendations to the broader team.Monitor the performance and developments of portfolio holdings and update views accordingly.Ideal Profile:Up to 5 years experience as an equity analyst in asset management, stockbroking, or related environments is preferred but not essential.Strong financial modelling and forecasting skills.Excellent analytical and critical thinking ability.A natural curiosity about business, markets, and long-term investment trends.Qualifications (any of the following will be considered):Chartered Accountant (CA(SA))Business Science (Finance stream preferred)EngineeringActuarial ScienceCFA Charterholder or progressing towards qualificationOther relevant postgraduate qualificationsKey Attributes:Proven academic track record with consistently top results.Demonstrated interest in investments and financial markets.Strong communication skills and the ability to present and defend views clearly.Self-driven, humble, and open to learning from others.If you are interested in this opportunity, please apply directly. For more finance jobs, please visit
https://www.executiveplacements.com/Jobs/E/Equity-Analyst-1204388-Job-Search-07-18-2025-04-13-34-AM.asp?sid=gumtree
8mo
Executive Placements
1
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Our client, a leading asset management firm, is seeking a highly quantitative Investment Analyst to join their team in Cape Town. This role offers a unique opportunity to drive key elements of the strategic investment and portfolio construction process while working closely with a UK-based Investment Strategist and Portfolio Manager. Key ResponsibilitiesAsset Valuation & Research: Build and enhance valuation models and analytical frameworks for strategic asset allocation; conduct research on macro themes and investment opportunities.Portfolio Construction: Develop and refine strategic benchmarks, model portfolios, decision trees, and optimization tools.Quantitative Modelling: Develop and maintain scenario frameworks and decision-support tools; perform back-testing and projections to inform asset allocation.Monitoring & Reporting: Monitor portfolios for alignment with risk budgets and strategic views; contribute to monthly and quarterly investment reporting.Collaboration: Work across teams with advisors and external managers to communicate modelling outputs and strategic recommendations clearly. Requirements & QualificationsEducation: A Bachelors or Honours degree in Actuarial Science, Quantitative Finance, Mathematical Statistics, or a similar quantitative discipline.Professional Progress: Actuarial progress (FIA/FASA) or postgraduate quantitative studies is considered advantageous.Experience: Minimum of 5 years in investments, actuarial modelling, quantitative research, or multi-asset investment processes.Technical Skills: Advanced proficiency in Microsoft Excel (modelling and automation).Strong programming skills in at least one analytical language such as Python, R, or MATLAB.Familiarity with investment data platforms like Bloomberg is beneficial.Knowledge: Solid understanding of financial markets, asset classes, and computational methods.Understanding of how AI and machine learning can enhance investment workflows and research.
https://www.jobplacements.com/Jobs/I/Investment-Analyst--Cape-Town-1271852-Job-Search-3-15-2026-1-34-13-PM.asp?sid=gumtree
11d
Job Placements
1
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Lead the design, development, and implementation of quantitative investment strategies for listed creditOversee portfolio construction, optimisation, and risk managementDevelop and refine quantitative models, factor frameworks, and statistical toolsAnalyse market, issuer, and structural risks across listed credit instrumentsCollaborate with analysts, traders, and risk teams to embed quantitative insights into investment decisionsContribute to thought leadership, investment committee discussions, and research outputsLead the development and long-term growth of the listed credit capabilityMentor junior team membersSupport client engagement, presentations, and reporting as neededSkills & Experience:Degree in Mathematics, Statistics, Quantitative Finance, Engineering, Actuarial Science, or related quantitative disciplineExperience in asset management with exposure to:Listed creditFixed incomeCredit riskQuantitative investment strategiesStrong quantitative and statistical modelling capabilityCoding skills (Python, R, MATLAB, SQL) advantageousStrong understanding of portfolio theory, risk modelling, credit instruments, and market dynamicsAbility to operate at technical and strategic leadership levelsAbility to build and leverage market and banking relationships to originate investment opportunitiesStrong communication skills with the ability to convert quantitative thinking into actionable investment narrativesLeadership potential with ambition to grow into heading the listed credit functionApply now!
https://www.jobplacements.com/Jobs/M/Manager-Listed-Credit-1273313-Job-Search-03-19-2026-04-14-23-AM.asp?sid=gumtree
8d
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Wealth ManagerAre you a driven financial professional with a passion for improving the lives of high-income clients through expert, effective solutions? We are seeking a Wealth Manager to join our premier private wealth team in Cape Town. Role PurposeIn this role, you will act as a full financial services advisor, providing specialized expertise in savings, investment, and estate planning. Your primary focus will be on delivering high-quality investment advice to help clients achieve their long-term financial goals.Key Responsibilities Target Achievement: Meet and exceed gross production and sales targets across approved investment and risk products.Strategic Planning: Analyze client financial information to develop comprehensive proposals in cash management, risk needs, investment planning, and estate planning.Relationship Management: Build and maintain strong internal and external networks to support business growth and ensure customer satisfaction.Portfolio Oversight: Monitor market trends and regularly review client plans to ensure they remain responsive to economic or life changes.https://www.executiveplacements.com/Jobs/W/Wealth-Manager--Cape-Town-1274159-Job-Search-3-22-2026-11-31-57-AM.asp?sid=gumtree
4d
Executive Placements
1
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Although this is considered an entry-level role, the successful candidate will form an integral part of the fixed income team and will gain exposure to portfolio construction, credit research, and investment decision-making processes.Key ResponsibilitiesReport PreparationRun daily system updates to ensure investment positions are accurately reflected on internal dashboards.Identify and escalate system issues or inconsistencies as needed.Maintain and update spreadsheets and charts (linked to Reuters and other platforms) for internal use.Run monthly attribution reports and coordinate outputs with portfolio managers.Generate ad hoc reports (e.g. holdings, exposures) when required.Review daily portfolio activity and flag any unexpected movements.BookoversExecute bond bookovers between portfolios based on portfolio manager instructions.Identify eligible bonds and complete transactions using internal systems.Credit ReportingPrepare credit reports with guidance from the portfolio team, based on company-reported data.Analyse financial information, extract key points, and compile standardised credit reports.Maintain an up-to-date record of credit reviews for all current and upcoming investments.Take ownership of timelines to ensure reports remain relevant and accurate.Additional ResponsibilitiesProvide business support to other departments as needed.Participate in internal meetings and assist with preparation where required.Contribute to due diligence documentation for underlying investments.Collaborate with IT on system maintenance, testing, and enhancements.Qualifications & ExperienceBCom Degree or equivalent in Finance, Economics, Investment Management, or Accounting essentialKnowledge of bonds, investments, or asset management processes advantageousAny relevant work or internship experience in financial services preferred but not requiredSkills & CompetenciesUnderstanding of bonds, fixed income markets, and basic economicsFamiliarity with credit processes and corporate financial reportingStrong attention to detail with excellent analytical skillsHighly proficient in Excel and comfortable with data-driven tasksIf you are interested in this opportunity, please apply directly. For more finance jobs, please visit
https://www.executiveplacements.com/Jobs/F/Fixed-Income-Analyst-1205401-Job-Search-07-22-2025-16-13-17-PM.asp?sid=gumtree
8mo
Executive Placements
1
Our client is an international finance and fiduciary services organisation delivering tailored solutions to private clients, corporates and institutions. This unique and boutique service offering provides bespoke, cross-border solutions with a strong focus on long-term relationships and sustainable growth. This is a client-facing role focused on building, managing and growing relationships with South African private and corporate clients. The role is centred on delivering high-quality client and advisory services across the global Group, introducing and coordinating appropriate fiduciary, trade finance and other group offerings. Experience & Requirements:Weâ??re looking for a commercially minded professional with strong relationship skills:CA(SA)/LLB preferredExperience in fiduciary services essential. Exposure to structured finance/trade finance and international tax is advantageous. Remuneration:Market related C.T.C. per annum. Location:Jhb North.Â
https://www.executiveplacements.com/Jobs/S/Senior-Associate--Wealth-Fiduciary-Investment-1273421-Job-Search-03-27-2026-00-00-00-AM.asp?sid=gumtree
1d
Executive Placements
1
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Our client, a leading financial services group, is looking for a dynamic Wealth Specialist to join their team. The core purpose of this role is to provide premier investment support and implement the wealth management value proposition and solutions for their financial planning distribution channel and Financial Advisers. This role is integral in aligning practices with the companys internal house-views and enhancing a philosophy centered on financial wellness and client centricity. You will operate as a true practice partner, delivering the full wealth management value chain to drive adviser and client growth. Key Responsibilities: Implement the Wealth Management value proposition across all financial planning practices and adviser segments.Drive the adoption of the companys investment philosophy and internal House view fund list to empower advisers to articulate value to clients.Manage strategic partnerships with internal investment, trust, and securities divisions to support franchises with the full wealth offering.Drive strategies to increase assets under management/advice for the channel.Execute on Wealth strategic initiatives to drive business growth and identify emerging trends in financial technology. Facilitate the investment advice process with financial advisers to drive adoption of financial planning tools and investment proposals.Provide expert guidance on retirement planning, estate planning, tax optimization, and other aspects of comprehensive financial planning.Educate financial advisers on investment strategies, market trends, and financial planning concepts, facilitating investment workshops.Build and retain funds under management by migrating existing assets to focus solutions. Requirements:Education & Licensing:Degree in investments or a completed qualification related to financial planning (min 120 credits NQF6) (Essential).Certified Financial Planner (CFP) designation (Preferred).Hold both RE1 and RE5 regulatory examinations (Essential).Experience & Knowledge:58 years of experience in financial services, specifically within asset wealth management.58 years of experience in the investment marketing arena.Strong knowledge of the investment and wealth management industry in South African and international markets.In-depth legal knowledge of product wrappers, FAIS, exchange control, and financial instruments.
https://www.jobplacements.com/Jobs/W/Wealth-Specialist-I-Western-Cape-1271858-Job-Search-3-15-2026-1-42-50-PM.asp?sid=gumtree
11d
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1
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Duties & ResponsibilitiesThe successful candidate will need to:Work as part of a professional team in our office in NewlandsMeet with prospective clients (virtually via Zoom/Teams or in person at our offices)Follow an established onboarding process to bring on new clientsAdvise existing and prospective clients on their investment portfoliosAdvise clients on offshore investingAssist clients with tax planning, estate planning and willsPrepare and conduct investment reviews for clientsContinuously learn about markets, tax regulations and different investment vehiclesHandle client queriesKeep records of new and existing clientsMonitor FICA complianceCompetencies RequiredMinimum 3 years working experience as a financial plannerBe fluent (speech and writing) in English and AfrikaansRelevant degree (Bcom/BusSci/Hons preferable)Must have passed the RE5 regulatory examApplicants with the Certified Financial Planner CFP® qualification (or studying towards the qualification) will be preferredProficiency in MS Office including Word, Excel and PowerpointExcellent written and verbal communication skillsHave the ability to manage time effectivelyHave an aptitude for continued learningPackage & RemunerationBasic salary per month depending on experience, plus commission and bonus incentives. The successful applicant will have the opportunity of a clear career path with significant remuneration growth prospects.
https://www.jobplacements.com/Jobs/F/Financial-Planner--Cape-Town-1196027-Job-Search-6-20-2025-4-37-43-AM.asp?sid=gumtree
9mo
Job Placements
1
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Our client, a leading financial services group, is looking for a dynamic Wealth Specialist to join their team. The core purpose of this role is to provide premier investment support and implement the wealth management value proposition and solutions for their financial planning distribution channel and Financial Advisers.This role is integral in aligning practices with the companys internal house-views and enhancing a philosophy centered on financial wellness and client centricity. You will operate as a true practice partner, delivering the full wealth management value chain to drive adviser and client growth.Key Responsibilities:Implement the Wealth Management value proposition across all financial planning practices and adviser segments.Drive the adoption of the companys investment philosophy and internal House view fund list to empower advisers to articulate value to clients.Manage strategic partnerships with internal investment, trust, and securities divisions to support franchises with the full wealth offering.Drive strategies to increase assets under management/advice for the channel.Execute on Wealth strategic initiatives to drive business growth and identify emerging trends in financial technology.Facilitate the investment advice process with financial advisers to drive adoption of financial planning tools and investment proposals.Provide expert guidance on retirement planning, estate planning, tax optimization, and other aspects of comprehensive financial planning.Educate financial advisers on investment strategies, market trends, and financial planning concepts, facilitating investment workshops.Build and retain funds under management by migrating existing assets to focus solutions. Requirements:Education & Licensing:Degree in investments or a completed qualification related to financial planning (min 120 credits NQF6) (Essential).Certified Financial Planner (CFP) designation (Preferred).Hold both RE1 and RE5 regulatory examinations (Essential).Experience & Knowledge:58 years of experience in financial services, specifically within asset wealth management.58 years of experience in the investment marketing arena.Strong knowledge of the investment and wealth management industry in South African and international markets.In-depth legal knowledge of product wrappers, FAIS, exchange control, and financial instruments.
https://www.executiveplacements.com/Jobs/W/Wealth-Specialist-I-Western-Cape-1271429-Job-Search-3-13-2026-5-24-03-AM.asp?sid=gumtree
14d
Executive Placements
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The candidate will be required to work within the client’s Investment Team and undertake responsibilities relating to portfolio management and fundamental analysis. The role requires a candidate who is willing to work a dual function role in a compact team environment. The team expects the candidate to be both a team player and an independent intellectual committed to working with integrity and honesty. The ideal candidate will be expected to take full responsibility of all assigned work and relish the prospect of gaining broad exposure and contribute their own expertise in the investment management industry with the team. As a boutique investment firm with a growing client base and strongly recognized ESG credentials, the candidate will be expected to possess the ability to excel in a high-performance team dedicated to client-centric service in a fast-paced environment aimed at achieving Clarity, Energy and Success. The candidate must be confident their contribution will help client remain a resilient, efficient, and effective company. Preference will be given to Employment Equity candidates. All new staff are expected to complete a four-month probation period. Job specificationsThe job will be primarily an analyst role combined with a team approach to portfolio management as per the client’s business model with the following key responsibilities:Maintain (and where necessary establish) effective and well-organized investmentWrite clear and well-informed investment recommendations based on thorough research and analysis includingResearching/analyzing financial information/trendsBuilding clear financial models using ExcelDocumenting investment recommendations & decisionsOrganize regular investment reports and reviews, including quantitative and qualitative portfolio findings.Attend annual general meetings, review quarterly financial statements, and remain up to date with any important valuation or policy changes.Provide leadership insights towards the investment strategies managed in-housePerform regular administration duties of all investmentAssist the Business Development and Client Services team in relation tocurrent client relationships related queriesprospective client queries e., due diligence questionnaires and presentationsPro-active people management including recommendations for training and development and a focus on the development and retention of key team members. Ideal candidateQualifications: A degree in finance or a relevant field from an accredited South African or international institution. Holds at a minimum either a CA (SA), CFA, CAIA, CFP, or FRM designation an actuarial related background will be advantageous as well. https://www.executiveplacements.com/Jobs/P/Portfolio-Manager--Analyst-1271610-Job-Search-03-13-2026-05-00-15-AM.asp?sid=gumtree
14d
Executive Placements
1
About our Client Onboarding Team: The Client Onboarding and Restructures team is a global team split across London and Cape Town.The team has a diverse remit, covering clients, products and trading markets across the globe. TheClient Onboarding Manager acts as the representative when communicating withclients and external parties during the client take-on process and subsequent life cycle events. TheOnboarding Manager is responsible for co-ordinating all aspects of institutional client transitions andproactively liaising with all parties both externally and internally to ensure a smooth and efficient onboarding and/ or restructure process. As a Client Onboarding Manager, you will:Co-ordinate the take-on process for institutional segregated and pooled fund investors by liaising internally with teams such as Legal, Compliance, Investment Operations, Client Operations, Finance, Fund Operations, Investment and Implementation Teams and Client Group. This involves co-ordinating meetings, documenting progress, managing timelines and identifying potential issues related to cash funding and/or in-specie transfersLiaise with clients to ensure requirements are understood and subsequently met, that the client remains fully informed and expectations are managed alongside funding and/ or transition timelinesEnsure requirements and processes of external parties such as custodians, transition managers, clearing brokers, administrators, accountants and trading counterparties are considered as part of the onboarding and restructure processEstablish servicing and operating processes with the clients appointed third party representativesSet-up client portfolios and other records on internal systems and liaise with our clients appointed Investment Administrator to arrange for the set-up of client portfolios and ensure the necessary linkages are established from an operational perspectiveWork alongside the Compliance department to ensure that all regulatory obligations are met with respect to the Anti-Money Laundering (AML) process for new clientsResponsible for sending regular, clear and detailed updates to the business with regards to the status of new and on-going transition activityConduct post-on boarding hand-over meetings with the relevant departments internallyCo-ordinate the operational set up of new Funds and support transitional activity on existing FundsSet-up of call accounts/broker dealer accounts with Investment Administrator and updating of internal systems accordinglyOn-going maintenance of static information within internal systems in relation to client portfolios and internal funds You should consider applying if you have:Degree educated or equivalentAt least 3-4 years relevant industry
https://www.executiveplacements.com/Jobs/C/Client-Onboarding-Manager-12-month-FTC-1274862-Job-Search-03-24-2026-09-00-15-AM.asp?sid=gumtree
2d
Executive Placements
1
SENIOR FINANCIAL REPORTING ACCOUNTANT (Private Equity) - Claremont/Newlands, Western Cape, SAHighly Competitive Package on Offer!Our Client, a leading global Private Equity Investment Advisory firm invested in sustainable infrastructure and climate finance across Africa is currently in search of hands-on, innovative, strategically minded and highly organised Senior Financial Reporting Accountant to support the financial operations and reporting requirements of their expanding portfolio.You have excellent analytical, organizational, and problem-solving abilities accompanied by natural leadership skills and the ability to engage and influence stakeholders at all levels.You are especially passionate about improving universal energy access, in particular across Sub-Saharan Africa, through the investing in decentralised renewable energy (DRE). Main Purpose of the Role:Play a key role in providing dedicated financial leadership to ensure robust compliance, reporting accuracy, and operational efficiency through the overseeing of financial reporting, controls, legal and tax compliance within their Mauritiuss financial services framework, while supporting the financial performance of the group and its funds under management.The role will involve direct engagement with investors, auditors, and regulatory bodies, as well as provide strategic financial leadership across the funds portfolio. Roles and Responsibilities:Assistance with all aspects of financial reporting, control and tax compliance.Prepare and review annual financial statements in accordance with International Financial Reporting Standards (IFRS).Preparation and/or review quarterly management accounts for group companies.Preparation and/or review of various deliverables required for quarterly reporting to investors and responding to investor queries.Prepare audit information and manage the audit process of the various entities within the deadlines which include various Fund entities.Ensure compliance from a finance perspective with the various legal agreements which include the LPA, Investor side letters, Advisory agreements and with the Financial Services Commission (FSC) regulations and other relevant Mauritian legislation (e.g., Securities Act 2005, Financial Services Act 2007).Manage fund accounting, including capital calls, distributions, performance reporting, and Net Asset Value (NAV) calculations.Manage tax and regulatory compliance across various entities and jurisdictions.Manage cash flow and liquidity across complex investment structures, including oversight of treasury functions.Work closely with professional service providers including outsourced administrators, various auditors, outsourced accountants and other ad-ho
https://www.executiveplacements.com/Jobs/S/SENIOR-FINANCIAL-REPORTING-ACCOUNTANT-Private-Equi-1205269-Job-Search-7-22-2025-9-10-43-AM.asp?sid=gumtree
8mo
Executive Placements
1
Deal Launch & Operational ReadinessManage end-to-end operational setup for new investment dealsEnsure all deal pages, configurations, and documentation are ready for launchCoordinate with Investments on deal mechanics and attributesOversee deal lifecycle transitions and close-out processesFund & Deal Cycle ExecutionExecute deployments, distributions, liquidations, withdrawals, and reallocationsManage exceptions, late payments, and reconciliation issuesCoordinate timelines across Payments, Compliance, and InvestmentsEnsure platform and internal systems mirror real-world cash movementInvestor Transaction OperationsProcess allocations, income distributions, reinvestments, and withdrawalsManage investor access to private deals and restricted opportunitiesPrepare and deliver accurate transactional communicationsCross-Functional CoordinationAct as the central operational link across all key departmentsMaintain operational calendars for overlapping cyclesProvide data and updates needed for investor relations and fundraisingOperational Control & Process OwnershipMaintain and enhance middle-office workflowsIdentify risks and inefficiencies, collaborating with Engineering on automationUphold strong documentation, controls, and auditability standardsWere looking for:12 years experience in middle office, investment operations, fund administration, or financial operationsStrong execution and coordination skillsDeep understanding of fund/deal lifecycles, investor cash flows, and transaction processesHighly organised, detail-oriented, and calm under pressureExcellent collaborator with the ability to manage multi-team dependenciesQualifications:Degree in relevant field
https://www.jobplacements.com/Jobs/M/Middle-Office-Analyst-Investment-Operations-1271114-Job-Search-03-12-2026-04-13-36-AM.asp?sid=gumtree
15d
Job Placements
1
SENIOR FINANCIAL REPORTING ACCOUNTANT (Private Equity) - Claremont/Newlands, Western Cape, SAHighly Competitive Package on Offer!Our Client, a leading global Private Equity Investment Advisory firm invested in sustainable infrastructure and climate finance across Africa is currently in search of hands-on, innovative, strategically minded and highly organised Senior Financial Reporting Accountant to support the financial operations and reporting requirements of their expanding portfolio.You have excellent analytical, organizational, and problem-solving abilities accompanied by natural leadership skills and the ability to engage and influence stakeholders at all levels.You are especially passionate about improving universal energy access, in particular across Sub-Saharan Africa, through the investing in decentralised renewable energy (DRE). Main Purpose of the Role:Play a key role in providing dedicated financial leadership to ensure robust compliance, reporting accuracy, and operational efficiency through the overseeing of financial reporting, controls, legal and tax compliance within their Mauritiuss financial services framework, while supporting the financial performance of the group and its funds under management.The role will involve direct engagement with investors, auditors, and regulatory bodies, as well as provide strategic financial leadership across the funds portfolio. Roles and Responsibilities:Assistance with all aspects of financial reporting, control and tax compliance.Prepare and review annual financial statements in accordance with International Financial Reporting Standards (IFRS).Preparation and/or review quarterly management accounts for group companies.Preparation and/or review of various deliverables required for quarterly reporting to investors and responding to investor queries.Prepare audit information and manage the audit process of the various entities within the deadlines which include various Fund entities.Ensure compliance from a finance perspective with the various legal agreements which include the LPA, Investor side letters, Advisory agreements and with the Financial Services Commission (FSC) regulations and other relevant Mauritian legislation (e.g., Securities Act 2005, Financial Services Act 2007).Manage fund accounting, including capital calls, distributions, performance reporting, and Net Asset Value (NAV) calculations.Manage tax and regulatory compliance across various entities and jurisdictions.Manage cash flow and liquidity across complex investment structures, including oversight of treasury functions.Work closely with professional service providers including outsourced administrators, various auditors, outsourced accountants and other ad-ho
https://www.executiveplacements.com/Jobs/S/SENIOR-FINANCIAL-REPORTING-ACCOUNTANT-Private-Equi-1203256-Job-Search-7-15-2025-7-42-00-AM.asp?sid=gumtree
8mo
Executive Placements
1
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OceanHub Africa (OHA) is the continents leading enabler of ocean-impact entrepreneurship. Headquartered in Cape Town at the V&A Waterfront, we support, connect, and invest in African ventures and ecosystem actors working at the intersection of ocean health, climate resilience, and sustainable livelihoods. Through our venture support programs, knowledge partnerships, and convening platforms such as the Ocean Innovation Africa Summit, we build bridges between innovation and inclusion, science and entrepreneurship, grassroots communities and global capital. We are committed to shaping a just, regenerative, and blue economy, from coastal villages to regional venture ecosystems. We now seek a Business Finance Associate on a twelve month contract to provide assistance to the Business Finance Manager, to support startup investment activities and create relevant financial models for startups supported by OceanHub Africa. You will be required to support the Business Finance Manager by performing a range of finance and administrative duties that ensure monitoring, planning and compliance goals and objectives are achieved To be considered for the role, you will need a tertiary qualification in commerce, finance, business management or similar. You will have gained 3 years financial management experience in startup or impact investing ecosystems. Strong analytical, problem solving and organisational skills together with strong spreadsheeting knowledge and skills are essential. Demonstrable experience of building and maintaining financial models, excellent written and verbal communication skills are critical and an interest in sustainability, entrepreneurship, or ocean innovation is an advantage A passion for sustainability and/or the blue economy and the use of no-code tools to streamline monitoring of finance processes and steps will be advantageous. In return we offer the opportunity to showcase your financial acumen whilst delivering financial support to a fast paced high impact organisation and enjoying the mentorship and collaboration with a dynamic, purpose-driven team. In addition to flexible, hybrid working arrangements and a market related salary, this role presents a unique opportunity to join a group of people who are focussed on making a real difference in the lives of individuals and communities whilst positively impacting sustainability, the environment and ocean economy. You will be exposed to and have the opportunity to create relationships with key industry players and thought leaders from around the world.
https://www.executiveplacements.com/Jobs/B/Business-Finance-Associate-1196421-Job-Search-06-21-2025-04-30-34-AM.asp?sid=gumtree
9mo
Executive Placements
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Role: Ultra-High-Net-Worth Family OfficerCategory: Asset Management Location: SandtonSalary: Market-related Our client, an award-winning independent financial planning business and FPI Approved Professional Practice, is seeking a highly skilled Executive Family Officer (EFO). This strategic leadership role is designed for a professional who can serve as a primary advisor and operational head for a dedicated Family Office, ensuring the seamless preservation of wealth and intergenerational legacy for high-net-worth families. Key Responsibilities:Relationship Management: Act as the primary point of contact for family members and manage external relationships with bankers, trustees, investment managers, and tax advisers.Governance & Compliance: Oversee governance frameworks, including Family Constitutions, trust deeds, succession plans, and Letters of Wishes.Structure Oversight: Manage local and offshore structures (trusts, SPVs, companies, and philanthropic entities) to ensure full legal and tax compliance.Strategic Leadership: Lead the oversight of investment, property, insurance, and estate arrangements to optimize performance.Wealth Strategy: Provide guidance on intergenerational wealth transfer, succession planning, and philanthropic strategies.Risk & Reporting: Monitor fiduciary duties and produce consolidated reports to provide families with a holistic view of their wealth.Team Leadership: Supervise and mentor the support team while driving innovation to expand service offerings. Requirements: 710 years in financial services (Private Banking, Fiduciary Services, Tax Advisory, or Investment Management).Proven experience managing high-net-worth clients with complex local and international structures.Exposure to multi-generational wealth management and cross-border compliance.Bachelors degree in Finance, Economics, or Commerce (Required).Postgraduate qualification in Wealth Management, Tax, or MBA (Preferred).Professional certifications such as CFP®, CFA®, or CA(SA) are highly desirable. Skills & Competencies:Strong knowledge of banking, finance, legal, and tax governance.Exceptional interpersonal, diplomacy, and communication skills.Analytical mindset for solving complex, multi-jurisdictional challenges.Proficiency in Microsoft Office 365 (Excel, Word, PowerPoint, Teams).Ability to perform under pressure and meet strict deadlines.
https://www.executiveplacements.com/Jobs/U/Ultra-High-Net-Worth-Family-Officer-1275050-Job-Search-3-25-2026-5-49-32-AM.asp?sid=gumtree
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