Aquarius Recruitment Specialists

5 job(s) at Aquarius Recruitment Specialists

Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Dec 11, 2017
Permanent
Play an integral part of the manager selection process within manager selection. You will be expected to contribute to all aspects of the process ranging from the analysis of quantitative data to conducting face-to-face due diligence meetings as part of the qualitative assessment in order to facilitate informed investment decision-making Job Responsibilities • Detailed understanding of asset manager strategies locally and globally• Screening of investment manager universe through various sources• Conducting manager meetings as part of the investment due diligence and on-going monitoring process• Ability to articulate the investment philosophy & process, positioning and performance of various manager strategies, and proactively flag concerns• Integral part in compiling and maintaining the approved “buy-list” for the various parts of the business• Build strategic relationships with asset managers within the asset management industry• You will be expected to keep up to date with changes within the asset management industry Experience• At least 3 years manager research experience within the multi-manager, fund of funds or asset consulting environment Qualifications• B.Com (Hons) / Business Science degree majoring in Finance, Economics, Financial Analysis or Portfolio Management• CFA or related studies beneficial Key Competencies• Strong presentation, verbal and written skills• Confidence in articulating and defending a position• Ability to focus on what is relevant• Questioning and inquiring mind that takes pleasure in figuring things out• Team player Systems knowledge• Working knowledge of Microsoft Office essential, INET and Morningstar preferred Employment Equity• Preference will be given to applicants from designated groups
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Dec 08, 2017
Permanent
• As an Analyst you will work as part of the Retirement and Investments team in the company’s Cape Town office on a wide variety of complex projects• You will serve as a key resource for the consultant in charge of each of your engagements by performing many intricate aspects of the client work. As you grow and gain more expertise, you will have the opportunity to become a key contact for the client, which will include attending meetings and presenting work• This role would be suitable for an actuarial or non-actuarial candidate with suitable financial/investment experience Key Responsibilities• Contributing to the team’s activities across a portfolio of actuarial consulting clients involving all aspects of advice (predominantly on asset side with potential for liability aspects) • Perform actuarial valuations of pension, provident and benefit funds. These funds may be defined benefit or defined contribution in nature • Quarterly and monthly investment reports for various clients • Investment strategy reviews for clients • Perform valuations of client company liabilities (such as post-retirement medical aid schemes, share options, etc.) in terms of relevant legislation or guidance notes • Calculation of member monthly return allocations (unitisations)• Manager performance fee calculations and verification • Automating various client reporting processes, updating and maintaining processes as required, documenting processes • Asset allocation rebalancing, preparing investment instructions • Complete work in accordance with Government regulations surrounding pension plans • Seek and participate in key learning and development opportunities/maintain steady progress through exams (if actuarial or CFA) • Prepare the first draft of deliverables for review by the consultant • Calculation of member reserve values on both individual and group bases• Valuation and collateral monitoring of Liability Driven Investments • Assisting other consultants with any relevant investment consulting issues• Liaise effectively with colleagues and clients regarding data collection, analyses, and project execution • In addition, there will be scope to get involved with project work relating to various aspects of employee benefit consulting, e.g. on the conversion of retirement funds to defined contribution, cost impacts of company actions like restructuring, and benefit comparisons Key Competencies • Excellent oral and written communication skills • Ability to communicate effectively with colleagues at all levels • Ability to respond to all communications effectively and in a timely manner • Ability to work both independently and on client teams and enjoy a fast-paced environment • Ability to juggle several different projects concurrently and deliver on all of them • Advance experience with MS Excel and MS Word • Conscientious and detail focused individual Qualifications• Bachelors Degree required with actuarial specialisation Experience• Ideally at least 3 years investment/financial experience, although strong candidates with less experience
Aquarius Recruitment Specialists Gauteng, South Africa
Nov 23, 2017
Permanent
We are looking for an experienced business development executive/advisor consultant with great client engagement and interpersonal skills to join its dynamic team. As a business development executive you will be accustomed to developing and maintaining effective business relationships with advisors and delivering a proactive service that enhances the image of the company and contributes to the growth and profitability of the Retail business unit Key Duties and Responsibilities• Developing and maintaining strong working relationships with advisors• Following up on advisor requests and queries in a timely manner and ensuring service standards are met• Presenting to advisors the benefits of the Company’s offering• Finding and exploiting new business opportunities• Liaising with internal departments to ensure that excellent customer service standards can be met• Keeping up to date with competitor products and service offerings• Participating in proactive sales and marketing initiatives Qualifications• B.Com or any other completed university degree• Minimum of 2 years’ experience working within a business development/sales role within financial services; advisor consulting experience in an investment company or insurance house would be ideal• RE5• Ability to work in a team• Computer literacy Key Competencies• Excellent communicator and listener with a good command of English/Afrikaans• Customer service mindset• Able to interact with clients effectively• Good organisational skills• Energetic with a positive and friendly attitude• Professional and presentable• Experienced negotiator  
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Nov 23, 2017
Permanent
We are looking for an experienced business development executive/advisor consultant with great client engagement and interpersonal skills to join its dynamic team. As a business development executive you will be accustomed to developing and maintaining effective business relationships with advisors and delivering a proactive service that enhances the image of the company and contributes to the growth and profitability of the Retail business unit Key Duties and Responsibilities• Developing and maintaining strong working relationships with advisors• Following up on advisor requests and queries in a timely manner and ensuring service standards are met• Presenting to advisors the benefits of the Company’s offering• Finding and exploiting new business opportunities• Liaising with internal departments to ensure that excellent customer service standards can be met• Keeping up to date with competitor products and service offerings• Participating in proactive sales and marketing initiatives Qualifications• B.Com or any other completed university degree• Minimum of 2 years’ experience working within a business development/sales role within financial services; advisor consulting experience in an investment company or insurance house would be ideal• RE5• Ability to work in a team• Computer literacy Key Competencies• Excellent communicator and listener with a good command of English/Afrikaans• Customer service mindset• Able to interact with clients effectively• Good organisational skills• Energetic with a positive and friendly attitude• Professional and presentable• Experienced negotiator  
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Nov 23, 2017
Permanent
This is a new role within the business, the requirement for which has evolved through continued growth and development since the business’ inception in 2010. With the business positioned for sustainable growth, this is an opportunity to be an integral part of its development Job Specification • Administrative Support o Developing agendas for client meetings, setting up meetings and recording attendanceo Assisting with document preparation for client meetings o Taking meeting minutes during client meetings, ensuring minutes are formatted and delivered to the Directors on time. o Assisting with managing the Company's filing system o Updating and organising the client database o Assisting with documenting meetings and following up on correspondence and action items o Assisting the Directors with client proposals, reviewing drafts and validating formatting prior to delivery o Liaising with the Directors on all issues pertaining to client investments, correspondence, requirements and communication o Ensuring prompt delivery of client reports and updates o Assisting with all administrative tasks as required to run the business in an efficient and optimal manner o Arranging logistics for meetings when required • Complianceo Monitoring and ensuring all client files are maintained and updated in terms of regulatory requirements (FAIS and FICA) o Liaising with third party Compliance service providers, assisting with reporting and adherence to compliance requirementso Updating and managing client records and files in terms of compliance requirements o Managing and maintaining the integrity and completeness of all documentation and data in client files o Assisting with the preparation for any compliance reports or audits. • Operational Support o Following up and liaising with vendors / asset managers on all deals, transactions and client instructions o Updating client portfolio information for valuation purposes and for monthly/quarterly reporting o Requesting and acquiring all source documentation relevant for client reporting o Documenting all correspondence and dealings with clients and communicating with the Directors o Investigating / making enquiries on new products / third party offerings requested by the Directorate in response to Client interest o Liaising with other ops team members to ensure reports, presentations and other ad hoc deliverables are completed • Client Liaison o Interacting with clients telephonically, via correspondence or assisting the Directors in client meetings o Dealing with sensitive and confidential information o Handling administration of clients’ requests for changes in their portfolios such as redemptions and switcheso Drafting implementation instructions for client signoff and reporting on status of transactions o Monitoring, managing and reporting on any transitions that might occur within clients’ portfolios Key Competencies and Skills • Excellent organisational skills • Excellent attention to detail • Ability to create and manage logical and efficient workflows and operational systems • Excellent communication skills • Proficient in Microsoft Office • Experience in Financial Services and in particular with FAIS