💼 Full-Time Position

Senior Investment Monitoring Officer

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Helderberg Personnel
📍 somerset west, western cape, South-Africa
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Location
somerset west, South-Africa
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Posted
June 19, 2026
Type
Full-Time
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Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

Key Duties and Responsibilities

  • Conduct periodic and ad-hoc investment monitoring reviews across discretionary, licensee-directed and member-directed portfolios
  • Identifying performance, risk, governance or structural issues and manage follow‑up actions, including escalations where required
  • Monitor portfolios asset allocation and suitability, including cash levels and risk alignment
  • Review non-standard and complex investments for permissibility and suitability
  • Support investment governance through maintenance of policies, procedures, benchmarks and monitoring frameworks.
  • Undertake corporate pension and fund reviews, including fund analysis, platform assessments and recommendations
  • Monitor investment service providers, assessing performance, operational risk and service quality.
  • Prepare analysis and recommendations for the Investment Committee and attend client, adviser and trustee meetings where required....