Specialist Investment - Durban at Durban University of Technology

Minimum requirements:

• Bachelor’s Degree in Finance, Accounting, investment management or any other relevant qualification (NQF Level 7).
• 1 - 3 years experience an investment advisory, financial planning, or treasury environment.
• Knowledge of relevant legislative requirements.
• Knowledge of DUT financial and treasury-related policies and procedures.
• Understanding of the Higher Education environment.
• Sound knowledge of the current and future practices in the business area to apply to the best interest of the Institution.
• Knowledge and understanding of policies and procedures applicable to the specific work environment to ensure that work outcomes are compliant with the policies and procedures.

Summary of Duties:

• Provide key data, information, and investment related advice for input into the strategy of the treasury function in support of the Treasury Manager.
• Implement and meet targets assigned in the Treasury function’s operational plan.
• Conduct investment planning, procurement, and the investment of funds for DUT.
• Monitor growth in investment assets and ensure acceptable returns.
• Prepare investment reports for submission to the Treasury Manager.
• Provide advice for the effective investment of liquidity funds effectively to ensure good returns for the institution.
• Provide recommendations to the Treasury Manager regarding the diversification of the capital and investment base.
• Ensure compliance to all policies, procedures, and practices, and to legal and regulatory requirements.
• Provide investment-related input into the month-end and year-end statements.
• Provide investment-related input into the funding budget requirements for DUT.
• Maintain professional relationships with stakeholders.
• Provide advice to finances and business partners on financial controls, policy/procedure, and financial modeling.