Fresh Openings at Robert Walters

What you'll do:

• As a Financial Planning and Analyst based in Johannesburg, you will be instrumental in shaping the future of the organisation’s Marketing & HR Finance operations. Your day-to-day activities will involve close collaboration with both local and international teams as you provide critical analytical support for budgeting, forecasting, and performance measurement. By leveraging your expertise in data analysis, you will help drive informed decisions that optimise resource allocation while ensuring transparency across all corporate functions. You will also play a key role in developing robust reporting frameworks that enhance accountability within the business. Success in this position requires an ability to build strong relationships with stakeholders at every level while maintaining a solutions-oriented approach that supports continuous improvement throughout the organisation.
• Liaise between Group Marketing, HR, and Finance teams to ensure seamless alignment of financial tracking, reconciliation, and reporting processes across multiple regions.
• Support the global HR budget and forecast process by collaborating with country HR Analysts to maintain accuracy and consistency in financial planning.
• Partner closely with Marketing and HR leaders to deliver data-driven insights, comprehensive financial analysis, and practical advice on cost management, investment planning, and resource allocation.
• Develop and monitor key marketing performance indicators such as return on investment (ROI) to evaluate strategic initiatives and departmental effectiveness.
• Conduct deep-dive analysis into global Marketing and HR expenditure to identify emerging trends, cost-saving opportunities, and areas for process optimisation.
• Review departmental spend requests, investment proposals, and procurement processes to ensure responsible resource allocation and adherence to organisational standards.
• Improve cost-controlling processes and reporting standards across HR and Marketing functions by implementing best practices in financial management.
• Lead or participate in cross-functional projects focused on enhancing data quality, automation capabilities, and integration of financial systems throughout the organisation.
• Provide training, guidance, and technical support on financial reporting tools as well as budget management processes to colleagues across various departments.
• Prepare ad-hoc reports and detailed analysis to support executive decision-making and long-term strategic planning.

What you bring:

• To excel as a Financial Planning and Analyst within this prestigious education group, your background should reflect proven experience in analysing complex financial data sets while communicating findings clearly to non-financial stakeholders. Your technical proficiency with advanced Excel functions alongside hands-on experience using ERP platforms positions you well for managing integrated finance operations. You bring an unwavering attention to detail that underpins your ability to deliver accurate reports even when juggling multiple priorities. Your interpersonal skills enable you to collaborate effectively across departments—particularly when supporting Marketing or HR teams—while your commitment to continuous improvement ensures that processes evolve alongside organisational growth. Adaptability is key; thriving amid change demonstrates your readiness for success in this fast-evolving environment.
• A bachelor’s degree in Finance, Accounting, Economics or a related field is essential for understanding complex financial concepts relevant to this role.
• Advanced proficiency in Excel coupled with strong data analysis skills enables you to interpret large datasets accurately for actionable insights.
• Experience with ERP systems such as JD Edwards or Oracle as well as familiarity with financial reporting tools like IBM Planning Analytics provides a distinct advantage when managing integrated finance operations.
• Demonstrable experience supporting corporate functions such as Marketing or HR within an international or multi-site organisation equips you with valuable context for navigating global challenges.
• Exceptional attention to detail ensures accuracy in all aspects of financial tracking, reporting, and reconciliation tasks assigned to you.
• The ability to manage competing priorities effectively allows you to thrive in environments where deadlines are tight and expectations are high.
• A highly professional demeanour combined with proactive problem-solving skills helps you quickly establish credibility among colleagues at all levels of the business.
• Your collaborative mindset fosters positive working relationships while supporting knowledge sharing across teams involved in cross-functional projects.
• A solutions-oriented approach paired with a commitment to continuous improvement drives successful outcomes for both routine tasks and strategic initiatives.
• Confidence paired with resilience empowers you to adapt quickly within a dynamic global organisation undergoing rapid expansion.

Please send your CV to [email protected]

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Introduction

• A leading global investment management firm is seeking a dynamic Project Specialist, to be based in Cape Town.
• This is an exceptional opportunity to join a pioneering organisation renowned for its precision-engineered portfolios and award-winning technology solutions. As the Project Specialist, you will play a pivotal role in supporting the Joint COO by overseeing the delivery of strategic projects across multiple jurisdictions, ensuring operational excellence and seamless collaboration between diverse teams.

Key qualifications and experience for the Project Specialist

• CA(SA) – non negotiable
• 0-2 years’ post qualification experience
• Financial Services / Asset management industry experience – NB
• Available to start January 2026
• Highly analytical

Key duties for the Project Specialist

• Global project management: Manage multiple concurrent projects that support the organisation’s global strategic objectives
• Support partner group teams by implementing processes and providing information that enhances their ability to convert prospects into partners.
• Solution File oversight: Oversee the maintenance and accuracy of the core Solution File underpinning proprietary software, ensuring all changes are completed efficiently and correctly.
• Develop an in-depth understanding of proprietary software operations to effectively supervise related operational processes and maintain system integrity.
• AUM oversight: Monitor daily and weekly provision of Assets Under Management (AUM) data to ensure smooth business operations and accurate reflection of organisational changes.
• Assess management information requirements across the business and evaluate whether operational processes are designed to meet these needs effectively.
• Operational oversight: Ensure all operational processes run smoothly, meeting user expectations and supporting business efficiency.
• Team Leadership:Mentor junior investment professionals, fostering a collaborative team environment that supports learning and high performance.
• Work closely with departments such as asset management, technology, product office, and partner groups to ensure operational requirements are met efficiently.
• Contribute actively to the development of global strategic initiatives by providing insights and support across various business functions.

Key skills

• Exceptional analytical and quantitative abilities that enable you to interpret complex data sets and inform sound decision-making within project environments.
• Proven experience working both independently and collaboratively
• Strategic thinking capabilities paired with meticulous attention to detail when managing multifaceted projects or operational tasks.
• Excellent communication and presentation skills that allow you to convey intricate concepts clearly to diverse audiences across the organisation.
• Strong interpersonal skills that facilitate effective collaboration with colleagues from various departments including technology, asset management, product development, and partner groups.
• High ethical standards coupled with integrity in all professional interactions and decision-making processes.
• Demonstrated problem-solving abilities that enable you to address challenges proactively while maintaining focus on project objectives.
• Ability to manage competing priorities efficiently under tight deadlines without compromising quality or stakeholder satisfaction.
• Willingness to become an expert on the company’s investment proposition through close engagement with multiple internal teams.

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Introduction

• A leading private equity firm in Johannesburg is seeking a Fund Accountant to join their dedicated finance team. This role offers you the opportunity to work closely with a knowledgeable and supportive Senior Fund Manager, ensuring the efficiency and effectiveness of the fund finance function across multiple private equity funds.
• You will be part of an inclusive environment that values your attention to detail and commitment to excellence, while providing flexible working opportunities and ongoing training to help you grow professionally. The organisation is committed to nurturing talent, encouraging collaboration, and supporting your development as you take on a pivotal role in managing complex financial operations within the private equity sector.

Key qualifications and experience required for the Fund Accountant

• CA(SA) 2025 / CA(SA) 2026
• Appropriate knowledge of IFRS and SA Tax

Key duties for the Fund Accountant

• Accounting, administration and reportingof relevant private equity partnerships.
• Accounting and administration of relevant Tax Reporting for investors and, where applicable, other shareholders (with assistance from external professional services firm).
• Accounting for portfolio transactions (i.e. accounting, tax, administration for acquisitions/disposals).
• Assist in the preparation and administration of relevant corporate governance requirements relating to above activities where relevant i.e. board meetings, resolutions, minutes.
• Work with external fund administrators and project manage the production of quarterly fund management accounts, quarterly investor reporting and annual financial statements for areas of responsibility.
• Work with external fund administrators and project manage the investor drawdown and distribution processes quarterly and when investments/distributions are made.
• Perform the bookkeeping process for areas of responsibility.
• Work with Fund Senior Manager and team to assist with planning and project management of annual audits for areas of responsibility.
• Compliance Management – preparation and implementation of relevant compliance requirements. Manage the ongoing and yearly compliance reporting requirements.
• ESG/impact – administration relating to relevant reporting per investor and firm requirements.
• Project management of ad hoc finance and admin projects.

Key skills

• Commercially minded
• Energetic, positive, dynamic and driven
• Ability to interact at all levels in an organisation
• High level of attention to detail

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Role Summary

• We are seeking an exceptional Technical Analyst to join our Portfolio Monitoring team. This role is integral to evolving data platform strategy, helping transform portfolio reporting into a more automated, insight-driven process. You will play a key role in driving the monthly flash financial and valuation reporting cycles, supporting portfolio companies and deal teams to deliver timely, accurate, and insightful analysis.

Key Responsibilities

Operational Reporting:

• Support the submission and validation of monthly financials (“Flash process”) and valuations across portfolio companies using Chronograph and 73 Strings and their Excel add-ins.
• Support the Portfolio Monitoring team in producing timely, accurate, and meaningful insights through Excel, Power Query, and related tools.
• Collaborate with deal teams to ensure consistency, accuracy, and clarity in financial reporting.

Systems and Data Management :

• Leverage Chronograph and 73 Strings to deliver data consistency, insight generation, and automation across portfolio reporting.
• Maintain and enhance datasets, ensuring governance, accuracy, and alignment with the firm’s data architecture.
• Partner with the Data & Analytics and Data Platform teams to enhance integrations across systems (e.g., Snowflake, dbt, PowerBI).
• Collaboration and Continuous Improvement:
• Contribute to the digital transformation by identifying process efficiencies and automation opportunities.
• Participate in cross-functional data initiatives across PE, Sustainability, and Digital domains.
• Help foster a culture of continuous learning and collaboration within the PM Monitoring team.

Key Relationships

• Internal: Portfolio Monitoring Team, Data & Analytics Team and Data Platform Teams
• External: Portfolio Companies, Advisors, Data Vendors

Reports to: Director, Data & Analytics

Qualifications

• Bachelor’s degree in Computer Science, Information Systems, Accounting, or related technical field.
• Minimum 3 years of relevant experience.
• Background or understanding of Alternative Investments / Financial Services preferred.

Competencies

• Advanced Excel and Power Query proficiency; strong SQL skills.
• Experience in data analysis, modeling, and presentation of insights.
• Excellent written and verbal communication with the ability to translate technical findings for business users.
• Exposure to cloud data environments (Snowflake, Azure) and version control tools (GitHub, dbt)

Optional Experience (Nice to Have)

• Experience with Portfolio Monitoring software (e.g., Chronograph, eFront PM, iLEVEL).
• Familiarity with Python, dbt, GitHub, Jira, Notion, PowerBI, or PowerPlatform.
• Experience implementing or maintaining data systems or new business processes.

Personal Characteristics

• Excellent written, verbal, and interpersonal communication skills.
• Works autonomously while remaining an engaged team player.
• Highly self-motivated, detail-oriented, and curious.
• Effective at building strong partnerships and collaborating across teams and regions.
• Confident interacting with senior management and stakeholders.

Value Proposition

The successful candidate will benefit from:

• Working inside one of the world’s pre-eminent investment firms.
• Exposure to a wide range of topics across the portfolio and data ecosystem.
• Collaboration with high-calibre colleagues in a forward-thinking environment.
• Opportunities for career progression and skill development as part of the digital transformation journey.