Asset Management Candidates

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

Junior Equity Analyst


Location: | Requirements:

A highly impressive black female who gained numerous awards and achievements whilst at school and university. She was a top 10 academic achiever for three years running, as well as a public speaking champion. She obtained 5 distinctions in matric and was the captain of the chess team. During her tertiary education, she continued to excel academically, achieving several distinctions during her undergrad, B Com Investment Management & Honours in Financial Management. Furthermore, she recently completed her CFA Level 1. She started her career in 2015 and is currently employed as a Junior Equity Analyst, where she built coverage of 7 companies during her trainee period. Sadly, due to corporate activity, her current role is at risk. She would like to remain within the asset management industry as an Investment Analyst and join a well-established team of analysts where she can establish her career. Please email phryne@capitala.co.za should you wish to meet her on an exploratory... Read more

An experienced candidate who holds a CFP, recently completed his MBA and is a registered securities trader on the JSE. He has extensive experience in the financial services industry, ranging from banking, asset management, life insurance, retirement, employee benefits, trading and investments. With his background in retail sales and servicing, along with his academic qualifications, he could potentially be a great asset to any company. He is goal driven, energetic and self-motivated. Furthermore, he has developed strong leadership skills and is able to set strategic direction in line with a company’s overall objectives. He is passionate about technology and its overall impact on the business and in fact wrote his MBA dissertation on technology and employee performance. He would therefore like to join an organisation that embraces technology and sees it as a platform for future business growth. Within his current role, he has formulated various strategies that include organisational sales behavior and client growth plans. He regularly develops operational business documents such as client value propositions, process flows and efficiency mapping. He has also developed documents such as retirement trustee reports and provided feedback on such reports to trustees, as well as Exco members. He has strong leadership attributes and can effectively manage employees to reach key company objectives. Please email  search@capitala.co.za should you wish to meet him on an exploratory basis or call us at 021 419... Read more

An outstanding Employment Equity candidate who holds a B. Com (Finance) and completed his Honours in Investment Management. He is currently a Senior Institutional Business Development Manager with one of the leading Investment Management firms in South Africa and is seeking opportunities within Institutional Asset Management where he can develop and grow whilst adding value to the business. His career of 8 years has seen him develop skills across the board and included private client stock broking in the early part of his career where he was exposed to long only equity, as well as fixed income, equity, balanced and absolute return funds as a fund specialist in the latter part of his career. In his most recent position he has been exposed to, amongst others: umbrella funds, multi-manager fund of funds, multi-manager funds of hedge funds, domestic as well as offshore funds. Please email finsearch@capitala.co.za should you wish to meet him on an exploratory basis or call us at 021 419... Read more

A CFA Charter Holder who also holds a B Com Hons in Financial Economics, Hons in Financial Analysis with 5 years’ experience within the financial services industry. He started out as an analyst then worked his way up to a Junior Portfolio Manager within the private client space. Due to the lack of growth at his current company he is looking for a role as a Portfolio Manager in the private equity space. Please email search@capitala.co.za should you wish to meet him on an exploratory basis or call us at 021 419 4800.... Read more

An outstanding employment equity candidate who holds a Bachelor of Business Science and post graduate Diploma in Management. She is a CFA level 2 candidate and has just returned from completing her Masters in Finance at the London Business School. She started her career within the Financial Services industry in 2008 as a Portfolio Administrator.  After 2 years she was promoted into an analyst role and soon realised that she was more interested in analytics, performance and risk.  She has a passion for numbers and actually restructured pricing methodologies minimizing the risk exposure that had resulted in previous losses. Please email search@capitala.co.za should you wish to meet her on an exploratory basis or call us at 021 419... Read more

An experienced EE candidate who holds a Bachelor of Economics and a Post Graduate Diploma in Financial Planning. She started her career within Financial Services in 2009 holding various roles until she started her current role in 2015 as an Investment Consultant. Her current duties include building and maintaining relationships with IFA’s, updating and giving them insight into Fund Performances, identifying trends within the industry and gathering competitor intelligence to enable them to remain competitive.  She has had exposure to Asset Allocation Funds, Multi-Manager Fund of Funds  (both active and passive), Cash and Income Funds, Global Funds, Global Feeder Funds and Specialist Mandate Funds. She is currently in the Retail space and has expressed interested in moving into Institutional. Please email finsearch@capitala.co.za should you wish to meet her on an exploratory basis or call us at 021 419... Read more

Portfolio Manager


Location: | Requirements:

An exceptional employment equity candidate who has many years of investment experience under his belt. He holds a B Com Hons (Accounting & Stats) with distinction in Financial Management and a CFA Level II. He started his career with one of the top performing investment management companies and then moved on to two other companies before he joined a team in 2015 where he worked his way from a Research Analyst to perform a dual functioned role of Portfolio Management/Head of Research. He is at the point of his career where he would really like the opportunity to join an organisation where he could focus on managing money only. Please email search@capitala.co.za should you wish to meet him on an exploratory basis or call us at 021 419... Read more

An outstanding employment equity candidate who holds an LLB and is an admitted attorney with 11 years of experience in the legal and compliance space.  She has experience across the board, from managing teams to drafting contracts. Her financial services industry areas of expertise are, amongst others, Linked Investment Platforms, Asset Management, Multi-Management and Wealth & Investments.  She is seeking an opportunity where she can utilise the wealth of industry experience she has in order to make a difference in a dynamic organisation. Please email search@capitala.co.za should you wish to meet her on an exploratory basis or call us at 021 419... Read more

He is currently a Business Development Executive in the Institutional space of one of the largest Financial Services organisations in South Africa, where he is based in their Corporate division.  Having been in his current role for 6 years, he is looking for a career opportunity where he could utilize his 20 years of financial services experience and be involved in formulating and executing strategy within an organisation.  He enjoys the Institutional space and dealing with clients is his passion.  As such he sees his next role as being one where he is able to continue in a client facing role but at a more strategic level.  This could involve, amongst others, as managing people as he sees this as one of his key strengths.  This candidate would be an asset to any organisation. Please email search@capitala.co.za should you wish to meet him on an exploratory basis or call us at 021 419 4800.... Read more

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