Asset Management

  • Retail Investments
  • Institutional Investments
  • Fund Management
  • Investment Marketing
  • Research & Analysis
  • Private Client Portfolio Management
  • Economics

Are you looking for the chance to carve an outstanding career path, and a fresh challenge to utilize your expertise in interest rate and currency analysis?  This position will allow you to transfer your knowledge of treasury economics into a bright new avenue… asset management!  Your 4yrs. + exp. will stand you in good stead in securing this dynamic opportunity. A Honours Economics and Econometrics  degree is a min. requirement. Please forward your CV to... Read More

Your 3 – 5 years of  Ultra-High Wealth Management experience coupled with your relevant qualifications (B Com/CFA/CA(SA)/CFP/Advanced Post Graduate Diploma in Financial Planning) will set you in good stead to succeed in this role. The role will focus on gathering and retaining AUM by providing the best advice and thought leadership to clients within the ultra-high net worth and family office segments. This is to be achieved by taking account of an individuals unique risk and return objectives and providing investment advice anchored on their investment philosophy. The Wealth Manager will display strategic thought leadership, based on analysis of current trends and market environments, contributing both at a regional as well as a national level whilst adhering to risk management processes and policies. Furthermore, they would look to identify new products for development whilst ensuring ongoing collaboration with other business units within the organisation. To apply, please send your CV in strictest confidence to... Read More

A highly successful team of Wealth Specialists within a leader in the Wealth Management space, is looking to add an additional resource due to increased inflows. The nature of the client base is international/offshore investors and can be extremely complex covering a range of skills required, including:  currencies, tax, economic and legal regimes, regulatory environments and complex personal situations. This makes the demands of providing investment and savings advice, usually on a remote basis, with investments within a strongly regulated framework very challenging. In addition the jobholder must be able to put clients at their ease and obtain relevant information regarding their financial affairs, making clients feel that they are receiving a personal service and not being ‘sold to’. The incumbent must identify suitable clients, developing sales opportunities of complex products. This requires a high degree of analysis of the clients situation, and an indepth assessment of their financial attitudes (e.g. to risk) and objectives. The jobholder will provide Investment and Savings recommendations to clients (who include non-resident and/or foreign nationals and/or expatriates) across the company’s ‘in house’ product range to achieve specified sales targets and generate agreed income levels. Promote the wider range of Wealth products, referring clients to other parts of the Group as applicable. Delivers a high and efficient level of service across a broad in house investments and savings product range. To apply, please send your CV in strictest confidence to phryne@capitala.co.za          ... Read More

Wealth Manager


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Wealth Manager Our client is a well renowned private client business that manages assets for affluent private individuals & entities. An opportunity exists for a Wealth Manager to join this highly recognized market player and add value to one of their top performing branches. The ideal candidate will not only have a passion for the markets but be a self starter, have entrepreneurial spirit, have drive and ambition and integrity. Please forward CV to... Read More

An opportunity with one of the region’s top performing investment management groups has become available for a seasoned professional to lead a team of talented compliance specialists and take responsibility for regulatory and mandate compliance. Your LLB/relevant legal degree plus 10+ years in financial services compliance makes you well placed to take on this strategic role in a fast paced, performance driven environment. Use your expertise in FAIS, FICA, CISCA, Reg 28 etc to guide the organisation from a regulatory point of view, mitigate risk, avoid monetary loss and foster sound relationships with all regulators. Please forward CV to... Read More

A leading Asset Management company is seeking a seasoned analyst with strong interpersonal & communication skills, above average academic ability and a confident, driven personality. This multi-faceted and challenging role is definitely the next step in the right direction, whilst working alongside a top investment strategist.... Read More

EB Actuary This employment equity candidate holds a B Sc cum laude (Maths, Actuarial Science), CT, CA 2 and ST3 and has paved a path of career excellence. He has extensive experience within Investment Services and Employee Benefits and is driven by ambition to excel in his field. He is pursuant in strategically aligning himself with an organisation that will afford him a step up in his career. This is truly a candidate that will exceed all expectations. Actuarial Assistant (Life) A diamond in the market! This well spoken and career focused employment equity candidate holds a B Sc (Maths and Stats), 6 CT exams and has gained great experience as a life valuations assistant actuary. She is ready for a new challenge and would like to explore opportunities within a life product development team, to truly become a specialist in the field. Being focused, highly career driven and with a hunger for success, this gem will not disappoint. Please forward your CV to... Read More

A large corporate with wealth arm seeking outstanding financial planners. Experience in mostly investments and HNW clients a plus. Salary is very lucrative, dependent on experience. Financial planner can offer clients any product from any product house. The opportunity is based in Cape Town and Johannesburg. Junior financial planners also welcome, they will be assisted to build a professional wealth practice. Please forward your CV to... Read More

A leading diversified financial services firm requires Business Development Managers to service existing clients and build relationships with new IFA partners, Tied Agencies, Private Bank Wealth Managers and the like across the Cape Town region. A sound knowledge of retail investment products (unit trusts & platforms), ability to develop and implement a marketing plan and an existing IFA network are key requirements. Our client offers a competitive salary with lucrative incentives. Applicants should ideally have a Bachelor’s degree accompanied with 5+ years experience in the SA retail... Read More

Junior Portfolio Manager


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An opportunity exists for a recently qualified CA (SA), studying towards the CFA qualification, and with truly top academic achievements to join our client as a Junior Portfolio Manager. If you have an outspoken passion for the markets, and feel that you’re ready to learn from one the industry’s greatest minds and reap the long-term benefits thereof; then do not hesitate. Please email CV to... Read More

If you are interested in joining a dynamic organisation, where growth potential is unprecedented, then this may be the career opportunity you have been waiting for.  Our client, the Multi-Manager of a listed investment firm is looking for a Manager Research to join their team.  They have an exciting and diverse business offering and this role will be responsible for research that services both internal parties as well as clients, providing them with insights on the asset managers.  If you possess a relevant qualification (B Com, B Bus Sc, etc.) and ideally a postgraduate (CA, CFA, etc.) together with a minimum of 3 years of investment/asset management industry experience, then you qualify to be considered for this opportunity. Please email your CV to... Read More

An exciting role exists for a Junior Equity Analyst in the Asset Management arm of an Investment Company with a solid foundation in the financial industry. A minimum B Com with 1-2 years related equity research experience could afford you a valuable opportunity to join a well-established team in a highly sought after role. Take advantage of this rare opportunity in this volatile market.  If this applies to you, please email your CV to finsearch@capitala.co.za or complete the form... Read More

We have a fantastic career opportunity within a listed Investment Management Company to join their Multi-Manager team. The Multi –Manager has a diverse business offering and the Manager Research Analyst will be responsible for research that services internal parties, as well as clients, to provide insight on asset managers. Qualifications: Degree (B.Sc, B.Com, B.Bus.Sc or similar) Relevant postgraduate qualification would be advantageous (CA, CFA, etc.) Minimum of 3 years total in the investment /asset management industry. Please email your CV to phryne@capitala.co.za or complete the form... Read More

Our client connects multiple investment specialists across a broad range of asset classes to enable them to make better informed decisions for the benefit of all their clients. As one of South Africa and Africa’s largest Wealth and Asset managers, they have a network of investment experts across the continent with on the ground presence in multiple countries. The objective of the position is to contribute meaningfully, as part of the equity investment team, to the delivery of superior medium and long term investment performance, with specific responsibility for “bottom-up” industry, sector and company specific research and analysis. The position mainly relates to the financial sector, but at times a more generalist analysis may be required. Additional responsibilities are to contribute towards thought leadership to the organization and the wider business. Your relevant academic qualification, coupled with a minimum of 2+ years experience and a passion to be the best, will secure! To apply, please send your CV to... Read More

An exciting opportunity exists to work alongside a successful, high performing team. This Investment Management company has a diverse business offering and will give you  exposure to world class Fund Managers and the opportunity to learn from the best!  Your B.Com Hons/CFA/CA or related qualification, plus 1-2 years Financial Markets experience is essential. Please e-mail your CV to Phryne@capitala.co.za or finsearch@capitala.co.za to... Read More

Your Honours in Maths coupled with 3 years experience in investment research and analysis will secure you a position in a fast growing investment business. This is an opportunity for a strong personality with excellent communication skills to make a name for themselves and catapult their career trajectory. To apply, please email your CV to... Read More

Credit Analyst


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A niche, South African asset manager whose track record of success lies in their innovative idea generation and their ability to exploit identified niche markets is currently offering a lucrative opportunity to an experienced credit analyst to join their expanding corporate division. A CA (SA) with 2-3 years experience within an asset management, private equity or corporate finance environment will be of great importance. To apply, please send your CV to... Read More

Our client has retained us to recruit an exceptional investment professional to join their fund management team. A strong intellect is indicated, as well as a commitment to the investment industry. Your passion for the markets is demonstrated by your achievements within an existing investment team, and your drive and determination reflect an individual destined for success. The challenge will include dealing and trading hedge funds, whilst the value added stretch will be in the active generation and research of innovative and cutting edge investment ideas on both the long and short sides of the market. This, plus working in a focused absolute return environment, will ensure a remarkable career option with this top fund manager. To apply, please send your CV to... Read More

Experience the privilege and challenge of being at the forefront of introducing innovative products to the market via broker channels.  Your 3 years plus exposure to the linked product / unit trust industry, together with demonstrable success in a career which demands high energy levels, outstanding interpersonal skills and the discipline to operate independently, will secure an opportunity to explore this never-to-be-repeated chance of a life-time. Please send your CV to research@capitala.co.za in order to... Read More

Equity Analyst


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Your outstanding academics and genuine passion for the markets will hold you in good stead in joining this leading local bank as an Equities Analyst. In this role you will research and analyse companies within various sectors, and have the opportunity to work with some of the top Analysts in the country. You will receive exceptional on the job training to ensure you become a leader in the industry. Candidates considered will have completed articles at a Big 4 audit firm (qualified CA SA) or a graduate rotation program within the investment banking industry. This is the ideal platform to take your career to the next level. If you meet the above criteria please email your CV to... Read More

Our client is looking for someone to join their entrepreneurial and highly experienced team as a Global Emerging Market Equity Analyst. The successful candidate must have relevant offshore experience, be a highly motivated self-starter and driven by results. The position will require local and international travel from time to time. If you are interested in this opportunity, please email your CV to... Read More

A most prestigious investment firm that is making impressive strides in today’s unpredictable investment market, due to expansion is looking for a technically strong Mathematics / stats Masters to complement their existing Quant’s team. This position requires the expertise of a professional who has worked in the financial markets and has exposure to financial instruments. An assertive  individual with a history of performance, which exceeds expectation, will be given a high degree of autonomy in an environment which values and rewards individual success. If this applies to you, please email your CV... Read More

An excellent opportunity exists within a leading investment house for a Fixed Income portfolio manager. The applicant should have 3-5 years experience in managing bond portfolios, be able to price all interest bearing securities (local & offshore), have worked with swaps, options & derivatives. A relevant Quantitative qualification & excellent interpersonal skills, coupled with entrepreneurial energy will stand one in good stead to join this passionate team of investment professionals.   If this applies to you, please email your CV... Read More

Portfolio Manager


Location: | Requirements:

This opportunity will make a quantifiable difference to your career. It represents a chance for an innovative and experienced fund manager to become a pivotal player in a growing, dynamic organization – the leaders in their specialized form of fund management.  Your scientific approach to investments has ensured a solid track record, you have above average oral and written communication skills, and your understanding of what it takes to be a success in this game is impressive. Please send your updated CV... Read More

Junior Equity Analyst


Location: | Requirements:

Are you a newly qualified CA (SA) interested in going into the world of investments or studying towards your CFA and wanting to become an analyst? Do you have a sense of urgency and are you a self-starter? I have a very well-known client in the industry that is looking for someone with a passion for analysis. You will be trained and mentored directly by the CIO of the company. Honesty and Integrity is also highly valued within the company If the above applies to you, please send an updated copy of your CV and all academic transcripts to finsearch@capitala.co.za Suitable candidate must live in Cape... Read More

A leading diversified financial services firm requires Business Development Managers to service existing clients and build relationships with new IFA partners, Tied Agencies, Private Bank Wealth Managers and the like across the country. A sound knowledge of retail investment products (unit trusts & platforms), ability to develop and implement a marketing plan and an existing IFA network are key requirements.  Our client offers a competitive salary with lucrative incentives.  Applicants should ideally have a post graduate diploma and 5+ years experience in the SA retail market. Please send your updated CV to research@capitala.co.za... Read More

The investment arm of one of South Africa’s most innovative financial services groups is offering a well connected, confident achiever the opportunity to join their team of first class professionals. Use your track record of developing and maintaining successful IFA relationships as a stepping stone into this lucrative position. A performance driven attitude, strong interpersonal skills coupled with your tertiary qualification and your 5+ years experience in retail investments will secure you a position with an organisation that is geared to make waves in the market. Please send your updated CV in confidence to... Read More

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