Job Description
Research and analyses
Conduct due diligence on companies and industries by researching and reading financial statements and
market data.
Analyse financial information relating to specific companies, e.g. company results, profit and loss, balance sheet and cash flow statements to determine how an organisation is positioned to deliver for investors.
Keep up to date with market developments, new investment products and all other areas that can affect the markets, e.g. movements in the economies of relevant countries.
Consider how the economic implications of factors such as natural disasters, weather and wars might affect the performance of companies and funds.
Monitor the financial news using specialist media sources.
Carry out financial modelling and projections.
Analyse research platforms to determine most cost-effective way to obtain research.
Investment committee
Make recommendations to the investment committee, being able to position ideas and articulate to the investment committee the potential and risks of various investment options.
Provide portfolio performance reports at regular intervals, comparing performance to benchmarks, other similar funds, and the markets.
Ensure investment committee decisions are implemented.
Document the investment strategy of each portfolio.
Ensure the risk table is updated when necessary.
Propose new portfolios from time to time that could be beneficial to clients.
Presentations and reports
Prepare research and other articles for the monthly newsletters.
Prepare the quarterly reports.
Prepare the quarterly factsheets.
Meet with and provide relevant information to wealth managers and clients, including the preparation of presentations/and or research reports for clients.
Present at various company seminars, webinars or other events.
Compliance
Consider and stay up to date with all applicable regulations.
Ensure that all compliance regulations are met.
Required skills and qualifications
Relevant experience in a similar role or a role whereby the relevant skills have been obtained.
Excellent written and spoken communiction skills.
Confidence.
Research skills.
Strong me management skills.
The ability to work effectively under pressure.
Excellent numerical and IT skills.
Analytical and problem-solving skills.
Teamworking skills.
A keen interest in and understanding of financial markets.
Qualifications
Bachelor’s degree (or equivalent) in finance or related field.
CFA qualification would be beneficial.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Finance/Accounting Management Jobs in Gauteng
In Gauteng, South Africa, the finance and accounting management field is a significant contributor to the province’s economy, with various industries relying on skilled professionals to manage their financial operations. Typically, this field offers stable employment opportunities with good prospects for career advancement. Generally, the demand for finance and accounting managers remains high across multiple sectors.
Salary expectations for finance and accounting management positions in Gauteng are generally broad and can vary widely depending on factors such as experience, company size, and industry sector. Broadly speaking, salaries typically range from R400 000 to R1 500 000 per annum, with senior roles often commanding higher remuneration packages. However, these figures are subject to change and may not reflect actual salaries for specific job openings.
Common skills required for finance and accounting management positions include proficiency in financial software, strong analytical and problem-solving abilities, excellent communication and leadership skills, experience with financial reporting and regulatory compliance, knowledge of financial management principles and practices, and a solid understanding of taxation laws. Typically, candidates with a degree in finance, accounting, or business administration are well-suited for these roles.
Finance and accounting managers can be found across various industry sectors, including the financial services sector, technology industry, manufacturing sector, and more. The financial services sector, for example, often employs finance and accounting professionals to manage its operational finances, while the technology industry may require them to oversee the financial aspects of software development or IT projects.
Career progression opportunities in this field are generally good, with experienced finance and accounting managers often moving into senior roles such as department head or director of finance. Many companies also offer training and development programs to help employees acquire new skills and advance their careers.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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