Jobs at Allan Gray Orbis Foundation

Job Summary

• We are looking for a dynamic and versatile Senior Business Analyst to join a newly established division within Operations Analytics.
• This is a unique opportunity for someone who thrives in a fast-paced, evolving environment, enjoys wearing multiple hats, and is passionate about driving operational excellence through process improvement and data-driven insights.
• The ideal candidate is analytical, detail-oriented, and comfortable working cross-functionally to identify inefficiencies, design scalable solutions, and support continuous improvement initiatives. 

Job Responsibilities

• Support the design and implement scalable process frameworks that supports, process optimisation and automation 
• Map, model and document complex business process using industry standards process mapping techniques and tools to create clear and comprehensive diagrams 
• Contribute to building the foundational standards, tools, and documentation for the process function 
• Conduct data analysis using Excel, SQL and Power BI to uncover insights and support decision-making 
• Define and track KPIs and process improvements metrics; perform root cause and gap analyses 
• Identify opportunities for process optimisation, automation and collaborate with other teams to scope and implement solutions 
• Apply Lean Six Sigma and other continuous improvement methodologies to streamline operations 
• Engage with stakeholders across operations, IT, and other departments to gather requirements and drive alignment 
• Support change management efforts to ensure successful adoption of new processes and tools 
• Create clear, actionable documentation and executive-level reports to communicate findings and recommendations 
• Operate with a high degree of autonomy and initiative, helping shape the direction of this new function 

Skills/Competencies and Experience

• Demonstrated expertise in process mapping and modeling, with a strong foundation in identifying and optimizing workflows. 
• Practical experience with Lean Six Sigma, Kaizen, or equivalent continuous improvement methodologies. 
• Advanced proficiency in Microsoft Excel and SQL for data analysis and reporting. 
• Working knowledge of automation tools such as Tungsten and Power Automate; experience with automation implementation is advantageous. 
• Familiar with process design tools including ARIS, Spark/Skore, and similar platforms. 
• Solid understanding of process improvement frameworks, including SIPOC, Value Stream Mapping, and BPMN standards. 
• Experience in workflow and project management tools, notably Confluence and Jira. 
• Strong analytical thinking and a structured approach to problem-solving. 
• Excellent communication and facilitation skills, with the ability to engage stakeholders across various levels. 
• Exposure to change management frameworks 
• Highly motivated self-starter with an entrepreneurial mindset and the ability to thrive in ambiguous environments. 
• Familiarity with Agile and Scrum methodologies is beneficial. 
• Understanding of compliance and regulatory requirements is beneficial. 

Education

• 3+ years of experience in business process analysis, process engineering, or a related field 
• Degree in Engineering, or a related discipline preferred 
• Lean Six Sigma certification (Green Belt or higher) preferred 
• Proven track record of delivering process improvements and driving measurable impact 

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Job Description

• Our graduate roles in our Retail Client Services and Operations teams are designed to provide an opportunity for young professionals to build a track record of high performance.
• Each role provides the perfect opportunity to apply your academic knowledge, passion for investments and strong communication skills in a real-world setting.
• As an investment service or operations consultant at Allan Gray, you will benefit from extensive training, a high-energy work environment and performance driven financial rewards while gaining industry knowledge and building a rewarding long-term career. 

Your purpose as an Investment Service Consultant in Retail Client Services:

• Your role as an Investment Service Consultant is to engage in intellectual and comprehensive interactions with our clients via our various servicing channels while actively participating in the firm’s drive for service excellence.
• Your interactions will be all encompassing and may include (but not limited to) discussions on products, processes, transactions, tax and legislative implications, our investment philosophy, industry trends and performance of our unit trust funds.
• You will be part of a dynamic team that is dedicated to providing superior client service, build lasting relationships with clients and independent financial advisers, and empower clients to make informed investment decisions. 

Your purpose as an Operations Consultant in Retail Operations:

• Our Retail Operations teams process transactions from clients and provide administrative support for the firm’s retail investment offering.  
• Our Operations Consultants are responsible for ensuring that all incoming instructions are responded to and processed within a specific timeframe and regulatory framework.
• Operation consultants interact with clients and advisers to provide updates on transactions and to follow-up on any pending instructions, while maintaining a high level of service excellence.
• *Allan Gray is not licensed to provide financial advice

Who these roles are suited for

We are looking for final-year students who are eligible and ready to start work in South Africa between December 2025 and February 2026. Candidates should currently:

• Be completing a bachelor’s degree (Bachelor of Commerce, Bachelor of Science, Bachelor of Business Science, etc.)
• Have specialisations including, but not limited to, Finance, Economics, Investments, Mathematics and/or Statistics, Engineering and Business Management
• Have a strong academic track record spanning across matric and university

What you need to succeed

As a candidate for one of these roles, it is important that you are:

• 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 written and verbal communicator
• A team player who is also committed to delivering on your own personal goals
• Highly adaptable, energetic and agile to thrive in a fast-paced environment
• Focused on growing personally and professionally
• Proficient in Microsoft Office suite

Closing Date

• 28 August 2025

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Description

• The Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience. 

Job Summary

Why should you consider Allan Gray?

• At Allan Gray, you will spend your days doing meaningful and engaging work with smart, inspiring colleagues.
• Our steadfast commitment to long-term investing extends to our people, and we embrace diversity and offer a supportive work environment.
• We provide performance-based financial rewards and encourage your career and skills development. Growth is an essential part of your journey at Allan Gray.
• Therefore, our leaders are accessible to help you develop and set you up for a long-term career.
• Your physical and mental well-being are top priorities, and we provide access to services and platforms to support you in these areas.

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 in Commerce or Business Science, specialising in (but not limited to) Finance, Economics, Statistics or Business Management.

Closing Date

• 31 August 2025

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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 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