Investment Monitoring Officer - Somerset West at Helderberg Personnel

Key Duties and Responsibilities include:

• Carrying out periodic reviews of asset managers and service providers
• Implementing and helping to develop the company's investment monitoring programme
• Identify where licensee directed investment applies and make necessary arrangements
• Client and service provider liaison
• Generate comprehensive and accurate reports on Investment, Asset Manager and Service provider reviews
• Assisting the business on investment related matters
• Staying abreast of industry regulations and investment markets
• Investment dealing/approval
• Member Directed application approval
• Attending Investment Committee Meetings

Competencies and Requirements include:

• Ideally a degree level qualification in Finance, Investment, Economics, Business, or a related field. Advanced degrees (CFA, MBA) are desirable.
• Strong quantitative and qualitative analytical skills with the ability to interpret complex financial data
• Proficient in using investment performance tools, data analytics software, and Microsoft Excel
• Excellent written and verbal communication skills to convey complex financial concepts in a clear and concise manner
• Meticulous attention to detail and accuracy in financial reporting and analysis
• Ability to work collaboratively with cross-functional teams, including portfolio managers, risk analysts, and client services
• In-depth understanding of financial services, investment products, and regulatory frameworks
• Proven ability to identify and solve complex problems in a dynamic and fast-paced environment