Approved Jobz

Alexander Forbes: Investment Compliance Internship 2024 – Apply Now

Alexander Forbes

Are you looking for Alexander Forbes Internships? Alexander Forbes has Financial Accounting/ Internal Auditing graduate Opportunity.

Employer: Alexander Forbes

Job Title: Investment Compliance Internship 2024

Job Type: Internships

More Available InternshipsHere.

Location:  Sandton, South Africa

Job Description: 

  • The company is an established financial services company specializing in short-term and long-term insurance, health, retirement and multi-manager investment solutions internationally.
  • Its primary operations are based in South Africa and the United Kingdom, in addition to operations in six Africa markets.

Job Purpose

The successful incumbent will be responsible for Investment Compliance functions and support in the Investment Compliance team.

These functions include, but are not limited to, daily updating of the Investment Compliance system, monitoring of portfolios, reporting of breaches, dealing with ad hoc queries and producing monthly and quarterly Regulatory reports.

Minimum Requirements:

  • Matric
  • Bachelor’s degree – Business / Legal/ Financial Services related.
  • 1 year Compliance / Data management experience 

Duties and Responsibilities

  • Monitor and asses all breaches for reasonability
  • Monitor and investigate breaches older than 1 week
  • Ensure Market Movement breaches are resolved before the 12 month grace period
  • Assess and scrub new data received on a daily basis
  • Create and maintain instrument, issuer and portfolio classifications
  • Maintain accuracy of static data
  • Prepare Compliance reports for Regulators and / or Clients and report within the prescribed timelines
  • Prepare regulatory certificates (e.g. Reg 28, Reg 30 and SARB) and report within the prescribed timelines
  • Prepare ad-hoc reports

Download Cover Letter and CV Template Here.

Alexander Forbes: Investment Compliance Internship 2024

How to Apply:

CLICK HERE TO APPLY ONLINE…

Closing Date: 15 February 2024


All The Best…