Allan Gray Vacancies

To apply, click on the link at the end of the posts and all the best with your applications

Compliance Officer

Job Summary

The successful applicant will be part of the group’s Compliance Team and will be responsible for engaging with stakeholders, monitoring and reporting compliance related issues to the business and the relevant Board committees and Boards where applicable. 

The role requires strong regulatory compliance experience with solid knowledge and understanding of the Insurance Act, Long-Term Insurance Act and any and all subordinate legislation. The successful applicant may be required to apply themselves to other applicable legislation.

The role will report to and work closely with the Compliance Manager within Compliance. 

Job Responsibilities

Key focus areas:

• Implement the Allan Gray core Compliance Principles, frameworks and processes .
• Identifying, assessing, managing, monitoring and reporting compliance risk and developing and maintaining the regulatory Universe, the relevant compliance risk management and monitoring plans.
• Monitoring of relevant legislation/ internal rules and/ or policies impacting the business, including wider legislative, regulatory, company and industry standards, and pro-actively assists the business in implementing new and/or amended regulatory requirements.
• Providing advisory services in the review of policies/frameworks to ensure alignment to applicable legislation.
• Draft and submit status, committee and/ or board reports.
• Track instances of non-compliance and liaise with responsible person(s) to ensure agreed action plans are implemented.
• Interacting with regulators, industry bodies and internal/ external stakeholders.
• Contribute to the creation of a compliance culture, training and awareness withing the various business units which results in the Business proactively seeking Compliance involvement.

Academic Qualifications

• Legal and/or Commercial Degree with a good academic track record.
• Compliance Institute of South Africa certification will be advantageous.
• Passed the applicable FSCA Regulatory Exams advantageous. 

Work Experience

• A minimum of 3-5 years Compliance experience within the financial services industry, which includes experience relating to the operations of a Long-Term Insurer and the application of applicable legislation. 

Personal Attributes / Core Competencies

• Excellent understanding of an ability to implement Compliance Governance
• Effective negotiation and influencing skills.
• Good management and leadership ability.
• Strong analytical, investigative, problem solving and probing skills.
• Solid report-writing skills and presentation skills.
• Excellent communication and interpersonal skills, including communicating effectively with colleagues and external parties (clients, regulators and industry bodies).
• Methodical, thorough and attentive to detail and structured work approach.
• Passionate, dynamic, proactive and driven.
• Impartial and challenging (independent minded).
• Good ethical judgement.
• Excellent emotional intelligence.
• Ambitious and avid learner.
• Ability to work efficiently without close supervision.
• Team player.
• Adaptable and resilient.
• Self-motivated, organised and deadline driven.
• Positive Attitude
• Excellent Microsoft Office skills – MS Outlook, Word, Excel, Visio, PowerPoint etc.

Work Location

1 Silo V&A Waterfront, Cape Town

Closing Date

11 March 2026

Please inlude PDF copies of your matric certificate and university transcripts.

Click here to apply

Investment Service Consultant

Job Title

Investment Service Consultant | Retail Client Services

Description

The Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience. 

Job Summary

Why should you consider Allan Gray?

At Allan Gray, you will spend your days doing meaningful and engaging work with smart, inspiring colleagues. Our steadfast commitment to long-term investing extends to our people, and we embrace diversity and offer a supportive work environment. We provide performance-based financial rewards and encourage your career and skills development. Growth is an essential part of your journey at Allan Gray. Therefore, our leaders are accessible to help you develop and set you up for a long-term career. Your physical and mental well-being are top priorities, and we provide access to services and platforms to support you in these areas.

Purpose of the role

Our Client Service Centre is integral to our service offering for clients and independent financial advisers. As an Investment Service Consultant, your purpose will be to build clients’ and advisers’ trust and confidence through providing world-class service.

Our consultants do impactful work by empowering our clients on their investment journey. You will gain in-depth knowledge of Allan Gray’s range of products and develop the necessary skills to confidently communicate with and educate our clients.

Job Responsibilities

• Provide excellent service to investors, potential investors and independent financial advisers via our various servicing channels, i.e. inbound calls and emails, face-to-face interactions.
• Build trust and confidence by explaining our investment philosophy and long-term approach to investing.
• Educate clients by sharing product and fund knowledge and empower them to make informed investment decisions.
• Take end-to-end ownership of transactions and ensure accurate record-keeping.
• Actively participate in the organisation’s drive towards continuous improvement by contributing to solutions to client problems.

Skills and Competencies

• This role is suited to individuals who are highly performance driven and seek new challenges.
• A growth mindset and resilience are key attributes to successfully navigate the ever-changing needs of clients and the financial services industry.
• The role requires high adaptability, vigour and agility.
• Our consultants need to be empathetic and client focused.  
• Strong verbal and written communication skills are essential.
• The ability to deal with complexity in a high-pressure environment, analytical thinking, attention to detail and problem-solving ability are crucial to ensure we always do what is best for clients.
• A genuine passion for people and a commitment to service excellence are vital to building long-term and meaningful relationships with our clients.
• Consistently strong academic record. 

Qualifications

A bachelor’s degree (Bachelor of Commerce, Bachelor of Science, Bachelor of Business Science), specialising in (but not limited to) Investments, Finance, Economics, Statistics and Business Management.

Location

Cape Town

Relocation assistance provided for successful hires outside of CPT (Ts & Cs Apply).

Closing Date

31 March 2026

Click here to apply

Specialist

Job Summary

The Post-Trade Operations Team is responsible for performing various administrative duties relating
to local and offshore trades for Allan Gray Institutional clients. This individual will ensure that all
equity, fixed income, money market, offshore and derivative trades are accurately and timeously
confirmed and settled. They would also need to ensure that all forex payments and trade instructions
to transfer agents (Orbis, Bermuda Africa and Bermuda Foreign) are accurately and timeously
processed.

The candidate will work in Institutional Fund Operations, within the Post Trade Operations team.

Job Responsibilities

 Action and monitor the confirmation and settlement of all trades and ensure that brokers and
   custodians receive the required information.
 Follow up with brokers and custodians regarding queries or discrepancies.
 Utilising custodian and broker online portals to monitor and instruct trades and FX payments
    daily.
 Completing various regulatory reporting (SARB QAAR, B31 and B16).
 Complete and check daily, weekly and quarterly reporting (BOP forms for FX trades, holdings
    recons, unit recons, board meeting addendums)
 Address and resolve ad-hoc internal and external requests and queries relating to the function
    from brokers, custodians, transfer agents, Trading, Portfolio administrators, Compliance,
    Corporate Actions, Investment Accounting, Pricing and IT.
 In collaboration with the Manager and other stakeholders, ensuring that the team is on track to
    deliver its’ long-term objectives and ensuring that all aspects are covered in the operating
    model.
 Drive change by assisting the team through coordinating project and initiative work within the
    broader area.
 Overseeing project work from planning through to testing, implementation and ensuring that
    the outcomes upon implementation are in line with expectations of future operating model
    state.

Key attributes and competencies required

 Ability to function well in a detailed environment with particular concern for accuracy and
   quality.
 Ability to deal with complexity and be an analytical, investigative problem solver.
 Proactive, “can-do” and engaged attitude that ensures that tasks get done timeously and
   accurately, while inspiring team members to do great work.
 Self-motivated, determined and persistent.
 Ability to multitask and work under pressure.
 Strong interpersonal skills with the ability to build and maintain relationships. Includes the
   ability to communicate and interact effectively with people at all organisational levels.
 Ability to work well within a team.
 Disciplined and methodical working style.
 Ability to plan, organise and prioritise work pieces.
 Conscientiousness.
 Excellent verbal & written communication skills.
 Ability to be proactive to prevent crises.
 Good understanding of the Institutional business processes is an advantage.
 Knowledge of Charles River, FPM, Invest+, Camunda is an advantage

Stakeholder management and communication

 A key aspect of the role will be to liaise with the various internal and external stakeholders, e.g.
   Trading, Compliance, Orbis, brokers, exchanges, regulators, custodians and third party
   administrators that are involved in the various activities.

Process review and improvement

 Constant focus on reviewing and improving existing operational processes and being proactive
   in response to internal and external change.
 Eliminating inefficiencies and process waste.
 Driving process change where such areas are identified (in consultation with the Manager and
   collaboration with other stakeholders)

Education

 Business related degree.
 A minimum of three years of experience in Fund Operations in Financial Services

Location and Closing date

Location:  Cape Town

Closing date: 10 March 2026

Click here to apply

Graduate Trainee Analyst (GAP) 

Purpose of the Graduate Analyst Programme (GAP)

The purpose of GAP is to fast track the development of exceptional talent with a focus on growing a diverse talent pool of analysts within Allan Gray. The programme allows for a curated experience with trainees rotating through areas of our business such as Product Development, Retail Client Experience, the Investment team and Institutional Clients guided by a mentor who is a senior leader in the business. Trainees are also eligible for a rotation at the London office of our sister company, Orbis Investments, in their second year. The programme starts 1 January 2027 and runs for approximately 18-24 months. Keeping our annual intake small allows us to offer successful candidates exposure to a high standard of individualised training.

Application requirements

The selection criteria for this programme is aimed at graduates who embody the Allan Gray values of individual accountability and high performance; included are the following criteria: 

•    A degree in Commerce, Science, Technology, Engineering or Mathematics, Stats and Quants
•    A minimum GPA average of 80% or higher in English and Pure Mathematics in Matric
•    A minimum GPA average of 75% or higher across all final year university subjects

Please submit your Matric certificate and University transcripts with your application.

Location

1 Silo, V&A, Cape Town.

Relocation assistance is available for those who meet the eligibility criteria.

Closing date

16 March 2026.

Click here to apply

Consultant 

Join Our Retail Operations Team

We’re looking for motivated, client-focused individuals to join of our dynamic Retail Operations Team.

If you’re passionate about delivering exceptional service and thrive in a fast-paced environment, we’d love to hear from you.

About the company

Allan Gray is Africa’s largest privately-owned investment management company, managing more than R500bn of assets. We are focused on generating long-term wealth for our clients, who include individuals, retirement funds, insurers, trusts, companies and foundations. They invest through our focused range of unit trusts, retirement products and life insurance investment pools or in segregated portfolios across both the Institutional and Retail business. Our headquarters are in Cape Town, with additional offices across South Africa, as well as in Guernsey, Namibia and Botswana.

Why should you consider Allan Gray?

Our steadfast commitment to long-term investing extends to our people, our greatest assets. You will spend your days doing meaningful work and engaging with smart, inspiring colleagues. Growth is an essential part of your journey at Allan Gray, and leaders are accessible to help you develop your skills and set you up for success. Your physical and mental well-being are priorities, and access to services to support you in these areas are provided.

Purpose of the role

The position is within the Retail Operations division, an area responsible for processing transactions from clients and independent financial advisers, as well as providing administrative support for the firm’s retail investment offering.

The purpose of the role is to ensure the high service standard at Allan Gray is maintained through building strong client relationships and delivering excellent client service to our clients and independent financial advisers. You will be responsible for ensuring all incoming instructions are responded to and processed and any pending instructions are followed up on. You will report to a team leader, which requires you to work actively within a team but also independently.

Responsibilities

• Checking and accurately processing all incoming or pending instructions. These include:
• New business transactions, e.g. opening a new investment account
• Existing business transactions, e.g. where a client adds or withdraws money or makes changes to their investment
• Providing clients and advisers with a superior level of client service through call and email communications, e.g. responding on time and diligently to all requests from clients, advisers and internal business teams
• Maintaining accurate record-keeping on internal systems of all interactions with clients and advisers
• Knowledge of various legislative requirements relating to investment products
• Supporting members of your team and the team leader, e.g. assisting with technical queries, workflow and processes

Job Specification

• Relevant Business Degree and/or Job-Related Experience
• Sound knowledge of the Life Insurance industry (including Pension Funds) and/or the Unit Trust industry would also be an advantage

Key Attributes and Competencies

• Accuracy and attention to detail
• Excellent time management skills
• Excellent problem-solving skills
• Client-focused with strong verbal and written communication skills
• Self-motivated and agile with the ability to function well under pressure
• Intermediate computer literacy skills in Microsoft Word or Excel

Location

The Silo Office, Cape Town

Click here to apply

We wish you all the best with your applications