CA (SA) or CFA Structured Solutions Analyst

Career-Seekers Recruitment Solutions; Johannesburg; On-site; ZAR 300 000 - 600 000; Full time

Job summary

An established industry player in financial services is urgently seeking a qualified CA (SA) or CFA Level 3 Structured Solutions Analyst. This role involves collaborating with various internal teams, conducting financial analyses, and maintaining strong client relationships. The ideal candidate will demonstrate exceptional communication skills and a strong financial background. If you're passionate about financial markets and ready to make a significant impact in a dynamic environment, this opportunity is for you. Join a forward-thinking organization that values innovation and collaboration in delivering specialized financial solutions.

Qualifications

• Minimum CA (SA) newly qualified or CFA Level 3 required.
• Strong academic results and financial background essential.

Responsibilities

• Collaborate with internal stakeholders for effective communication.
• Conduct credit, financial, and data analysis to support decisions.
• Maintain CRM with details of meetings and opportunities.

Skills

Financial Statement Analysis

Financial Modelling

Stakeholder Management

Exceptional Communication

Microsoft Excel

Audit Experience

Interest in Financial Markets

Education

CA (SA)

CFA Level 3

Tools

CRM Software

Job description

CA (SA) or CFA Structured Solutions Analyst, International Financial Services Group, Cape Town, South Africa.

POSITION INFO :

Our client, a renowned International Financial Services Group providing specialised financial solutions and advisory services to businesses and high net worth individuals in South Africa is URGENTLY seeking to appoint a suitably qualified CA (SA) or CFA Structured Solutions Analyst to be based in their Cape Town CBD Offices.

PLEASE NOTE :

• A negotiable salary commensurate with experience is on offer.

KEY COMPETENCY REQUIREMENTS :

• At minimum a CA (SA) newly qualified or CFA Level 3.
• Strong academic results and financial background (essential).
• Familiar with financial statement analysis, financial modelling, stakeholder management and communications (essential).
• Exceptional communication both written and spoken (essential).
• Proficient in Microsoft Excel (essential).
• Knowledge of National Credit Act, JSE listing requirements, securitisation regulations, secured and unsecured borrowing and lending agreements (beneficial).
• Audit experience in financial institutions team (“FIST”) (beneficial).
• Personal interest in and passion for financial markets (beneficial).

KEY ROLES AND RESPONSIBILITIES :

• Collaborate with internal stakeholders, such as front office teams, risk management, legal, and compliance, to ensure effective communication and coordination throughout the transaction lifecycle.
• Conduct initial credit, financial and data analysis to support decision-making processes.
• Conduct market research, financial modelling, and feasibility analysis.
• Develop and maintain strong relationships with clients, to ensure smooth transaction execution and relationship development.
• Maintain a thorough understanding of industry trends, market conditions, and client dynamics.
• Maintain CRM with details of meetings, relevant opportunities, and action items.
• Participate in cross-functional projects and initiatives to improve operational efficiency.
• Prepare external presentations, internal credit papers, external credit information, data analysis, and financial analysis to support decision-making processes.
• Present transactions to the deal forum and the Merchant West Credit Committee, under the guidance of the Senior Structured Solutions Transactor.
• Provide transaction and middle office support to ensure smooth operations and efficient presentation and execution of debt financing transactions.
• Review and prepare accurate and timely internal reporting, as defined or required from time to time.

PLEASE NOTE THE FOLLOWING :

• Willingness to relocate (if not resident in Cape Town Environs).
• By applying for this vacancy, you give us consent to use your personal information as per POPIA. Should you withhold your consent and/or withdraw your consent before our client has started and/or completed processing your personal information, our client will be unable to conduct pre-employment or pre-contractual background screening which may render your application for the job position incomplete. This may result in your application being unsuccessful.
• Should you not receive our relayed invitation for an interview with our client within two weeks of the closing date, please accept that your application has not been successful.
• This is an Equal opportunity role “Open-to-all” designations.
• The client reserves the right not to make an appointment.

SHOULD THIS OPPORTUNITY NOT BE ALIGNED WITH YOUR CAREER ASPIRATIONS, KINDLY FORWARD IT TO A FRIEND.