To apply, click on the link at the end of the posts and all the best with your applications
Business Developer Investments Cape Town
Our investment client is looking for a Business Developer with 2+ years experience within the Investment products and services space. Products include fund policies, living annuity, endowment, unit trust, tax-free savings accounts.
Salary: Market related
Position type: 12 months Fix Term Contract
Minimum Requirement:
Responsibilities:
Our Client investment / retirement funds company in the financial services industry is looking for an AML Onboarding Consultant in the Rondebosch Southern Suburbs of cape Town area with experience from Manco, FICA and FATCA. Their products include fund policies, living annuity, endowment, unit trust, tax-free savings accounts. You need specific client onboarding experience. You will report to the compliance officer. Primary role is to fulfil the role of a AML/FIC Administrator (Anti-Money Laundering / Financial Intelligence Centre Act Administrator) who ensures that our business complies with South Africa’s financial crime legislation, primarily the FIC Act.
Salary negotiable – THIS IS AN EE POSITION ONLY
Requirements
Matric
AML Certification an advantage
Relevant experience of at least 2+ years a related role where you have dealt with all processes relating to client onboarding.
Sound foundational understanding and exposure to the various applicable legislation including but not limited to
This role is vital for businesses classified as “accountable institutions” to combat money laundering and terrorist financing.
Experience with UT Manco environment and operations and FICA & FATCA
Responsibilities
Client onboarding process and account creation for individuals and legal entities which includes nCino (AML, CDD system) and the unit registry system across all outsourced companies where administration is performed.
Perform validation checks on the Client documents submitted for onboarding a new investor to ensure the necessary FICA requirements are met in accordance with the FIC and the relevant RMCP before loading investor onto the unit registry system.
Ensure all client accounts are loaded and authorised in the AML system nCino.
Follow-up on outstanding information/documents with the Client and deliver exceptional client service, by providing Client with regular feedback.
Work with Compliance and Internal audit to ensure adherence to the FICA RMCP.
Submit all High-Risk clients to Compliance and review that it is completed.
Review all static data change requests and perform relevant client call backs to verify the changes.
Implementing and maintaining process controls using workflow management.
Ensuring all items have relevant comments for audit purposes and escalate any aged items.
Ensure there are no aged items in individual queues.
Review all current clients and remediate where FICA requirements are not met.
SAIPA Trainee Accountant / SAIPA Traineeship Century City Cape Town
Are you looking for a SAIPA Traineeship to become a qualified accountant in Century City Cape Town? Our client is offering a SAIPA Traineeship / SAIPA Learnership / SAIPA Internship for 3 years plus to become a qualified Accountant.
You need to have completed qualified financial degree qualification OR in the process of completing your qualification.
Senior investment Associate Sandton Johannesburg
Our client in Sandton Johannesburg north investment is looking for a Senior Investment Associate within the Public Market with a strong back round in manager research/investment research. You will contribute across the full investment process – from manager due diligence and portfolio monitoring to forming investment recommendations and supporting portfolio construction
Salary Negotiable
Requirements
A tertiary qualification in finance, economics, actuarial science, accounting, engineering, or a related discipline.
Progress toward CFA or similar professional programme is advantageous but not required.
4-5 years’ experience in investment research, multi-manager investing, fund manager due diligence
This role is well-suited to someone who is analytical, curious, structured in thought, and enjoys working across multiple areas of the investment value chain.
Experience working with or managing research/workflow systems (CRM, DD platforms, internal databases) is an advantage.
Experience writing clear, concise research reports for investment committees or senior stakeholders Strong understanding of investment strategies across equities, fixed income, and multi-asset funds.
Ability to interpret performance, risk metrics, factor exposures, and attribution.
Experience analyzing fund manager processes, portfolio positioning, and decision-making frameworks.
Comfortable forming and defending investment opinions based on both qualitative and quantitative evidence.
Proficiency with research tools, data platforms, and Excel; exposure to Python, Power BI, or similar analytics tools is advantageous
Responsibilities
Taking ownership of our manager’s research system, helping drive its ongoing development and integration into our investment processes.
Conduct in-depth research and critical assessment of fund managers and their investment strategies (qualitative and quantitative).
Write clear, succinct, and decision-useful research reports that inform portfolio recommendations.
Participate actively in fund manager interviews, including preparation, questioning, and post-meeting evaluation.
Contribute to the formulation and justification of house views on investment strategies and asset classes.
Support ongoing monitoring of appointed managers, identifying risks, performance drivers, and early warning signals.
Work with the portfolio managers to translate manager insights into portfolio construction implications.
Own and continuously improve the manager research system — including data quality, workflow design, templates, and integration with our internal processes.
Manage ad-hoc analytical assignments across investments, funds, and broader research projects.
Draft sector wrap-ups, insights pieces, and talking points for internal committees and client communication.
Provide administrative, research, or analytical support to the investment team as required.
Our technology client in Richmond Industrial Precinct, Cape Town is looking for a creditors clerk with 2-3 years solid creditor clerk experience. Please make sure you know the area where the job is based before applying.
Salary R 220 000 per annum all included (Permanent position normal working hours Monday to Friday)
Min requirements
Martric
Finance / Bookkeeping Diploma or certificate an added advantage
Excel and Microsoft experience essential Reconcile creditors’ statements.
Retail experience an added bonus
Responsibilities
Process supplier invoices and credit notes accurately and timeously.
Match invoices to purchase orders and delivery notes.
Reconcile supplier statements to the balances in the creditors’ ledger..
Maintain an updated creditors ledger and ensure completeness of records.
Liaise with suppliers regarding queries and outstanding invoices.
Assist with month-end closing processes and audit requirements.
Ensure compliance with internal controls and financial policies.
Act as Creditors clerk for a set amount of suppliers
File creditor documents.
Liaise with operations, procurement and suppliers.
Calculate the creditors’ payments and load the payments on online banking.
Assist with EFT confirmations when required.
We wish you all the best with your applications
To apply, click on the link at the end of the posts and all the…
To apply, click on the link at the end of the posts and all the…
To apply, click on the link at the end of the posts and all the…
To apply, click on the link at the end of the posts and all the…
To apply, click on the link at the end of the posts and all the…