CareerAnchor

The position will fall in the Institutional team with a focus on the Africa ex-SA entities. This role is responsible for (but not limited to) the financial function of certain allocated Africa ex-SA entities to ensure these entities meet the team’s objective of providing meaningful and value-adding financial, management and regulatory reporting.

A top Asset Manager in Cape Town is searching for an Investment Analyst to join their team. The Investment Team typically numbers 20 to 25 people (including Analysts and Portfolio Managers). This is small in comparison to the large number of applications they receive from smart, ambitious and hard-working people. This unfortunately means that they have to turn away many good applications, but they are always looking for exceptional candidates, and you don’t have anything to lose by trying. So if you think you have what it takes to succeed, we encourage you to apply.  

This position is within the Retail Division and the candidate will report to the Team Leader. The job requires the candidate to deliver an elevated level of service to all clients. This includes direct clients, Independent Financial Advisors (IFA’s) and senior executives. ONLY APPLY TO THIS JOB IF: •    You scored an A or B for Maths on higher grade in Matric. •    Your average GPA on tertiary level is above 65% •    Have a keen interest in financial markets. •    You absolutely love delivering exceptional client service. •    You can listen. Actively. •    You can follow detailed instructions if you have to, but you can also think for yourself if there aren’t instructions. •    You take responsibility for deadlines. •    You have the confidence to be proactive. •    You take ownership of your work – you feel proud when you get it right and look for ways to improve if it’s off the mark. •    You are sensitive to your team members and think about how your contribution impacts them. WHAT'S IN IT FOR YOU? •    Chance to be part of a top asset management firm whose greatest asset is its people •    Exposure to the asset management and financial services industry •    Free lunch •    Benefit from a learning culture that encourages further development through free courses and educational sponsorships •    A great springboard to launch your career in an environment that supports promotion and growth MAIN RESPONSIBILITIES This position is within the Retail Division of an Asset Management firm. You will be required to deliver an elevated level of service to all clients which includes Direct Clients, Independent Financial Advisors (IFA’s) and Senior Executives. You will provide service to all investors, potential investors and IFA’s with transactions and queries for all products telephonically and via written correspondence: •    Discuss and explain all funds and products offered •    Assist clients with process information and quotes •    Assist clients with tracking and follow-up of transactions in progress •    Respond to queries regarding investment performance •    Clarify and explain the company’s investment approach and philosophy •    Ensure accurate record-keeping through service-related administrative tasks •    Provide assistance to the Service Support and Walk-in-Centre teams when required •    Assist with database updates and information maintenance •    Support a positive and responsive climate for client enquiry resolution •    Play a key role in the stewardship of positive client relationships and the retention of clients •    Build and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency •    Actively participate in the organisation's continuous improvement by identifying and proposing solutions to process and service related failures QUALIFICATIONS •    Relevant Commerce degree in Finance, Economics, Statistics, Investment Management or Business Management with GPA above 65% •    If 2016 is your final year for your undergrad you may apply now, and you will start after you've completed - should you be successful SKILLS AND COMPETENCIES •    Strong verbal and written communication skills •    Numeric ability •    Client focussed, friendly and empathetic manner •    Accuracy and attention to detail •    Self-control •    Initiative •    Analytical thinking •    Professionalism •    Administration skills •    Adaptability •    High stress tolerance •    Ability to relate to others •    Ability to deal with complexity •    Ability to prioritise and function positively under pressure •    Ability to function as part of a team •    Accept accountability and take responsibility for tasks done •    Computer literacy SEND THESE DOCS TO applications@careeranchor.co.za: •    Comprehensive CV •    Matric Certificate •    Full statement of all tertiary results •    One-page letter of motivation why you stand out from the rest  

This position is within the Retail Division and the candidate will report to the Team Leader. The job requires the candidate to work actively within a team but also independently. The candidate will be responsible for all incoming and any pending work to ensure finalization of the case, while maintaining contact with the Independent Financial Advisor (IFA) or the client during the entire process. This person will need to be flexible, energetic, and trustworthy, organized, self-disciplined and enjoy working in a team environment. ONLY APPLY TO THIS JOB IF: You got an A or B for Maths on higher grade in Matric. Your average GPA on tertiary level is above 65% Have a keen interest in financial markets. You absolutely love delivering exceptional client service. You can listen. Actively. You can follow detailed instructions if you have to, but you can also think for yourself if there aren’t instructions. You take responsibility for deadlines. You have the confidence to be proactive. You take ownership of your work – you feel proud when you get it right and look for ways to improve if it’s off the mark. You are sensitive to your team members and think about how your contribution impacts them. WHAT'S IN IT FOR YOU? Chance to be part of a top asset management firm whose greatest asset is its people Exposure to the asset management and financial services industry Free lunch Benefit from a learning culture that encourages further development through free courses and educational sponsorships A great springboard to launch your career in an environment that supports promotion and growth MAIN RESPONSIBILITIES: Process incoming instructions:          - New business transactions           - Existing business transactions (investments, retirement's, withdrawals, switches, transfers, cessions and estate lates)           - Amend existing client information (investors, advisors and employers) Validate incoming instructions:           - Adhere to legislative requirements relating to all applicable products           - Completeness and accuracy of instruction from client/IFA           - Validate proof of payment or money transfers           - Comply with FICA requirements (where relevant) Ensure all incoming work is captured within required turnaround times and before relevant cut-off times Attend to queries from clients, IFA's and internal customers and respond to queries on time and diligently Provide clients and IFA's with superior levels of service Maintain records of all interactions with clients and IFA's on Siebel CRM Correct and timeous rectification of errors Liaise with clients and IFA's regarding the correct implementation of instructions received to meet with our service delivery standards Support fellow team members and Team Leader Adhoc duties as required from time to time QUALIFICATIONS: Relevant Business Degree or job-related experience is an advantage Sound knowledge of either the Life Insurance industry (including Pension Funds) or the Unit Trust industry is an advantage. Intermediate Computer Literacy – Word, Excel, Email SKILLS AND COMPETENCIES: High accuracy and attention to detail Excellent time-management Excellent problem-solving ability Excellent verbal and communication skills Ability to function well under pressure Client-focused and self-motivated Ability to work effectively as part of a team and independently Accountability and responsibility for all tasks done HERE'S A QUICK ATTENTION-TO-DETAIL TEST: To apply for this position, please send the following documents to applications@careerachor.co.za: CV Matric Certificate Full statement of tertiary results One-page letter motivating why you are the best candidate for the job