Aquarius Recruitment Specialists

11 job(s) at Aquarius Recruitment Specialists

Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Feb 22, 2017
Permanent
This position is within the Retail Division and the candidate will be reporting to the Team Coordinator. The job requires the candidate to work actively within a team and its daily processes and procedures. The candidate will be responsible for ensuring that all incoming work is seen to, that any pending work is followed up on time to ensure that the case is finalized and to maintain contact with IFA's and clients. This person will need to be flexible, energetic, and trustworthy, organized, selfdisciplined, and enjoy working in a team environment. Main responsibilitiesValidating all incoming instructions with regards to:Various legislative requirements relating to all applicable productsCompleteness and accuracy of instruction from client/brokerProof of payment or money transferFICA requirements complied with (where relevant)Processing of incoming instructions in respect of:New business transactionsExisting business transactions (investments, retirement's, withdrawals,switches, transfers, cessions and estate lates)Amendments to existing static data (investors, advisors, employers)Ensuring all incoming work is captured within required turnaround times andbefore relevant cut offs.Attending to queries from clients, IFA's and internal customers and responding toqueries on time and diligently.Providing clients/ IFA's with superior levels of service.Maintaining records of all interactions with clients / IFA's on Siebel CRM.Correct and timeous rectification of errors.Liaise with clients / IFA's regarding the correct implementation of instructionsreceived to meet with our service delivery standards.Support fellow team members and Team Coordinator.Ad hoc duties as may be required from time to time. QualificationsRelevant experience – Relevant Business Degree or Job Related Experience wouldbe an advantage but not essential.Sound knowledge of the either the Life Insurance industry including Pension Fundsand/or the Unit Trust industry would also be an advantage.Intermediate Computer Literacy – Word, Excel, EmailSkills/competencies and experienceAccuracy and Attention to DetailExcellent Time Management SkillsExcellent Problem Solving SkillsExcellent Verbal and Communication skillsAbility to function well under pressureClient focused and self motivatedResults orientatedAbility to work effectively as part of a teamAbility to accept responsibility for all tasks done
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Feb 21, 2017
Permanent
To support the Product Development Team with research, analysis and modeling of various investment products, both locally and globally. Ensuring that the Company’s Investments product range is structured relevant to client needs and that it is appropriately positioned and priced compared to the industry. The successful candidate will provide a specialist internal knowledge base of product design, legislation and taxation to inform the decision-making forums Job Specification High level responsibilitiesWork closely with the Executive: Product Development and Senior Product Specialist to investigate and analyze product opportunities and product features for existing and new product suitesResearch and analysis of new product opportunities for use by product development team when presenting to business stakeholders in decision making forumsResponsible for driving certain smaller project strategies, new products or services from concept stage through design and ensure successfully roll out to marketSupport internal departments with complex and technical queries relating to product suite or queries/deliverables that are analytically complex Main duties and responsibilitiesAssist the Executive: Product Development and Senior Product Specialist with all product related matters and analysisImplement and maintain a structured process to review competitor ProductsPrepare draft reports that can be used for internal decision making and converted to distribution supporting information documents/reports.Design product proposal and product specification documents for presentation to Product Forum and Executive team as requiredMaintain product specification documents for all existing and proposed products and check product related marketing content for product accuracy before roll outParticipate in formative discussions with internal business departments and other external service providers on product mattersModeling of various investment structures for review of existing and design of new product structuresAssist with feasibility analysis on new product opportunitiesProvide support to business on any product related queries or complex analysis Experience3 to 5 years’ experience within a LISP, an asset manager or a life insurance company, with strong analytical skills and attention to detail2 to 3 years product development experience within a LISP, an asset manager or a life insurance company Qualifications B.Com/Bus.Sci degree with majoring in statistics and/or mathematics, otheranalytical focus will be considered Key CompetenciesAnalytical and problem solving abilityStrong attention to detailInvestigative nature to unpack complicated productsProactive and able to use initiativeClear thinkerSelf-starter with ability to multi-taskHighly organised and efficientEvidence of being able to work collaborativelyTeam playerAttention to detail, numerate and enjoy research and analysis, career focused fit with team Systems knowledgeProficient in MS Office with strong MS Excel skillsApplicable LISP administration systems
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Feb 13, 2017
Permanent
QualificationsRelevant tertiary qualificationsCA (SA) and/or CFA level 2 or 3First time passes for the aboveExperienceAt least 2 years’ experience post articles/other work experience (if non CA SA).Experience Global investment industry Excel (advanced), rest of the Microsoft office suit. Key ResponsibilitiesPrepare individual company forecasts and valuationsReview company announcementsCompany management visitsAttribution and performance analysisQuantitative analysesInitial portfolio compositionExecute broker instructionsWriting client reportsCompany reportsMonthly / quarterly sector review reportInvestment committee reportsNew business developmentPreparation and delivery of client presentation and report backsPreparation and delivery of presentations for prospective clientsPerform any additional functions that may be required in support to the ongoing management and development of the businessKey SkillsAttention to detailAnalytical skillsNumeric skillsProblem solverReport writingOrganisational skillsGood interpersonal / strong presentation skillsAbility to work unattended and as part of a small teamMotivated person, willing to drive the businessEntrepreneurial mindedMust have good interpersonal skills.
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Feb 13, 2017
Permanent
Job Requirements:   a. Accounting background essential (looking for a qualified CA (SA)). b. Cape Town based c. Affirmative action candidates will be given preference d. Candidate will perform equity research on a range of local and global companies to service our award winning equity team
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Feb 13, 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
Feb 13, 2017
Permanent
Quantitative role within small multi-managed investment team. Apply your knowledgeof best practice modelling techniques & technical skills to assess investment decisionmaking; motivate optimal asset allocations; and asset manager combinations acrossa range of portfolios. Opportunity to work closely with analysts to improve decisionmakingand impose quantitative rigour on investment process. Opportunity to bedirectly responsible for the fixed interest manager universe and fixed interestmanager portfolio research. Bring your strong technical skills to bear on an assetmanagement environment. Influence investment decision-making and contribute tobuilding robust portfolios. Cement your reputation in the investment industryEnsure investment decision making subject to quantitative scrutiny by attributing keydecisions using both internal and external modelsMotivate a robust asset-liability investment strategy for institutional clients in thecontext of Solvency 2 and other pertinent legislationImprove consistency of manager combinations in multi-manager portfolios byapplying advanced statistical techniques to portfolio constructionApply statistical techniques to identify persistence of manager skillMotivate and stress-test strategic asset allocation of inflation-targeting portfolios byapplying best-practice quantitative techniques to portfoliosWork closely with reporting analysts and investment analysts to ensure decisionmakingis based on accurate and reliable dataParticipate in relevant committees and influence key decision-makers in drivingrelevant investment strategy for clients, Keep up to date with industry best practiceScrutinise and develop internal models and ensure investments decisions are basedon accurate, relevant and timely informationOpportunity to be directly responsible for the fixed interest manager universeresearch and fixed interest portfolios QualificationsB.Stats (Hons) / Business Science degree majoring in Finance, Economics, orActuarial Science, Stats/Maths degreeYou have earned or are in the process of earning the CFA/CAIA/FRM designation ExperienceExcellent quantitative skills that have been honed in an asset managementenvironmentPractical knowledge of optimisation techniquesBackground in actuarial or statistical modellingPrevious working experience in an asset manager environmentExperience in ALM modelling and expose to fixed interest manager research wouldbe an advantageThorough and diligent approach to analyzing dataAbility to see big picture and focus on what is importantDeep understanding of sensitivity of outputs to assumptionsAbility to multi-task, prioritize, meet deadlines, and engage with qualitative teamQuestioning and inquiring mind that can focus on what is relevantConfidence to articulate and defend a positionNot dogmaticLearn from mistakesExcellent attention to detailAbility to interact with teamSystems knowledgeStrong programming and advanced excel (VBA) skills,Working knowledge of advanced statistical package (STATA) and Morningstar anadvantageWorked with INET
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Feb 13, 2017
Permanent
Operations Ensuring all day to day tasks are completed within agreed timeframes and SLA’s Ensuring the completion of all initial and ongoing due diligence on fund managers and counterparties Reviewing, drafting and authorising of all agreements Develop and manage the preparation and completion of board pack reports for the ManCo Liaise with both the local compliance and risk management teams for the escalation issues to the regulator where appropriate Ensure errors are logged in the appropriate systems and escalations are made in accordance with agreed standards, appropriately within the ManCo Provide oversight and consultation to ensure root cause of issues are properly identified and actioned Continual review and development of the control, procedure and policy environment of the ManCo Operational Performance Ensures compliance with applicable laws, service standards, company policies and procedures and agreed operational and control processes Ensures that all client related fiduciary and administrative duties are undertaken in a timely and effective basis Financial Performance Responsibility for ensuring all fees and profitability are in line with the Company’s standards  Leadership and Talent Management Provides leadership and management guidance which mirrors the organizational vision and values Set standard for professionalism through exemplary conduct and teamwork at all times to develop the same in others. Ensures professional development plan is in place for self and any subordinates with clear understanding of roles and responsibilities   Key skills  Has the credibility and gravitas to interact and develop business relationships both internally and externally Is focused on delivering against business goals to create value Deep understanding of the technical and operational requirements Challenges, harnesses and nurtures the talents of people at all levels Strong understanding and experience of the regulatory environment
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Feb 13, 2017
Permanent
The candidate will be responsible for ensuring that all incoming work is seen to timeously, that any pending work is followed up on to ensure that the case is finalised. The consultant will also be responsible for maintaining contact with the Employer Group and/or client during this process. This person will need to be flexible, energetic, and trustworthy, organised, self-disciplined and enjoy working in a team environment.Key Responsibilities Processing of incoming instructions in respect of: New business transactions including the setup and maintenance of Proposals, Special Rules, Schemes, Scheme Users, Member Upload Files and Beneficiary Maintenance Ongoing servicing transactions including employer and member detail maintenance, regular contributions and contribution maintenance, member and scheme status, member switches Validating all incoming instructions with regards to: Various legislative requirements relating to all applicable products Completeness and accuracy of instruction from client/IFA Proof of payment or money transfer Exit events Liaise with employers, scheme advisors and IFA’s regarding the correct implementation of instructions received to meet our service delivery standards Ensuring that all incoming work is captured within the required turnaround times and before relevant cut off times Attending to queries from employers, scheme advisors and IFA’s, internal stakeholders. Providing employers, advisors and clients with superior levels of service Maintaining records of all interactions with all stakeholders Support fellow team members and Team Coordinator Ad hoc duties as may be required from time to time Qualifications and Experience Relevant experience: relevant business qualification and/or job/industry experience would be an advantage. Concurrently, sound knowledge of either the Employee Benefits or Umbrella Fund industry would be advantageous Computer literacy required – MS Office Suite Key skills Dedicated and very focused on details Ability to implement new processes and run with new projects Hands on attitude Build relationships internally and externally Excellent planning and organising skills Key Skills and Competencies Accuracy and Attention to Detail Excellent time management skills Excellent data analysis skills Excellent Verbal and communication skills Ability to function well under pressure Client focused Self-motivated Ability to work effectively as part of a team, but also independently Ability to accept responsibility for all tasks done
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Feb 13, 2017
Permanent
DutiesTo research, analyse and value South African / rest of Africa listed companiesTo communicate your insights and findings to the portfolio managersTo support the decision-making of the portfolio managers Qualifications and ExperienceWe recruit for diversity of ideas and experience. Therefore, we welcome applications from high-achievers in all disciplines - it’s not what you studied or which industry you worked in that matters, but rather what you have achieved and your potential to contribute to our investment researchWe prefer that candidates have at least 2 years work experience Key skills and CompetenciesA history of achievement in your field A questioning natureAn analytical mindStrong numeracyA resilient personalityIndependent mindedness: do you have unique perspectiveIndividually accountable: can you take personal ownershipLong term oriented: do you take a long-term perspective on investment decisionsPerformance driven: do you set yourself demanding and challenging standardsClient focused: do you always put the client first
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Feb 02, 2017
Permanent
Job DescriptionThe candidate will be responsible for the accurate distribution of work based on cut-off times and work types, ensuring that business turnaround times are met. The candidate will also be responsible for various types of reporting centered around work coordination and will be required to perform duties within specified processes and deadlines as well as ad hoc duties and additional responsibilities from time to time. Key ResponsibilitiesTo manage and monitor all the daily queues and workflowTo manage the distribution allocation of all incoming workThe identifying and allocation of all client instructions received within the dedicated deadlines to the relevant Administration teams through any of the following means: Incoming faxes Original instructions received from walk in clientsOriginal instructions received via the mail postTo identify and split any service requests where there is a requirement to do soCreating new client contactsPreparation and posting of brochures for all the company’s major productsScanning and photocopyingSorting and distribution of incoming mailFiling and Metro File maintenanceMailing of marketing material across all productsSupport to the head of Retail Client Services and the Administration teams in ad-hoc duties as requiredManagement of cut-off timesSupport fellow team members and team coordinatorTo ensure timeous processing of daily workflow so as to meet/exceed client expectations and Service Level Agreements (SLA’s)To perform daily service request reconciliations to ensure all work items have been processedException reporting and resolutionTo identify trends (trend analysis)To report any queue irregularitiesTo recommend efficiencies to existing processes and provide input to new processesTo document all processes, procedures and controls and ensure material is continually updated as relates the work functionImplement controls to mitigate processing risk, particularly associated with work distribution, cut-off’s and turnaround timesAssist with an queries/provide knowledge support where requiredAd hoc duties/projects as may be required from time to time QualificationsRelevant business / commerce degree or current related experienceSound knowledge of the Unit Trust / LISP industry an advantageIntermediate Computer Literacy – Word, Excel, Email Skills/Competencies and experienceAccuracy and attention to detailAbility to accept responsibility for all tasks doneAbility to ensure a thorough knowledge of processes and proceduresAbility to function well under pressureAbility to work effectively as part of a teamComputer LiteracyDeadline DrivenExcellent time management skillsExcellent verbal and written communication skillsExcellent Problem Solving skillsFlexible, energetic, trustworthy, organised, self disciplinedGood communication skillsResults orientatedSelf motivationThe highest standards of personal integrity
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Feb 01, 2017
Permanent
The position will fall in the Institutional team with a focus on the Africa ex-SA entities.Your role and responsibilities will be (but are not limited to) the following:You will be responsible for the financial function of certain allocated Africa ex-SA entities and will be required to ensure the financial function of these entities meets the team’s objective of providing meaningful and value-adding financial, management and regulatory reporting. You will also be required to assist other institutional and overall Group team members as and when may be required. Job Specification Reporting and analysisResponsible for assisting in the presentation of the monthly management reporting and annual audited accounts for specific Africa ex-SA entities including any related foundation entitiesResponsible for preparation of the monthly reporting from cash book through to financial statements for each of these entities and providing the required reporting to management This includesPreparation and recording of payments to suppliersCash recording and management, including ensuring sufficient funds available for anticipated payments and any excess into call deposit accountsMaintain fixed asset registerPreparation of monthly journal entries and required reconciliationsPreparation of the various monthly management reports analysing client assets, income and expenses in each of the entities; as well as other ad hoc projects Budgeting and forecasting Involved in the annual budget setting exercise for the Africa ex-SA entities. This will be followed during the year by monitoring and reporting on monthly performance against this budget (see above) AssistanceYou will assist the finance team with general matters across the team and entities where required Qualifications and ExperienceA bachelors degree in accounting (Bcom, BAccSc, BCompt or relevant)3-5 years of relevant post-graduate work experienceProficient in Microsoft office (excel, word, access) Key CompetenciesAbility to pay attention to detail and quickly detect errorsAptitude for numbers and routine workCapable of working unassisted and seeing tasks through to successful completionAn inherent inclination to closely follow rules and proceduresDeadline-driven and able to manage time effectivelyFit easily into a young, energetic, hardworking, demanding and team orientated environmentGood communicationFocused and driven individual