Investment Revenue Specialist

A leading financial services organisation is seeking an Investment Revenue Specialist to join their dynamic team in Centurion for a 12-month fixed term contract.

As the Investment Revenue Specialist, your expertise will be central to driving profitability, supporting key decision-making processes and ensuring robust governance across all revenue streams.

This opportunity offers the chance to make a meaningful impact on the financial performance and strategic direction of a diverse portfolio of businesses.

Qualifications and experience required for the Investment Revenue Specialist:

• Bachelor’s Degree with Honours in Economics, Accounting, Finance or Mathematics
• At least 5 years’ experience within the financial services sector is essential; prior exposure to asset management environments is highly desirable
• Comprehensive understanding of accounting principles and practices alongside solid tax (VAT) knowledge
• Familiarity with relevant regulations such as FSB / FIAS as well as collective investment principles or multi-management frameworks
• Proficiency in Microsoft Excel is crucial; working knowledge of Word and Access is also important while experience with JDE would be advantageous
• Experience using data analytics tools such as Qlikview, SQL or PowerBI would be considered beneficial
• Demonstrated ability to manage administration fees including broker/advisor/corporate fee structures along with initial/annual/ongoing fee management responsibilities

Key duties of the Investment Revenue Specialist:

• Develop revenue forecasts to support budgeting and inform long-term decisions.
• Analyse revenue drivers like AUM, market impacts, client flows and sales activity to guide strategy.
• Conduct scenario analyses to assess market impacts on revenue and provide recommendations.
• Perform DCF and valuation analyses for special projects to evaluate financial impact.
• Review fee arrangements for fairness, compliance, and operational feasibility.
• Advise on new fee structures in collaboration with distribution and investment teams.
• Maintain financial controls and audit trails for revenue processes.
• Oversee monthly fee reporting, ensuring accuracy and resolving discrepancies.
• Identify and implement improvements to revenue processes and models.
• Build strong relationships with internal teams, clients, and advisors.

Key personal skills:

• Exceptional analytical skills paired with systematic problem-solving abilities
• Excellent interpersonal
• A meticulous attention to detail combined with strong organisational skills

If you are ready to take on an impactful role where your analytical talents can shape the future of investment finance, please apply ASAP as this is an urgent hire.