Prescient is a diversified, global financial services group with a track record of over two decades of providing solutions to our clients in Asset Management, Investment Administration and Platform Services, Retirement Solutions and Stockbroking. Prescient is headquartered in South Africa, with operations in Ireland, United Kingdom, China and Jersey. Our ...
Purpose of role:
- Prescient Investment Management is expanding its offering of global investment solutions available to South African investors. This presents an exciting growth opportunity for the business, and we are looking for an experienced, commercially astute Business Development professional to help drive adoption and growth within the institutional market.
- This role will engage the same institutional client base Prescient already serves in South Africa, including pension funds, retirement funds, multi-managers and consultants, positioning global investment solutions. The successful candidate will report directly to the Head of Institutional and will work closely with the broader distribution team to ensure a coordinated, one-firm approach to the market.
Duties and responsibilities:
Business Development & Client Origination
- Drive new business growth across institutional channels in South Africa.
- Identify, prioritise and pursue opportunities within Prescient's existing client base, as well as new prospects, in line with agreed business development targets.
- Present and position global investment capabilities in a manner that supports client needs and investment objectives.
Relationship Management
- Build and maintain strong, trusted relationships with institutional asset owners, consultants, retirement fund trustees and multi-managers.
- Act as a key point of contact for clients regarding investment solutions, product updates and market insights, collaborating with relevant stakeholders as required.
- Manage the client engagement calendar, including roadshows, due diligence meetings, presentations and ongoing client servicing.
Internal Collaboration
- Work closely with Prescient's distribution, client service and marketing teams to deliver a seamless client experience.
- Share market intelligence, client feedback and pipeline visibility with the broader team and Head of Institutional on a regular basis.
- Contribute to a collaborative, team-first culture; this is not a siloed or purely individual-contributor role.
- Partner with product, compliance and operations colleagues to support the effective onboarding and servicing of clients.
Strategic Input & Reporting
- Provide input into the broader institutional growth strategy, including target segments, market positioning and competitive dynamics.
- Track and report on pipeline, conversion and revenue against agreed targets using Prescient's CRM and reporting tools.
- Keep abreast of regulatory, market and competitor developments relevant to the institutional investment landscape.
Compliance & Governance
- Ensure all client engagement and marketing activities comply with FAIS, FICA and other applicable South African regulatory requirements.
- Maintain accurate records of client interactions and adhere to Prescient's internal governance and conduct standards.
Required experience:
- 10+ years' experience in business development, distribution or institutional sales within asset management, investment banking or a related financial services environment.
- A demonstrable, existing network across South African institutional investors (pension and retirement funds, consultants, medical schemes) and multi-managers channel.
- Experience working with, or distributing on behalf of, an international asset manager is strongly preferred, given the nature of this partnership.
- A track record of meeting or exceeding new business and AUM growth targets.
Required Qualifications:
- A relevant tertiary qualification (Finance, Investment Management, Business, Economics or similar); an honours degree, CFA charter or equivalent postgraduate qualification is advantageous.
- RE5 certification, and compliance with FAIS fit-and-proper requirements for a representative role.
Key competencies:
- A natural collaborator: someone who builds trust quickly with colleagues as well as clients, shares credit and strengthens the team rather than operating apart from it.
- Strong commercial instincts, with the gravitas and polish to represent Prescient Investment Management credibly at senior client and consultant level.
- Excellent communication and presentation skills, comfortable engaging technical investment content with sophisticated institutional audiences.
- Self-starter with the discipline to manage a demanding travel and meeting schedule, balanced with genuine team orientation and responsiveness to Head of Institutional and the wider team.
- High integrity and sound judgement, particularly given the dual representation of two asset managers' interests.
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Purpose of role:
- The Operations Change & Delivery Specialist acts as the operational interface between Prescient Fund Services Operations and ICT project team. The role coordinates operational technology initiatives from requirement clarification through to development tracking, testing, rollout and post-implementation review. The individual is an Operations resource, not an ICT resource, and is accountable for ensuring operational priorities, stakeholder feedback, deadlines, risks and dependencies are clearly managed and visible throughout the project lifecycle.
- The role is to create one coordinated Operations voice for technology and development change: clear requirements, clear ownership, clear deadlines, clear feedback loops, and controlled rollouts.
Duties and responsibilities:
Operational Project Portfolio Coordination
- Maintain a complete and accurate register of Operations-related ICT projects, enhancements and development initiatives.
- Status, owner, priority, due date, blockers and next actions must be current and visible to relevant stakeholders.
Operations and ICT Interface Management
- Act as the primary Operations coordination point with ICT project teams. Ensure that operational priorities, requirements, dependencies and timelines are understood, documented and followed through.
Department Head Feedback and Stakeholder Alignment
- Obtain structured feedback from relevant department heads and operational stakeholders. Consolidate feedback into clear actions, decisions and escalations so that project direction remains aligned to operational needs.
Deadline, Milestone and Action Tracking
- Track deadlines, milestones, testing windows, approvals, rollout dates and action owners. Proactively escalate slippage, unresolved dependencies or decision delays before project delivery is materially impacted.
Business Requirements and Prioritisation Support
- Coordinate the gathering and clarification of business requirements. Ensure requirements are sufficiently clear, agreed by Operations, and prioritised before ICT development work proceeds.
Testing, Sign-off and Rollout Coordination
- Coordinate Operations involvement in user acceptance testing, release readiness, business sign-off, training/communications and controlled rollout into production.
Risk, Issue and Dependency Management
- Maintain visibility of operational risks, ICT dependencies, resource constraints, unresolved decisions and delivery blockers. Escalate matters with clear impact, proposed resolution and required decision.
Governance, Reporting and Continuous Improvement
- Prepare concise status reporting for management forums. Capture lessons learned after rollout and recommended improvements to the project/change process, control environment and stakeholder engagement model.
Required qualifications and experience:
- Relevant financial qualification / post graduate qualification.
- Extensive experience within a fund administration, investment operations, or fund services environment.
- Proven ability to operate at a senior level within an operations function, taking ownership of deliverables and driving outcomes through collaboration with multiple stakeholders and team members.
- Strong understanding of investment operations processes, controls, and service delivery within a regulated financial services environment.
- Demonstrated ability to coordinate, prioritise, and oversee operational activities while maintaining a high standard of accuracy and client service.
Advantageous
- Previous experience in a similar operational leadership or specialist role within fund administration or asset servicing.
- Project management experience, including participation in operational enhancements, system implementations, process improvements, or client onboarding initiatives.
- Experience managing deliverables across teams and contributing to strategic operational projects.
Key Capability
- Ability to lead and deliver through others, influencing stakeholders and coordinating cross-functional teams to achieve business objectives.
Key competencies:
- Strong understanding of fund administration operations and business process flows.
- Project coordination and delivery tracking discipline.
- Ability to operate across Operations and ICT without formal line authority.
- Excellent stakeholder engagement and communication skills.
- Structured work style, attention to detail and strong follow-through.
- Ability to translate operational needs into clear requirements and actions.
- Risk, issue and dependency management mindset.
- Assertiveness, confidence and sound judgement when escalating matters.
- Change management and rollout coordination capability.
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Purpose of role:
- This role’s main focus is to assist Prescient Fund Services (PFS) clients with the trade matching and settlement process.
The main duties include but are not limited to:
- You will ensure all capturing / processing, matching and settlement of all trades to the accounting system timeously which include Equities, Fixed Income, Derivatives, Unit Trusts / CIS investments, Call Transfers, SWAPs, FX deals etc.
- Preparing manual instructions for any unlisted trade settlements where necessary: Physical MM, Private Placements, Off Market trades, Offshore investments, Fund of Fund investments, validate account details on Swap agreements, etc.
- Ensure trades are matched between client notification and counterparty confirmation:
- You will ensure broker / counterparty account and trade details reconcile with our records.
- You will ensure that the managers notification reconciles with the counterparty confirmation.
- Sending settlement instructions to custodian for all trades timeously via SWIFT as necessary only once deals have been matched to the counterparty confirmations.
- Maintaining broker settlement details, contact details and brokerage rates.
- Compiling of incident reports.
- Resolving external and internal queries relating to all trades from brokers, clients and custodians.
- You will need to build and maintain healthy client and counterparty relationships to ensure resolution of settlement issues identified.
- Adhoc queries and tasks.
- Ensure appropriate controls are in place to mitigate risk.
- Supporting the management and co-ordination of team deliverables relating to projects and new client take-on’s.
Required qualifications and experience:
- A minimum of 3 years' relevant experience in a similar role is essential.
- A relevant tertiary qualification is advantageous but not required.
- A relevant postgraduate qualification in Finance or a related field would be advantageous.
Key competencies:
- Self-starter who is willing to take on responsibility for a wide array of tasks in a small company.
- Ability to work under limited supervision.
- You are a team player, putting the interest of the team ahead of your own personal interests.
- Positive and enthusiastic attitude.
- Willing to work extra hours when required.
- Honesty, integrity and mutual respect for co-workers. You have the ability to deal with different cultural and business situations.
- A person who is very diligent and thorough in their daily duties.
- Understanding of the financial markets and instruments.
- Pro-active and able to grasp concepts quickly.
- Ability to use initiative and multitask.
- Strong attention to detail under immense pressure.
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Duties and responsibilities:
- This is an exciting entry-level opportunity for a recent graduate looking to start a career in the investment and financial services industry. As a Graduate: Settlements Officer, you will support the trade matching and settlement process across a variety of financial instruments and asset classes. You will work closely with investment managers, brokers, custodians, and internal teams to ensure transactions are processed accurately and efficiently.
- The role offers valuable exposure to investment operations and provides a strong foundation for developing a career in fund services.
Key Responsibilities
Your responsibilities will include, but are not limited to:
- Assisting with the capture, processing, matching, and settlement of investment transactions on internal systems.
- Supporting the settlement of various financial instruments, including equities, fixed income, collective investment schemes (unit trusts), derivatives, foreign exchange transactions, and other investment products.
- Assisting with the preparation and processing of manual settlement instructions where required.
- Verifying trade information received from investment managers, brokers, and counterparties to ensure all details are accurate and complete.
- Supporting the submission of settlement instructions to custodians within required deadlines.
- Maintaining and updating broker, counterparty, and settlement information.
- Investigating and assisting with the resolution of trade-related queries from clients, brokers, custodians, and internal stakeholders.
- Supporting the preparation of incident reports and operational documentation.
- Assisting with projects, process improvements, and new client onboarding activities.
- Ensuring all activities are completed accurately and in accordance with internal controls and operational procedures.
- Performing ad hoc administrative and operational duties as required.
Required qualifications and experience:
- A completed tertiary qualification in Finance, Investments, Accounting, Economics, Mathematics, Commerce, or a related field.
- Recent graduate or up to 1 year's relevant work experience.
- Strong academic record and an interest in financial markets and investment operations.
- Proficiency in Microsoft Excel and other Microsoft Office applications.
Advantageous:
- Exposure to financial services, investment management, fund administration, or related environments through internships, vacation work, or part-time employment.
- Basic understanding of financial markets and investment products.
Key competencies:
- Has strong attention to detail and a high level of accuracy.
- Is eager to learn and develop within the investment operations environment.
- Takes ownership of tasks and demonstrates initiative.
- Works well both independently and as part of a team.
- Has strong problem-solving and analytical skills.
- Communicates effectively with colleagues and stakeholders.
- Can prioritise tasks and work efficiently in a deadline-driven environment.
- Demonstrates professionalism, integrity, and accountability.
- Is adaptable and willing to assist with a variety of responsibilities.
- Has a positive attitude and a strong willingness to learn.
Method of Application
Use the link(s) below to apply on company website.
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