Investment Accountant Job at Guardrisk | Apply Now!

📍 Location: Sandton, Gauteng, South Africa
🏢 Company: Guardrisk (Part of Momentum Metropolitan Holdings)
📌 Reference Number: MMH250730-4
🕒 Work Model: Hybrid – Some remote work
📄 Job Type: Permanent

Website: http://www.guardrisk.co.za

🌟 Role Purpose

Join one of South Africa’s leading specialist insurance providers. Guardrisk is seeking a detail-oriented Investment Accountant to manage and report on a diverse investment portfolio. This role ensures the integrity of financial records, reporting accuracy, and compliance with internal and external standards, enabling effective business decisions.

🎯 Key Responsibilities

• Manage the full investment accounting process for Guardrisk Insurance entities (including Life and Microinsurance).

• Record investment transactions accurately in the general ledger.

• Prepare and review investment payments, ensuring valid supporting documentation and appropriate authorization.

• Handle investment and disinvestment instructions, asset manager FICA requirements, and document retention.

• Reconcile cashbook, investment, and interest accounts monthly, quarterly, and annually.

• Submit Reserve Bank asset allocation reports and assist in asset spreading reconciliations.

• Compile ad hoc and scheduled financial reports for internal and external stakeholders.

• Provide portfolio servicing support, working closely with portfolio accountants and managers.

• Participate in audit preparations, respond to queries, and maintain compliance with deadlines.

• Contribute to system enhancements, process optimization, and continuous innovation.

• Identify and resolve discrepancies, risks, or inefficiencies in investment accounting.

• Ensure timely, accurate reporting in alignment with client SLAs and business needs.

📚 Requirements

Education:

• Bachelor’s degree in Accounting, Investment Management, or Financial Management (required).

• Honours degree or ongoing studies toward CA(SA), CIMA, CFA, or ACCA (preferred).

• Completed accounting articles (advantageous).

Experience:

• 2–5 years of relevant experience in accounting and/or investments.

• Experience working in insurance, financial services, or asset management (advantageous).

Technical Competencies:

• Strong understanding of investment instruments and reporting principles.

• Working knowledge of general ledger systems and investment portfolio management.

• Proficient in Microsoft Excel and financial reporting tools.

🧠 Core Competencies

• Business Acumen & Financial Insight

• Client & Stakeholder Engagement

• Accuracy & Attention to Detail

• Change Management & Innovation

• Collaboration & Relationship Building

• Problem Solving & Decision Making

• Diversity and Inclusiveness

💬 What We Offer

• A chance to work in a leading cell captive insurer in South Africa.

• Exposure to complex investment structures and regulatory frameworks.

• A hybrid working environment that supports flexibility.

• Opportunities to contribute to meaningful innovation in financial systems.

• Career growth within a diverse and inclusive corporate culture.

📢 Employment Equity Statement

We are committed to Employment Equity, diversity, and inclusion in all recruitment efforts. People with disabilities are encouraged to apply. All appointments are made in alignment with our Employment Equity goals.

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