Job Description
About the Role
The primary focus of this role is to service bespoke clients, involving full-lifecycle portfolio management, including stock analysis, strategic construction, and ongoing maintenance of investment mandates. A secondary component involves addressing multi-asset class queries from the advising team.
Key Responsibilities
• Monitor existing invested bespoke mandates against their stated objectives, suggest asset adjustments to the lead portfolio manager, and source/value new companies to integrate into these portfolios.
• Directly present portfolio positioning and performance metrics to bespoke clients while providing insights into current local and global market conditions.
• Collaborative response management for inbound advisor queries spanning multiple asset teams (including fixed income, equity, and real return solutions).
• Facilitate the transition of individual stock portfolios from external providers into the firm’s internal funds.
Requirements
• Education & Experience: At least an Honours degree. Advantageous Credentials: Postgraduate designations such as a CFA or CA.
• Technical & Tools Competency: Excel: Advanced/Strong skills are strictly required. Bloomberg Terminal: Foundational knowledge or familiarity is highly helpful for data extraction and system-based tasks.
Core Competencies & Knowledge
• Market Acumen: Deep understanding of financial markets across both global and local spectrums.
• Technical Skillset: Strong background in investment valuations and research capabilities.
• Cognitive Skills: Analytical ability, strong reasoning, and an aptitude for lateral (“out of the box”) thinking.
Personal Attributes
• Interpersonal: Assertive, highly proactive, with excellent communication skills.
• Work Ethic: Methodical, hardworking, and exhibiting a clear willingness to learn, grow, and adapt.
• Stress Management: Ability to thrive under difficult, high-pressure market environments and manage a broad investment universe calmly.
Salary & Benefits
Not specified.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in Cape Town Region
In the Cape Town region, accounting and finance positions are typically found in various industries, including financial services, technology, and manufacturing sectors. The job market for these roles is generally stable, with a steady demand for skilled professionals to support business growth and development.
Accountants and finance specialists in Cape Town can expect salaries that range from R400 000 to R1 500 000 per annum, depending on factors such as level of experience, company size, industry sector, and specific job requirements. For example, entry-level positions may start at the lower end of this range, while senior roles or those in larger companies may command higher salaries towards the upper end. However, these figures are only general guidelines and actual salaries can vary significantly depending on individual circumstances.
Common skills required for accounting and finance roles in Cape Town include proficiency in financial software such as SAP or Xero, strong analytical and problem-solving skills, excellent communication and interpersonal skills, a solid understanding of tax laws and regulations, experience with budgeting and forecasting, and a degree in accounting or a related field. Other desirable skills may include knowledge of cloud-based technologies, data analysis tools, and industry-specific regulations.
The financial services sector is one of the largest employers of accountants and finance specialists in Cape Town, followed by technology and manufacturing industries. These sectors require professionals with a strong understanding of financial management, budgeting, and forecasting to support business growth and decision-making. Other industries that may employ accounting and finance staff include construction, tourism, and agriculture.
For those interested in pursuing a career in accounting or finance, there are many opportunities for professional development and advancement. Many companies in Cape Town offer training programs and mentorship schemes to help employees build their skills and expertise. Additionally, certifications such as the Certified Public Accountant (CPA) designation can be beneficial in enhancing career prospects. Overall, a strong foundation in accounting and finance, combined with relevant work experience and industry-specific knowledge, can lead to a successful and rewarding career in this field.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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