Active Jobs at Robert Walters

• An exciting opportunity has become available for a highly skilled and experienced Credit Analyst to join a top investment management firm in Pretoria.
• As the Credit Analystwithin this innovative and thriving business, your role will focus on providing analysis and recommendations on potential credit investments as part of the credit portfolio management process.
• In this role, you will have the opportunity to work with a leading investment management team, contribute to key investment decisions and thrive in a supportive work environment that offers opportunities for professional growth.

Key qualifications and experience required for the Credit Analyst:

• Postgraduate qualification in a relevant field (i.e., Finance, Accounting, Mathematics or Statistics)
• 6 – 8 years of experience in credit analysis within a banking or asset management environment
• Practical experience working with credit market securities (including structured securities)
• Advanced excel proficiency, with the ability to build corporate financial models
• Strong research acumen

Key duties of the Credit Analyst:

• Perform credit research across various sectors in the economy
• Drive efficiencies within the research process through quantitative credit risk models
• Perform in-depth fundamental counterparty analysis considering relevant credit risk indicators
• Build corporate financial models to support the investment thesis for an opportunity over the recommended investment horizon
• Review applicable legal documentation for investment opportunities
• Develop and maintain effective working relationships with portfolio managers, asset originators, legal advisors and applicable governance committees

Key personal skills:

• Excellent stakeholder management and influencing skills
• Methodical, accurate with meticulous attention to detail
• Self-motivated work ethic with organisational skills and ability to prioritize
• Ability to collaborate with others
• Strong analytical, math and research skills

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• A leading financial services organisation providing stockbroking and investment management services is seeking a Chief Investment Officer to lead their investment team in Johannesburg.
• As a member of the leadership team at this diverse and thriving company, the primary objective of this position will be to oversee the company's portfolio of investments, manage a team of financial analysts, and work closely with the CEO to set the company's overall investment strategy.
• The Chief Investment Officerposition requires a strategic thinker with a proven track record in investment management and financial strategy. This role offers the chance to work in a dynamic environment where your expertise will have a direct impact on the company's success.

Key qualifications and experience required for the Chief Investment Officer:

• Postgraduate Degreein Finance, Investments, Actuarial Sciences or similar
• Fully qualified CFA
• 10 – 15 years’ experiencewithin the investment sector
• Current or prior experience within a securities/stockbroking business will be highly preferred
• Provenleadership experience
• Strong understanding of financial markets, investment strategiesandequity research
• Systems knowledge:Bloomberg, FactSet, EquitiesRT (to name a few)

Key duties of the Chief Investment Officer:

• Develop and implement investment strategies that align with the company's business goals
• Manage and oversee the company's portfolio of investments
• Lead and mentor a team of financial analysts
• Work closely with the CEO to set the company's overall investment strategy
• Monitor market trends and adjust investment strategies as necessary
• Ensure compliance with all relevant regulations and standards

Key personal skills:

• Proactive, taking initiative to identify and address challenges before they become problems
• Ability to make informed decisions under pressure
• Strong ability to work collaboratively and working effectively with others
• Able to think strategically and develop a plan of action that aligns with the organisation's
• Effective communicator
• Strong people management and leadership
• Must want to add value and get stuck in

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• An exciting opportunity has become available for a Portfolio Manager to join an advisory-driven financial services company in Johannesburg.
• As the Portfolio Managerin this forward-thinking, modern, and entrepreneurial company, your role will encompass management of private client portfolios across several functions including Marketing, Client Acquisition, Mandates, Portfolio Implementation, Portfolio Management, Compliance and Risk Management.

Key qualifications and experience required for the Portfolio Manager:

• Tertiary qualification in a relevant field (i.e., finance, accounting or business science)
• CFA qualificationis highly preferred
• 5 – 7 years of portfolio management experience in the financial services sector
• Proven track record of managing private client portfolios across multiple functions
• Experience in portfolio construction and financial modelling, including the ability to build models from scratch using a bottom-up approach
• Excellent marketing and client acquisition (sales) skills and experience

Key duties of the Portfolio Manager:

• Managing and being accountable for private client portfolios
• Prepare material for face-to-face client introductory meetings and pitches
• Ensure that the portfolio recommendation complies with the FAIS Act and other regulatory requirements
• Contribute to any Business Development initiatives that the business undertakes to attract new clients
• Manage client portfolios according to the agreed investment strategy
• Maintain oversight of the dealing process to ensure that trades are completed as directed
• Conduct company, sector, thematic or associated research to contribute to the team’s overall research efforts
• Ensure portfolio risk variances are maintained within approved limits
• Engage formally on annual reviews of client portfolios

Key personal skills:

• Excellent interpersonal skills
• High energy individual who is customer centric and relationship orientated
• Methodical, accurate with meticulous attention to detail
• Self-motivated work ethic with organisational skills and ability to prioritize
• Ability to collaborate with others
• Strong analytical, math and research skills

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• Our client based in Johannesburg is seeking a sharp, analytical, and ambitious Senior FP&A Analyst to join their high-performing team in Johannesburg. This role is ideal for someone with strong technical modelling capabilities, a commercial mindset, and the adaptability to thrive in a fast-paced, evolving environment.
• As a Senior FP&A Analyst, you will play a pivotal role in shaping the financial future of the organisation. Your expertise in financial modelling will be instrumental in developing robust forecasting models that inform strategic decisions. You will have the opportunity to work closely with senior leadership, providing them with clear business insights derived from complex financial data. Your contributions will extend beyond traditional FP&A responsibilities as you support capital planning, investment appraisals, and financial due diligence.

What you'll do:

• Partner directly with executives to build and iterate on the company’s long-term financial and strategic plans.
• Develop, refine, and maintain 3-statement models (short-, medium-, and long-term).
• Conduct scenario analysis and recommend changes to forecasts and budgets.
• Oversee forecasting, reporting, and variance analysis across business units.
• Translate complex financial data into clear business insights and recommendations.
• Support capital planning, investment appraisals, and financial due diligence.
• Drive process automation and performance reporting using Excel and Power BI.
• Contribute to board reporting, investor decks, and business case modelling.

What you bring:

• FMVA certification
• Postgraduate diploma in Finance, Accounting, or a related field
• 2+ years of experience in FP&A, Corporate Finance, or Investment Banking
• Proven expertise in advanced Excel modelling
• Knowledge including Power Query, Power Pivot, and DAX
• Familiarity with Data Analytics, SQL, Power BI, and data visualisation tools is a plus
• Strong commercial acumen and the ability to think both analytically and strategically
• Exceptional communication and presentation skills

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• Our client is a leading player in the fintech industry, is currently seeking a detail-oriented and self-motivated Financial Accountants to join their dynamic team in Johannesburg.
• This role offers an exciting opportunity to work in a fast-paced environment, where you will be challenged to achieve your full potential. The successful candidate will have a passion for numbers, excellent project management skills, and the ability to thrive in a start-up culture.

What you'll do:

• Achieve in-depth knowledge of process flows, operational requirements and system design
• Perform revenue assurance checks to align billing system to partner contracts
• Follow up on all outstanding receivables and ensure payables are settled within SLAs
• Review and approve reconciliations performed by the Reconciliation and Settlement team
• Identify reconciliation issues and escalate them to responsible parties
• Compile audit working papers and supporting documentation to meet external audit requirements
• Drive for results and implement best practices within daily operations

What you bring:

• Part qualified or newly qualified CA(SA)
• Highly analytical with strong problem-solving skills
• External audit experience would be highly advantageous
• Advanced Excel skills
• Experience in process automation
• Experience with working with large data volumes