Job Opportunities at Robert Walters

A prestigious global investment firm is seeking a Fund Reporting Analyst to join their Cape Town office, offering you the chance to be part of a world-class organisation with an extensive international footprint.

As a Fund Reporting Analyst based in Cape Town, you will play an integral role in managing all aspects of fund administration and reporting for numerous funds within a leading global investment firm.

• Collaborate with fellow members of the Fund Administration team to ensure timely and reliable reporting for Associates Partnerships across multiple funds.
• Liaise directly with senior executives and their personal contacts to facilitate compliance with relevant investment criteria such as AML and KYC requirements.
• Prepare detailed call and distribution notices, conducting sample checks to maintain accuracy and transparency throughout all processes.
• Assist in the preparation of quarterly and annual reports, ensuring that all documentation meets the highest standards of professionalism and precision.
• Respond promptly to ad hoc investor queries, delivering exceptional client satisfaction through attentive service and clear communication.
• Support the Fund Administration team by sharing knowledge, resources, and responsibilities in pursuit of common goals within a collaborative environment.
• Maintain absolute discretion when handling sensitive information related to investments and executive partnerships.
• Demonstrate advanced IT proficiency by utilising digital tools for efficient data management, reporting, and analysis.
• Contribute actively to process improvements by identifying areas for increased efficiency or enhanced accuracy within fund administration workflows.

What you bring:

• Your background in finance or accounting equips you with the technical foundation necessary for success as a Fund Reporting Analyst.
• Proven experience within finance or accounting environments, ideally with exposure to fund administration or family office operations though this is not essential.
• Exceptional numerical aptitude paired with analytical thinking that enables you to interpret complex financial data accurately.
• Ability to remain calm under pressure while managing competing priorities in a demanding work setting.
• Absolute discretion when dealing with confidential information related to investments or executive relationships.
• Outstanding interpersonal skills that allow you to communicate effectively with very senior executives as well as their personal contacts.
• Meticulous attention to detail demonstrated through consistent accuracy in reporting tasks.
• Superior organisational abilities enabling you to multitask efficiently across various projects without compromising quality.
• Advanced IT proficiency including familiarity with digital reporting tools and data management systems relevant to fund administration.
• Commitment to teamwork evidenced by your willingness to share responsibilities, support colleagues, and contribute positively towards group objectives.

go to method of application »

• An exciting opportunity has arisen for an Investment Operations Analyst based in Cape Town, offering you the chance to immerse yourself in a diverse and rewarding role within the investments industry.

What you'll do:

As an Operations Analyst based in Cape Town, you will play a pivotal role in supporting investment operations through meticulous administration of model portfolios.

• Administer and maintain both local and offshore model portfolios with precision, ensuring all records are up-to-date and compliant with internal standards.
• Assist clients by responding promptly to model portfolio-related queries, providing comprehensive support that fosters trust and satisfaction.
• Implement changes to model portfolios as instructed by the Investment Team, ensuring accuracy and timeliness in every transaction.
• Carry out management requests from the Client Service Team regarding model portfolios, demonstrating flexibility and responsiveness to evolving needs.
• Provide dedicated support to institutional clients, tailoring solutions that meet their specific requirements within the investment landscape.
• Deliver bespoke client support by understanding individual client needs and adapting services accordingly for optimal outcomes.
• Build strong working relationships with model portfolio teams at various service providers through regular communication and collaboration.
• Establish good rapport with operations teams at different client practices, promoting co-operation and shared success across all interactions.
• Maintain positive relationships with clients by being dependable, considerate, and attentive to their ongoing needs.
• Prepare weekly AUM reports, quarterly client reports, bespoke reporting on various schedules, monthly factsheet checks, and regular fee calculations in support of finance functions.

What you bring:

In the Investment Operations Analyst role based in Cape Town, your proven experience within financial services will be invaluable as you navigate the complexities of investment operations.

• A Bachelor of Administration (BAdmin), Bachelor of Commerce (BCom), Diploma in Business & Information Administration or equivalent tertiary qualification is required for this position.
• At least 2 years’ experience working within financial services is preferred, demonstrating your familiarity with industry standards and practices.
• You possess an enquiring mind that enables you to approach complex problems thoughtfully while seeking effective solutions collaboratively.
• Your numeracy skills are well developed, allowing you to handle data analysis tasks with confidence and accuracy.
• High attention to detail is essential; you consistently deliver work that meets rigorous quality standards without overlooking important elements.
• You are efficient in managing multiple responsibilities simultaneously while maintaining organised workflows throughout each project cycle.
• Excellent communication and presentation skills enable you to connect with clients and colleagues alike in a polite, empathetic manner.
• A client-centric attitude ensures that your actions always reflect consideration for others’ needs while fostering long-term trust-based relationships.
• Proficiency in Microsoft Excel allows you to manage data effectively for reporting purposes as well as administrative tasks related to model portfolios.
• You bring reliability, diligence, positivity, self-motivation, and a supportive approach that enhances team cohesion.

go to method of application »

• A client is seeking a People Operations Specialist to join their team. This role offers the chance to play a key part in enhancing internal culture while providing expert HR consultancy to clients. The candidate will manage tasks such as recruitment, onboarding, and payroll, while advising businesses on people management strategies. The ideal candidate is proactive, detail-oriented, and passionate about creating positive workplaces and delivering strategic HR solutions.

Key Responsibilities:

• Internal People Operations: Act as the primary point of contact for all internal employee matters, with a focus on enhancing job satisfaction, strengthening company culture, and improving staff retention. Manage core HR functions, including recruitment, onboarding, and payroll administration.
• External HR Consulting: Provide expert HR advice and consultation to clients on various matters such as employee relations, policy development, and best practices for compliance. Build strong relationships with clients by offering empathetic and expert guidance that helps them achieve their own staff satisfaction goals.
• Advisory & Development: Collaborate with managers to strengthen leadership and communication skills, fostering a collaborative and productive work environment. Serve as a trusted advisor, guiding sensitive conversations and ensuring clear, respectful dialogue across the organisation.

Who They're Looking For:

• An experienced HR professional with a passion for creating positive work environments.
• Proven experience in an HR or People Operations role with a strong focus on employee engagement; client-facing or consulting experience is advantageous.
• A natural communicator with high levels of empathy and emotional intelligence.
• Organised, detail-oriented, and capable of managing multiple priorities effectively.
• Solid understanding of HR principles and labour law.

go to method of application »

Introduction

• An exceptional opportunity has arisen for an accomplished Head of Financial Planning and Analysis to join a forward-thinking FinTech (Payments) organisation based in Cape Town. This pivotal role offers the chance to shape financial strategy, drive performance management, and provide insightful analysis that influences executive decision-making across the group.
• With direct reporting to the Group CFO, you will be empowered to lead robust planning, forecasting, and management reporting processes while acting as a trusted strategic finance partner to senior leaders. You will have the autonomy to enhance FP&A systems, mentor a talented team, and contribute meaningfully to strategic initiatives such as M&A and capital raising.

Key qualifications and experience required for the Head of Financial Planning and Analysis

• CA(SA) / CIMA / ACCA
• 8–12 years’ post-qualification experience in FP&A or corporate finance within large organisations is essential.
• Industry experience in FinTech, Payments, or multi-jurisdictionenvironments (advantageous)
• Strong financial modelling, forecasting, and variance analysis skills
• Comfort with data-driven decision-making and building financial models from imperfect data.
• Proficiency with Excel, BI tools, and ERP systems

Key duties for the Head of Financial Planning and Analysis

• Act as a strategic finance partner to the Executive team and business units upon where financial insights will drive decisions.
• Lead the annualbudgeting process ensuring alignment with organisational strategic goals and objectives.
• Drive monthly and quarterly forecasting cycles utilising scenario analysis to anticipate risks and opportunities.
• Maintain and continuously improve group-wide financial models including profit and loss statements, balance sheets, and cash flow projections.
• Monitor actual performance against budgeted figures, providing detailed variance analysis to inform future planning.
• Deliver forward-looking insights that highlight potential risks as well as opportunities for optimisation across the group.
• Prepare comprehensive management reports featuring commentary and KPI dashboards tailored for both financial and non-financial stakeholders.
• Translate complex financial data into clear insights for non-financial stakeholders
• Support investor relations, lender communications, and external reporting requirements as needed.
• Partner closely with commercial teams to provide decision support for strategic initiatives including investment analysis.
• Drive ongoing improvements in FP&A processes through automation, enhanced governance, and integration of ERP systems.
• Provide leadership & mentorship to a small FP&A team.
• Conduct deep-dive financial analysis and ROI modelling.

Summary

• Financial Planning, Forecasting & Budgeting
• Management & Board Reporting
• Business Partnering
• Process, Systems, and Tool
• Leadership & Coaching
• Strategic and Ad Hoc Projects

Key skills required

• Strong strategic thinking and analytical
• Ability to influencesenior leaders and stakeholders.
• Curious, proactive, and detail-oriented
• Excellent communication and presentation
• Ability to manage multiple priorities and tight deadlines.
• Leadershipand mentoring skills in developing a high-performing team.
• Passion for financial inclusion and fintech innovation.
• Entrepreneurial, hands-on, and adaptable approach.
• Ownership mentality with integrity and rigour.
• Commitment to building scalable FP&A capabilities

Desirable experience (nice-to-have)

• Experience in cross-border payments businesses.
• Exposure to M&A, investor relations, or fundraising.
• Knowledge of African financial and regulatory contexts

go to method of application »

Job Summary

• We are seeking a dedicated System Administrator to administer, maintain, and enhance Tagetik enterprise system. The role ensures system reliability, data integrity, and compliance while supporting strategic projects across finance, HR, and ESG.
• You will work closely with the Tagetik Solutions Architect, Finance Systems Administrator, and business stakeholders, ensuring Tagetik is configured, integrated, and optimised to meet operational and regulatory needs. This role is technically focused but also requires effective collaboration with business teams to drive efficiency and accurate reporting.

Key Responsibilities

• Configure, and maintain Tagetik software in alignment with organisational requirements.
• Manage upgrades, patches, and enhancements, including planning, user acceptance testing (UAT), and deployment.
• Monitor system performance and proactively resolve issues across Tagetik modules (Financial Consolidation, IFRS16, HR, ESG).
• Administer user access, security roles, and permissions in line with best practices.
• Maintain and troubleshoot integrations to ensure accurate and timely consolidation of financial, HR, and ESG data.
• Develop and maintain detailed documentation of system configurations, workflows, and troubleshooting procedures.
• Collaborate with Finance, HR, ESG, and Risk teams to understand business requirements and enhance system functionality.
• Support process improvements such as ESG reporting workflows and financial consolidation automation.
• Provide end-user training, guidance, and technical support to maximise adoption and system effectiveness.
• Assist with vendor relationships for Tagetik and related third part vendors working on Tagetik finance system, ensuring timely escalation and resolution of issues.

Skills & Experience Essential

• Minimum 5 years’ experience with Tagetik or a comparable Enterprise Performance
• Management (EPM) system.
• Strong understanding of financial consolidation, reporting, and data integration.
• Proven experience in system upgrades, UAT, and troubleshooting.
• Hands-on knowledge of Tagetik modules (Financial Consolidation, IFRS16, ESG, HR).
• Proficiency in multi-dimensional and relational databases, including SQL.
• Analytical and problem-solving abilities with attention to detail.
• Strong communication skills to explain technical concepts clearly to non-technical audiences.
• Effective collaboration with cross-functional teams in a fast-paced environment.

Desirable

• Exposure to financial data reporting and regulatory compliance requirements.
• Experience in user training and adoption of finance-related systems.
• Proficiency with the MS Office Suite, particularly Excel.

Educational Requirements

• Bachelor’s degree in information technology (preferred) or Finance/Business Administration with relevant technical experience.
• Professional certifications in Tagetik or other EPM systems will be advantageous.

go to method of application »

• A prestigious, multi-generational family office with a global presence is looking for an experienced Bookkeeper to join their Johannesburg team. Kindly note that this is a fully in-office position based in Sandton. Please apply only if you are seeking an on-site work environment.
• Positioned at the core of the finance function, this role offers an exciting opportunity to work across multiple entities, supporting both investment companies and private office operations, while engaging with a variety of stakeholders. You will play a pivotal role in maintaining the integrity of financial records across the business.
• The Bookkeeper will have the chance to work on international transactions and drive automation initiatives within a progressive and innovative finance department.

Key qualifications and experience required for the Bookkeeper:

• Bachelor's degree in a relevant field
• Additional Certifications in Bookkeeping or Accounting would be advantageous
• 5 years’ experience in bookkeeping or a similar financial role within a multi-entity environment
• Strong grasp of accounting principles and financial reporting
• Precision in data entry for timely processing of journals, invoices, paymentsandreconciliations
• Proficient in Sage, QuickBooks, Xeroandadvanced Excel
• Experienced in digital document management (e.g., SharePoint)
• Skilled in audit supportandregulatory liaison

Key duties of the Bookkeeper:

• Maintain accurate financial records, process accounting journals and ensure compliance through thorough record retention.
• Manage accounts payable and receivable, including invoicing, debt collection and correspondence with clients and tenants.
• Perform monthly reconciliations, intercompany loan account management and efficient processing of payments for national and international transactions.
• Support audits by preparing VAT documentation and liaising with external auditors while ensuring compliance with financial regulations and policies.
• Provide administrative support for property management tasks and collaborate with internal teams and external stakeholders to streamline financial operations.

Key personal skills:

• Strong organisational skills to manage priorities and meet deadlines without compromising quality
• High integrity and strict confidentiality in handling sensitive financial data
• Excellent time management to balance routine tasks and ad hoc requests
• Ability to work independently and collaboratively within a team-oriented environment