KEY INDIVIDUAL (CATEGORY II) - JSE CERTIFICATION

CLOSING DATE 28 JANUARY 2025
POSITION TYPE 12 Months Fixed Term Contract

JOB PURPOSE

• Oversees the entirety of the Fund and ensures compliance with regulations, liquidity requirements and the fair treatment of customers.
  QUALIFICATIONS
• Matric and Diploma OR degree (NQF Level 7)
• RE 1 and RE3 Certifications
• Class of Business training - Investments
• Operations ability (loaded as KI on 1 or 2 FSP licences))
  EXPERIENCE
• Minimum 3-years' experience overseeing shares and debentures & securitised debt financial products on a discretionary basis
• JSE Certifications / Experience preferable.
  JOB DUTIES / RESPONSIBILITIES
  The Key Individual will manage and oversee the financial services of the Fund which include:
• The liaising with the investment committee to explore the investment preferences and appetite for risk,
• Review reports from deal makers or Representatives on meetings with candidate investees to discuss business operations/structure, and the rigorous research on the viability of the investment,
• Ensure financial briefings (often written by investment analysts) are conducted,
• Ensuring the fund is up-to-date about the SA economy, current financial news and financial markets,
• Assessing and interpreting complicated financial information and keeping detailed records and reports
• Submitting detailed reports on the Fund to the Regulator (FSCA)
• Overseeing overall compliance of the Fund with the FAIS Act.
  COMPETENCIES
• Meticulous
• Ability to attend to multiple work disciplinaries
• Sound understanding and passion of SMEs

Desired Skills:

• overseeing shares and debentures & securitised debt financial products on a discretionary basis
• JSE Certificate

Desired Work Experience:

• 5 to 10 years

Desired Qualification Level:

• Degree