Aquarius Recruitment Specialists

9 job(s) at Aquarius Recruitment Specialists

Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Apr 25, 2017
Permanent
•    The Client Reporting team are responsible for providing bespoke client and performance reporting to asset managers within the UKMEA regionOfficers are responsible for:•    Ensuring accurate and timely delivery of all team deliverables•    Reviewing monthly and quarterly client reporting as well as monthly performance reporting•    Management of staff within team Key Duties & ResponsibilitiesService Delivery•    Monitor and evaluate the continuing effectiveness of all procedures, controls and systems. Improve and leverage best practice where appropriate•    Participate in the resolution and escalation of queries and issues as required, liaising with the relevant internal teams and departments•    Participate in business unit projects and working groups as well as relevant global and regional initiativesCommunication•    Communicate effectively and build constructive relationships within the team, with the various SA and UK Client Service teams as well as all relevant internal teams and departments •    Act as an escalation point for UK Client Service teams and lead Service Review Meetings•    Ensure your manager as well as other appropriate persons are kept aware of all issues that may impact upon the quality of service being deliveredPersonal Development•    Take a pro-active interest in own training and development, including the progression of your managerial skills•    Actively participate in appraisal process by completing a self-evaluation and identifying areas for developmentStaff Management•    Perform appraisal process for direct reports. Monitor and appraise the performance of direct reports - providing regular formal and informal feedback•    Lead, coach and motivate staff and provide leadership on business and technical issues•    Participate in the recruitment process•    Monitor staff absenteeism and overtime ensuring appropriate mechanisms are in place•    Promote and review training and development strategy for individuals, taking specific responsibility for the development and coaching of direct reports•    Set and maintain standards of personal and professional performance/behaviour, ensuring adherence to company policies and proceduresRisk and Compliance•    Demonstrate and maintain a clear understanding of the underlying risks inherent in the processes that this role is responsible for•    Engage with your team and Business Risk to reduce operational risk and improve controls•    Ensure your immediate manager as well as other appropriate persons are kept aware of all issues or queries that may impact upon service delivery and that any risk incidents are reported and escalated in a timely manner•    Participate in appropriate Corporate Governance forums •    Ensure full compliance with all corporate policies and Standard Operating Procedures•    Monitor all internal KRIs taking action, where necessary, to resolve outstanding items and provide regular updates to department head and senior management, as appropriateWork Parameters or Boundaries :•    Working hours of 8:30am to 5:00pm. Periodic overtime will be required in line with business needs•    Individual may be required to work South African public holidays in order to meet UK client deliverablesKey Skills•    Strong understanding of accounting principles, financial instruments and global custody•    Strong numerical ability and attention to detail•    Excellent interpersonal and communication skills•    Demonstrable leadership skills•    Capable of resolving problems effectively and independently•    Strong networking abilities and organisational skills•    Experience of working in a deadline-driven fund accounting or similar environment is essentialQualifications•    CA (SA) /B. Com. (Honours) / B. Bus. SciWork Experience•    6+ years working experience in a fund accounting or similar environment •    3+ years of people management experience
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Apr 18, 2017
Permanent
Key Responsibilities•    Assist the rest of the Independent Valuation team as necessary•    Liaise with clients as necessary to ensure the completion of timely and high quality deliverables•    Conduct research into market and industry conditions in which an entity operates•    Analyse both entity and market information to identify major valuation drivers and risks•    Assist and train staff members on the job to develop their analytical skills•    Calculate the value of an entity using recognised valuation methods•    Review valuation models prepared by other team members•    Prepare  and review high quality, insightful valuation reports•    Present results of work internally/externally•    Discuss draft reports with clients and resolve any queries efficiently•    Guide staff in the resolution of queries in such manner that it improves their understanding of the subject matter•    Compile or review  information required for quarterly reporting if required•    Form part of due diligence team  as necessary•    Improve client reporting•    Be involved in producing cutting edge and independent research•    Prepare and present training as required•    Research and write, high quality articles for publication in marketing materialPurpose of job•    Analyse and value unlisted companies typically owned by private equity funds as well as supervise staff performing such valuations Qualifications and Experience•    Relevant degree in business/finance and 7 – 10 years in relevant roleKey Competencies•    Interest in and reasonable knowledge of  Investment Management/Private equity/company valuation•    Working knowledge of credit pricing and credit risk evaluation will be advantageous, but not essential•    Strong accounting knowledge and practical ability•    Strong, proven analytical skills•    Passion for business and acquiring new knowledge•    Can Interpret and analyse large quantities of portfolio and market data•    Able to work independently but also supervise other team members•    Use initiative, be pro-active and have problem solving ability•    Able to review the work of other team members in a detailed manner•    Understands industry trends•    Communicates clearly and politely, both verbally and in writing, to obtain information•    Quick learner•    Working knowledge of financial instruments•    In depth knowledge of the valuation of all financial instruments•    Good working knowledge of concepts relating to risk and return•    Willing to put in long hours when needed•    Commitment to producing high quality reports and analysis•    Safeguarding integrity of sensitive client data•    Ability to lead by example
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Apr 18, 2017
Permanent
•    Monitor legislative and regulatory compliance of the Manco, specifically with CISCA•    Monitor and assist the company with compliance with ASISA Codes, standards and guidelines •    Contribute to proactive and reactive management of regulatory risk•    Continuously strive to enhance and improve the regulatory compliance processes and systems •    Establish monitoring plans and monitoring the Company’s Manco’s compliance with regulatory requirements on an ongoing basis•    Ongoing monitoring of investment managers to detect non-compliant conduct by financial services providers•    Review of all marketing material compiled by investment managers hosted on the Company’s Manco platform •    Monitor industry developments, interpretation of relevant laws and regulations and communicating this to management•    Reporting to the Board, senior management and regulators•    Maintain strong relationships with regulators •    Train and assist employees to improve their regulatory knowledge•    Prepare regular status report for the Legal and Compliance Director •    Carry out any other tasks assigned by the Legal and Compliance DirectorQualifications and Experience•    A tertiary legal qualification •     Additional qualifications such as a Certificate in Compliance Management will be advantageous •    Other relevant compliance or financial services industry training or qualifications •    3 - 5 years’ experience in a Compliance role within the financial services industry, specifically with exposure to CISCA, with supervisor or management responsibilities•    Strong knowledge and experience in CISCA, FICA, FAIS •    Experience in hedge fund CIS will be advantageous •    High level of computer literacy and working knowledge of Microsoft Office applicationsKey Skills•    Good communication skills (verbal and written)•    Self-discipline•    Reliable•    Adaptable•    Attention to detail•    Analysis and problem solving•    Deadline driven•    Ability to manage a team•    Organised •    The ability to work under pressure
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Apr 18, 2017
Permanent
Job Overview•    The key focus will be on the administration of asset take-ons, disinvestments and transfers for new and existing clients. The role will be responsible for a range of functions including initiating and managing relationships and communication internally and externally, asset and portfolio valuations, instructing Custodians and timeous and accurate updates of investment transactionsKey Responsibilities•    End-to-End activities and query resolution relating to Take-on, Disinvestments and Transfers of client assets•    Processes include new client take-on, in specie transfers, carve outs and terminations•    Accurate and timeous update of the Investment Administration system with transactions linked to a Transition•    Initiate and manage internal meetings relating to a Transition•    Manage relationships both internally (e.g. Client Services, Investment Team) and externally (e.g. Client,•    Client Consultant, Transition Manager, Custodians)•    Opening of bank, custody and market accounts where required•    Adherence to internal policies and procedures•    Timeous communication and escalation to all relevant parties•    Identification of process gaps and implementation of more efficient processes•    Ownership of the control certification process and ongoing review for improvement•    Responsible for other functions within the team (e.g. New Account Opening, Maintenance of Benchmark Portfolios)Required Skills•    Minimum of 5 years working experience in an investment environment (previous experience in a transitions management role advantageous)•    Strong interpersonal skills (including excellent verbal and written communication)•    Good understanding of financial markets, financial instruments and client types•    In-depth understanding of investment transactions and the accounting impacts•    High level of computer literacy, with advanced excel skills (Invest One experience advantageous)Qualifications•    An appropriate tertiary qualification, preferably a commerce degreeKey Competencies•    Strong interpersonal skills•    High level of accuracy•    Analytical Skills•    Ownership and accountability•    Thinking on your feet•    Self-motivated with high levels of initiative•    Team Player•    High level of stress tolerance•    Problem solving ability
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Apr 05, 2017
Permanent
Responsibility for the development of the private equity fund team in Cape Town and for the day-to-day financial reporting and management of a portfolio of clients Incorporating and managing a specialised services team on all aspects of private equity fund administration, accounting and reporting, including working directly with The Company’s customers to ensure their private equity funds and underlying SPVs are run efficiently in compliance with the relevant laws and contractual obligations, and being involved with the management team to strategically build the private equity business Manage and supervise a number of administrators who may typically be studying towards professional qualifications. Supervise the administrators within the team, including mentoring, training and development Ensuring the planning, coordination and completion of NAVs, Management Reporting and Statutory Reporting of the funds and underlying SPVs to ensure the team complies with all of its accounting and regulatory obligations Ensuring quality control prior to the further review and approval of the Company’s authorised persons including payments, calculations and transactions Ensuring reporting complies with entity and statutory requirements including local law, relevant GAAP, including IFRS and other reporting principals Development and maintenance of divisional and departmental policies and procedures Ensuring that all day to day matters required to be completed are performed in a timely and satisfactory manner including monitoring tasks and delegating these across the relevant manager’s team Ensure the implementation of new structures Act as primary point of contact with auditors in respect of the planning and coordination of the audits Be able to provide sound, quality and technical guidance to clients Perform other duties as necessary to support the strategic development of the client team including client meetings, new business pitches and new business proposals   Qualifications and Experience Professional qualification - CA (SA), ACCA or equivalent A minimum of four - five years’ post qualification experience in a similar relevant capability in the finance industry Ability to motivate and influence a team
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Apr 03, 2017
Permanent
This position will report to the Head: Compliance AdministrationResponsible for collection and organisation of date from external investment managersLiaising with the compliance team to ensure all client data is up to dateAssist the Head: Compliance Administration in data and system developmentsMaintenance of external client data, client details, codes etc. Loading of manager holdings onto the Compliance SystemPerforming Solvency and Assessment Management (SAM) monitoring and reportingAssisting with the monitoring of and responding to client correspondence received in the compliance email boxResponsible for the classification and categorization of uncategorised instruments and to notify the team accordingly when completeCarry out any other tasks assigned by the Head: Compliance Administration  QualificationsB.Com/ law degree will be an advantageExperienceWorking knowledge of CISCA and its regulations will be an advantageWorking knowledge of Pension Funds Act and Solvency Assessments Management will be an advantageKey CompetenciesEstablish and maintain channels of communication with internal and external business partnersLogical/practical/time conscious - able to plan effectively and work to deadlinesStrong analytical abilities - able to understand financial informationStrong client focusAbility to lead and manage peopleExceptional attention to detailExcellent communication skillsMust be deadline driven
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Mar 29, 2017
Permanent
Communication•    Drive communications strategy to ensure successful brand and product positioning•    Write and edit Company’s Investments collateral, articles, correspondence and invitations, among others•    Ensure all material, including the Company’s Investments website, remains relevant and updated•    Drive the alignment of messaging across the business, as well as alignment to the Company’s Investments’ communication style•    Overall management, development and growth of the Company’s Investments newsletters and other regular communication•    Co-ordinate timeous delivery of articles from spokespeople and other contributors for all communications•    Keep abreast of competitors’ communication activities and identify key learning for the Company’s Investments•    Liaise with the Company’s Group Marketing to ensure that the Company’s Investments has a share of voice with its target markets across all communication channels•    Ensure the Company’s Investments communications calendar is always updated•    Ensure sign off of materials by key stakeholders within the business•    Report back on Communication and PR deliverables on a monthly basisPublic relations•    Create and drive the PR strategy to ensure that the Company’s Investments is highly present in the correct media platforms and positioned as thought leaders•    Ensure the company’s Investments meets its PRAVE targets and that the relevant people are profiled•    Manage the relationship with the PR agency•    Identify newsworthy and relevant topic ideas and liaise with potential Contributors•    Write and edit articles for media•    Ensure the Company’s Investments is adequately represented in the Company’s Group Professional•    Confidence Index media releasesSocial media (SoMe)•    Develop and drive implementation of SoMe strategies for the Company’s Investments across all platforms•    Grow followers and engagements for the Company’s Investments SoMe initiatives•    Manage the relationship with the within the Company’s Group SoMe team, attending monthly SoMe forum meetingsExperience•    At least 3 to 5 years proven experience as a communication specialist with ideally in a financial services company•    At least 3 years’ experience as a communications manager•    Product knowledge is not fundamental but an understanding of the financial services industry as a whole is crucial•    Experience within a multi-manager will be advantageousQualifications•    Relevant bachelor’s degree•    Alternatively, a tertiary qualification in journalism or public relations will be an advantageKey Competencies•    Strong writing skills•    Attention to detail is critical•    Excellent communication and presentation skills (written and verbal)•    Strong interpersonal skills with ability to interact at all levels•    Effective networking skills and the ability to build professional relationships with a wide range of external and internal stakeholders•    Very presentable•    Business acumen•    Self-starter and energetic•    Proactive and innovative•    Influence and persuasive skills•    Decision-making ability•    Results focused•    Flexible and willing to adapt•    Project management skillsKey Skills•    Ability to write and edit economic and investment-related topics in a client friendly way•    Proven track record of writing skills with a passion for writing and creativity•    Ability to grasp concepts and when required generate them quickly•    Team player able to participate and contribute in activities beyond primary role•    Confident enough to liaise with senior managers about their media interactions
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Mar 28, 2017
Permanent
We are looking for a dynamic, energetic and ambitious individual to take responsibility of the Accounting function of 3 design driven and successful companies and to provide a solid base of knowledge and guidance to the Finance teamJob Specification•    Supervise and manage the company's bookkeeping functions, financial accounting, monitoring and reporting systems•    Collaborates with the FD to support overall department goals and objectives and direct, control & mentor the finance staff•    Collaborates with the FD to Manage and oversee the daily operations of the department•    Process month end and end year process, accounts payable/receivable, cash receipts, general ledger, payroll and utilities•    Ensure accurate and timely month end reporting•    Develop and implement an internal audit program to ensure that the company complies with financial procedures and regulations•    Carry out all necessary actions to ensure that the company meets its financial and legal obligations•    Complete and Submit Statutory Returns and Payments•    Administer the Monthly Payroll•    Support the FD with special projects and staff training as well as general daily operational requirements, like Insurances renewals, budgets etc.•    Developing external relationships with appropriate contacts, e.g. auditors, bankers and other statutory organizations•    Producing accurate financial reports to specific deadlines•    Keeping abreast of changes in financial regulations and legislationQualifications •    B.Com Degree in Accounting/ Finance with minimum 8 years’ experienceKey Competencies•    Experience in dealing with Multi-Companies and Multi-Currencies•    Excellent communication and presentation skills•    An analytical approach to work with sound problem solving skills•    High numeracy and sound technical skills•    Good time management skills and the ability to prioritise•    The ability to work as part of a team and to build strong working relationships with colleagues, juniors and seniors•    Strong Computer Skills with exceptional knowledge of Pastel and VIP Premier PayrollKey Skills•    Senior level accountancy experience•    Strategic thinking skills•    Excellent interpersonal skills•    Integrity Honesty And Ethics •    Ability to work under pressure and attention to detail•    Positive and Flexible attitude
Aquarius Recruitment Specialists Cape Town, Western Cape, South Africa
Mar 27, 2017
Permanent
To ensure that the Company’s Investments product range is appropriately structured relevant to client needs and that it is appropriately positioned and priced compared to the industry. The successful candidate will provide a specialist internal knowledge base of product design, legislation and taxation to inform the decision-making forumsJob SpecificationHigh level responsibilities•    Work closely with the Executive: Product Development to identify opportunities and implement new products as well as introduce new product features for existing product suite•    Document research and analysis of new product opportunities for use in decision making within various business forums•    Assist with managing the product development cycle and when required run and drive certain aspects of the cycle•    Engage and support internal departments when process changes affect existing and new product strategiesMain duties and responsibilities•    Assist the Executive: Product Development with all product related matters and analysis•    Implement and maintain a structured process to review competitor products. Draft product proposal and product specification documents for presentation to Product Forum and Executive team•    Formulate product specification documents for all existing and proposed products•    Provide expert advice to business on queries relating to the Company’s Investments product suite (including all related acts and publications as well as discussion papers) and industry codes•    Participate in formative discussions with internal business departments and other external service providers on product matters•    Provide written collateral for inclusion in client, intermediary and staff publications•    Present new product features during intermediary workshops / meetings•    Investigate the internal and external product development landscape and prepare findings for key business stakeholders•    Document and deliver report on the Company’s Investments and competitor offerings for use in product related decision making forums and development of distribution team knowledge base•    Conduct approved research on additional types of products or product features that the Company’s Investments could consider in addition to the current product range•    Project managing the implementation of new products from a Product Development perspective•    Regular engagement with members of Executive Team Members, regarding project collaboration and assistance with technical product related mattersExperience•    A minimum of three years’ experience in product development within a LISP, and/or an asset manager. Life insurance company experience will be advantageous•    Project management experience within financial services industryQualifications •    An actuarial science, statistics and/or mathematics focused degree. Strong analytical qualification will also be consideredKey Competencies•    Strong attention to detail•    Investigative nature to unpack complicated products•    Proactive and able to use initiative•    Clear thinker•    Self-starter•    Ability to multi-task•    Highly organised and efficient•    Ability to communicate complicated issues clearly verbally and in writing•    Evidence of being able to work collaboratively•    Good communication and interpersonal skills•    LISP industry knowledgeSystems knowledge•    MS Office Suite•    Applicable LISP administration systems