Open Positions at Investec

Description

• We are seeking a highly trustworthy and client-centric Portfolio Implementation Specialist to join our investment operations team. This role is focused on accurate, timely, and risk-aware implementation of investment decisions, with particular attention to trade execution and operational integrity. The ideal candidate is passionate about delivering impactful value to clients, aligned with institutional-quality governance, controls, and service. This position closely resembles that of a fund administrator and plays a critical part in translating portfolio strategy into effective market action.

Key responsibilities

Trade Execution & Implementation

• Execute trades across a range of asset classes (equities, fixed income, funds, derivatives, etc.) in accordance with portfolio manager instructions and internal policies.
• Manage daily trade workflows, ensuring orders are executed timely, within mandate constraints
• Monitor order routing, execution quality, and market timing to mitigate slippage and maintain implementation efficiency.

Operational Oversight

• Coordinate pre- and post-trade checks, reconciliation, and settlement processes.
• Liaise with custodians, brokers, counterparties, and internal teams to resolve trade discrepancies or settlement issues.
• Support portfolio managers by ensuring portfolios remain fully invested and aligned with strategic objectives and mandates

Client-Centric Delivery

• Act as a trusted operational liaison for clients, demonstrating ownership, responsiveness, and accountability in all interactions.
• Deliver high-quality, consistent service by understanding client-specific guidelines and requirements.
• Proactively identify and address potential risks or anomalies in portfolio implementation that could impact client outcomes.

Risk and Control

• Ensure all activities are conducted within a robust risk control framework, compliant with internal procedures and regulatory requirements.
• Maintain accurate records, contribute to audit and regulatory reporting, and support continuous process improvement initiatives.
• Identify and escalate any breaches, exceptions, or operational risks promptly.

Experience, skills and capability

• A relevant Bachelor's degree in Finance, Investments, Economics, Accounting or similar would be advantageous
• 3–5 years of experience in investment operations, trading, fund administration, or portfolio implementation.
• Familiarity with trade lifecycle management, settlement processes, and portfolio accounting systems.
• Proficient in Excel, experience using trade and portfolio management systems (e.g., IRESS, Bloomberg, INET, or similar OMS/PMS platforms)., and trade reconciliation tools.
• Solid understanding of investment products, financial markets, and regulatory frameworks would be helpful

go to method of application »

Description

• We are seeking a highly trustworthy and client-centric Portfolio Implementation Specialist to join our investment operations   team. This role is focused on accurate, timely, and risk-aware implementation of investment decisions, with particular attention to trade execution and operational integrity. The ideal candidate is passionate about delivering impactful value to clients, aligned with institutional-quality governance, controls, and service. This position closely resembles that of a fund administrator and plays a critical part in translating portfolio strategy into effective market action.

Key responsibilities

Trade Execution & Implementation

• Execute trades across a range of asset classes (equities, fixed income, funds, derivatives, etc.) in accordance with portfolio manager instructions and internal policies.
• Manage daily trade workflows, ensuring orders are executed timely, within mandate constraints
• Monitor order routing, execution quality, and market timing to mitigate slippage and maintain implementation efficiency.

Operational Oversight

• Coordinate pre- and post-trade checks, reconciliation, and settlement processes.
• Liaise with custodians, brokers, counterparties, and internal teams to resolve trade discrepancies or settlement issues.
• Support portfolio managers by ensuring portfolios remain fully invested and aligned with strategic objectives and mandates

Client-Centric Delivery

• Act as a trusted operational liaison for clients, demonstrating ownership, responsiveness, and accountability in all interactions.
• Deliver high-quality, consistent service by understanding client-specific guidelines and requirements.
• Proactively identify and address potential risks or anomalies in portfolio implementation that could impact client outcomes.

Risk and Control

• Ensure all activities are conducted within a robust risk control framework, compliant with internal procedures and regulatory requirements.
• Maintain accurate records, contribute to audit and regulatory reporting, and support continuous process improvement initiatives.
• Identify and escalate any breaches, exceptions, or operational risks promptly.

Experience, skills and capability

• A relevant Bachelor's degree in Finance, Investments, Economics, Accounting or similar would be advantageous
• 3–5 years of experience in investment operations, trading, fund administration, or portfolio implementation.
• Familiarity with trade lifecycle management, settlement processes, and portfolio accounting systems.
• Proficient in Excel, experience using trade and portfolio management systems (e.g., IRESS, Bloomberg, INET, or similar OMS/PMS platforms)., and trade reconciliation tools.
• Solid understanding of investment products, financial markets, and regulatory frameworks would be helpful

go to method of application »

Description

• Develop and execute the ECM and communication platform strategy in alignment with business goals, regulatory requirements, and industry best practices.
• Lead the design, implementation, and optimization of ECM capabilities, including document management, collaboration tools, workflow automation, and digital archiving.
• Oversee the integration and interoperability of content and communication tools with other enterprise platforms (CRM, core banking systems, etc.).
• Ensure data security, privacy, and compliance by implementing robust governance and control frameworks for content and communications.
• Guide and mentor cross-functional teams, fostering a culture of innovation, accountability, and continuous improvement.
• Manage vendor relationships, licensing, and contracts to ensure best value and service quality.
• Monitor platform performance, user adoption, and satisfaction; implement improvements based on analytics and feedback.
• Stay current on ECM and communication technology trends, making recommendations to keep the institution at the forefront of digital transformation.

Experience, skill and capability

• Bachelor's degree in Computer Science, Information Systems, or related field; advanced degree preferred.
• Proven experience (7+ years) leading ECM or content/communication technology platforms within regulated industries, ideally financial services.
• Strong understanding of financial sector regulatory and data governance requirements.
• Expertise in ECM solutions (e.g., OpenText, SharePoint, Box) and communication platforms (e.g., Teams, Slack, secure email).
• Excellent leadership, stakeholder management, and communication skills.
• Demonstrated ability to deliver complex technology initiatives on time and within budget.

go to method of application »

Description

• To provide high-level  support to senior leadership, ensuring seamless coordination of schedules, communications, and operational logistics. This role is pivotal in enabling the CIO and their team to focus on strategic priorities by managing administrative, interpersonal, and project-related responsibilities with discretion and efficiency.

Required Skills and Competencies

• Exceptional calendar and inbox management
• Strong written and verbal communication
• High emotional intelligence and discretion
• Proficiency in Microsoft Office Suite and Microsoft Teams
• Ability to manage multiple stakeholders and competing priorities
• Strong organizational and time management skills
• Event coordination and logistics planning
• Travel coordination and bookings > flights, hotels, visas, etc.
• Minute-taking and action tracking
• Familiarity with internal systems such as ServiceNow, SharePoint, and Confluence is advantageous
• Familiarity with AI tools such as Microsoft Copilot or ChatGPT to streamline administrative tasks
• Ability to leverage AI for scheduling, drafting communications, and summarizing meeting content

Experience

• Minimum 3-5 years in a senior Personal Assistant role
• Experience supporting C-suite or senior leadership in a corporate environment
• Exposure to technology, digital, or financial services sectors preferred
• Proven track record of managing confidential information and sensitive communications
• Experience managing offsite and events preferred. 

Personal Attributes

• Proactive and solutions-oriented
• Calm under pressure and adaptable to change
• Professional, polished, and personable
• Collaborative team player with a service mindset
• Strong attention to detail and follow-through
• Confident within themselves and their work

 Job Description: Duties and Responsibilities

 Support

• Manage complex calendars for multiple members of leadership, including scheduling across time zones, prioritizing meetings, and resolving conflicts
• Coordinate internal and external meetings, including Manco, Leadership, Stakeholders, Vendors, and team sessions
• Prepare agendas, take minutes, and track follow-ups for key meetings
• Attend Leadership meetings
• Book and organise travel for CXT

Communication and Liaison

• Act as the first point of contact for internal and external stakeholders
• Draft and manage communications on behalf of executives, including meeting invitations, updates, and follow-ups
• Liaise with top collaborators including Leadership as well as other Personal Assistants across the Bank

Operational Coordination

• Organize and manage events such as social events within the team as well as team offsites
• Maintain and update team rosters and operational roles
• Support onboarding and knowledge-sharing for new hires and assistants

Document Management

• Assist with the preparation and distribution of reports, presentations, and internal communications
• Maintain and update organizational charts and team structures 
• Track and follow up on action items from leadership and project meetings

go to method of application »

Description of the role 

• To retain and maintain strong relationships with an existing base of clients that fall within the Medical space. The role will also entail pro-actively cross selling the full Private Bank offering to these clients as well as positioning the Investec Group.

Skills, Experience and Education 

• Min 3 – 4 years financial services experience
• Proven client service/sales track record
• B Com (Accounting II)/ B com HONS

The Result

Sales Management

• Marketing and sales of all Private Banking products as per budget, requires in-depth knowledge and understanding of the functioning of Banking products
• Deal sourcing across all Product houses as per business strategy (including the analysis of client spend behaviors using Primary Account Usage for Private Bank Account)
• Meeting specified targets per activity (including Lending, Treasury, Forex, etc)
• Presentation of products and services to clients
• Identifying clients' needs
• Applying first line of credit (target market and serviceability for vanilla transactional Banking products)
• Analysis of financial statements
• Deal structuring
• Input and drive strategic direction of their business to enhance High Net Worth client experience
• Driving proactive client contact and managing client expectation

Client Management and Experience

• Provide high sense of client service and operate professionally and efficiently with external and internal stakeholders
• Driving proactive client contact and managing client's expectation
• Client retention, including service and feedback to entire existing base of clients
• Being a connector and an “enabler” for the clients' needs into the other divisions of the Investec Group, e.g. Investec Capital Markets, Investec Asset Management, Investec Wealth & Investment, where and when appropriate 
• Compiling and presenting deals to the Credit forum

Risk Management

• Mitigating credit risk for the bank by being the “first line of credit”
• Awareness and management of compliance and regulatory frameworks in all dealings with clients
• Awareness of and adherence to confidentiality at all times 

go to method of application »

Description

• Investec Sandton is looking for an experienced Oracle EPM Specialist, to support Oracle Hyperion and Oracle Fusion EPM systems. Their primary role would be to manage and support operational queries, delivery of small/medium enhancements and projects especially related to transition to Oracle Fusion system. This includes working closely with business users to meet SLA expectations and with the software delivery team as well as other Investec teams for alignment and planning.

Experience, skills and capability

• 5+ years' experience working as a Functional Specialist on Oracle Hyperion and/or Oracle Fusion EPM applications.
• Oracle Certification – Hyperion, Essbase or Fusion EPM.
• Financial knowledge or support of finance staff and systems.
• Extensive knowledge and experience of managing operations support and overseeing the overall support calls within the team to ensure we meet SLA expectations.
• A proactive mindset focused on Streamlining Processes in preparation for Modernization (Oracle Fusion implementation).
• Standardize and modernize core EPM and Reporting processes: Planning & Budgeting Implementation and Reduction of support calls.
• Root cause analysis for incidents; automation and aligning queries correctly between business and IT teams.
• Process Documentation – functional and system mapping; Mapping data model – source to record analysis and impact analysis around Integration & impact on data migration.
• Ensure highest possible EPM System availability, Lowest possible incident & defect date.
• Strengthen Compliance & Control - Effective management and remediation of IT risks.
• High levels of ownership along with the ability.

go to method of application »

Description of the role 

• As a Western Cape business, we recognize our increased opportunity in the Winelands region and we have decided to continue to build out our presence from our existing base within Stellenbosch.
• Our aim is to strategically follow the increased client movement, driven by semigration as well as the continued urbanization of outlying areas within the Western Cape. Our Winelands strategy leverages itself on getting close to our communities, especially as our existing and potential clients move into these outlying opportunity pockets. 
• The success of the Winelands business has now driven further build out by increasing presence on the ground within the banking businesses, to get access to new client markets.

Role Description

Selling to and networking within a specific Investec target market to grow the client base and generate new business through a strong acquisitions focus. 

• Sourcing new business through specific networking & building key relationships 
• Sourcing new business through cold calling, extracting value from an existing client base, networking, and referrals.
• Meeting specified budget and targets per activity
• Presentation of products and services to clients
• Providing financial advice to clients on:
• Lending products: including Residential, Commercial Property, Secured loans
• Local and international banking requirements
• Treasury and forex
• Being a connector and an “enabler” for the clients' needs into the other divisions of the Investec Group, eg. Investec Capital Markets, Investec Wealth & Investment, where and when appropriate.
• Meeting specified budget and targets per activity
• Identifying business opportunities and successfully introducing leads to other areas of the business ie. IWI, IFB etc.

go to method of application »

Description of the role 

• As the Social Media Manager, you will be responsible for developing and executing the social media strategy for Investec's Northern Hemisphere territories. This role involves managing channels, overseeing the social content calendar, advising campaign managers and production teams, and acting as a brand guardian on social media.
• Significant collaboration with various global teams and stakeholders will be essential, and some travel to the UK may be required. This is a high-impact position suited for someone with strong stakeholder management skills, a keen editorial eye, and a deep understanding of the evolving social media landscape.

Key Responsibilities: 

• Manage IBP's organic social media channels, including LinkedIn, X, Facebook and Instagram. 
• Develop the northern hemisphere social media strategy, in line with the broader digital marketing strategy, and the global social media strategy.
• Collaborate closely with our community management and Southern Hemisphere social media teams.
• Own and curate the social media content calendar. 
• Keep up to date with latest social media trends - implementing best practice and communicating it to the wider marketing teams.
• Though day-to-day post execution will not sit with this role, there is an expectation that this position will be on hand to advise campaign managers, agency, and production team, in addition to editing and checking posts before they go live. 
• There is a requirement that a very limited number of ad hoc, high-profile posts will need to be managed by this role.
• Oversee social media reporting for the northern hemisphere territories.
• Act as a brand guardian for the company on social media.
• Manage organic social boosting, being mindful of campaign objectives and target audiences.

Requirements: 

• 5 to 7 years proven experience as a Social Media Manager for either a global organisation or a financial services company (preferably both). 
• Must be experienced and comfortable working closely with multiple stakeholders across several teams and territories. 
• Strong grasp of the current social media landscape, including best practice, algorithms, the channel mix, and some level of long-term thinking.
• Experience managing and curating social content calendars.
• Some familiarity with paid social (primarily organic boosting).
• A sharp eye for social media copy and creative (direct experience writing and/or editing copy would be beneficial).
• Some experience working on digital PR and community management.
• Analytical skills, and the ability to interpret data and draw actionable insights

go to method of application »

Description

Quality Control:

• Assess legal documents reviewed by consultants against set standards and measurements by:
• Reviewing processed work
• Spot checks on high risk processes performed by consultants
• Compiling reports

Process Improvement:

• Assessment of processes by performing process QC
• Analyse findings and compile reports
• Identify trends and share feedback with leaders
• Assist in driving performance through QC process

Coaching and training:

Existing employees

• Identify training gaps through QC (includes technical knowledge, process and soft skills) and work in conjunction with the team leaders, trainers and Learning and Development regarding training solutions

 New employees

• Play an active role in ensuring readiness of new consultants through QC process
• Educate new consultants on QC process and the measurements
• Weekly QC for new consultants with feedback to new consultant and team leader
• Identify areas that require further development

Risk management:

• Play an active role in ensuring risk consciousness by escalating problems identified in complaints and ensuring that the complaints process is adhered to in QC
• Review Audit findings within the area and work with Team leaders to address QC concerns

Process and innovation:

• Provide feedback regarding performance deviations and assist in identifying solutions
• Participate in the design of new QC measurements and processes
• Enhancement of existing measurements and processes

Experience, skills and capability

• Sound knowledge of Asset Finance (preferable experience of 3 - 5 years)
• Sound knowledge of statutory requirements for different legal entity types
• Relevant process, systems and product knowledge is preferable
• 2– 3 years' experience in financial services
• Understanding of quality assurance processes and measurement
• Understanding of legal documents beneficial
• Risk conscience
• Logical reasoning and thinking
• Team player
• Ability to work under pressure
• Assertive
• Well organized
• Self-managed
• Excellent communication skills
• Excellent time management
• Ability to multitask
• Great written communication
• Strong client service ethic
• High attention to detail
• Reporting skills
• Ability to deal with conflict
• Problem solving skills