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Asset Management: Financial Officer

nedbank

Cape Town

On-site

ZAR 400,000 - 600,000

Full time

2 days ago
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Job summary

A leading investment business in Cape Town seeks a motivated financial analyst to analyze, interpret, and present financial data to support strategic decision-making. Successful candidates will possess strong analytical skills, a degree in accounting, and experience in the financial sector, ensuring they contribute to the company's long-term growth and compliance with regulations.

Qualifications

  • 3-5 years experience in Accounting and Financial Management.
  • 1-2 years experience in financial services required.
  • Ability to deal with internal and external customers.

Responsibilities

  • Prepare budgets and forecasts while maintaining accuracy.
  • Compile monthly reports and analyze results.
  • Ensure compliance with regulations and policies.

Skills

Data analysis
Communication
Business writing skills
Initiating Action
Work Standards

Education

Bachelor of Commerce: Accounting
Advanced Diplomas/National 1st Degrees

Job description

This role is based at Nedgroup Investments - www.nedgroupinvestments.co.za

Nedgroup Investments is an award-winning global investment business with a growing presence in Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors. Nedgroup Investments is a division of Nedbank Group Ltd, leveraging the investment and financial expertise of one of South Africa’s largest financial services groups. The Nedgroup Investments Best of Breed philosophy sees us partner with select fund managers who we believe are able to provide consistent long-term outperformance for our clients. These fund managers are experts in their field of specialisation and we tend to partner with them for long periods of time giving them sufficient opportunity to deliver on their mandate objectives. We obsess about long-term performance and our top priority is to deliver a superior investment experience for our clients.

Location

Role is based at the V&A Waterfront, Cape Town

Job Family

Finance

Accounting

Manage Self: Technical

FAIS Affected
Job Purpose

To analyse; interpret; collate and present financial and non-financial information in order to drive strategy; enable decision making and support Nedgroup Investments; as per the business strategy.

Job Responsibilities
  • Prepare budgets and forecasts within turnaround times by gathering business requirements, understanding business trends, projecting forwards and making recommendations where appropriate.
  • Prepare all monthly reports by collating data, creating reports, analysing and commenting on the results.
  • Meet deadlines by working within the monthly strategic calendar.
  • Build and maintain strong internal and external relationships by attending relevant meetings and regular communication.
  • Build trusting professional relationships by sharing professional knowledge, meeting deadlines and providing high quality work.
  • Ensure all general ledger entries are accurate and correctly posted and approved by checking daily reports, performing quality control checks and querying incorrect postings.
  • Perform quality control checks (daily and monthly process) by verifying data accuracy, proper authorisation and reconciling the general ledger accounts.
  • Ensure compliance by following regulations, policies and procedures.
  • 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 Nedbank 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 sharing knowledge with team.
  • Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank 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.
People Specification

We believe in employing highly motivated, sharp and quality orientated people that thrive in a culture that celebrates and supports diversity within an environment that is creative, collaborative, challenging and dynamic. Aligned to our core purpose of enabling our investors to achieve their investment goals, we are committed to enabling our staff achieve their full potential and long-term career growth at Nedgroup Investments. Specifically for this role, we are looking for:
High standard of personal presentation.
Self-motivated and well organised with an ability to adapt and tackle a wide variety of challenges.
Ability to deal with people both within the organisation and external customers

Essential Qualifications - NQF Level
  • Advanced Diplomas/National 1st Degrees
Preferred Qualification

Bachelor of Commerce: Accounting

Essential Certifications
Preferred Certifications
Minimum Experience Level

3-5 years experience in Accounting and Financial Management,with 1-2 years experience in financial services

Technical / Professional Knowledge
  • Administrative procedures and systems
  • Banking procedures
  • Business terms and definitions
  • Cluster specific operations
  • Data analysis
  • Governance, Risk and Controls
  • Relevant regulatory knowledge
  • Relevant software and systems knowledge
  • Business writing skills
  • Communication
  • Initiating Action
  • Work Standards
  • Managing Work

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Please contact the Nedbank Recruiting Team at +27 860 555 566

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Nedbank Ltd Reg No 1951/000009/06.
Authorised financial services and registered credit provider (NCRCP16).

For assistance please contact the Nedbank Recruiting Team at +27 860 555 566

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