💼 Full-Time Position

Senior Investment Monitoring Officer

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Helderberg Personnel CC
📍 Somerset West, Western Cape, South Africa
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Location
Somerset West, South Africa
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Posted
June 28, 2026
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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

A well established international financial services concern with offices in Somerset West is seeking a Senior Investment Monitoring Officer who will be responsible for overseeing the monitoring, governance, and review of investment arrangements across pension and trust structures administered by the business.

The role ensures that portfolios, investment managers, and investment structures remain aligned with regulatory requirements, governance standards, and internal investment monitoring frameworks.

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 alig...