Vacancy | Financial Manager CIS Fund | Constantia, Cape Town PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply. Responsibilities: • Responsible for the full financial function of CIS funds • Monthly review of financial reports and key controls within the CIS control environment • Preparation of CIS tax returns and responsible for ongoing CIS-related tax matters • Preparation of all funds for audit within the required deadlines • Liaising and working closely with external auditors to ensure that all reporting deadlines are met • Preparation of annual financial statements for CIS funds and companies within required timeframe to meet regulatory submission deadlines • Completion and submission of any other relevant regulatory reporting • Assist with audit pack completion • Assess and enhance all related internal controls within the control environment • Finding ways to improve efficiency of the reporting function • Identify unusual trends or anomalies that require further analysis and explanation • Critically examining financial information for accuracy • Managing financial and business risk • Fulfilling other ad hoc financial-related responsibilities within the finance team environment Minimum requirements: • CA(SA) • 3-5 years’ relevant, related work experience within the CIS environment in the financial services industry • Proficient in both spoken and written English and at least one other of the official South African languages • Computer literacy (Intermediate MS Excel, Caseware (preferable)) Competencies required: • Communication Skills • Planning and organising • Leadership skills • Good decision making skills • Financial policy and systems knowledge • Quality and detail orientated • Results driven How to apply Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://lnkd.in/dTyZT8sv by no later than 30 September 2024. If you are not contacted within 4 weeks of your application, please accept that your application was unsuccessful.
PSG Financial Services
Financial Services
Bellville, Western Cape 32,863 followers
PSG is a leading and professional financial services group, with an extensive national footprint and a Namibian presence
About us
PSG is a leading and professional financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance. View our group privacy policy here https://download.psg.co.za/files/wealth/forms/Legal/Group-privacy-policy_PSG.pdf PSG has more than 250 offices throughout South Africa, and two offices in Windhoek. Our business consists of three operating divisions: PSG Wealth, PSG Asset Management and PSG Insure. Each applies its own dedicated focus to our clients' financial wellbeing.
- Website
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https://www.psg.co.za/news-and-publications/events-and-webinars
External link for PSG Financial Services
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Bellville, Western Cape
- Type
- Public Company
- Founded
- 1998
- Specialties
- Wealth Management, Asset Management, and Insurance
Locations
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Primary
The Edge, 4th Floor
3 Howick Close, Tyger Waterfront
Bellville, Western Cape 7530, ZA
Employees at PSG Financial Services
Updates
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Vacancy | Quantitative Analyst | Constantia, Cape Town PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply. Responsibilities: Data Management: Review and document all data collection, storage and usage of data within the investment team. Take ownership of and mManage data within the investment team, improving collection, storage and retrieval. Look for opportunities to upgrade and streamline existing processes or create new enhanced processes. • Systems & Analytics: Liaise with the Business Analyst team on new system implementations, including possible Data Centralisation, Research, Portfolio Construction and Risk Management systems. Take ownership of existing portfolio analysis tools (including iMaps, Bloomberg, Thinkfolio), constantly looking to provide incrementally better portfolio and risk analytics to the fund managers. • Data Analysis: Look for opportunities to leverage off the investment team’s data to help improve the Investment processes, behavioural decision-making, identify new investment ideas, and to improve portfolio construction and risk management. • Visualisation & Reporting: Take ownership of the derivative analysis and reporting processes, and leverage off data to improve the trading process. Look for opportunities to improve visualisation of data and reporting, both for internal and external use. • Interaction with other divisions: Liaise with the Business Analyst team and Sales / Marketing to understand investment team relevant data collected and maintained outside the investment team (analysis of portfolio trades, Statpro reports of attribution / contribution etc) and ensure this data is available in the appropriate format as and when required. Minimum requirements: • Relevant degree like Statistics, Mathematics, Engineering, Information Systems • Interest in leveraging off systems, data and quantitative skills to add value to asset management clients through improved risk-adjusted returns. • Experience within asset management industry (could be in investment team or in IT / business development). Competencies required: • Problem solving skills • Dealing with complexity • Planning / organising and coordinating skills • Interpersonal skills. • Communication skills (verbal and written) • Influencing others • Critical Thinking • Business acumen • Collaboration • Initiating Action / self-starter • Solutions driven • Strong analytical skills • Strong numeracy skills How to apply Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies http://bit.ly/3bD2iAk by no later than 30 September 2024. If you are not contacted within 4 weeks of your application, please accept that your application was not successful.
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We’re hiring for our new team in Mauritius. Click https://bit.ly/3L6wLZn for more information and to apply. South African applicants welcome.
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Vacancy | Reconciliation Specialist | Constantia, Western Cape PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply. Responsibilities: • Responsible for the full financial function of client administration for the local and offshore client administration team • Daily preparation/review of bank reconciliations • Daily review of FNZ bank reconciliations • Daily preparation of EMX reconciliations • Instruct reversal of unpaid transactions and ensure corrective action is taken • Preparation of Creations reconciliations • Preparation of Finswitch reconciliations • Review of key controls within the client administration control environment • Monthly preparation of commission and rebate reconciliations • Liaising and working closely with operations to ensure that all reporting requirements are met Minimum requirements: • University degree • 3 years’ relevant, related work experience within the CIS environment in the financial services industry • Proficient in both spoken and written English and at least one other of the official South African languages • Computer literacy (Intermediate MS Excel) Competencies required: • Communication Skills • Ability to recognise, communicate and assist in solving problems • Leadership skills • Good decision-making skills • Financial policy and systems knowledge • Quality and detail orientated How to apply Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies http://bit.ly/3bD2iAk by no later than 31 August 2024. If you are not contacted within 4 weeks of your application, please accept that your application was not successful.
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Vacancy | Project Engineer: HR | Cape Town, Tyger Valley PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply. Responsibilities: • Adherence to standard engineering principles and governance as per the EO structure • Facilitating HR TOM • Driving standardization, governance, and efficiencies • Managing change derived from HR TOM • Managing and driving ad hoc projects • Coordinating with Business Units on HR process changes and improvements Minimum requirements: • Engineering Degree Experience • At least 1 year of experience • Exposure to HR processes would be advantageous Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies http://bit.ly/3bD2iAk by no later than 20 August 2024. If you are not contacted within 4 weeks of your application, please accept that your application was not successful.
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We are live! Join Adv. Michelle Phillips, Transnet's Group CEO and Alishia Seckam as they delve into the recovery plan for Transnet’s operational and financial success. Click here to join the conversation: https://lnkd.in/dQKJ-kXg #ThinkBigPSG
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Don’t miss tomorrow’s #ThinkBigPSG webinar where Transnet SOC Ltd’s Group CE Adv. Michelle Phillips delves into the SOE’s recovery plan and much more. Register on the link below. https://lnkd.in/dFKVRJgw Alishia Seckam
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Women’s Day is a day of remembrance of the women who have fought for equality, justice and empowerment in our country. At PSG, empowering women is not just a priority, it's an integral part of who we are. This is reflected in the fact that 65% of our workforce are women and, since inception, 51% of our graduate program participants have been women. We believe in you and thank you. Happy Women’s Day. #happywomensday #womensday
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Vacancy | Administrative Assistant | Bethlehem, Free State PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply. Responsibilities: • Handling administration related to risk portfolios • Handling administration related to medical aid and life insurance • Handling switches • Compliance management • Monthly review schedules • Life companies to facilitate quotes • Interact, manage and provide effective client service • Implement new business • Prepare client files • Process client queries and instructions • Maintain the CRM system Minimum requirements: • Matric Certificate • RE 5 (Advantageous) • NQF 5 Certificate in Wealth Management (Advantageous) Experience • 2 - 3 years experience with risk and medical aid services • Computer literate (MS Outlook, Excel, Word, CRMs) Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://lnkd.in/dg4JJTc9 by no later than 16 August 2024.
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Don’t miss our next #ThinkBigPSG discussion featuring Transnet’s Group CEO, Adv. Michelle Phillips on 13 August where she will delve into her recovery plan for Transnet’s operational and financial success. Book your virtual seat here: https://bit.ly/4fmHvRj
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