Our Fiduciary Services team at Standard Bank Trust (Mauritius) which is part of the Standard Bank Group a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you. 

To monitor, document and report on the investment performance of all the investment portfolios and private company investments, in adherence with the relevant policies and procedures, for the Std Bank Fiduciary Business Units in Jersey and Mauritius to enable the delivery of their fiduciary responsibilities. In addition, to provide oversight of these investments to ensure the appropriateness of their respective investment strategies and frameworks.

Minimum Qualifications

•  First Degree Finance and Accounting

Experience Required

• 3-4 years The role requires relevant experience in the financial services industry, preferably with experience in international fiduciary services or investment services.
• Experience or qualifications in Accounting / Trust / Investments

Output:

• Act as the principal contact for the third party investment monitoring firm (e.g. Enhance). In addition, engage proactively with MDI (Melville Douglas International) and IFS (International Funds Solutions).
• As they are the largest asset managers, maintain a high level of understanding and awareness of their investment strategy and performance.
• Advise the Trust Relationship Administrators by providing guidance concerning investment queries from Asset Managers, Wealth Managers or Clients. Note, this is a non-advisory role and no investment advice is provided to any clients.
• Maintain a high level of awareness of financial market conditions. This includes at a minimum, attending  weekly investment meetings and regular liaison with  Treasury.
• Manage relationships with key internal stakeholders, especially the Trust Administrators and Wealth Managers.
• Monitor and maintain the Nav system data for all non-real estate investments to ensure its accuracy. This is critical to ensuring all reporting is accurate for internal and external reporting purposes.

Technical Competencies:

• Compliance
• Economic Analysis
• Performance Benchmarking
• Research