Fiduciary Portfolio Oversight Analyst

Rmb - Rand Merchant Bank; Johannesburg; On-site; ZAR 500 000 - 700 000; Full time

Job summary

Join a leading financial services employer as a Fiduciary Portfolio Oversight Analyst. This role involves overseeing investment schemes, ensuring compliance, and optimizing processes. Ideal candidates will have a strong background in finance and risk management, and a drive for continuous improvement.

Benefits

Networking opportunities

Challenging work environment

Opportunities to innovate

Qualifications

• 3-5 years in a similar environment or asset management organization.
• Understanding of regulations and interpretation of financial data.

Responsibilities

• Perform oversight of collective investment scheme administration.
• Analyze economic conditions affecting industry and segments.
• Build and maintain stakeholder relationships.

Skills

Financial Analytics

Compliance

Risk Management

Education

Bachelor's Degree in Commerce

Honours Degree or Post Graduate Diploma

Job description

Join us as a Fiduciary Portfolio Oversight Analyst at RMB - Rand Merchant Bank

RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact. United by our proud heritage, strong ethics, and philosophy of traditional values, our innovative ideas, and the magic of our people and culture set us apart.

Now is the time to imagine your next move with South Africa's number one employer in Financial Services, where you can embrace the power of collective thinking to unlock unique opportunities for our clients and society.

Role Purpose

To perform the day-to-day oversight of the administration and conduct of the collective investment scheme to ensure the safekeeping of the unit holders (investors), in compliance with the act, deed, and subordinate regulation.

Key Responsibilities

1. Work with project managers to proactively assess Fiduciary Risks within new business initiatives and products.
2. Identify and utilize opportunities to assess and improve own performance.
3. Optimize work through the application of learning experiences.
4. Build and maintain stakeholder relationships.
5. Investigate new ways to optimize processes.
6. Support the migration to platforms and the use of technology in process and system improvements.
7. Develop solutions that lead to improved service delivery and quality.
8. Ensure operational excellence through the delivery of work processes according to defined quality standards.
9. Analyze and document economic conditions affecting industry and segments.
10. Stay up-to-date with market developments, new commercial products, and other factors affecting markets.
11. Provide subject matter expertise on local legislation, financial instruments, and investment products.
12. Identify potential metrics to measure Key Risk Indicators for Fiduciary Risk.
13. Maintain accurate documentation on the system.
14. Prepare basic trust documents in line with business objectives.
15. Contribute to teamwork and inclusivity within the team.
16. Deliver customer service adhering to quality standards.

Candidate Profile

Qualifications

• Bachelor's Degree in Commerce, Finance, Audit, Accounting, Risk, Mathematics, or Investment-related field.
• Preferred: Honours Degree or Post Graduate Diploma, CFA / FRM, or studying towards these qualifications.

Experience & Skills

• 3-5 years in a similar environment or asset management organization.
• Prior CIS experience is advantageous.
• Understanding of regulations, compliance, financial analytics, and interpretation of financial data.
• Knowledge of Collective Investment Scheme fund accounting, compliance, and risk management.

Benefits & Opportunities

• Networking and collaboration opportunities.
• Challenging work environment.
• Opportunities to innovate.

Ideal Candidate Traits

• Curious & courageous—driven to learn and brave enough to take on challenges.
• Obsessed with mastery—constantly pushing to improve skills.
• Client-focused—prioritizing client needs in your work.

Job Details

• Application deadline: 09/05/2025
• Employment type: Full-time
• Seniority level: Mid-Senior level
• Industry: Banking

All appointments will align with FirstRand Group's Employment Equity plan. Candidates with disabilities are encouraged to disclose their information voluntarily; confidentiality is maintained.