Fiduciary Portfolio Oversight Analyst at RMB - Rand Merchant Bank

Job Description

• 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. Innovative ideas, it’s the magic of our people and culture that sets us apart.
• Now, is the time to imagine your next move with South Africa’s number one employer in Financial Services for 2025, where you can embrace the power of collective thinking to unlock unique opportunities for our clients and society.

The purpose of the role is as follows:

• 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 (investor), in compliance with the act, deed and subordinate regulation

Are you someone who can:​

• Work with project managers to proactively assess Fiduciary Risks within new business initiatives and products Identify and utilise opportunities to assess and improve own performance
• Optimise work through the application of learning experiences
• Build and maintain stakeholder relationships
• Investigate new ways to optimise processes
• Flag opportunities to migrate to platform and supports the use of technology in process and system improvements
• Draw on knowledge and experience to identify and develop solutions that lead to improved service delivery and quality
• Ensure operational excellence through the delivery of work processes according to defined quality standards
• Analyse and document economic conditions affecting industry and / or segments
• Keep up-to-date with market developments, new commercial products and all other areas that can affect the markets, e.g. movements in the economies of relevant countries, considering how the economic implications of factors such as natural disasters, weather, wars, etc., might affect the performance of companies and funds
• Provide subject matter expertise and maintain expert knowledge on local legislation, financial instruments and specific investment products
• Identify potential metrics to measure Key Risk Indicators for Fiduciary Risk
• Maintain and upload accurate and timeous scanning of all documentation on the system
• Prepare basic trust documents governing different transactions (trustee resolutions, donation agreements, loan agreements, compliance documents etc.) in compliance with business objectives
• Contribute to teamwork and inclusivity within own team
• Deliver customer service through adherence to quality service standards

You will be an ideal candidate if you have the following:

Qualifications

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

Experience and Skills

• Minimum of 3-5 years in a similar environment or in an asset management organisation. Prior CIS experience is an advantage.
• An understanding of regulations, and the interpretation of compliance requirements
• An understanding of financial analytics and the interpretation of financial information
• Understanding of Collective Investment Scheme fund accounting, investment compliance and risk

You will have access to: 

• Opportunities to network and collaborate
• Challenging working
• Opportunities to innovate

We can be a match if you are

• Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to
• Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it
• Love putting our clients at the forefront of what you do