Current Openings at CBRE Excellerate

Purpose of Job

• Responsible for producing fund accounting and reporting on client investments.
• Analysing and investigating reconciliation differences.
• Assist with embedding knowledge, processes and procedures in the Fund Accounting and Reporting team.

Key Competencies, Skills and Attributes

• Strong reconciliation skills.
• Strong numeric and analytical ability.
• Interpret, analyse and able to handle large quantities of data.
• Attention to detail and have a methodical approach to own work.
• Ability to plan for and meet own deadlines.
• Able to work independently but also be a team player.
• Use initiative, be pro-active and with problem solving abilities.
• Understand pension fund and investment management industry trends.
• Liaising with external auditors and fund administrators.
• Thinks in a structured way and can document processes.
• Quick learner.
• Attention to detail.
• Communicate clearly and professionally, both verbally and in writing.
• Good knowledge of Microsoft Excel.
• Willing to put in long hours when needed.

Key Responsibilities

• Strong reconciliation skills.
• Strong numeric and analytical ability.
• Interpret, analyse and able to handle large quantities of data.
• Attention to detail and have a methodical approach to own work.
• Ability to plan for and meet own deadlines.
• Able to work independently but also be a team player.
• Use initiative, be pro-active and with problem solving abilities.
• Understand pension fund and investment management industry trends.
• Liaising with external auditors and fund administrators.
• Thinks in a structured way and can document processes.
• Quick learner.
• Attention to detail.
• Communicate clearly and professionally, both verbally and in writing.
• Good knowledge of Microsoft Excel.
• Willing to put in long hours when needed.

Other Key Relationships

• Fund Accounting and Reporting Team Members.
• Internal teams such as Administration, Client Servicing, Trade Rebalancing and Portfolio Management Team.
• Systems Development Team and external systems development companies.
• External parties such as Asset Managers, External Auditors and Employee Benefit Administrators.

APPLICATION CRITERIA

• Undergraduate degree in Accounting preferred

EXPERIENCE

• 2 - 4 years’ relevant experience in investment management or related industry.

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Key Competencies, Skills and Attributes

• Pays attention to detail.
• Safeguards integrity of sensitive client data.
• Deals with large quantities of portfolio and market data.
• Understanding of portfolio and instrument level information.
• Strong analytical skills.
• Proficienct in Excel, SQL and MS Power BI advantageous.
• Good time management, and able to manage deadlines.
• Able to work under pressure.
• Understands industry trends.
• Communicates clearly and politely, both verbally and in writing to clients.
• Able to work independently but also be a team player.
• Uses initiative, is pro-active and possesses problem solving skills.
• Willing to put in long hours when needed to meet deadlines.
• Monthly/Daily Tasks

Work with the team to: 

• Agree and plan work deliverables and priorities. 
• Deal with large quantities of portfolio and market data on a daily basis.
• Retrieve, validate, reconcile, analyse and prepare data for daily, monthly and quarterly deliverables. 
• Interrogate and analyse data to produce client reports. 
• Interpret and analyse report results as input to the advisory services to the client. 
• Safeguard the integrity of sensitive client data. 
• Manually recalculate and verify statistics. 
• Check reports generated by fellow analysts. 
• Provide ad hoc analyses and supporting output. 
• Respond to report queries when required. 

Work with the team to improve work practices: 

• Suggesting and generating ideas for improvement of current or development of future technical solutions, tools and platforms.
• Identifying shortcomings in current work methods and processes. 
• Contributing to the establishment of in quality management processes.

Manage their own performance and career by: 

• Developing career objectives and goals and pursuing it.
• Setting annual work goals and regularly meeting with their line manager to discuss their performance. 
• Contributing to knowledge sharing and participation in special projects. 

APPLICATION CRITERIA

• Bachelor’s or Honours degree in Mathematics, Statistics, Computer Science, Industrial Engineering, Finance or a related field. Inclination to complete the CIPM, FRM or CAIA charter.

EXPERIENCE

• Graduate position to 1-2 years relevant experience.

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Purpose of Job

• Work with the Product Specialists to research, launch and manage the ongoing requirements for new and existing investment products and solutions.
• Support the Risk and Performance Teams with set-up and ongoing reporting, with the expectation that this would fall away over time;
• As this is a new space for RisCura Invest, the scope of the work may be adjusted and refined over time.
• Key Competencies, Skills and Attributes
• Pays attention to detail 
• Safeguards integrity of sensitive client data 
• Deals with large quantities of portfolio and market data 
• Understanding of portfolio and instrument level information 
• Quick learner 
• Interest in financial services 
• Strong analytical skills 
• Good time management, and able to manage deadlines 
• Able to work under pressure 
• Understands industry trends 
• Communicates clearly and politely, both verbally and in writing 
• Able to work independently but also be a team player 
• Uses initiative, is pro-active and possesses problem solving skills 
• Willing to put in long hours when needed 
• Monthly/Daily Tasks
• Project manage the set-up of new products; 
• Performance and benchmark outputs and analysis; 
• Comparative performance calculations; 
• Set-up, ongoing management and oversight of fund fact sheets; 
• Set-up and ongoing management of billing and profitability calculations for each product; 
• The provision of performance numbers, performance attribution and asset allocation information for the products, the universe of benchmarks, and comparative products;  
• The provision of performance slides for client report-backs and presentations; 
• Ad-hoc requests for product, benchmarks and competitor performance analysis;   
• Daily, monthly and quarterly retrieval, validation, reconciliation, analysis and preparation of data 
• Data interrogation and analysis 
• Client report generation 
• Checking of reports generated by other Analysts 
• Interpretation and analysis of report results 
• Submission of reports to clients and Product teams 
• Ad hoc analyses 

APPLICATION CRITERIA

• Undergraduate degree with a financial focus or strong maths or stats skills. Honours preferred.

EXPERIENCE

• Three years of investment analytics or reporting services, preferably in the multi-management or institutional client space.

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Purpose of Job

To provide analysis and support to the asset allocation function.

Key Competencies, Skills and Attributes

• Good knowledge of financial markets.
• Has a working knowledge of Bloomberg.
• Good knowledge of Matlab or other coding languages.
• Analytical, technical, and able to absorb large sets of data.
• Accuracy and attention to detail.
• An individual who can manage multiple deliverables and strict deadlines.
• Communicate clearly and professionally, both verbally and in writing.
• Ability to build strong relationships with internal teams.
• Ability to function positively under pressure, plan for and meet deadlines.
• Manage own priorities and collaborate successfully with others as part of a team.
• Use initiative, be pro-active and with problem solving abilities.
• Easily adapt to changes in the business environment.
• Think in a structured way.
• Quick learner.
• Willing to put in long hours when needed.

Key Responsibilities

• Assist and support market data output (market slides, SMS, RisCFlash, data queries etc) and the monthly investment pack.
• Assist and support the generating of the model portfolios that target various client objectives (i.e., ZAR, USD, GBP, EUR etc.)
• By using the ALM code, produce model portfolio outputs on a monthly basis for various client objectives. This includes producing outputs (via running of the ALM code) for all model portfolios.
• Produce, support and give input to the (monthly) capital market assumptions formulation.
• Assist and support the asset allocation function for current and prospective family office clients.
• Prepare presentations consisting of investment and quantitative related output.
• Assist with data and information for the TAA process.
• Develop an understanding and research the market and risks with the aim of assisting with market commentary as well as the asset class views.
• Data interrogation and analysis.
• Assist on various ad-hoc projects as business requirements dictate.
• Assist with meeting notes preparation, generation of packs.
• Aid in improving processes including automation efforts to improve efficiencies.
• Assist with research and provide input for published articles relating to asset allocation views.
• Other Key Relationships
• Immediate team, i.e., Asset Allocation Team.
• Chief Investment Officer.
• Investment Strategist.
• Internal teams such as Consulting, Portfolio Management, Analytics, Investment Research, Data Management, RisCura Network of Companies, and Research and Development (R&D).

APPLICATION CRITERIA

• Honours Degree (4-year) in either Finance, Investments, Economics, Statistics, Operations Research, Financial Risk Management.
• Other tertiary qualifications depending on experience and evidence of quantitative abilities will be considered as well.

EXPERIENCE

• 1-2 years of experience in investment management, portfolio management, portfolio optimisation, asset allocation, or investment strategy experience.
• A strong interest in financial markets and asset allocation. Strong working knowledge of Microsoft Suite (including MS Excel) and experience with using Matlab or other coding languages. Be comfortable with understanding, extracting and charting data from the Bloomberg Terminal. A Masters in discipline is advantageous.

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Purpose of Job

• Answer the switchboard and manage the reception area from 9am to 5pm.
• Welcome and attend to visitors and deal with inquiries on the phone and face to face.
• Frontline Administrator.  

Key Competencies, Skills and Attributes

• Professional. 
• Presentable.  
• Strong communicator – communicates clearly and politely both verbally and in writing. 
• Organised and efficient. 
• Able to use initiative.
• Multi-tasker. 
• Energetic. 
• Warm.  
• Friendly.  
• Pays attention to detail.  
• Self-motivated.  
• Ability to work independently and part of a team.
• Proactive with problem-solving ability. 
• Strong communicator, mature, ability to deal with staff, clients and suppliers at all levels, ability to multitask, and represent the RisCura culture as the first person of contact, friendly consistent disposition, able to handle stress and pressure, excellent written and verbal communication skills, willingness to be helpful, well organised with the ability to prioritise.
• Monthly/Daily Tasks
• Ensure reception area is always neat and tidy.  
• Answer the switchboard and manage the reception area from 9am to 5pm. 
• Deal with incoming clients/suppliers at reception.
• Welcoming and offering refreshments to clients. 
• Arrange parking and paid cards for clients. 
• Guest Wi-Fi management. 
• All other ad hoc tasks. 
• Facilities: Check mailboxes, log tickets, refill the stationary room, plant service, handy man tickets. 
• Admin: Meeting room bookings, charging of iPads, printing and binding, lunch orders and any other ad hoc task. 
• IT-label hardware, log IT tickets.  
• Kitchen: Order stock and order water. 
• Social calendar E.g. Massages.
• Courier and deliveries. 
• Preparations for meetings.
• IT, facilities checks and assist with new joiners when required. 
• Admin support substitute for other members of the team. 
• Event set ups: Catering, restaurant bookings, team buildings, conferences, and workshops. 
• Office Asset register. 
• First Aid and Fire Marshall.
• Health and Safety Committee member. 
• Liaise with all office suppliers/vendors. 
• Liaise with Landlords and maintenance.  
• Resolve office issues or facilities issues. 
• Assist with projects e.g. office designs and office moves. 
• Send all office notices and communication. 
• Fresh Faces.

APPLICATION CRITERIA

• Grade 12. Receptionist course would be advantageous.

EXPERIENCE

• 1 years’ experience. Previous exposure to Financial Services industry would be advantageous.