Global Investment Specialist

FirstRand Bank Limited; Johannesburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial institution in Johannesburg is seeking a professional to manage operational processes related to offshore investment products. The successful candidate will ensure compliance with regulations and support enhancements to operational systems. Responsibilities include providing accurate business intelligence, monitoring service delivery, and addressing inquiries from middle office operations. Candidates with disabilities are encouraged to apply, and the Bank values diversity and inclusion.

Responsibilities

• Optimise operational processes for offshore investment products.
• Ensure compliance with regulations in South Africa and Guernsey.
• Collect relevant due diligence documents before investments.

Job description

Description

To optimise and manage the operational processes supporting offshore investment products, with focus on global endowments and investments plans. The role ensures efficient onboarding, processing, and maintenance of investment products, while maintaining compliance with South African and Guernsey regulation. Support platform enhancements, exchange control processes and continuous improvement of operations systems and delivery.

• Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
• Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities.
• Implement, monitor and control business processes according to quality standards; policy; and compliance and governance requirements in area of accountability.
• Ensure the development, alignment, mapping and implementation of end-to-end processes aligned to the customer journey map.
• Research, enable and consult on improvements and opportunities to harness technology and platform enablement.
• Review existing processes and suggest innovative ideas to improve and streamline processes to drive efficiencies and minimise redundancy.
• Monitor customer feedback reports and align processes to maximise efficiencies.
• Address all queries from middle office operations.
• Collate relevant due diligence documents from fund managers, asset managers and product providers before investment decisions are made.
• Ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability.
• Ensure implementation of relevant policies, governance and practice standards across the business.
• Maintain knowledge on relevant legislative amendments, industry best practices and internal compliance procedures and requirements.
• Ensure compliance is adopted in terms of systems and procedures as laid out by organisation and review in response to audit findings and changes.
• Develop an understanding of risks and risk management approaches.
• Implement and provide input into the development of governance and compliance procedures and processes within area of specialisation and identify risks.

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

13 / 11 / 25

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.