Jobs at Robert Walters

What you bring:

To excel as a Client Relationship Manager in Johannesburg, your background should reflect substantial experience within financial services working with financial institutions.

• A Bachelor’s Degree in Business Administration, , Economics, Finance or a related field is required; additional qualifications such as an MBA, CFA or CA (SA) would be advantageous.
• At least 3-5 years of experience in a similar role within investment banking, cash or trade services or business development is essential for success.
• Demonstrated experience working within African markets—preferably Southern Africa—and understanding local regulations and business culture is highly desirable.
• Proven ability to operate effectively in multinational environments with insight into how large organisations are managed.
• Experience managing stakeholder relationships, conducting negotiations, and building enduring client connections is crucial.
• Exceptional communication skills combined with strong interpersonal abilities enable you to engage confidently with diverse stakeholders.
• Advanced proficiency in Microsoft Office Suite along with other relevant business tools is expected for this role.
• An analytical mindset paired with problem-solving skills allows you to make informed decisions based on data-driven insights.
• Excellent organisational skills coupled with effective time management empower you to prioritise tasks efficiently.

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Key qualifications and experience required for the Investment Analyst:

• Fully Qualified CA(SA)
• Completed or working towardsCFA Level I, II or IIIwould be advantageous
• 2 years’ experience outside of auditin a similar role
• Experience gained inprivate equity, corporate finance or asset managementenvironments
• Proven expertise in building financial models
• Exposure to due diligence processes and valuations
• Proficiency in Microsoft Office applications

Key duties of the Investment Analyst:

• Assist with identifying, researching and evaluating investment opportunities that align with the group’s strategic objectives, ensuring thorough analysis and consideration of all relevant factors.
• Support the structuring of new transactions by contributing technical expertise and collaborating with colleagues across departments.
• Participate in comprehensive due diligence processes on target companies, including financial, legal, commercial and tax aspects, often working alongside external experts when required.
• Scope due diligence assignments effectively to ensure all necessary information is gathered for informed decision-making.
• Conduct detailed research into industries related to current investee companies as well as those targeted for future investments, providing valuable insights for strategic planning.
• Contribute to quarterly reviews of the group’s investment portfolio by analysing financial data received from investee companies and preparing clear, informative investment reports.
• Assist in performing internal quarterly valuations of investments for inclusion in management accounts, ensuring accuracy and compliance with best practices.
• Provide technical support to the Chief Investment Officer and Investments Team on specific projects as assigned, demonstrating adaptability and willingness to learn new skills.
• Actively participate in activities designed to enhance the brand reputation of the group within the broader market.

Key personal skills:

• A self-starter attitude combined with adaptability ensures you can respond positively to changing priorities within a dynamic team setting