Job Openings at Stonehage Fleming

Description

OVERALL PURPOSE

• The candidate will be responsible for managing the global and local multi asset investment portfolios of an existing book of high-net-worth clients. This requires in depth technical knowledge of onshore and offshore financial markets and products. The candidate will be expected to build and maintain strong relationships with both existing and potential clients. The individual is required to contribute towards new business development, as well as identify opportunities and make referrals to other service lines across the Stonehage Fleming Group.

Key Responsibilities

REPORTING RELATIONSHIPS

• The role reports to the Head of Investment Management in SA

WORKING RELATIONSHIPS

• This role requires a strong working relationship with the Investment Management team in Johannesburg, Cape Town and London. The role also requires strong relationships with Stonehage Fleming employees at all levels, across geographies. Externally the role requires regular interaction and close relationships with existing and potential clients, as well as business introducers.

Principal Elements & Accountabilities

• Live the Stonehage Fleming Group and IMSA Team values
• Manage the investment portfolios of an existing book of clients
• Develop and maintain an in depth understanding of all clients’ portfolios, activity and needs
• New business development as part of agreed annual team objectives
• Regular communication with your client base to develop/foster strong working relationships
• Attend investment committee meetings, where you are expected to fully understand and contribute towards the defined investment strategy
• Conduct analysis and review of client affairs
• Coordinate the take-on of new clients and ensure all compliance requirements have been met
• Draft and oversee investment implementation plans to completion
• Adhere to the operating procedures of the business
• Ensure compliance with regulatory requirements in relevant target markets and jurisdictions
• Proactive, timeous, excellent client service
• Assist Head of Client Management/Investment Management to allow for the creation of new strategies and improved business development
• Actively participate in the overall investment process

Skills

• Strong general investment knowledge, i.e. economy, financial markets, asset classes and portfolio management with keen interest in investments
• Working knowledge of SA and offshore compliance requirements
• Excellent communication and inter personal skills (written and verbal)
• Attention to detail

Qualifications And Experience

• Degree in Finance, Investments or related - CFA Charterholder preferred
• Minimum 5+ years’ experience in a similar role within the investment industry
• Proven new business capability and strong private client management experience
• Experience in managing offshore and onshore multi-asset class portfolios
• FAIS registered representative

COMPETENCIES AND BEHAVIOURS

• Strong organizational skills: Schedules & manages workload effectively, thinks ahead, sets plans to achieve goals. Can work well under pressure and time constraints.
• Leadership, self-motivation, positive attitude: Ability to take leadership/ownership when required and to solve problems constructively and with a positive attitude.
• Teamwork: Supports & works towards team goals, shares information, is helpful & co‐operative, works effectively with people outside immediate team and within the wider group
• Communication skills: Communicates clearly and concisely, listens effectively, written communication is well presented. Ability to communicate technical concepts in understandable language.
• Client orientated: Understands and satisfies client needs at all times, takes full responsibility & accountability for all client matters including delegated tasks, is able to work with a sophisticated client base.
• Technical Knowledge: Demonstrates required technical investment knowledge and keeps technical knowledge up to date.
• Problem solving & Decision making: Considers the wider consequences of each decision, gathers and analyses information to find creative solutions. The skill of solving new and various problems will be critical.
• Research & analysis Skills: Displays analytical, objective & thorough approach to information gathering, considers & questions all scenarios & identifies the most important factors, presents analysis in a clear manner reaching logical conclusions.

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OVERALL PURPOSE

• The primary purpose of this role is to to provide a hands-on professional service to corporate clients. The role will include supporting or managing client relationships on a day-to-day basis, project management support for client transactions, coaching more junior members of the team and ensuring that all client deliverables are met in a timely manner.
• The clients’ portfolio spans over most asset classes with our core focus on family office / UHNW / entrepreneurial clients primarily investing in real estate, capital markets and private equity (regulated and unregulated structures).

WORKING RELATIONSHIPS

• The incumbent works within the client services area and reports to the Manager Corporate Governance and Secretarial Services

 
Key Responsibilities    
PRINCIPAL ELEMENTS AND ACCOUNTABILITIES

Administration responsibilities

• Provide support in the management and co-ordination of all Client related matters (e.g.: corporate transactions such as incorporations, liquidations, capital increase etc.).
• Liaise with clients, intermediaries, and advisors, taking responsibility for being the immediate point of contact for allocated client relationships.
• Organise and prepare standard shareholder resolutions.
• Co-ordinate client board meetings and prepare board meeting materials.
• Open and maintain bank accounts.
• Assist with the client onboarding process, managing the workflow and associated requirements.
• Ensure the maintenance of all statutory and administrative records.
• Maintain the corporate calendar for allocated structures and ensuring calendar events/requirements are dealt with on a timely basis.
• Arrange payment of fees and expenses in line with contracts and prepare payments instructions (including KYT).
• Responsible for the timely collection of fees and pro-active debtor management across allocated client portfolio (included reviewing client invoices).
• Work alongside the AML/KY C team on periodic due diligence.

QUALIFICATIONS AND EXPERIENCE

• Have a minimum of 4 years’ relevant experience in the administration of companies.
• Hold relevant experience in administration of Private Equity, Real Estate and Debt (regulated and unregulated structures).
• Recognised diploma or other relevant financial services qualification preferred.
• Educated to a minimum of degree level in Law, Financial Services or Accountancy. 

COMPETENCIES, SKILLS AND BEHAVIOURS

• Fluent in English, both written and spoken.
• Able to structure work logically and efficiently in a high-pressure environment.
• Strong adherence to risk culture.
• Excellent communication skills, written and verbal.
• Proactive, solution focused with proven analytical and problem‐solving abilities.

Education Level    Degree or Equivalent
Experience Level    Mid Level

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OVERALL PURPOSE

• Reporting to the Group Head of Financial Reporting, the Consolidation Financial Accountant will assist with the timely and accurate production of monthly consolidated financial statements.

Key Responsibilities    
PRINCIPAL ELEMENTS AND ACCOUNTABILITIES

• Maintain the consolidation model on a monthly basis
• Ensure adequate controls and processes are in place to confirm that consolidation eliminations are complete and accurate
• Investigate any reconciliation items and liaise with the financial accountants to get them corrected
• Assist with the preparation of the Group financial statements, in compliance with IFRS, at year end including all the relevant note production
• Assist with the preparation of finance management packs for the shareholder reporting
• Assist with the preparation of reports for the Audit Committee 
• Provide technical guidance on new accounting standards that could impact the Group or impact the current debt Covenants 
• Provide technical guidance on the accounting for any new business structures or acquisitions which could impact the Group 
• Assist with the production of financial covenant data for reporting to the banks and for ensuring on going compliance with all covenant requirements
• Assist with the management of cash within the Group, considering funding requirements between entities and assisting with the implementation of a cash sweep process
• Support the implementation of any new group accounting systems
• Document all IFRS policies and procedures to ensure that processes are applied consistently across all Group entities.
• Provide training to the financial accounting team on new accounting standards or reporting requirements.  
• Assist with the month end close, including balance sheet reconciliations,  of certain key financial entities in the Group

QUALIFICATIONS AND EXPERIENCE

• Qualified accountant with several years PQE
• Detailed knowledge of large consolidation processes (50+ entities)
• Strong technical background with experience of financial reporting under IFRS, including the preparation of consolidated financial statements
• Previous Financial Services experience preferable
• Previous experience implementing new accounting standards preferable

SKILLS

• Excellent technical accounting skills
• Good knowledge of different account systems – knowledge of NavOne would be an advantage
• Ability to manipulate large amounts of data from different data sources
• Advanced Excel skills preferably with Power Pivot and Power BI.  Macros would be an advantage 
• Excellent attention to detail 
• Highly numerate, with excellent analytical and problem solving skills
• Strong interpersonal skills with ability to build effective working relationships and influence change 
• Team player who is willing to help others and collaborate to achieve the goals of the finance team 
• Ability to work under pressure and to tight deadlines 

Education Level    Professional
Experience Level    Senior

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OVERALL PURPOSE

• The role forms part of the Family Office department where you will advise UHNW wealth creators and their families, in the management of their financial affairs. You will work alongside the senior advisory team with the goal to later take over and manage clients of your own. The role requires the ability to manage numerous concurrent and differing projects at any given time, to work well in a team and to build and maintain client relationships whilst maintaining efficiency, quality and accuracy of work produced. This position is based in the Johannesburg Office.

Key Responsibilities    
WORKING RELATIONSHIPS

• The primary role involves working closely with Directors in the Family Office on their specific clients. In addition, the role involves close and regular interaction with all members of the Family Office, Client Execution and Investment teams locally as well as with other service areas in other jurisdictions within the greater Stonehage Fleming Group. The interaction will require significant and increasing direct contact with clients. It also involves interaction with numerous external business contacts, including investment managers, banks, lawyers and property managers.

PRINCIPAL ELEMENTS AND ACCOUNTABILITIES

• To be part of a two person Family Office team on each client primarily supporting more experienced Directors
• Building and maintaining long term business relationships with clients in order to become the first point of client contact over time
• Preparation and analysis of Family Office presentations, packs and reports
• Regular Client meetings along with pre-meeting preparation and post- meeting follow up
• Structuring of trusts and companies and take-on of existing entities
• Liaising with 3rd party service providers and with various business contacts, including banks, investment houses, lawyers and other professionals
• Review of financial accounts prepared by accountants
• Assistance with client foreign exchange transactions
• Setup and review of client investment portfolios in conjunction with the Investment Team
• Requesting execution of investments and related follow up
• Review of individual, company and trust tax returns
• Management of cash balances, payments and receipts
• Proactively addressing ad hoc client requests
• Any other ad-hoc duties which may be required from time to time

QUALIFICATIONS AND EXPERIENCE

• BCom, BBusSci or related degree
• Chartered Accountant with 0-3 years post articles experience

Education Level    Degree or Equivalent

Experience Level    Senior

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OVERALL PURPOSE

• We are seeking to appoint an Associate – Network Security Engineer in our IT Infrastructure department based in either Cape Town or Johannesburg. This is a technical hands-on job, which requires solid technical knowledge of firewalls and network infrastructure.
• The position reports to the Head of Infrastructure and Security and is based in Switzerland. Other working relationships include all members of the IT team, users worldwide and external suppliers.

Key Responsibilities    
PRINCIPAL ELEMENTS & ACCOUNTABILITIES

• Maintain firewalls clusters and manage objects, groups and rules
• Review firewalls rules on a regular basis
• Troubleshoot applications and communications flows 
• Assist IT personnel with network flows troubleshooting
• Establish and maintain VPN connectivity with external partners
• Troubleshoot end-to-end network connectivity problems and performance issues
• Participate to maintenance and updates of critical firewalls during off-peak hours
• Monitor firewalls, networks and critical communications systems
• Maintain and document business and technical procedures, keep documentations current
• Participate to projects and to the modernization of infrastructures
• Participate to infrastructure on-call incidents and tickets resolution

QUALIFICATIONS AND EXPERIENCE

• Written and oral English language skills
• At least 5 years of previous hands-on experience with networks
• Previous experience in a similar position – experience in a NOC or SOC highly appreciated
• University degree or at least 3 years of professional experience in a similar role
• Vendor certifications such as NSE/PNCSE, CCNA/CCNP, JNCIA/JNCP highly valued

SKILLS

• Excellent knowledge of TCP/IP networks (ACLs, VPN, Switching, STP, VRRP, vPC, MC-LAG)
• Excellent documentation skills (Confluence, Visio, Netbox)
• Excellent knowledge of firewall (Checkpoint, Fortigate, Palo Alto Networks)
• Good knowledge of dynamic routing protocols (BGP, OSPF, EIGRP)
• Good knowledge of common network monitoring tools and protocols
• Good knowledge of Authentication, Authorization and Accounting (Radius, TACACS+)
• Knowledge of LAN and WAN networks (MPLS, SDWAN, Spine-Leaf and Three-Tier)
• Knowledge of highly-secure enterprise network environments
• Knowledge of virtualization and hypervisors
• General knowledge of scripting and automation

COMPETENCIES AND BEHAVIOURS

• Sharp analytical mind and good numeracy skills
• Team player with good ability to work in teams
• Good communication skills in small groups
• Ability to work autonomously and to multitask
• Open to flexible out-of-hours work for critical maintenances
• Passionate about his work

Education Level    Degree or Equivalent
Experience Level    Proven Relevant Experience

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OVERALL PURPOSE

The overall purpose of this position is to:

• Follow and recommend best practices to safeguard the integrity and security of all our IT Systems
• Maintain Operating Systems, Business Applications and Technical Components up to date
• Develop and optimize patching process to ensure proper outage-free implementation
• Closely collaborate with IT Security to score patches based on risks and likelihood
• Coordinate patch schedules with IT colleagues and key business stakeholders
• Fast and thorough testing of patches in non-production environment to assess risk of outages
• Develop and implement packaging of software and corrective KB from multiple vendors
• Assess pre-patch risks to avoid outages and troubleshoot issues arising post-patch
• Design and maintain the patching program, including technical patching and packaging procedures
• Collaborate to key projects and support the IT Infrastructure and IT Security teams
• Work closely with IT and business stakeholders to balance between business and patch impact
• Manage work and priorities through ticketing system
• Work closely with other team members to address customer requests
• Create Visio documentations, write standard operation procedures and knowledge articles
• Participate to out-of-business hours infrastructure maintenance and support for incidents

QUALIFICATIONS AND EXPERIENCE

• 1 - 3 Years of industry related experience
• Microsoft MCSA or MCSE certifications highly valued
• Experience with Citrix products is beneficial for the role SKILLS
• English at business level
• Excellent knowledge of Microsoft Windows 10 and Windows Server
• Excellent knowledge of Microsoft SCCM, WSUS, Endpoint Manager and other patching tools
• Good knowledge of software distribution and Group Policy Objects
• Good knowledge of Active Directory, Exchange and common enterprise ecosystem
• Excellent knowledge of Active Directory, DNS, NTFS permissions and RBAC
• Knowledge of Citrix Virtual Apps and Desktop • Scripting abilities and interest for automation
• Willingness to learn new technologies at a fast pace in a constantly evolving environment
• Flexibility, well developed sense of organization and personal responsibility
• General knowledge of Cyber Security, Networks, Firewalls and Linux and TCP/IP networking

COMPETENCIES AND BEHAVIOURS

• Strong interests for secure and up to date infrastructures
• Highly organized and able to coordinate with other team members
• Proven analytical and problem-solving abilities
• Ability to effectively prioritise and execute tasks
• Understands & satisfies client needs
• Takes prompt actions & sees tasks through to completion
• Ability to design and draft creative and cost-effective solutions
• Open to compare notes with colleagues and to change own ideas for new options

Education Level    Vocational

Experience Level    Junior

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OVERALL PURPOSE

The overall purpose of this position is to join the Accounting and SA Tax Compliance team, ensuring delivery to Stonehage Fleming’s clients of the following: 

• timely and accurate SA and onshore financial statements; 
• timely and accurate SA tax returns;
• timely and accurate data management to streamline the above

Key Responsibilities    
PRINCIPAL ELEMENTS & ACCOUNTABILITIES

Accounting

• Accounting for relevant information to trial balance level as well as the preparation of both offshore and SA financial statements 
• Providing back up to the Investment Accounting team to ensure that all accounting ledgers are up to date by reconciling investment and bank accounts, in the preparation of investment reporting and other financial analyses within strict deadlines
• Providing external service providers with relevant information to allow them to prepare financial statements, tax and other statutory returns for our clients
• Monitoring the quality and timeliness of the team’s output and adherence to deadlines

Tax Compliance

• Completion of allocated SA tax returns for individuals, trusts and companies within statutory deadlines
• Monitoring the completion of all SA tax returns for individuals, trusts and companies to ensure completion and submission within statutory deadlines
• Monitoring service delivery (quality and timeliness) of the external service providers
• Liaising with external service providers where required
• Handling of tax objections and appeals and liaising with SARS and the external service providers where necessary
• Undertaking  tax registrations where required
• Monitoring the completion of all tax registrations

QUALIFICATIONS AND EXPERIENCE

• BCom Accounting graduate having completed either SAICA or SAIPA articles with 1 – 3 years post article experience.
• Practical experience within the financial services (wealth management or investment management) arena in a similar role, with exposure to both local and international trust structures being beneficial.
• Experience in communicating with high net worth individuals.

SKILLS
This position requires a good understanding of the following:

• Accounting knowledge and competence including IFRS for SMEs, basic understanding of trusts, understanding and the  interpretation of financial statements
• A level of tax knowledge and competence in undertaking SA tax compliance work
• Technical experience in Caseware, Taxware, Pastel, MS Excel, E-Filing and Business Central beneficial 

COMPETENCIES AND BEHAVIOURS

• Energetic: Self-motivated and self manages with a good work ethic (attitude), schedules and manages workload effectively, thinks ahead, sets plans to achieve goals
• Results orientated: Delivers work of a high standard, output is accurate and error free; owns delegated tasks and pays attention to detail, takes prompt action and sees tasks through to completion
• Resourceful problem solver: Considers the wider consequences of each decision, gathers and analyses information to find creative solutions
• Team player: Supports and works towards team goals, shares information, is helpful and cooperative, works effectively with people outside the immediate team
• Efficient and effective communicator: Communicates clearly and concisely with clients and colleagues of all levels, listens effectively, has well-presented written communication and the ability to deal with sophisticated clients
• Client focussed: Understands and satisfies client needs at all times, takes full responsibility and accountability for all client matters including delegated tasks

This job description is a guide to the principal, current duties of the job. It does not form part of the contract of employment / secondment. 

Education Level    Degree or Equivalent
Experience Level    Junior

go to method of application »

OVERALL PURPOSE

• The role forms part of the Family Office department where you will advise UHNW wealth creators and their families, in the management of their financial affairs. You will work alongside the senior advisory team with the goal to later take over and manage clients of your own. The role requires the ability to manage numerous concurrent and differing projects at any given time, to work well in a team and to build and maintain client relationships whilst maintaining efficiency, quality and accuracy of work produced. This position is based in the Johannesburg Office.

WORKING RELATIONSHIPS

• The primary role involves working closely with Directors in the Family Office on their specific clients. In addition, the role involves close and regular interaction with all members of the Family Office, Client Execution and Investment teams locally as well as with other service areas in other jurisdictions within the greater Stonehage Fleming Group. The interaction will require significant and increasing direct contact with clients. It also involves interaction with numerous external business contacts, including investment managers, banks, lawyers and property managers.

PRINCIPAL ELEMENTS AND ACCOUNTABILITIES

• To be part of a two person Family Office team on each client primarily supporting more experienced Directors
• Building and maintaining long term business relationships with clients in order to become the first point of client contact over time
• Preparation and analysis of Family Office presentations, packs and reports
• Regular Client meetings along with pre-meeting preparation and post- meeting follow up
• Structuring of trusts and companies and take-on of existing entities
• Liaising with 3rd party service providers and with various business contacts, including banks, investment houses, lawyers and other professionals
• Review of financial accounts prepared by accountants
• Assistance with client foreign exchange transactions
• Setup and review of client investment portfolios in conjunction with the Investment Team
• Requesting execution of investments and related follow up
• Review of individual, company and trust tax returns
• Management of cash balances, payments and receipts
• Proactively addressing ad hoc client requests
• Any other ad-hoc duties which may be required from time to time

QUALIFICATIONS AND EXPERIENCE

• BCom, BBusSci or related degree
• Chartered Accountant with 0-3 years post articles experience

Education Level    Degree or Equivalent
Experience Level    Senior

go to method of application »

OVERALL PURPOSE

• Reporting to the Financial Accounting Manager the Senior Group Accountant will be responsible for the complete month end close process of several international entities across the Group. Including the preparation of financial records under IFRS, financial statements, preparing and submitting relevant tax filings and providing financial information to stakeholders across the Group, enabling them to make budgeting and investments decisions

Key Responsibilities    
PRINCIPAL ELEMENTS AND ACCOUNTABILITIES

• Complete bank reconciliations for the bank accounts of specific Group entities on a weekly and monthly basis to ensure that the cash records are correct
• Liaise with the billing team to ensure that they have completed the billing, WIP accruals, bad debt provisions and income split journals for assigned Group entities each month
• Liaise with the accounts payable team to ensure that accruals and prepayments are booked correctly each month
• Preparing the monthly profit and loss, and balance sheet reports
• Completion of IFRS 16 lease accounting journals for relevant entities
• Check that the AP team has posted expenses to the correct department versus budget
• Understand and adhere to all financial and accounting regulations and legislation
• Complete VAT and Tax returns, for the appropriate countries' tax authority within the required deadlines
• Assist with the completion of regulatory returns during busy periods and provide data to the regulatory reporting team for monthly regulatory cap updates
• Input into the calculation of local and Group service level agreements
• Preparation of weekly/monthly cash flow forecasts
• Assist with the preparation of year-end statutory financial statements
• Liaison with auditors
• Respond to adhoc financial queries by gathering and interpreting data
• Prepare board report packs including financial analysis and commentary
• Manage two junior group accountants and Provide on the job training and support to team members 

QUALIFICATIONS AND EXPERIENCE

• Qualified accountant / chartered accountant (SAICA) 
• Previous IFRS experience
• Good knowledge of different jurisdictional tax requirements is advantageous
• Previous financial services experience
• Regulatory filings experience

COMPETENCIES, SKILLS AND BEHAVIOURS

• Good technical accounting skills
• Good knowledge of different accounting systems —knowledge of NavOne in advantageous
• Strong Excel skills (knowledge of macros, Power Pivot and Power BI would be an advantage)
• Experience in preparing financial statements on Caseware
• Very good attention to detail and an organised logical approach is essential
• Proactive and solutions oriented
• Ability to work effectively under pressure and to meet tight deadlines
• Strong interpersonal skills with ability to build effective working relationships and influence change
• Team player
• French language skills would be an advantage
• This job description is a guide to the principal, current duties of the job. It does not form part of  the contract of employment

Education Level    Degree or Equivalent
Experience Level    Mid Level

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OVERALL PURPOSE

• Advising and consulting with clients on SA and international tax engagements, both personal and corporate tax.

WORKING RELATIONSHIPS

• The position reports to and works directly with the Partner Tax Advisory within the Family Office. Other working relationships include all members of the extended Family Office Team. The role requires close and regular interaction with team members in both the Johannesburg and Cape Town offices.

Key Responsibilities    
PRINCIPAL ELEMENTS AND ACCOUNTABILITIES

• Consulting and writing of tax opinions
• Conducting research and keeping abreast of the latest developments in tax
• Provision of exchange control advice and drafting of exchange control applications
• Preparation of tax computations for clients
• Review of tax returns
• Drafting of objections and appeals to assessments and assistance with SARS queries including dispute resolution with SARS
• Sundry correspondence with SARS
• Involvement from time to time in tax aspects relating to special assignments including  corporate restructurings, listings, investigations, due diligence and other investigations, etc.
• Preparation and presentation of in-house training programs.
• Periodic contributions to the in-house technical and other publications 

QUALIFICATIONS AND SKILLS

• CA (SA) /  LLB  / M Com Tax or  studying towards it
• High net worth and international tax experience  would assist the candidate
• Minimum of 2-3 years relevant working experience within a consulting tax environment.
• Good communication skills, both oral and in writing
• Ability to manage multiple assignments
• Strong tax technical skills
• Strong ability to interpret financial information, company and trust structures and transactions, accounting knowledge preferred
• Research and report writing

COMPETENCIES AND BEHAVIOURS

• Planning & Organizing: Schedules & manages workload effectively, thinks ahead, sets plans to achieve goals
• Teamwork: Supports & works towards team goals, shares information, is helpful & co-operative, works effectively with people outside immediate team and within the wider group
• Communication skills: Communicates clearly and concisely, listens effectively, written communication is well presented
• Client orientated: Understands and satisfies client needs at all times, delivers excellent client service, takes full responsibility & accountability for all client matters including delegated tasks.
• Accuracy, quality & productivity: Delivers work of a high standard, output is accurate & error free, productivity is satisfactory & consistent
• Strategic & commercial Focus: Demonstrates tenacious cost consciousness for the business, adds value to the business.

Education Level    Professional
Experience Level    Proven Relevant Experience