Key details
Quick facts about this role
Location
Somerset West, Western Cape
Work mode
On-site
Compensation
Market related
Posted
04 Jun 2026
Closes
04 Jul 2026

Jobs in Cape Town

Senior Investment Monitoring Officer

Role Overview

Helderberg Personnel is hiring a Senior Investment Monitoring Officer in Somerset West. The role is suited to someone who can bring discipline, judgement and steady execution to contributing to a focused investment team with practical day-to-day responsibility.

Key Responsibilities

  • Keep momentum on the role ensures that portfolios, , and investment structures remain aligned with regulatory requirements, governance standards, and internal investment monitoring framew.
  • Keep momentum on conduct periodic and ad-hoc investment monitoring reviews across discretionary, licensee-directed and member-directed portfolios.
  • Take ownership of Review non-standard and complex investments for permissibility and suitability.
  • Take responsibility for the core day-to-day work expected of a Senior Investment Monitoring Officer.
  • Work with colleagues, customers or suppliers to keep work moving and issues visible.

Requirements

  • Relevant experience in investment or a closely related field.
  • Good planning habits, attention to detail and reliable follow-through.
  • Comfort working to agreed standards while adapting when operational needs change.
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