Technical Investment Administrator

  • Full time
  • Johannesburg
  • @Bridgena Barnard Personnel group posted 3 months ago
  • Posted : 8 December 2023 -Accepting applications
  • Salary: R55,000.00 - R85,000.00 / Month

Vacancy Details

  • Career Level Qualified / Experienced
  • Experience 7 Years
  • What we do Accounting / Banking & Finance
  • Qualifications Grade 12 / MatricPractical experience only

Job Description

Our client is a reputable financial services company operating in the Gauteng region. With a focus on investment administration, they provide exceptional financial solutions to their clients.

Their commitment to delivering high-quality services and their strong performance in the investment sector make them a sought-after employer.

A dynamic and experienced Technical Investment Administrator is sought to join our client’s team. As a Technical Investment Administrator, you will play a crucial role in the investment reporting environment, ensuring accurate and efficient administration of investment portfolios.

This position offers an exciting opportunity to contribute to the success of a performing investment business.

Duties and Responsibilities:

  • Manage and administer investment portfolios, ensuring accurate and timely reporting.
  • Utilize investment administration systems such as AIMS, SMAC, InvestOne, HiPort, EagleOne, etc.
  • Monitor asset-based taxes, including Capital Gains Tax and Dividend Withholding Tax.
  • Collaborate with internal teams to ensure seamless execution of investment transactions.
  • Perform regular reconciliations and resolve any discrepancies or issues.
  • Generate investment reports and statements for clients and stakeholders.
  • Stay updated with industry regulations and compliance requirements.
  • Provide support to clients and address any inquiries related to investment administration.
  • Conduct quality checks to ensure data accuracy and integrity.
  • Stay informed about market trends and investment products to provide informed advice.

Qualifications and Experience:

  • Matric qualification is essential.
  • Commerce degree or relevant qualification.
  • 7-10 years of experience in the investment administration reporting environment.
  • Experience with interlink or any pooled fund administration will be advantageous.
  • Strong knowledge of investment administration systems.
  • Familiarity with asset-based taxes, such as Capital Gains Tax and Dividend Withholding Tax.
  • Attention to detail and strong analytical skills.
  • Excellent communication and interpersonal skills.


The successful candidate will receive a competitive monthly basic salary ranging from R55,000 to R85,000, negotiable based on experience and qualifications.

Bridgena Barnard Personnel group

Required skills

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