Careers at Rand Merchant Bank

• This role entails tracking financial performance and providing financial information, forecasting and analysis to help guide decision making for specified business units.

Are You Someone Who Can:

• Provide input into the budget and manage and report on budget usage that reflects delivery of planned work within agreed parameters.
• Control expenditure and identify process improvements to contain and reduce costs.
• Build relationships that allow for the managing of expectations; the sharing of knowledge and diverse insights; and the creation of buy-in.
• Engage in cross-functional relationships to obtain and to provide work support.
• Creates solutions to meet customer demands to deliver internal and external customer service excellence through adherence to quality service standards.
• Improve business decisions by providing accurate and reliable business intelligence (information) together with analyzing trends and data.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
• 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.
• Implement and provide input into the development of governance and compliance procedures and processes within area of specialization and identify risks.
• Review monthly cost results for each area within the portfolio and identify instances where there may be issues.
• Communicate issues identified and remediate.
• Review balance sheet analysis i.e., accounts payable/receivable etc. in line with an understanding of the business context.
• Review monthly payroll headcount lists and ensure accuracy is maintained by validating the information with business.
• Communicate any changes to the headcount data to the appropriate payroll function.
• Manage governance around payment processes and ensuring that the appropriate level of approvers is in place.
• Liaise with business on invoices not yet paid and gather supporting evidence to ensure that accruals are raised in the correct financial period.
• Test and review costing model allocations to stakeholders in line with agreed costing principles.
• Understand and communicate implemented changes or proposed changes to costing methodology.
• Analyse, monitor, and communicate monthly SLA charges and recoveries.
• Ensure completeness of strategic reports and timeous delivery thereof.
• Collaborate with cost model team regarding principles and ongoing changes including review of output.
• Monitor and analyse incoming FNB SLA charges (if applicable in your area) and provide details to stakeholders to be able to validate the charges.
• Gain an understanding around drivers or principles of cost allocations.
• Engage in discussions with business, finance areas and other impacted areas on correctness of what has been applied.
• Provide analysis, insights, control over targets, actual performance measures, information management, process simplification and automation to ensure accurate forecasting and delivery of result across full Profit and Loss.
• Be the contact point for business to help interface with local finance on reporting of results, ensuring timely and accurate submissions.
• Ensure monthly GL structure, maintenance and alignment to all stakeholders is adhered to.
• Ensure timelines with reporting team are met.
• Conduct ad hoc reporting and handle audit queries as required.
• Compile and submit monthly reports.
• Highlight strategic and material issues in report by early identification and engagement across finance and business teams.
• Review reports to streamline and propose report enhancements where possible.
• Monitor reporting and discuss strategic issues highlighted by relevant stakeholders.
• Assist in compiling and reviewing relevant management reports sent to relevant stakeholders for business insights.
• Track and analyze performance across the board (year on year and month on month).
• Compile presentations for relevant stakeholders to present.
• Deal with external auditors at year-end regarding any issues and group queries if required.
• Engage internal auditors on potential issues to resolve during audit process or escalate to central level for resolution.
• Ensure ongoing focus on reducing queries, comebacks, and demotions.
• Complete the interims and year end reports timeously and accurately if applicable in the portfolio.
• Engage with relevant stakeholders in the group and present at various Steercos if required.
• Reconcile reporting systems (Essbase) to FirstRand reporting platform (HFM) and promote/provide sign-off.
• Compile and manage consolidated headcount.
• Prepare and interpret running monthly and annual forecasts.
• Conduct budget reallocations based on structural changes within business.
• Compile and ensure adherence to budget guideline documents.
• Hold discussions with stakeholders on proposed budget results for approval.
• Agree on budget deliverables with stakeholders.
• Adhere to budget timelines and ensure communication thereof.

You Will Be The Ideal Candidate If You:

• have a Bachelor of Commerce in Finance
• have 4 to 5 years' Financial Management experience

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• In this role you will be required to liaise with Business Analysts, development teams, business users, project teams and vendors to provide end-to-end production and project support for all applications in production to ensure the smooth running of day-to-day activities and to optimise the efficient performance of the applications and related processes.
• You will be required to maintain close engagement with Bloomberg product support and Ashburton investment teams as well as master the end-to-end Bloomberg AIM ecosystem to help manage the daily production cycle.

Are you someone who can:

• Build and maintain professional working relationships with all stakeholders displaying excellent abilities to initiate dialogue listen advise influence and negotiate to achieve win win outcomes.
• Initiate meetings with key stakeholders to track progress manage expectations and ensure stakeholders requirements are delivered.
• Preserve relationships despite airing conflicting views and seeks mutual gains when addressing conflicts.
• Anticipate consequences and adapts problem solving based on continual feedback.
• Act speedily to resolve problems queries and complaints.
• Adapt communication styles to meet the needs of different audiences.
• Analyse the business need and current process and identify where there is waste or risk and where processes could be improved.
• Understand how systems relate to each other and to other systems and processes in the bank.
• Analyse and reconcile differences between different systems.
• Recommend improvements and use influence to get stakeholder buy-in
• Physically log the request for change to the relevant development team and advise the stakeholder of its status and need for priority.
• Follow up with the business to encourage them to push for priority.
• Track user requests and incidents identify commonalities and trends and create reports to stakeholders that highlight trends risks and mitigating actions.
• Support users with daily requests and incidents in line with agreed SLAs for responses and repairs.
• Analyse root causes of system failures and resolve these in conjunction with relevant stakeholders.
• Track user requests and incidents and perform trend analysis to identify where processes could be further improved.
• Ensure training documentation is provided and readily available and if not with the assistance of the subject matter expert create documentation and facilitate handover to users and the IT Applications team.
• Update documentation to enable cross-skilling, enhance knowledge sharing and reduce key man dependencies.
• Demonstrate pride in the organisations brand services and products by consistently delivering on the brands promise.
• Follow through to ensure that personal quality and productivity standards are consistently and accurately maintained.
• Stay relevant and up to date with legislations and new developments.
• Maintain a positive attitude and respond openly to feedback.
• Handle stress in ways that do not negatively impact others.
• Plan and manage own workflow anticipating obstacles juggling priorities and following through on objectives within agreed time frames and according to quality standards.
• Take ownership of personal career development leveraging formal and informal opportunities

You will be an ideal candidate if you:

• Have completed a relevant bachelor’s degree in information technology or equivalent   
• Have at least 5 years’ experience providing support on trading and portfolio management systems
• Are a certified administrator on any of the widely used trading systems
• Intermediate Microsoft SQL knowledge.

You will have access to:

• Opportunities to collaborate and network with highly skilled investment, technology, and vendor partners across the Ashburton and broader FirstRand ecosystem.
• A challenging, fast‑paced environment where you will work on critical trading and portfolio management platforms that directly support investment decision‑making.
• Opportunities to innovate and influence, contributing to continuous improvement of systems, processes, and the end‑to‑end production support model.
• Exposure to industry‑leading trading and investment platforms (including Bloomberg AIM), enabling you to deepen your technical expertise and system mastery.
• Ongoing learning and development opportunities to support your professional growth and help you stay relevant in a rapidly evolving technology landscape.

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Job Description
The purpose of the role is as follows:

• The Murex Collateral Specialist is responsible for understanding the full lifecycle of a trade from Pricing to Settlement and the impact on Market Risk, Back Office, Extractions and Collateral. Continuous development of Murex Platform enhancing current functionality and building out for new business requirements. 
• The role performs across the Markets, Banking and Treasury Business Units.

RESPONSIBILITIES

Analysis and solution development

• Analyse existing processes and facilitate improvements with stakeholders.
• Work with Collateral managers and other stakeholders to gather and document requirements
• Conduct impact analysis, understand pain points and propose solutions
• Coordinate and participate in the test effort to ensure that the delivered solution meets agreed business requirements and functional/process specifications.
• Configure/Develop Solutions in the Murex Platform to meet business needs
• Participate in analytical queries such as Risk, Collateral and Extractions as well as technical queries linked to Workflows and Integration.

Service Excellence 

• Compile training material and provide end-user training to stakeholders where relevant.
• Collaborate with internal technical team/users in the resolution of critical production incidents
• Collaborate with Murex Vendor on suitable short- and long-term solutions for incidents and new requirements
• Suggest changes in executing work processes to better drive value and benefits for the business.
• Document business as usual solutions on the team wiki.
• Keep all JIRA, SNOW and Change administrative tasks up to date.

Effective stakeholder relationship management

• Build and maintain professional working relationships with all stakeholders, displaying excellent abilities to initiate dialogue, listen, advise, influence and negotiate to achieve win-win outcomes.
• Initiate meetings with key stakeholders to track progress, manage expectations and ensure stakeholders’ requirements are delivered
• Build relationships despite  arising conflicting views and seeks mutual gains when addressing conflicts
• Anticipates consequences and adapts problem solving based on continuous feedback

Self-management and teamwork

• Plan and manage own workload, anticipating obstacles, juggling priorities and following through on objectives within agreed time-frames and according to quality standards
• Stay relevant and up to date with legislations and new development
• Take ownership of personal career development, leveraging formal and informal opportunities
• Act in an ethical, transparent and morally defensible manner
• Adapt communication styles to meet the needs of different audiences
• Continually share, debate and communicate learning’s, also flag and debate issues constructively to ensure the best outcome for business stakeholders and altimately the bank
• Contribute to a friendly, co-operative climate in working with others to achieve collective goals

MINIMUM QUALIFICATIONS AND KNOWLEDGE 

Required Qualification

• Bachelor’s degree in computer science, Mathematics, Engineering or related discipline is required

Other eg. Professional Registrations

• ACI Dealing Certificate advantageous

Strong functional knowledge of:

• the Capital Markets Products and Business environment
• trade life cycle and financial markets asset
• Understanding of Collateral Business
• Agile Scrum project execution process
• Murex system modules – Collateral Configuration and Module, MLC, Back Office Configuration / Modules, SIMM and Extractions

Experience:

• At least 3 years of experience in implementing and supporting Financial Markets systems and their interfaces between systems.
• Experience in Murex and/or MX TEST

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• This role entails reviewing, evaluating analysing user needs to document system requirements and create system specifications that drive system development and implementation of overall business objectives

Are you someone who can:  

• Review, evaluate and analyse user needs to document system requirements and create system specifications that drive system development and implementation of overall business objectives
• Provide guidance and support to team members
• Perform a quality assurance role with colleagues
• Communicate regularly with business around progress with regards to the user requirement/functional specification and processes (Managing Expectations)
• Provide information which contributes to building training manuals/material Interacting and maintaining good relationships with business stakeholders (business users, change management resources, developers, testing and training teams)

You will be an ideal candidate if you:  

• Have a relevant Diploma or Degree in related fields
• Have previous experience as a Business Analyst in a similar environment
• Have experience documenting business process requirements through research, interviews or facilitation sessions in conjunction with business partners, designing new existing business processes
• Are able to compile test cases where required and executing test cases and providing written feedback relating to progress and categorising high medium and low business impact

You will have access to: 

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

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• This role entails coordinating people and processes and driving business change that delivers value through the structured implementation and delivery of projects against time, resource, budget, and scope constraints for medium to large and/or medium to highly complex BU/PH.

Are you someone who can: 

• Lead and manage complex projects from initiation to completion, ensuring successful delivery in line with organisational goals.
• Engage in long-term planning, resource management, risk assessment, and stakeholder communication to drive project success.
• Oversee the project team(s), manage budgets, and ensure that all project deliverables meet quality standards.
• Develop, present, and implement detailed project plans, including definitions of project scope, objectives, timelines and resource requirements.
• Manage the project planning and prioritisation process by communicating the project planning process and requirements to relevant stakeholders and reviewing high-level project proposal business case to ensure fitness for the prioritisation process.
• Identify project risks and develop comprehensive risk management plans to mitigate potential issues.
• Coordinate cross-functional project teams, ensuring effective collaboration and communication among team members.
• Monitor and control project progress, making adjustments as necessary to ensure successful project completion.
• Facilitate regular project status meetings and provide updates to senior management and stakeholders.
• Ensure that project deliverables meet quality standards and are delivered on time and within scope.
• Facilitate benefits realisation process, ensuring all parties are aware of their areas of responsibility and that benefits delivered by projects are accurately measured and tracked on an ongoing basis.
• Oversee project documentation, including project charters, plans, schedules, and reports.
• Manage stakeholder relationships, addressing concerns and ensuring their needs are met throughout the project lifecycle.
• Implement project management best practices and continuously seek opportunities for process improvement.
• Track and report on project portfolio performance and provide a real time comprehensive and prioritised view of all projects.
• Conduct post-project evaluations and lessons learned sessions to identify areas for future improvement.
• Provide mentorship and guidance to other project team members.
• Ensure compliance with regulatory organisational policies and standards.
• Utilise project management software and tools to enhance project tracking and reporting.
• Develop and maintain strong working relationships with vendors, contractors, and other external partners.

You will be an ideal candidate if you: 

• Have a relevant Degree
• Have previous experience as a Project Manager; Experience within Investment Banking would be preferred
• Have strong Excel and Power BI experience and have worked with large data sets
• Are able to demonstrate knowledge of project management principles and methodologies

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• To manage the life cycle of a transaction and mitigate associated operational risks
• Mitigate operational and reputational risk by ensuring the quality and accuracy of transaction data, ensuring alignment with regulatory requirements, and supporting effective risk management practices. 
• Collaborate with various stakeholders, including traders, risk management teams, and back-office processing functions, to uphold data integrity, streamline processes, and enhance the overall efficiency and accuracy of transaction management.

Are you someone who can:

• Coordinate and participate in any ad hoc project as required.
• Read and understand legal agreements in order to draw up an amortisation schedule and book deals.
• Derive payment amounts from the legals and amortisation schedule.
• Prepare notification to clients and submit payments to team leader for approval.
• Ensure all legal requirements are fulfilled before draw down can occur.
• Ensure all ongoing deal management tasks are performed in line with the legal agreements.
• Settle all instruments on the correct systems.
• Clear reconciliation and exception report items within SLA timeframes.
• Respond to queries from internal and external stakeholders.
• Prepare financial statements, investor reports and other reports required by the regulators.
• Conduct detailed reviews of transaction data to identify discrepancies, verify completeness, and ensure data integrity within transaction systems, thus supporting reliable financial reporting.
• Validate that all transactions are booked accurately and in line with client instructions and regulatory requirements to minimise booking errors and reduce operational risk.
• Identify and flags any inconsistencies or irregularities in transaction data, escalating issues promptly to mitigate financial and reputational risk.
• Attend DCF's for all new deals and comment on Legal Agreements and ensure that the legal agreements can be operationalised.
• Reconcile transaction records across different systems to confirm data consistency and integrity across platforms.
• Communicate transaction data quality insights to internal stakeholders, including traders and risk managers, ensuring transparency and promoting proactive issue resolution.
• Develop and monitor key metrics for data quality within the transaction management function, ensuring consistent and quantifiable improvement.
• Identify and implement process improvements to enhance efficiency, accuracy, and client service in transaction management data quality, contributing to operational excellence.
• Collaborate with internal teams i.e., legal, compliance, credit, and operations to ensure cohesive and efficient transaction management.
• Engage in ongoing training and development activities to build expertise in transaction management.
• Build and sustain collaborative working relationships with relevant peers and stakeholders to achieve productivity synergies.
• Participate in specialist communities of practice and contribute positively to own and organisational knowledge improvement.

You will be the ideal candidate if you have:

• Bachelor’s Degree in Finance, Business Administration, Economics, or related field.
• Minimum 4 years’ experience in a middle office TM operations environment or equivalent
• Experience with transaction management software and related tools.
• Knowledge of regulatory requirements in Corporate and Investment Banking.

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Job Description

• To build new models for the pricing and risk management of derivatives, frequently bespoke structures, and XVAs.
• To provide quantitative support and innovation to trading desks.
• Hello Future Front Office Quantitative Analyst
• 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.

Are You Someone Who Can

• Analyse and research specific products. Initiate and implement mathematical modelling of the trade in line with given requirements
• Liaise with traders to ascertain requirements for pre-trade pricing
• Provide Traders and Structurers with functionality so that they can use the model
• Support any trade or business approved by the deal committee forum
• Ensure models provide stable risk that is well understood and it captures all risk
• Apply a pragmatic lens where needed to make decisions regarding theory and practice
• Build proficiency in usage of pricing libraries and systems used for flow and structured/exotic trades
• Support modelling across vanilla, XVA and exotic trades, as well as counterparty risk on the trading book.
• Challenge the status quo where appropriate and in line with industry best practice
• Familiarity with regulations relating to derivatives and SFTs e.g. FRTB, SIMM
• Build and maintain professional working relationships with all stakeholders displaying excellent abilities to initiate dialogue, listen, advise, influence and negotiate to achieve correct outcomes
• Initiate meetings with key stakeholders to track progress, manage expectations and ensure stakeholders requirements are delivered
• Preserve relationships despite airing conflicting views and seeks mutual gains when addressing conflicts
• Anticipate consequences and adapt problem solving based on continual feedback
• Act speedily to resolve problems, queries and complaints
• Ability to thrive in an unstructured environment where daily tasks are not obvious and urgent items may arise
• Adapt communication styles to meet the needs of different audiences
• Demonstrate pride in the organisations brand services and products by consistently delivering on the brands promise
• Follow through to ensure that personal quality and productivity standards are consistently and accurately maintained
• Stay relevant and up to date with legislations and new developments in quantitative finance
• Maintain a positive attitude and respond openly to feedback
• Handle stress in ways that do not negatively impact others
• Plan and manage own workflow anticipating obstacles, juggling priorities and following through on objectives within agreed time frames and according to quality standards
• Take ownership of personal career development, leveraging formal and informal opportunities
• Read situations and organisational realities
• Set aside personal agenda for the greater good
• Act in an ethical, transparent and morally defensible manner including highlighting unethical practices
• Share, debate and communicate learnings
• Flag and debate issues constructively
• Promote a friendly and cooperative climate  

You Will Be an Ideal Candidate If You

• Education: Minimum honours degree with some quant finance, Masters preferred
• 5 to 10 years in quantitative finance (ideally investment banking)
• Systems familiarity preferred: CompatibL, Murex
• Coding profiency: C#, Python
• Industry: Investment Banking 
   

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• This role entails efficiently supervising the Trade Operations function, whilst being mindful of risk, process and compliance adherence, and the International Chamber of Commerce rulings and processing. Taking unit costs and capacity into account in order to create greater efficiencies.

Are You Someone Who Can:

• Setting targets for the portfolio in line with turnover.
• Planning strategic objectives for the portfolio.
• Assisting in building and managing the opportunity tracking tool
• Communicating client interactions and feedback to stakeholders with regards to developments.
• Initiating client scoping sessions road shows and quarterly client visits to gain client insights.
• Initiating brainstorming sessions to identify opportunities across the group and manage action items thereof.
• Creating innovative solutions for specific product areas.
• Interrogating and manage MIS data to identify potential turns in business cycles or client behavior.
• Reviewing MIS data in order to ensure that internal trading desk turnover targets are met as well as migrating risk from internal trading books.
• Proactively managing credit facilities to ensure adequate limits are in place.
• Making cold calls in order to originate business to grow the portfolio.
• Managing escalated unresolved client issues.
• Interacting with IBD DCM team on a regular basis in order to gain insight into client activities to strengthen client relationships.
• Following through to ensure that personal quality and productivity standards are consistently and accurately maintained.
• Staying relevant and up to date with legislations and new development.
• Planning and manage own workflow anticipating obstacles juggling priorities and following through on objectives within agreed time-frames and according to quality standards.
• Taking ownership of personal career development leveraging formal and informal opportunities.

You Will Be An Ideal Candidate If You:

• Have a Diploma/Degree in Business Management
• Have 3 to 5 years' experience in a similar role

You Will Have Access To:

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

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• This role entails contributing to the design and development of new applications / systems to meet the business requirements of the data platform environment. 
• To analyse business or system requirements and build and enhance the data platforms.
• To participate in and provide input to the Architect during the compilation of solution design documentation for new and existing data platforms.      
• To translate business needs into practical Information Technology (IT) systems solutions, high level implementation plans, influence prioritization of execution of business initiatives through the use of IT solutions design thinking and to lead an Information Technology systems solutions team with the purpose of supporting and enabling the realisation of business strategies and objectives.

Are You Someone Who Can: ​

• Builds and maintains effective relationship with business management and stakeholders.
• Ensure implementation of the business Transformation plan and creation of an inclusive culture for employees.
• Design and deliver customer service solutions, systems and interactions aligned to Organisational values and service standards that build the brand.
• Draw up a budget aligned to tactical delivery plans to facilitate the provision of adequate financial resources.
• Manage team or teams in areas of responsibility in delivery against performance targets and achievement of wider human capital objectives.
• Develop tactical strategy and delivery plans in support of functional strategic objectives in partnership with leadership.
• Analyse information and reports to identify trends, discrepancies and inconsistencies for decision making purposes.
• Oversees IT Governance, Risk and Compliance.
• Leads Solution Development and Maintenance.
• Develops and maintains Applications.
• Contributes towards the development and implementation of the business unit’s information technology strategy.
• Identify, drive and implement ideas, policies, procedures, standards and frameworks to enhance sales and increase profit and manage future fit practice.
• Monitor Key Performance Indicators and metrics affecting the organization's technology assets; engage technical team as needed to meet goals or address issues.
• Provide thought leadership within the organization; research and evaluate cutting-edge practices and enabling technologies for internal adoption; assess potential partnerships and acquisitions.
• Respond to feedback from stakeholders and use it to make improvements or adjustments to technology.
• Select technology suppliers, vendors, and third-party integrations to design the organization's architecture and the technology stack.
• Establish and nurture effective relationships with collaborators, engineers, data scientists, product managers, and designers to make appropriate architectural and build vs. buy decisions.
• Lead the internal and external development teams to build and upgrade the platform.
• Own all technology and product to external stakeholders, partners, investors and future recruitment.

You Will Be An Ideal Candidate If You:

• have a Bachelor of Science in Management Information Systems. Master of Science will be advantageous.
• have 6 to 8 years' experience in IT Development

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• To provide comprehensive administrative and secretarial support to the relevant line manager by managing day-to-day operations, including scheduling, document preparation, and client interaction, to ensure the manager's/leader’s time is effectively utilised. 
• Act as a key liaison between the manager and both internal and external stakeholders, ensuring seamless communication and efficient handling of administrative tasks. 
• Leverage strong organisational skills, the ability to manage confidential information, and the capacity to anticipate the needs of the manager in a high-pressure, fast-paced environment.

Are you someone who can:

• Coordinate the line manager’s calendar, scheduling meetings, and appointments to optimise time management and ensure all commitments are met efficiently.
• Prepare agendas, presentations, and reports for internal and external meetings, ensuring the manager is well-prepared with all necessary materials in advance.
• Organise domestic and international travel plans, including booking flights, accommodation, and ground transportation, ensuring compliance with company policies and budgetary constraints.
• Maintain and organise electronic filing systems for critical business documents, ensuring that all records are easily accessible and up to date.
• Draft, review, and distribute professional emails, letters, and other correspondence on behalf of the manager to internal and external stakeholders.
• Serve as the first point of contact for clients and stakeholders, managing relationships professionally and ensuring queries are directed to the appropriate channels.
• Process and reconcile the manager's expense claims, ensuring adherence to company policies and timely submission of required documentation.
• Plan and manage logistics for team and client events, including booking venues, catering, and coordinating all necessary event materials and presentations.
• Compile and distribute regular reports on business performance, project updates, and other relevant data to ensure the manager has clear visibility of ongoing activities.
• Manage sensitive business and personal information with the utmost confidentiality, ensuring data protection and compliance with legal and ethical standards.
• Assist in the prioritisation of tasks and projects, ensuring urgent items are addressed promptly while maintaining attention to routine tasks.
• Leverage FirstRand Group capabilities to take advantage of opportunities that will benefit the business area.
• Take part in special projects within the ambit of the business area and remain appraised of all developments so that the relevant support can be rendered to the various teams/individual professionals/line managers.
• Liaise with various internal departments to ensure smooth collaboration and coordination on business projects, tracking progress and updating the manager as needed.
• Maintain records of the manager’s activities, deadlines, and follow-ups, ensuring that no critical tasks are overlooked and that deadlines are consistently met.
• Provide administrative support for special projects, including compiling research, creating spreadsheets, and assisting with the project’s overall coordination.
• Attend key meetings and record minutes, highlighting action items and ensuring timely follow-up on deliverables from various stakeholders.
• Work collaboratively with team members and other departments to ensure smooth and efficient operations, fostering a cooperative and supportive work environment.
• Contribute to a high-performance culture by consistently meeting deadlines, demonstrating initiative, and maintaining a professional and proactive approach to tasks.
• Use initiative to anticipate the manager’s needs and resolve administrative issues independently, escalating only when necessary.
• Demonstrate flexibility in adjusting to the changing demands of the role, including managing last-minute scheduling changes or urgent requests.

You will be an ideal candidate if you have:

• 4-5 Years in a similar role with proven strong administrative skills
• Minimum Grade 12
• Preferred degree in related fields
   

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Job Description
The purpose of the role is as follows:

• To independently manage client transactions, and develop tailored structuring solutions that align with client objectives. 
• To leverage a deeper understanding of market products and financial instruments and to conduct detailed financial modelling and risk assessments. 
• To engage directly with clients to assess their needs, prepare detailed proposals, and manage the transaction lifecycle. To collaborate with internal teams and use professional judgement in decision-making on client deals.
• Conduct in-depth analysis of client requirements, meeting with clients to assess financial objectives and develop bespoke market solutions tailored to their needs.
• Develop and refine financial models, using complex assumptions and stress testing to evaluate the feasibility and risks associated with proposed structuring solutions.
• Prepare comprehensive structuring proposals that outline potential product offerings (e.g., bespoke derivatives, structured notes) and demonstrate alignment with client objectives.
• Engage in the transaction process, coordinating with internal teams and external partners to ensure timely execution and compliance.
• Lead client presentations, clearly explaining the proposed structuring solutions, their benefits, and associated risks to ensure client understanding and buy-in.
• Collaborate closely with Risk, Compliance, and Legal teams to address potential regulatory and risk-related issues before transaction approval, ensuring full governance.
• Monitor the performance of structured products within client portfolios, identifying areas for adjustment, restructuring, or risk mitigation and recommending actions to clients.
• Engage in periodic portfolio reviews with clients, analysing performance against benchmarks and market conditions, and proposing enhancements or new opportunities.
• Act as a primary point of contact for clients, responding to queries, addressing concerns, and maintaining strong relationships to drive client satisfaction and repeat business.
• Negotiate structuring terms with clients and internal stakeholders, ensuring that the final structure meets both the client’s objectives and the bank’s risk appetite.
• Maintain an up-to-date knowledge of market conditions, pricing trends, and regulatory changes, proactively adjusting structuring strategies based on these insights.
• Contribute to the development of standard operating procedures for structuring activities, ensuring a streamlined and consistent approach to transaction management.
• Support more junior members of the team, providing guidance and reviewing their financial models and proposals to ensure accuracy and alignment with client needs.
• Participate in new client onboarding processes, ensuring that all structuring-related documentation is completed and that KYC and compliance requirements are fulfilled.
• Lead cross-functional collaboration efforts by facilitating communication between the Structuring, Sales, and Risk teams to enhance the delivery of client solutions.
• Promote a culture of collaboration by actively engaging with colleagues across departments to deliver integrated client solutions.
• Contribute to the high-performance environment by continually refining technical skills and delivering high-quality structuring outcomes.
• Ensure all structuring activities adhere to regulatory standards, promoting a strong culture of compliance and risk management.
• Foster innovation by identifying market trends and client needs that can lead to the development of new structuring solutions.
• Act as a role model, demonstrating organisational citizenship behaviour, promoting continuous learning, teamwork, and attention to detail in all structuring activities.
   

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Job Description

• To articulate and drive the strategy for the sector and assume overall accountability for the effective management, growth and profitability of clients within the assigned sector portfolio
• To lead the overall account planning for the sector, and take accountability for coordinating all product stakeholders to deliver on client plan
• To maintain overall oversight of sector team and all coverage professionals and specialists within the sector
• Engage with Relationship Managers to gain an understanding of what portfolios will grow by, per client, per portfolio
• Identify gaps between what management want vs. current status
• Allocate stretch targets to Relationship Managers and ensure the stretch is allocated
• Utilise the budget tool to set realistic measurable budgets by understanding market forces, trends and product capabilities
• Conduct revenue and profits forecasting utilising a bottom up approach
• Develop and maintain an in-depth knowledge via Industry Analysts of the South African market and each of the Banks specific client activities and value chains in each of the sub-industry sectors in which they operate
• Drive the growth of CIB products in the sector and maintain a strong presence in representing the interests of the various CIB teams interest in the sector by collaborating with other FirstRand business units across the country
• Facilitate a brainstorming session with the wider team to understand the broader context of the industry in relation to sector targets
• Develop tactics to deploy in order to achieve revenue targets
• Identify, action and ensure key strategic client deliverables are documented on the client action plan
• Present the sector strategy and tactics to all key stakeholders in order to gain buy-in
• Drive innovation by providing insight into product development and enhancements required, via
• Solutions Strategist, to support execution of the sector strategy
• Match clients need with products in the group whether generic or specifically developed
• Analyse growth of revenue from an MIS perspective and proactively manage outliers
• Engage with clients at both a strategic and operational level as may be required
• Develop and maintain a strong partnership approach with Credit in order to gain buy-in
• Identify prospective clients
• Engage in joint calls where possible and present proposal to the client
• Conduct effective client negotiations with a view to ensure origination of banking opportunities
• Oversee annual and strategic pricing negotiations with the client base, taking volumes and risk into consideration
• Ensure that all core Coverage disciplines are well entrenched and applied in all matters relating to origination and new business generation
• Identify opportunities as a result of a deep client insight for the delivery of customised solutions across the CIB spectrum
• Apply the principles of key account planning and ensure all gaps are effectively identified
• Analyse industry and client value chain and implement them accordingly
• Manage end to end service delivery process and ensure that all related issues are dealt with timeously
• Review channel flow for effective and price-efficient product changes are being utilised by clients in the transactional interactions with the bank
• Ensure efficiencies are in place in order to reduce or eliminate revenue leakage, manage team adherence to all risk mitigation measures, and mitigate risk in client and bank interactions
• Innovate for retention by using value-add and advisory services to shift client focus away from pricing
• Understand individual product house ROC strategies and strive to achieve them
• Monitor performance of client base and growth of individual products within it
• Build and maintain effective relationships with all key stakeholders to facilitate organisational effectiveness
• Identify areas of concern and use influence to debate and agree the best way forward
• Act speedily to resolve problems, queries and complaints
• Use influence and negotiation to achieve win-win outcomes
• Initiate meetings with key stakeholders to track progress, manage expectations and ensure clients needs are met
• Proactively communicate and share information and encourage discussion and debate, share successes, highlight challenges and identify and manage risks
• Read the cultural environment and adapt communication style to meet the needs of different audiences
• Anticipate and manage conflict, demonstrating an ability to resolve differences, particularly where these may be stalling the implementation of agreed plans
• Have a robust skills acquisition, development and retention plan for key positions to ensure business continuity
• Take full responsibility for performance management of all direct reports managing their performance in relation to quality standards and agreed benchmarks and objectives focusing on all aspects of sound people management
• Engage in recruitment development, performance management, remuneration and rewards, career path planning, on the job training, coaching, and mentoring
• Ensure appropriate levels of management and accountability
• Motivate, delegate, and empower appropriately, enabling direct reports to take responsibility and display appropriate creativity and initiative
• Work with the team to actively grow their skills and lead them in operational excellence
• Demonstrate pride in the organisations brand services and products by consistently delivering on the brands promise
• Follow through to ensure that personal quality and productivity standards are consistently and accurately maintained
• Stay relevant and up to date with legislations and new developments
• Maintain a positive attitude and respond openly to feedback
• Handle stress in ways that do not negatively impact others
• Plan and manage own workflow anticipating obstacles juggling priorities and following through on objectives within agreed time frames and according to quality standards
• Take ownership of personal career development leveraging formal and informal opportunities
• Read situations and organisational realities
• Set aside personal agenda for the greater good
• Act in an ethical transparent and morally defensible manner including highlighting unethical practices
• Share debate and communicate learnings
• Flag and debate issues constructively
• Promote a friendly cooperative climate

go to method of application »

• The individual will form part of the Intermediated sales function for Ashburton Investments focusing on Independent Financial Advisors and Discretionary Fund Managers.
• Ashburton’s objective is to build a world class sales and client service capability which supports the firm’s goals of deepening and strengthening its value proposition and relationships.

Are you someone who can:

• Represent Ashburton Investments in the intermediated market. 
• Understanding of domestic and international markets. 
• Keep abreast of the regulatory framework as it relates to investments.
• Achieve pre-determined AUM targets and preserve existing assets.
• Participate in public forums, fund conferences, investor road shows and other marketing initiatives.
• Maintain accurate and up to date client CRM data.
• Create opportunities for thought leadership pieces and manage the distribution of periodic marketing collateral.
• Coordinates, prepare and host client engagement both online and in person.
• Effectively interpret performance data and utilize results to build client rapport, and a competitive value proposition that factors in specific client needs.
• Initiating and supporting the onboarding of clients.
• Identify opportunities to streamline processes and procedures, creating efficiencies.
• Assist with various administrative duties where necessary.
• Ensure sales practices and process comply with internal and external standards.
• Ensure adherence to compliance requirements and standards.
• Contribute meaningfully towards business strategy. 

You will be an ideal candidate if you:

• Have completed a relevant undergraduate degree.
• Honours, Masters and/or CFA will be an advantage.   
• Minimum 5 years of distribution and sales experience working for an asset manager.
• An accomplished sales track record.

You will have access to:

• Exciting networking and collaboration opportunities.
• A dynamic and challenging work environment that pushes you to excel.
• Innovative projects where your creativity can shine.

Personal Attributes 

• Honesty and integrity are of utmost importance.
• Entrepreneurial go-getter.
• Ethical and professional.
• Strives for excellence and ownership within area of responsibility.
• Structured and organized.
• Strong people skills are required to build stakeholder trust and confidence.
• Good communication and presentation skills.
• Must conform to the values of FirstRand and the principles by which Ashburton Investments operates.