Fund Specialist – Johannesburg, Gauteng – Permanent | PSG Konsult Ltd
Job Location : Gauteng, Johannesburg
Deadline : February 28, 2026
About the Role
The Fund Specialist provides deep technical expertise in investment vehicles, overseeing the performance and regulatory compliance of diverse fund portfolios. Utilizing Oracle for financial data analysis and SAP for resource planning, this professional mitigates operational risk and ensures that investment strategies align with fiduciary responsibilities. Their role is central to the firm’s value proposition, driving asset growth and maintaining investor confidence through expert market analysis.
Job description:
- PSG requires the services of a competent individual to develop and maintain relationships with financial advisers. It will be important for the candidate to have a thorough understanding of the South African and global macro environment, including knowledge to explain to existing and potential clients why PSG Asset Management’s funds are positioned (equities, cash, bonds, etcetera) in a certain manner. This should ultimately translate into advisers supporting our product range.
Responsibilities:
- Fund Specialist for PSG Asset Management and marketing the range of unit trust funds to retail multi managers and high profile financial advisory practices within the independent and corporate market;
- Building the PSG Asset Management brand in the retail industry;
- Maintaining good relationships with financial advisory practices;
- Analysing the target market in order to identify new business opportunities;
- Have a solid understanding of the Gauteng and surrounding areas retail market and having a well-defined strategy of how targets will be achieved;
- Prepare and execute a business development strategy in line with the team strategy;
- Continuously keeping abreast of industry changes and market trends;
- Continuous innovation and idea generation for marketing pitches and client presentations.
Minimum requirements:
- Minimum B.Com degree
- Understanding of the Afrikaans language
- 2 years+ Financial services experience
- MS office experience (Word, Excel, PowerPoint, Outlook)
Advantageous:
- Sales or Financial Planning experience within the Financial services sector
- Understanding of Unit trusts
Competencies required:
- Planning/organising and coordinating skills
- Interpersonal skills (Interaction with different business divisions and level of management)
- Communication skills (verbal and written)
- Solutions driven
- Industry specific knowledge
- Strong analytical skills
- Applying technical expertise
- Acute computer skills
- Time management skills
- Creativity and innovating
- Presentation and Marketing skills
- Decision & problem solving skills
- Research/Analysis skills
Deadline:31st January,2026
Career Growth & Education
A Bachelor of Commerce in Finance or Investment Management is required, with growth accelerated by obtaining CFA Level 1 or a Master’s degree in Financial Analysis. Career progression leads to Portfolio Manager or Chief Investment Officer roles, especially for those who specialize in niche markets or alternative assets. Specialized bootcamps in algorithmic trading and quantitative finance provide a competitive edge for high-level roles in global hedge funds and asset management firms.
Salary & Financial Insight
Estimated monthly salaries for Fund Specialists in Johannesburg range from R55,000 to R95,000, reflecting the high level of technical responsibility. High-earners in this field should utilize professional wealth management services to optimize tax liabilities and manage sophisticated offshore investment portfolios.
Interested and Qualified candidates should Click here to Apply Now
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