Fresh Jobs at Allan Gray Proprietary Limited

Purpose of the role

• The position is within the Retail Operations division, an area responsible for processing transactions from clients and independent financial advisers, as well as providing administrative support for the firm’s retail investment offering.
• The purpose of the role is to ensure the high service standard at Allan Gray is maintained through building strong client relationships and delivering excellent client service to our clients and independent financial advisers. You will be responsible for ensuring all incoming instructions are responded to and processed and any pending instructions are followed up on. You will report to a team leader, which requires you to work actively within a team but also independently.

Responsibilities

• Checking and accurately processing all incoming or pending instructions. These include:
• New business transactions, e.g. opening a new investment account
• Existing business transactions, e.g. where a client adds or withdraws money or makes changes to their investment
• Providing clients and advisers with a superior level of client service through call and email communications, e.g. responding on time and diligently to all requests from clients, advisers and internal business teams
• Maintaining accurate record-keeping on internal systems of all interactions with clients and advisers
• Knowledge of various legislative requirements relating to investment products
• Supporting members of your team and the team leader, e.g. assisting with technical queries, workflow and processes

Job Specification

• Relevant Business Degree and/or Job-Related Experience
• Sound knowledge of the Life Insurance industry (including Pension Funds) and/or the Unit Trust industry would also be an advantage

Key Attributes and Competencies

• Accuracy and attention to detail
• Excellent time management skills
• Excellent problem-solving skills
• Client-focused with strong verbal and written communication skills
• Self-motivated and agile with the ability to function well under pressure
• Intermediate computer literacy skills in Microsoft Word or Excel

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• Allan Gray Accelerate is a fast-paced vacation internship, designed for high-achieving students like you.
• From 7 - 10 July 2026, you will have the opportunity to build valuable connections, showcase your skills, tackle real-world challenges and gain firsthand experience in the dynamic world of investments.
• You’ll also get to learn from seasoned professionals in various teams, focused on shaping a world-class service experience for Allan Gray clients. 

Who it's for
We’re looking for high-performing and independent-minded final-year students who are: 

• Ready to start working full-time in 2027
• Completing an undergraduate or postgraduate degree in Commerce or Business Science, with specialisations in Investments, Finance, Economics and related fields
• Consistently high academic achievers
• Eligible to work in South Africa 

What you need to succeed
Beyond good grades, we value a positive mindset and character in a candidate who is:

• Passionate about investments
• Service-oriented with a helpful attitude 
• Highly performance driven and open to new challenges 
• Curious, independent minded and skilled in problem-solving 
• An excellent verbal and written communicator
• A team player who's also committed to delivering on your own personal goals
• Highly adaptable, energetic and agile to thrive in a fast-paced environment
• Growth-focused, responsible and accountable 
• Proficient in Microsoft Office Suite 

Deadline:6th March,2026

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Purpose of the role

• Our Client Service Centre is integral to our service offering for clients and independent financial advisers. As an Investment Service Consultant, your purpose will be to build clients’ and advisers’ trust and confidence through providing world-class service.
• Our consultants do impactful work by empowering our clients on their investment journey. You will gain in-depth knowledge of Allan Gray's range of products and develop the necessary skills to confidently communicate with and educate our clients.

Job Responsibilities

• Provide excellent service to investors, potential investors and independent financial advisers via our various servicing channels, i.e. inbound calls and emails, face-to-face interactions.
• Build trust and confidence by explaining our investment philosophy and long-term approach to investing.
• Educate clients by sharing product and fund knowledge and empower them to make informed investment decisions.
• Take end-to-end ownership of transactions and ensure accurate record-keeping.
• Actively participate in the organisation’s drive towards continuous improvement by contributing to solutions to client problems.

Skills and Competencies

• This role is suited to individuals who are highly performance driven and seek new challenges.
• A growth mindset and resilience are key attributes to successfully navigate the ever-changing needs of clients and the financial services industry.
• The role requires high adaptability, vigour and agility.
• Our consultants need to be empathetic and client focused.  
• Strong verbal and written communication skills are essential.
• The ability to deal with complexity in a high-pressure environment, analytical thinking, attention to detail and problem-solving ability are crucial to ensure we always do what is best for clients.
• A genuine passion for people and a commitment to service excellence are vital to building long-term and meaningful relationships with our clients.
• Consistently strong academic record. 

Qualifications

• A bachelor's degree (Bachelor of Commerce, Bachelor of Science, Bachelor of Business Science), specialising in (but not limited to) Investments, Finance, Economics, Statistics and Business Management.

Deadline:28th February,2026

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Job Summary

• The candidate will be responsible for performing the day-to-day operational processes for various investment accounting, data management and market data activities.
• The candidate will work in Institutional Fund Operations, working closely with the other operational departments (NAV Pricing, Performance, Portfolio Administration) as well as Tax, Institutional Client Services, Legal & Compliance, IT, and Trading.

Specific responsibilities include, but are not limited to:

Job Responsibilities
Market Data

• Ensuring that the daily instrument valuation/pricing and exchange rate processes run accurately and timeously.
• Ensuring that instrument price files are received from all local and foreign sources (exchange and vendor data).
• Liaising with data vendors (e.g., JSE/Bloomberg) on data quality and other queries (eg. valuation).
• The setting up of system parameters in Markit (MDS) for certain instruments as and when they are created by the front office team.
• Collaboration with the relevant IT domain teams to maintain, develop and enhance the market data infrastructure to keep systems up-to-date and efficient.
• Monitoring the end-of-day price reconciliation process and investigating any identified price/valuation discrepancies.
• Managing and maintaining data contracts and vendor relationships.
• Managing the benchmark data processes, including:
• Creation of benchmarks as required by the Performance team.
• Sourcing and scrubbing of daily and monthly benchmark data files.
• Managing validation exceptions of benchmark data when required.
• Maintenance of benchmark static data.

Institutional Data Management

• Creation of instruments as required by the front or middle office teams.
• Portfolio creation and classifications.
• Maintenance of instrument static data for upstream and downstream usage. 
• Reconciling static data to market sources to ensure accuracy and consistency in data across all internal systems.
• Investigation of instrument data inconsistencies and validation errors. 
• Monitor the BOD (beginning of day) processes.
• Monitoring of communications from data vendor regarding any changes that may affect the fund pricing process and informing other business teams where necessary (eg. Corporate Actions, Trading, Fund Accounting).
• Daily monitoring and updating of instrument classifications used for reporting.

Manager Performance

• Maintain manager system and enhance processes (Cash resets, asset transfer transactions that affect manager performance and holdings) 

Additional Activities

• Assisting with month-end pricing across all portfolios.
• Calculating daily interest coupon accruals.
• Monitoring and answering queries from the Institutional Data Management and Investment Accounting email queue.
• Involvement in initiatives/project work that seeks to simplify and create efficiencies in existing processes.

KEY ATTRIBUTES and COMPETENCIES

• Strong numeric ability and a questioning mind
• Accuracy and attention to detail
• A self-starter with the ability to create efficient processes and controls
• Ability to operate independently as well as in a team environment
• Interpersonal and communication skills to build and maintain strong working relationships with relevant stakeholders, both internally and externally, and to defend an opinion with rationale and logic
• Ability to accept responsibility for all tasks done
• Good time management skills, and the ability to manage heavy workloads and multiple tasks – work flexible hours , particularly in the event of market vendor issues as well as follow a shift work schedule.
• Excellent analytical and problem-solving skills
• Very disciplined and methodical style of working
• Determined, engaged and persistent proactive “can-do” attitude that inspires others to do great work

Education

• Chartered Accountant or
• B Com or equivalent degree - Higher Diploma or Honours 
• A minimum of three years of experience in asset management (FS articles experience counts)
• Must have a strong technical understanding of instrument valuation and pricing
• Experience in working with the following systems would be advantageous:
• Charles River Investment Management Solution (CRIMS)
• IHS Markit
• Fundamental Portfolio Manager (FPM)
• A history of strong performance. 

Deadline:5th March,2026

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Job Summary

• The Post-Trade Operations Team is responsible for performing various administrative duties relating to local and offshore trades for Allan Gray Institutional clients. This individual will ensure that all equity, fixed income, money market, offshore and derivative trades are accurately and timeously bconfirmed and settled. They would also need to ensure that all forex payments and trade instructions to transfer agents (Orbis, Bermuda Africa and Bermuda Foreign) are accurately and timeously processed.
• The candidate will work in Institutional Fund Operations, within the Post Trade Operations team.

Job Responsibilities

• Action and monitor the confirmation and settlement of all trades and ensure that brokers and custodians receive the required information.
• Follow up with brokers and custodians regarding queries or discrepancies.
• Utilising custodian and broker online portals to monitor and instruct trades and FX payments daily.
• Completing various regulatory reporting (SARB QAAR, B31 and B16).
• Complete and check daily, weekly and quarterly reporting (BOP forms for FX trades, holdings recons, unit recons, board meeting addendums)
• Address and resolve ad-hoc internal and external requests and queries relating to the function from brokers, custodians, transfer agents, Trading, Portfolio administrators, Compliance,

Corporate Actions, Investment Accounting, Pricing and IT.

• In collaboration with the Manager and other stakeholders, ensuring that the team is on track to deliver its’ long-term objectives and ensuring that all aspects are covered in the operating model.
• Drive change by assisting the team through coordinating project and initiative work within the broader area.
• Overseeing project work from planning through to testing, implementation and ensuring that the outcomes upon implementation are in line with expectations of future operating model state.

Key attributes and competencies required

• Ability to function well in a detailed environment with particular concern for accuracy and quality.
• Ability to deal with complexity and be an analytical, investigative problem solver.
• Proactive, “can-do” and engaged attitude that ensures that tasks get done timeously and accurately, while inspiring team members to do great work.
• Self-motivated, determined and persistent.
• Ability to multitask and work under pressure.
• Strong interpersonal skills with the ability to build and maintain relationships. Includes the ability to communicate and interact effectively with people at all organisational levels.
• Ability to work well within a team.
• Disciplined and methodical working style.
• Ability to plan, organise and prioritise work pieces.
• Conscientiousness.
• Excellent verbal & written communication skills.
• Ability to be proactive to prevent crises.
• Good understanding of the Institutional business processes is an advantage.
• Knowledge of Charles River, FPM, Invest+, Camunda is an advantage

Stakeholder management and communication

• A key aspect of the role will be to liaise with the various internal and external stakeholders, e.g. Trading, Compliance, Orbis, brokers, exchanges, regulators, custodians and third party administrators that are involved in the various activities.

Process review and improvement

• Constant focus on reviewing and improving existing operational processes and being proactive in response to internal and external change.
• Eliminating inefficiencies and process waste.
• Driving process change where such areas are identified (in consultation with the Manager and collaboration with other stakeholders)

Education

• Business related degree.
• A minimum of three years of experience in Fund Operations in Financial Services

Deadline:10th March,2026

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Job Description

• This is an opportunity to work in a large IT department with about 20 teams. 
• You'll be surrounded by people who are incredibly smart, passionate about creating long term wealth for our clients, and believe that world class service is critical to customer success. 
• We appreciate someone that is pragmatic and knows when to push for process improvement or let the team experiment and fail in a safe manner. Many of our teams have been doing Scrum or Kanban, some have even chosen parts of Agile processes that work for them, it is not one size fits all. The candidate should be able to engage with teams to either re-establish Scrum practises or assist them in Process design to achieve buy-in and help the team be effective.
• The candidate will work with a high degree of autonomy and will need to engage not only with the team but also with stakeholders outside the team to drive continuous improvement.
• You will not be alone, we currently have a team of Scrum Masters that you can co-facilitate, co-coach, pair on anything to help achieve a team’s goals.
• We believe Scrum Masters can influence broader than one or two teams and we encourage implementation of improvement themes across the department

Responsibilities

• Organise and help execute the Scrum framework: Scrum meetings (i.e. daily stand-ups, sprint reviews, retrospectives, planning sessions) and metrics (burndown charts, predictability metrics) 
• Assist the product owner in prioritisation and scheduling of work, to meet agreed delivery time frames
• Make sure that all the team members understand their roles and fulfil them to the best of their ability
• Guide/coach/mentor the development team to take on the responsibilities of the process and the ownership of the product - lead team to a self-organised state
• Identify and facilitate the resolution of identified impediments 
• Helps the team in its use of Scrum and Agile practices by motivating the team and reminding the team of its goals and how they choose to meet them

Skills and Competencies

• Strong communication, coaching and facilitation skills 
• Flexible, resilient, energetic and have an adaptive leadership style 
• Influential. Able to exert influence without authority inside and outside the team 
• Strong logical thinking and deductive reasoning 
• Strong negotiation and conflict resolution skills 
• Self-motivated and the ability to motivate others 
• Excellent interpersonal skills, ability to work with diverse personality types and deal with conflict in an effective way. 
• Collaborative. Works to ensure a collaborative culture exists within the team 
• Highly observant and an expert at root cause analysis 
• Committed and responsible: Take responsibility without assuming any authority that might be useful in achieving it. 
• Humble and lead through Servant Leadership. Recognize the value in all team members and by example lead others to the same opinion.
• Experience in dealing with all levels of business essential

Experience

• Understanding of SDLC
• Experience in dealing with all levels of business essential
• 3 – 5 years Scrum Master experience 
• 2+ years’ IT industry experience essential

Qualifications

• Tertiary qualification 
• Scrum certification

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Purpose of the Graduate Analyst Programme (GAP)

• The purpose of GAP is to fast track the development of exceptional talent with a focus on growing a diverse talent pool of analysts within Allan Gray. The programme allows for a curated experience with trainees rotating through areas of our business such as Product Development, Retail Client Experience, the Investment team and Institutional Clients guided by a mentor who is a senior leader in the business. Trainees are also eligible for a rotation at the London office of our sister company, Orbis Investments, in their second year. The programme starts 1 January 2027 and runs for approximately 18-24 months. Keeping our annual intake small allows us to offer successful candidates exposure to a high standard of individualised training.

Application requirements

• The selection criteria for this programme is aimed at graduates who embody the Allan Gray values of individual accountability and high performance; included are the following criteria: 
• A degree in Commerce, Science, Technology, Engineering or Mathematics, Stats and Quants
• A minimum GPA average of 80% or higher in English and Pure Mathematics in Matric
• A minimum GPA average of 75% or higher across all final year university subjects

Deadline:16th March,2026

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Job Description
Key responsibilities will include, but are not limited to:

Brand and advertising

• Manage assigned brand-related projects under the supervision of the Marketing manager
• Work closely with third-party advertising and fulfilment agencies on assigned brand projects
• Provide advertising agency with strategic direction on proposed creative
• Guide the creative development process to completion on assigned projects
• Execute all projects in line with the corporate identity
• Compile creative and media briefs
• Provide input for media strategy and planning as well as campaign budget management for identified projects
• Understand various research methodologies, interpret research results and formulate clear action plans in response to research insights
• Manage assigned branded collateral

Internal stakeholders

Work closely with the below stakeholders by providing marketing expertise across identified projects:

• Digital Marketing team in the day-to-day execution of brand projects to optimise user journeys across the relevant sections of the website and to ensure the corporate site is aligned to the corporate identity 
• Content team as part of the execution of brand-related projects
• Retail Events and Distribution teams to execute client-related projects and events

Legislative requirements

• Translate legislative requirements into implementable brand projects
• Manage the implementation of assigned product/technical-related legislative requirements

Personal competencies

• Ability to adapt quickly to new situations and requirements
• Ability to work with multiple stakeholders
• Independent working approach
• Measured and considered approach to challenges
• Ability to think strategically
• Comfortable collaborating with others
• Ability to work under pressure and deliver according to tight deadlines

Leadership requirements

• Demonstrate leadership aligned to our values
• Show integrity and ethical awareness
• Ensure effective peer working relationships

Qualifications and experience

• Bachelor’s degree or Postgraduate Diploma in Commerce, Marketing
• Minimum of five years’ relevant experience in brand, media, and advertising
• Proven track record of brand, media, and advertising management
• Demonstrable technical marketing skills
• Company product knowledge is advantageous

Deadline:6th March,2026

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Purpose of the role

• Based at our Cape Town offices (V&A Waterfront), this role provides brand marketing, media and advertising expertise, leading the Brand and Advertising team within the Marketing department.

Reporting line
The role reports to the head of Marketing. 

Job description
Key responsibilities will include, but are not limited to:

Brand, media and advertising

• Assume responsibility of all branded touchpoints across all physical and digital platforms
• Provide input into the annual marketing plan
• Lead and manage brand, media and corporate advertising project plans and oversee the implementation of all projects, campaigns, budgets and reports
• Manage a bottom-up budget-setting process and mid-year forecasts for the Marketing department
• Manage the payment of relevant accounts and manage approved budgets
• Lead the project management of all corporate brand campaigns
• Assume responsibility for the management of the advertising agency’s scope of work
• Manage and supervise the production of branded collateral, including product/technical and regulatory client material

Research surveys

• Lead and supervise end-client-related brand research plans and competitor analysis

Media

• Lead media strategy and planning efforts
• Manage media budget and oversee consolidated media schedules
• Ensure and maintain adequate brand presence across all used media channels

Third-party agencies

• Manage relevant third-party agency relationships (media, advertising and below-the-line agencies)
• Assume operational day-to-day responsibility of the media, advertising and below-the-line advertising agencies 

Internal stakeholders

Work closely with:

• Digital Marketing team to optimise user journeys across the website and to ensure the corporate site is aligned to the corporate identity
• Content team to ensure that content production is implemented in line with expected standards
• Retail Events and Distribution teams to execute client-related projects and events
• Institutional Clients team to execute client-related projects and events
• Various internal divisions within the Group, including Group and Retail Finance, Retail Product Development, People Operations, Group Assurance, Facilities and the Client Service Centre

Legislative requirements

• Translate legislative requirements into implementable brand projects 
• Manage the implementation of all product/technical-related legislative requirements

Personal competencies 

• Ability to adapt quickly to new situations and requirements
• Ability to work with multiple stakeholders 
• Independent working approach 
• Measured and considered approach to challenges
• Ability to think strategically
• Comfortable collaborating with others

Leadership requirements

• Demonstrate leadership aligned to our values 
• Show integrity and ethical awareness
• Ensure effective peer working relationships

Team management 

• Lead and manage the Brand and Advertising team 
• Provide clear, timely and constructive feedback, as well as ongoing coaching to direct reports
• Responsible for performance management of the team in line with business processes and expectations

Education and experience

• Bachelor’s degree or Postgraduate Diploma in Commerce, Marketing
• Minimum of 10 years’ relevant experience in brand, media and advertising
• Expert knowledge and proven track record of brand, media and advertising management
• Extensive experience of developing, maintaining and delivering on marketing strategies to meet company objectives
• Proven track record of working with consumer research agencies
• Demonstrable technical marketing skills 
• Company product knowledge is advantageous

Deadline:6th March,2026