Financial Manager: Investments

Financial Manager: Investments Job Description Template

Our company is looking for a Financial Manager: Investments to join our team.


  • Preparation of monthly forecasts, quarterly annual reviews and annual budgets;
  • Day to day oversight of management company finances and cash management;
  • Analysis of fund data and compiling value-added reports;
  • Understanding and evaluating income and costs of business clusters and products;
  • Oversight of the all fund financials;
  • Cost management and reporting;
  • Assisting and liaising with external and internal auditors;
  • Management reporting which includes reporting to Exco, board and Group;
  • Regulatory reporting, which includes SARB, FSB, JSE and SARS;
  • Oversee the finance function of the entire management company;
  • Building of financial models;
  • Running with financial year-end and preparation of IFRS financial statements.


  • Financial Management and Control;
  • Acute knowledge of Tax legislation;
  • Financial analysis and planning;
  • Financial Risk Management;
  • Financial Reporting;
  • Management of employees.