Finance Specialist

C40 Cities; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading global investment management firm is seeking a Finance Specialist for a six-month maternity cover contract based in Cape Town. Responsibilities include overseeing strategic projects, managing project deliverables, and mentoring junior staff. Applicants must be CA(SA) qualified with asset management experience and excellent analytical skills. This opportunity offers a chance to join a reputable firm in the financial services industry.

Qualifications

• Must be CA(SA) qualified.
• Experience in asset management.
• Available to start January 2026.

Responsibilities

• Manage multiple concurrent projects supporting global strategic objectives.
• Oversee the maintenance and accuracy of the core Solution File.
• Monitor daily and weekly provision of Assets Under Management data.
• Mentor junior investment professionals and foster a collaborative team environment.

Skills

Analytical abilities

Project management

Communication skills

Team leadership

Interpersonal skills

Education

CA(SA) qualification

Job description

6-month Maternity Cover contract January 2026 – June 2026 (Potential to go permanent). MUST BE CA(SA) QUALIFIED.

Introduction

A leading global investment management firm is seeking a Finance Specialist for a six-month contract based in Cape Town (1st prize), alternatively, in Johannesburg.

This is an exceptional opportunity to join a pioneering organisation renowned for its precision-engineered portfolios and award-winning technology solutions. As Project Manager, you will play a pivotal role in supporting the Joint COO by overseeing the delivery of strategic projects across multiple jurisdictions, ensuring operational excellence and seamless collaboration between diverse teams.

Key qualifications and experience for the Finance Specialist

• Asset management industry experience – NB
• Available to start January 2026
• Highly analytical

Key duties for the Finance Specialist

• Global project management: Manage multiple concurrent projects that support the organisation’s global strategic objectives
• Support partner group teams by implementing processes and providing information that enhances their ability to convert prospects into partners.
• Solution File oversight: Oversee the maintenance and accuracy of the core Solution File underpinning proprietary software, ensuring all changes are completed efficiently and correctly.
• Develop an in-depth understanding of proprietary software operations to effectively supervise related operational processes and maintain system integrity.
• AUM oversight: Monitor daily and weekly provision of Assets Under Management (AUM) data to ensure smooth business operations and accurate reflection of organisational changes.
• Assess management information requirements across the business and evaluate whether operational processes are designed to meet these needs effectively.
• Operational oversight: Ensure all operational processes run smoothly, meeting user expectations and supporting business efficiency.
• Team Leadership: Mentor junior investment professionals, fostering a collaborative team environment that supports learning and high performance.
• Work closely with departments such as asset management, technology, product office, and partner groups to ensure operational requirements are met efficiently.
• Contribute actively to the development of global strategic initiatives by providing insights and support across various business functions.
• Exceptional analytical and quantitative abilities that enable you to interpret complex data sets and inform sound decision-making within project environments.
• Proven experience working both independently and collaboratively
• Strategic thinking capabilities paired with meticulous attention to detail when managing multifaceted projects or operational tasks.
• Excellent communication and presentation skills that allow you to convey intricate concepts clearly to diverse audiences across the organisation.
• Interpersonal skills that facilitate effective collaboration with colleagues from various departments including technology, asset management, product development, and partner groups.
• High ethical standards coupled with integrity in all professional interactions and decision-making processes.
• Demonstrated problem-solving abilities that enable you to address challenges proactively while maintaining focus on project objectives.
• Ability to manage competing priorities efficiently under tight deadlines without compromising quality or stakeholder satisfaction.
• Willingness to become an expert on the company’s investment proposition through close engagement with multiple internal teams.

Please note that this is a fully office-based role. This is an excellent opportunity to gain entry into a reputable global asset management firm.

What's next

If you are ready to take on an exciting challenge where your expertise can make a real impact within a globally respected investment firm - apply today by clicking on the link provided!

About the job

Contract Type: 6-month maternity cover

Focus: Investment Management

Workplace Type: On-site

Experience Level: Mid Management

Location: Cape Town

Specialism: Banking & Financial Services

Industry: Financial Services

Salary: Negotiable

FULL_TIME