Aquarius Recruitment Specialists

11 job(s) at Aquarius Recruitment Specialists

Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Oct 20, 2017
Permanent
Job Title: Operations Manager • To manage the designated area of the Operations department by ensuring that defined transactional processing, accounting-related activities and functions are executed within defined standards and risk control requirements Job Description• Ensure effectiveness of processes by tracking; measuring and analysing data relating to work processes• Check and ensure capacity meets business requirements by effectively planning for demand• Ensure team efficiency by monitoring productivity and highlight inefficiencies in processes• Improve efficiency by looking at ways of re-engineering processes• Manage service level agreements with all stakeholders through regular monitoring of efficiencies and engagement with stakeholders• Ensure delivery by using the correct systems and access levels• Ensure transformational target are met for own team through consideration of targets during the staff recruitment; retention and training process and utilising suppliers listed on the preferred supplier list• Contribute to a culture conducive to the achievement of transformation goals by participating in Company’s Culture building initiatives (e.g. staff surveys etc.)• Participate in the development and implement action plans to address issues raised in culture surveys to improve results• Address issues raised in culture surveys by participating in the development and implementation of action plans• Create a client service culture through various required interventions• Support and encourage staff to participate and support corporate responsibility initiative• Achieve operational excellence by supporting the implementation of business optimisation improvement through team engagement• Encourage team to generate innovative ideas and share knowledge• Manage financial loses by ensuring correctness; accuracy of flow of information Ensure achievement of financial targets by meeting client service standards and efficiencies Manage performance of staff by implementing performance agreements; ensuring a clear vision; agreeing on goals and objectives; providing regular feedback on performance; recognising and rewarding achievement and take appropriate corrective action where required• Mentor and coach staff on identified performance gaps by discussing these performance gaps and agree on appropriate action to be taken• Create an environment to motivate staff to perform and contribute to the success of the business by creating environment of teamwork through engaging with staff (sharing information) and encouraging participation in decision making processes• Stay abreast in field of expertise and deliver on the expectations from stakeholders by building capability of self and staff through identifying current and future training and development needs• Contribute to team effectiveness by following the recruitment process when recruiting talent• Ensure that development plans for self and team are implemented and met Maintain a capable high performing team and ensure an environment for optimal performance is created by identifying talent pool through conducting career conversations; utilising the talent grid principles and developing talent retention programmes (e.g. rotation)• Ensure self and staff understand and embrace the Company’s Vision and Values by leading by example and re-enforcing values during meetings• Serve subordinates by effective performance management i.e. managing top and under performers • Build and maintain warm working relationships with peers and managers through regular interaction and teamwork• Ensure sound relationships with external stakeholders by managing client and stakeholder expectations through appropriate communication and forums Qualifications• Matric / Grade 12 / National Senior Certificate • Advanced Diplomas/National 1st Degrees • Preferred Qualification o Financial Markets CertificatePreferred Certifications o ACI, registered Persons Exam (RPE) Experience• 7 years in financial markets and 3 years in a managerial role• Strategic planning • Budgeting • Financial Accounting Principles • Performance management • Business administration and management • Business principles• Business terms and definitions • Communication Strategies • Staff resource planning • Operations planning • Employee training/development • Diversity management • Relevant Company product knowledge • Relevant regulatory knowledge • Governance, Risk and Controls • Change management • Principles of project management • Business writing skills • Management information and reporting principles, tools and mechanisms • Service level agreements • Consumer behaviour • Client Service Management • Client service principles • Organisational systems Job Specification• Managing a team of managers • Developing succession plans • Formulating and implementing communication strategies to cascade functional strategies • Building a community of leaders • Conducting benchmarking and analysis to investigate improvement opportunities • Identifying/selecting talent • Executing major organisational change • Developing a divisional strategy plan • Networking and building relationships • Developing a stakeholder management grid for the business • Establishing and maintaining collaborative relationships with peers / managers • Assisting/Developing resource plans to execute functional strategies • Managing a department or area • Making financial decisions
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Oct 20, 2017
Permanent
To take on the role of professional nominee of approximately 200 high asset value trusts (market value of assets in excess of R5 million) and to provide specialist trust services to high net worth clients and in support of other business development activities within the Group Job Description• Act as professional trustee and manage relationships with all stakeholders on a book trust clients. Consisting of testamentary,inter vivos and 3rd party trusts. Duties will include the following:o General risk management and governance of the Trusto Compliance with all relevant legislationo Protection of Trust assetso Providing of expertise as professional trusteeo Co-ordination of administration, bookkeeping, compliance and legal functionso Conducting trustee meetingso Drafting of resolutionso Liaison between all stakeholders, ie. Investment managers, beneficiaries, trustees, settlors, SARS, accounting and tax consultants and all other third parties• Managed Internal Processes • Managed Stakeholder Relationships • Managed Transformation and Innovation • Managed Self and Team • Managed Financial and Business Results Qualifications• Law Degree; or Commerce Degree majoring in Finance preferably• Higher Diploma in Tax or HDIP Tax will be an advantage• Postgraduate Diploma in Financial Planning will be an advantage• Admitted legal practitioner• Registered tax practitioner - SAIT• CFP®• FPSA• STEP• FAIS Experience• Minimum five years' working experience in a similar role within the private wealth environment Behavioural Competencies • Customer Focus • Driving for Results • Building Trust • Coaching • Planning and Organizing • Delegating Responsibility
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Oct 13, 2017
Permanent
This is a new position, brought about by organisational growth and development of the product offering. The role reports to the Chief Financial Officer.  The Fund Accountant will work with the existing finance, administration and risk management personnel, as well as third party administrators, to ensure timeous and accurate fund administration, client liaison, reporting and related activities, while seeking continuous improvement to the operational processes. The ideal candidate will have the required technical skills and experience and be motivated to develop their career in a dynamic environment, where due to the small team, roles are fluid and a willingness to take on responsibility is welcomed.  In line with the firm’s transformation objectives, preference will be given to candidates from designated employment equity groups.   Job Specification Fund Accounting Review daily, weekly and monthly fund NAV performance Review of administrators’ NAV, fee calculations, profit and loss reports, investor statements Liaison with third party administrators, Mancos, clients, investors Investor queries Analysing and reporting fund data Management and Financial Accounting Month end management accounting and preparation of management finance pack Compliance Monitor daily fund compliance and when necessary report to compliance officer Maintain compliance register   Qualifications   Commerce degree, with financial accounting A preference for CA(SA), while relevant alternatives would be considered   Experience Relevant experience within the financial services industry and investment management in particular, which could have been gained doing accounting traineeship, at a fund administrator or another investment manager   Key Competencies Professional approach; neat; punctual; self-motivated; capable of working independently Ability to operate as a team player and to prioritise work needs Attention to detail Pro-active and confident Highly organized Strong communications skills (written and verbal)
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Oct 12, 2017
Permanent
Job Description• To take on the role of professional nominee of approximately 200 high asset value trusts (market value of assets in excess of R5 million) and to provide specialist trust services to high net worth clients and in support of other business development activities within the Company Job Specification• Act as professional trustee and manage relationships with all stakeholders on a book trust clients. Consisting of testamentary, inter vivos and 3rd party trusts. Duties will include the followingo General risk management and governance of the Trusto Compliance with all relevant legislationo Protection of Trust assetso Providing of expertise as professional trusteeo Co-ordination of administration, bookkeeping, compliance and legal functionso Conducting trustee meetingso Drafting of resolutionso Liaison between all stakeholders, ie. Investment managers, beneficiaries, trustees, settlors, SARS, accounting and tax consultants and all other third parties Qualifications• Essential Qualificationso Matric / Grade 12 / National Senior Certificate o Advanced Diplomas/National 1st Degrees• Preferred Qualificationso Law Degree; oro Commerce Degree majoring in Finance preferablyo Higher Diploma in Tax or HDIP Tax will be an advantageo Postgraduate Diploma in Financial Planning will be an advantageo Admitted legal practitionero Registered tax practitioner - SAITo CFP®o FPSAo STEPo FAIS Experience• Minimum five years' working experience in a similar role within the private-wealth environment Industry Exposure• Working with a group to identify alternative solutions to a problem • Capturing data • Completing various administrative and secretarial duties (e.g.; answering phones; making copies; filing) • Checking accuracy of reports and rec • Communicating internally • Managing conflict situations • Drafting reports • Sharing information in different ways to increase stakeholders understanding • Building and maintaining effective cross-functional relationships with internal and external stakeholders • Managing customer expectations • Comparing two or more sets of information • Interacting with diverse people • Interacting with external clients • Tracking cost against a budget • Working in a fast-paced and changing environment • Working in a team • Working with spread sheets Key Skills and Competencies• Microsoft Office • Administrative procedures and systems • Data analysis • Business writing skills • Relevant regulatory knowledge • Relevant software and systems knowledge • Banking knowledge • Banking procedures • Cluster Specific Operational Knowledge • Business principles • Business terms and definitions • Governance, Risk and Controls Behavioural Competencies • Customer Focus • Work Standards • Contributing to Team Success • Communication • Managing Work (includes Time Management) • Building Partnerships  
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Oct 12, 2017
Permanent
Key Responsibilities• Track, feedback and record “pipeline” opportunities in central CRM system• Research and maintain database of existing and prospective Accounts and Contacts in CRM system• Run regular Opportunity, Activity and Campaign reports from CRM system• Event management of the Company’s hosted events, conferences and industry event• Manage invitations, RSVPs and attendee lists for events• Event logistics implemented with Marketing team• Drive marketing, collateral, branded gift, etc needs for event Purpose of job• Support the implementation of Practice Development activities for the Company’s advisory businesses. PD activities include:o Implementation of seminars, speaking, research, articles/PRo Production of Request for Proposals and presentations for existing and prospective clientso CourRequest for Quotes/Proposals production for targeted, prospective clientso Superpleasing – Event management of relationship building activities with existing clientso Listening – Logistic, marketing and admin support of meetings with executives and influencers at existing clients where Production of request for proposals (RFPs), tenders and pitch presentationso Start RFP and tender projects and drive completion of documentso Assist in maintaining the Qorus Knowledge Centre - online content library with up-to-date and relevant company and serviceso Implement and manage RFP print production to deadlines as neededo Assist in proofreading and editing documents, presentations and other written communicationso Available to work irregular hours (outside of 9 to 5) as occasionally required to meet deadlineso Client Relationship Management (CRM) support Qualifications and Experience• B.Com or relevant degree or higher• Added advantage: o Investment knowledge: good technical understanding of financial markets, asset classes, investment vehicles, consulting processo Knowledge of retirement fund, medical aid and various investment related regulatory and legislative environment Key Competencies• Advanced proficiency in MS PowerPoint and Word formatting, ung Style guides, etc• Basic use of Excel• Comfortable using web-based software and systems, and quick to learn new technology/systems.• Excellent project management, administration skills and attention to detail• Excellent grasp of the English language (reading and writing), with a basic understanding of financial services jargon• RFP production and tender experience Personal Attributes• A motivated self-starter who’s inspired to deliver excellent work under tight deadlines• Willingness to occasionally work outside normal working hours (i.e. early mornings, late nights) to meet deadlines• Ability to work individually, and as part of a team, with a client centric attitude• Highly creative and an excellent writer but also process-driven, organised, a self-starter, detail focused and self-managed• Excellent at listening, questioning, and responding to gained information• Comfortable working in highly flexible, entrepreneurial environment• Inspired by networking and meeting and talking to new people
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Oct 12, 2017
Permanent
Key Responsibilities• Conduct research into market and industry conditions in which an entity operates• Analyse both entity and market information to identify major valuation drivers and risks• Assist and train staff members on the job to develop their analytical skills• Calculate the value of an entity using recognised valuation methods• Review valuation models prepared by other team members• Prepare and review high quality, insightful valuation reports• Present results of work internally/externally• Discuss draft reports with clients and resolve any queries efficiently• Guide staff in the resolution of queries in such manner that it improves their understanding of the subject matter• Compile or review information required for quarterly reporting if required• Form part of due diligence team as necessary• Improve client reporting• Be involved in producing cutting edge and independent research• Prepare and present training as required• Research and write, high quality articles for publication in marketing material Purpose of job• Analyse and value unlisted companies typically owned by private equity funds as well as supervise staff performing such valuations Qualifications and Experience• 3-5 years• Finance/accounting qualification• Studying towards CFA or CA/CFA qualification an advantage Key Competencies• Interest in and reasonable knowledge of Investment Management/Private equity/company valuation• Working knowledge of credit pricing and credit risk evaluation will be advantageous, but not essential• Strong accounting knowledge and practical ability• Strong, proven analytical skills• Passion for business and acquiring new knowledge• Can Interpret and analyse large quantities of portfolio and market data• Able to work independently but also supervise other team members• Use initiative, be pro-active and have problem solving ability• Able to review the work of other team members in a detailed manner• Understands industry trends• Communicates clearly and politely, both verbally and in writing, to obtain information• Quick learner• Working knowledge of financial instruments• In depth knowledge of the valuation of all financial instruments• Good working knowledge of concepts relating to risk and return• Willing to put in long hours when needed• Commitment to producing high quality reports and analysis• Safeguarding integrity of sensitive client data• Ability to lead by example
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Oct 12, 2017
Permanent
Job Purpose Our client is looking for a quantitative analyst to join its dynamic team. The focus is mainly on performance and risk analysis, but does also involve knowledge and application of broader quantitative and investment related topics.   Key Responsibilities Write-up of daily market commentary Data gathering, verification and preparation Monthly and quarterly fund and client reporting, including, but not limited to, Investment Analysis Reports and Fund Fact Sheet Updating, maintaining and automating various reporting processes as required Maintaining process documentation Performance and management fees calculations and verification Various portfolio and investment related quants research Adhoc analyses Support function to Administration and Investments; including, but not limited to, daily unit price and client model checking   Qualifications Sc. in Actuarial Sciences Experience Experience within financial services advantageous Strong MS Excel skills   Key Attributes   Strong analytical and numerical skills Strong communication skills Attention to detail whilst always linking numbers to the bigger picture Ability to work methodically Good organizational skills Deadline driven A passion for investment analysis Ability to work in a team
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Oct 11, 2017
Permanent
To assist with the implementation of the business investment philosophy through data analysis, research and support functions, in line with the Company Group strategy Job Description• Assess needs and provide solutions Interacting with internal and external clients• Provide feedback and make business presentations to stakeholders• Develop and use collaborative relationships to facilitate the accomplishment of work goals• Compile; maintain and monitor economic; industry and other data series through research• Make investment recommendations by using quantitative and qualitative analysis Identify and interpret relevant information using logic to seek cause and effect relationships• Contribute to a culture conducive to the achievement of transformation goals by participating in Company Culture building initiatives (e.g. staff surveys etc)• Participate and support corporate social responsibility initiatives for the achievement of key business strategies• Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems• Evaluate performance of fund/investment through regular financial performance reviews• Develop software proficiency to deliver required outputs• Express ideas or facts clearly in written documentation so that the content is understood by the recipient• Develop sound product and industry knowledge and understanding the regulatory framework• Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions• Understand and embrace the Company vision and demonstrate the values through interaction with team and stakeholders• Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers• Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames• Ensure information is provided correctly to stakeholders by maintaining knowledge and sharing knowledge with team Qualifications• Matric / Grade 12 / National Senior Certificate • Advanced Diplomas/National 1st Degrees • Studying towards Chartered Financial Analyst (CFA) Experience• 1-2 years experience in a financial or related industry Key Competencies• Working with a group to identify alternative solutions to a problem• Capturing data • Completing various administrative and secretarial duties (e.g.; answering phones; making copies; filing) • Checking accuracy of reports • Communicating internally • Managing conflict situations • Drafting reports • Sharing information in different ways to increase stakeholders' understanding• Building and maintaining effective relationships with diverse internal and external stakeholders • Comparing two or more sets of information • Working in a fast-paced and changing environment • Interacting with diverse people • Working in a team • Working with spread sheets Key Skills• Administrative procedures and systems • Banking knowledge • Banking procedures • Business principles • Business terms and definitions • Data analysis • Governance, Risk and Controls • Microsoft Office • Relevant regulatory knowledge • Relevant software and systems knowledge • Business writing skills • Cluster Specific Operational Knowledge • Numeracy Employment EquityPreference will be given to candidates from designated groups
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Oct 10, 2017
Permanent
Key Responsibilities You will be required to report daily to clients according to client requirement and within client specific deadlines Client queries to be attended to timeously You will be required to calculate and understand performance returns You will be responsible for review and reconciliations of monthly reports and delivery to clients within specific deadlines Produce and check monthly statement M reports, monthly commentary, Regulation 28, Regulation 30  and other ad hoc reports Quarterly SARB reporting, Regulation 28, Regulation 30, assisting client with compiling SAM reports Calculate management and performance fees You will be required to obtain and review FICA documents Perform daily cash management Ensure that contribution and disinvestments instruction are captured into the asset management system Monitor daily cash balances, and ensure the necessary actions are taken Comprehensive support to Portfolio Managers Gain an in depth knowledge of client portfolios Liaison with clients on client queries Assistance rendered to external auditors Assistance rendered to internal auditors Coordinate completion and timely delivery of due diligence questionnaires Assist with completion and delivery of tender documents Manage the client take-on process Manage the client take-off process Adhering to client reporting deadlines Assist with drafting client mandates Be involved with ad hoc projects that will improve productivity and streamline processes   Key Competencies Being a team player is key, with ability to work well under pressure and take full ownership of tasks You are a self-starter and are highly motivated Pay high attention to detail You are results driven Ability to work independently and part of a team Problem solver Excellent organisational, time management and interpersonal skills Excellent communication skills and have confidence to communicate with individuals at various levels of seniority You have the ability to provide accurate and timely customer service to clients You have the ability to identify inefficient procedures and find ways to make these procedures more efficient   Qualifications and Experience 5 years’ experience as a CRM / CLO in an asset manager You have a keen interest in investments, and a good understanding of various instruments You have the ability to pick up IT packages quickly. In house system is Fundamental
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Oct 04, 2017
Permanent
Play an active role in all aspects of the asset management operations function including the implementation of investment decisions within a multi-manager structure, the review and verification of portfolio valuations performed by external fund administrators, reporting to external and internal stakeholders and ensuring accurate and efficient processing of instructions Job Responsibilities • Responsible for the daily cash allocation process from end-to-end including the execution and authorization of electronic fund transfers • Validation of Unit Trust client instructions and handling of related queries • Implementation of investment decisions and ensuring portfolio accurately reflect the investment views in terms of manager and asset allocation• Review and verify portfolio valuations and pricing produced by the external fund administrators • Review of cash and scrip reconciliations and liaising with external parties to ensure outstanding items are resolved timeously• Monthly reports/accounting reconciliation between trustees and manco for unit trust funds and resolution of reconciling items • Assisting external auditors in annual audit of unit trust funds • Implement and review pricing standards and best practice and application thereof • Compile and review regulatory and client reporting on a monthly and quarterly basis • Prepare and review fee calculations relating to funds and entities • Coordinating the launch, merger and closure of funds and all other investor related activities • Ensure process documentation is up to date; this includes the assessment of risk and controls in the processes Experience • 3 years asset management administration and/or Unit trust pricing experience • Unit trust fund and MANCO accounting experience would be beneficial • Previous experience within an asset management operations function would be advantageous Qualifications • Commerce degree or diploma Key Competencies • Strong attention to detail • Strong numeracy skills • Investment industry understanding • Strong administration background • Efficient and ability to meet deadlines • Good time management skills • Proactive and able to use initiative • Excellent communication skills • Critical thinker and strong problem solving skills Systems knowledge • Advanced Microsoft Excel skills • Working knowledge of Flexcube and Invest One will be an advantage Employment Equity • Preference will be given to applicants from designated groups
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Oct 04, 2017
Permanent
Provide quantitative and qualitative support to retail and institutional teams on our Core Range. Conduct research on optimal strategies for low cost funds used in retail and institutional markets (Eg. multi-asset passive portfolios) and meet with clients and stakeholders - present and build relationships Qualifications• Matric / Grade 12 / National Senior Certificate • Advanced Diplomas/National 1st Degrees • Chartered Financial Analyst (CFA) / Masters of Business Administration (MBA) /M.Com (Finance specialisation) - Preferably Experience• Experience in programming language (python, java etc)• Machine learning, data science skill set, data modelling, automation Job Specification• Provide quantitative and qualitative support to retail and institutional teams on our Core Range• Conduct research on optimal strategies for low cost funds used in retail and institutional markets (Eg. multi-asset passive portfolios)• Meet with clients and stakeholders - present and build relationships• Contribute to a culture conducive to the achievement of transformation goals by participating in the Company Culture building initiatives (e.g. staff surveys etc)• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to the Company • Evaluate performance of fund/investment through regular review. Develop software proficiency to deliver required outputs• Develop sound product and industry knowledge. Assess the impact of regulation on the business and implementing required changes• Interact with internal and external clients to assess needs and provide solutions. Provide feedback and presentations to stakeholders• Develop and use collaborative relationships to facilitate the accomplishment of work goals Key Skills• Passionate - about clients, investments and life• Positive, “can do” attitude, directed energy• 100% ethical - utmost integrity and respect• Always improving self and team• Values relationships highly - internal and external• Proud of output - delivers high quality, professional• Enquiring mind - challenges respectfully and can be challenged• Team player - collaborative but accountable• Embraces transformation and diversity• Never give up. Humble in success• Individuals who are able to give and receive constructive feedback - great emotional intelligence• Individuals that have ambition and courage • Individuals who are commercially minded Key Competencies • Aligning Performance for Success• Building Partnerships• Coaching • Customer Focus• Driving for Results• High - Impact Communication Employment EquityPreference will be given to candidates from designated groups