Please note that our Terms & Conditions and Privacy Notice are applicable.
On Promotion in Jobs
Pay OnlineSECURELYEASY DELIVERY OR COLLECTION
Buy with confidence. Secure payment options & nationwide delivery. Learn more
Filter & refine
Clear All
Suggested
Results for investment in "investment" in Jobs in South Africa in South Africa
1
About the client: Established in 2019, our client is an independently owned, boutique investment manager, based in Johannesburg. They are deeply committed to delivering superior returns through their rigorous bottom-up valuation methodology which provides deep understanding of every company they invest in. Our client currently manages R40bn of predominantly institutional client money. The Senior Equity Analyst will conduct fundamental equity research and generate investment ideas to support portfolio managers within an active asset management environment. Key ResponsibilitiesConduct in-depth fundamental research on listed equitiesBuild and maintain advanced financial models and valuationsGenerate differentiated investment ideas and actionable recommendationsMonitor portfolio holdings and update investment thesesAnalyse company results, industry trends, and relevant macro developmentsEngage with company management, sell-side analysts, and industry participants Key RequirementsBachelors degreeCFA Level IIII completed5 - 7 years’ experience in equity researchStrong idea generation capability with a clear investment mindsetAdvanced financial modelling and valuation skillsSolid understanding of financial statements and accountingAbility to clearly articulate and defend an investment view
https://www.executiveplacements.com/Jobs/S/Senior-Equity-Analyst-CFA-Level-III-1276801-Job-Search-03-31-2026-05-00-14-AM.asp?sid=gumtree
13h
Executive Placements
1
SavedSave
Key Responsibilities:Manage full wealth administration processes, including servicing, new business, and portfolio alterations on investment platformsPrepare new business documentation and ensure accurate processing of completed applicationsHandle portfolio changes, switches, and updates efficientlyCompile reports and performance statements for clients and advisorsOversee central communications by managing the main practice mailbox, telephone line, and WhatsApp channelAssist with Wills and Estates processes, including drafting of wills, document storage, collation, and administrationCoordinate deceased estates between Head Office and clients, ensuring a smooth and professional processWork closely with internal teams and Head Office, utilising relevant systems and softwareRequirements:Solid experience within the wealth management or financial services industryStrong knowledge of investments, with specific experience in Momentum Wealth, Momentum Wealth International, and Momentum InvestoExposure to Momentum Securities would be advantageousExcellent administrative, organisational, and communication skillsHigh level of accuracy and attention to detailAbility to manage multiple tasks and work efficiently in a fast-paced environment
https://www.jobplacements.com/Jobs/W/Wealth-Administrator-1275986-Job-Search-03-27-2026-04-35-12-AM.asp?sid=gumtree
5d
Job Placements
1
SavedSave
Are you a sharp legal mind with a passion for high-impact investment transactions?A dynamic opportunity is open for a Legal Advisor: Investments to join a forward-thinking team within a major development finance environment. This role is ideal for a driven legal professional looking to influence strategic investment decisions and contribute to transformative infrastructure and project finance deals across the continent.The successful candidate will be embedded in investment teams, providing legal insight at every stage of the deal lifecycle. From due diligence and deal structuring to negotiation and documentation, this role requires both legal acumen and a strong commercial mindset.Key Responsibilities Include:Advising on the legal structuring of investment transactions, particularly project finance dealsConducting legal due diligence and preparing robust legal opinionsDrafting and reviewing complex agreements, term sheets, and transaction documentsNegotiating with clients, co-investors, and stakeholders to secure sound legal termsSupporting internal credit committees with legal insightEnsuring all transactions are compliant with applicable legislation and internal governanceLiaising with external counsel and managing legal risks across the investment portfolioRequirements:LLB degree and admitted as an Attorney of the High Court of South AfricaMinimum 3 years post-admission experienceAt least 4 years experience in commercial, finance, or corporate law within a financial institution or law firmExposure to infrastructure, banking or project finance transactionsAdvantageous: experience in public-private partnerships and a legal postgraduate qualificationEE Disclaimer:All positions will be fi
https://www.executiveplacements.com/Jobs/L/Legal-Advisor-Investments-1197549-Job-Search-6-25-2025-8-52-59-AM.asp?sid=gumtree
9mo
Executive Placements
1
SavedSave
Key Responsibilities:Conduct detailed fundamental research on companies, sectors, and macroeconomic themesBuild and maintain financial models, perform valuations, and develop investment casesPresent investment recommendations to the investment committeeMonitor existing portfolio holdings and provide timely updatesGenerate independent insights that contribute to alpha generationCollaborate with portfolio managers to support asset allocation and risk-adjusted return strategiesStay abreast of market trends, news, and regulatory developmentsAttend company results presentations, analyst briefings, and industry conferencesMentor and support junior analysts, where applicableRequirements:A strong academic background Honours degree in Finance, Investments, or related field (CFA qualification or candidacy preferred)Minimum 57 years experience as an Investment Analyst, preferably in asset managementStrong financial modelling and valuation skillsDeep understanding of capital markets and investment principlesAbility to communicate complex ideas clearly and confidently, both in writing and verballyHigh level of intellectual curiosity, integrity, and attention to detailProactive, self-motivated, and able to work well in a collaborative team environmentIf you are interested in this opportunity, please apply directly. For more finance jobs, please visit
https://www.executiveplacements.com/Jobs/S/Senior-Analyst-1198510-Job-Search-06-27-2025-10-14-24-AM.asp?sid=gumtree
9mo
Executive Placements
1
SavedSave
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-1276317-Job-Search-3-30-2026-5-35-44-AM.asp?sid=gumtree
2d
Executive Placements
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
5d
Job Placements
1
SavedSave
Company and Job Description:Our client, a leading player in the Corporate & Investment Banking (CIB) space, offers an outsourced Investment Reporting solution to a range of institutional clients, is seeking a mature and experienced CA(SA) to step into a 6-month contract role, providing leadership and operational oversight to a team of approximately 30 individuals. The successful incumbent will play a key role in ensuring the smooth delivery of investment reporting services while the business focuses on a critical project.This role offers a unique opportunity to work at a strategic level, engage with senior stakeholders, and influence operational excellence within a highly specialised environment.Key Responsibilities:Provide oversight on the day-to-day delivery of investment reporting services to institutional clientsManage client escalations and ensure timely resolution of issuesLead, support, and guide direct reports and the broader team on people management and performanceDeliver monthly reporting to internal management committees and governance forumsCollaborate with internal stakeholders across the investment reporting value chainEnsure operational efficiency and adherence to reporting standards and controlsJob Experience and Skills Required:Education:Qualified CA(SA) non-negotiableExperience:Minimum 810 years post-qualification experienceProven experience within pension fund audits, asset management, or fund administrationStrong exposure to investment reporting environmentsDemonstrated leadership experience managing teamsSkills:Strong stakeholder management and communication skillsAbility to operate at both strategic and operational levelsHigh attention to detail and governance mindsetAdvanced Excel and reporting systems exposure advantageousApply now!
https://www.executiveplacements.com/Jobs/C/Chartered-Accountant-1276566-Job-Search-03-30-2026-10-17-50-AM.asp?sid=gumtree
13h
Executive Placements
1
SavedSave
This opportunity sits within a respected and professional wealth management business known for its disciplined investment approach and client-centric culture. The successful candidate will play a key role in supporting the Wealth Manager by delivering consistent, high-quality paraplanning and administrative support.You will be involved in portfolio implementation, client onboarding, and the preparation of proposals, reviews, and reports, while also maintaining ongoing oversight of the investment book. Regular client interaction forms part of the role, ensuring smooth processes, clear communication, and timely resolution of queries.This role is well suited to someone who values accuracy, structure, and professional growth, and who wants to build a long-term career within investments and wealth management.Key Responsibilities:Provide paraplanning and administrative support to the Wealth Manager and their teamAssist with portfolio implementation and ongoing maintenance of client investment portfoliosSupport client onboarding processes and ensure compliance with regulatory requirementsPrepare and deliver proposals, client reviews, and investment reportsLiaise with clients to provide updates, clarify processes, and resolve queriesEnsure accurate record-keeping and oversight of the investment bookJob Experience and Skills Required:Education:Bachelors degree in Finance, Investments, or a related fieldHonours degree advantageousCFP completed or in progress will be advantageousExperience:Minimum of 2 years experience within the investment or wealth management industrySkills & Competencies:Strong analytical and numerical skills with high attention to detailDemonstrated interest in financial markets, wealth management, and personal financeAbility to work under pressure, manage deadlines, and maintain a sense of urgencyStrong professional communication skillsAbility to work independently, take initiative, and solve problems effectivelyProficient in Excel, PowerPoint, and OutlookSound understanding of FICA and FAIS regulatory requirementsFor more exciting Finance vacancies, please visit:
https://www.jobplacements.com/Jobs/P/Paraplanner-1265511-Job-Search-02-24-2026-04-14-49-AM.asp?sid=gumtree
1mo
Job Placements
1
SavedSave
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
6d
Executive Placements
1
SavedSave
Company and Job Description:Our client, a leading player in the Corporate & Investment Banking (CIB) space, offers an outsourced Investment Reporting solution to a range of institutional clients, is seeking a mature and experienced CA(SA) to step into a 6-month contract role, providing leadership and operational oversight to a team of approximately 30 individuals. The successful incumbent will play a key role in ensuring the smooth delivery of investment reporting services while the business focuses on a critical project.This role offers a unique opportunity to work at a strategic level, engage with senior stakeholders, and influence operational excellence within a highly specialised environment.Key Responsibilities:Provide oversight on the day-to-day delivery of investment reporting services to institutional clientsManage client escalations and ensure timely resolution of issuesLead, support, and guide direct reports and the broader team on people management and performanceDeliver monthly reporting to internal management committees and governance forumsCollaborate with internal stakeholders across the investment reporting value chainEnsure operational efficiency and adherence to reporting standards and controlsJob Experience and Skills Required:Education:Qualified CA(SA) non-negotiableExperience:Minimum 810 years post-qualification experienceProven experience within pension fund audits, asset management, or fund administrationStrong exposure to investment reporting environmentsDemonstrated leadership experience managing teamsSkills:Strong stakeholder management and communication skillsAbility to operate at both strategic and operational levelsHigh attention to detail and governance mindsetAdvanced Excel and reporting systems exposure advantageousApply now!
https://www.executiveplacements.com/Jobs/C/Chartered-Accountant-1276100-Job-Search-03-27-2026-10-14-49-AM.asp?sid=gumtree
4d
Executive Placements
1
SavedSave
Our client, a well‑established organisation in the financial sector, is seeking an experienced Senior Portfolio Manager to join their team. This role offers an exceptional opportunity for a strategic leader with strong mentoring, collaboration, and team‑building abilities to make a meaningful impact while advancing their career within a highly reputable organisation. Youll play a key role in guiding investment strategies, developing talent, and contributing to the long‑term success of the portfolio management function.Education and experience:Postgraduate degree in Finance, Economics, Investment Management, or a related field (CFA preferred).Minimum 7 years experience in portfolio management, multi-manager research, or investment consulting.Proven track record managing discretionary mandates, including unit trusts, hedge funds, ETFs and alternative investments.Strong understanding of South African and global investment markets, regulatory frameworks, and DFM operations.Proficiency in English and Afrikaans.Duties:Investment strategy:Develop and articulate the long-term investment strategy for multi-asset portfolios, ensuring alignment with the firms overall vision, client objectives, and evolving market conditions.Lead the identification and evaluation of new investment opportunities, asset classes, and strategic partnerships that enhance portfolio value and support business growth.Drive the implementation of innovative portfolio solutions and business models, adapting to regulatory changes, technological advancements, and competitive dynamics in the South African and global investment landscape.Act as a strategic partner to financial advisors and key stakeholders, providing thought leadership, market insights, and guidance on complex investment challenges.Participate in and influence the development of the firms investment philosophy, house view, and strategic asset allocation frameworks.Portfolio construction and management:Design, implement, and manage multi-asset portfolios (unit trusts, hedge funds, direct equities, ETFs and alternatives) in line with client mandates and the firms investment philosophy.Oversee asset allocation, manager selection, and portfolio rebalancing, ensuring alignment with risk/return objectives and regulatory requirements.Monitor and report on portfolio performance, risk metrics, and compliance with mandates.Manager research and due diligence:Conduct qualitative and quantitative research on third-party asset managers and investment products.Present investment theses and recommendations to the investment committee and stakeholders.Maintain and update approved and buy lists for underlying managers and funds.Client engageme
https://www.executiveplacements.com/Jobs/S/SENIOR-PORTFOLIO-MANAGER-1273645-Job-Search-3-20-2026-3-12-54-AM.asp?sid=gumtree
12d
Executive Placements
1
Key ResponsibilitiesAdministration of either: Long-term insurance and investments, including life, disability, income protection, and investment portfoliosORShort-term and commercial insurance, including personal and business policies, renewals, endorsements, and claimsProcessing of: New business applicationsPolicy amendments and endorsementsWithdrawals, switches, and claimsDebit order changesBeneficiary updatesAdministration of medical aid, gap cover, and/or employee benefits (where applicable)Liaising with insurers, UMAs, and investment platformsMonitoring outstanding requirements and ensuring timely completion of new businessSupporting advisers with quotations and product informationHandling client servicing queriesMaintaining accurate records in line with FAIS and FICA requirementsRequirements510 years experience in a financial advisory or brokerage environmentStrong knowledge of either: Long-term insurance and investment products OR Short-term and commercial insuranceExperience dealing with insurers, UMAs, or investment providersStrong administrative and organisational skillsAbility to work independently and manage m
https://www.executiveplacements.com/Jobs/S/Senior-Financial-Planning-Administrator-1275156-Job-Search-03-25-2026-04-24-45-AM.asp?sid=gumtree
7d
Executive Placements
1
SavedSave
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
Technical Competencies & Experience:A thorough comprehension of private equity and listed equity markets.Understanding of the different social and economic elements that affect the SA business environmentThe capacity to evaluate the viability of new business prospectsAbility to offer high-level guidance on investment strategy.Strong Commitment to compliance and good governance. Behavioural Competencies:Excellent Communications SkillsHigh-level presentation and interpersonal skillsStrategic ThinkingA passion for community upliftment & poverty eradicationProblem SolverPLEASE NOTE: Should you not hear back from us within the next 2 weeks, please consider your application as unsuccessful.
https://www.jobplacements.com/Jobs/E/Executive-Investment-Advisor-Part-Time--CPT-Sou-1277024-Job-Search-03-31-2026-10-39-37-AM.asp?sid=gumtree
13h
Job 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
SavedSave
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
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
6d
Executive Placements
1
SavedSave
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
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--Port-Elizabeth-PE--Eastern-Cape-1274160-Job-Search-3-22-2026-11-35-57-AM.asp?sid=gumtree
9d
Executive Placements
1
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--George--Western-Cape-1274161-Job-Search-3-22-2026-11-38-47-AM.asp?sid=gumtree
9d
Executive Placements
Save this search and get notified
when new items are posted!
