Investment Accountant

Introduction

Reporting to the Divisional CFO: Group Functions, the Investment Accountant is responsible for the investment accounting function for the RMA Group. The role ensures that investment income, expenses, assets and liabilities are accurately recorded and reported in accordance with IFRS, the Insurance Act and Generally Accepted Accounting Practices (GAAP).

Description

THE JOB AT A GLANCE

Reporting to the Divisional CFO: Group Functions , the Investment Accountant is responsible for the investment accounting function for the RMA Group. The role ensures that investment income, expenses, assets and liabilities are accurately recorded and reported in accordance with IFRS, the Insurance Act and Generally Accepted Accounting Practices (GAAP).

The successful incumbent will support strategic financial decision-making through the preparation of management accounts, investment financial reporting, investment performance analysis, budgeting support, cash flow management and continuous improvement of reporting processes.

WHAT YOU WILL DO

Investment Accounting & Financial Reporting

• Manage and maintain the investment accounting function for the RMA Group.

• Ensure all investment income, expenses, assets and liabilities are accurately recorded and reported in accordance with IFRS and applicable regulatory requirements.

• Ensure management accounts are prepared in line with IFRS and Group reporting requirements.

• Prepare investment financial reports and analysis for EXCO and relevant Board Sub-Committees.

• Support annual budgeting and forecasting processes relating to investments.

• Review and validate investment-related invoices and transactions.

• Ensure compliance with the Insurance Act, IFRS and other relevant accounting standards.

Investment Analysis & Treasury Support

• Analyse investment returns and provide meaningful insights to support business decision-making.

• Assist with fund allocation splits and tax-related investment calculations.

• Prepare and analyse cash flow forecasts and reports.

• Monitor investment portfolios and ensure accurate reconciliation of investment transactions.

• Support liquidity, solvency and capital management reporting requirements.

Governance & Process Improvement

• Identify and implement improvements to investment reporting and accounting processes.

• Ensure robust financial controls and governance practices are maintained.

• Produce accurate, timely and meaningful financial information for stakeholders.

• Maintain the integrity and confidentiality of financial information.

Stakeholder Management

• Build and maintain effective relationships with key internal and external stakeholders.

• Provide financial insights and support to EXCO, Board Committees and senior management.

• Support internal and external audit processes relating to investments.

Requirements

WHAT YOU WILL BRING TO THE TABLE

Qualifications

Essential

• NQF Level 8 qualification in Accounting, Financial Management, Investment Management or a related field.

• Honours Degree in Accounting, Finance or Investment Management.

Advantageous

• CA(SA), CFA or CIMA qualification.

Experience

• Minimum of 4 years' experience in an accounting role with a strong focus on investments.

• Experience within the financial services, investment management or insurance industry will be advantageous.

• Proven experience in financial reporting, investment accounting and financial analysis.

Knowledge

• IFRS and Generally Accepted Accounting Practices (GAAP).

• Insurance Act and relevant financial services legislation.

• Investment management principles.

• Cash and bank management.

• Liquidity and solvency management.

• Financial reporting and management accounting.

• Investment, bond and capital markets.

• Financial sector and life insurance industry practices.

Competencies

• Strong analytical and problem-solving skills.

• Sound financial and commercial acumen.

• Ability to interpret and communicate complex financial information.

• High attention to detail and accuracy.

• Strong stakeholder engagement and relationship management skills.

• Excellent planning, organising and time management skills.

• Advanced Microsoft Office and financial systems proficiency.

• Demonstrates integrity, professionalism and ethical conduct.

• Ability to remain objective, impartial and non-judgemental.

• Focus on quality, customer service and continuous improvement.

• Ability to work effectively in a dynamic and complex environment.

Leadership Behaviours

• Provides clear direction and empowers others to achieve objectives.

• Creates an environment that attracts, develops, engages and retains talented employees.

• Demonstrates a commitment to continuous learning and self-development.

• Takes ownership and accountability for delivering results.

• Responds effectively to ambiguity and complexity.

• Builds a culture of collaboration, knowledge sharing and high performance.

Closing date : 10 November 2026

WHAT YOU WILL GET IN RETURN

We offer great opportunities for personal and professional development in a stable company that's 132 years strong. The role comes with a competitive salary package and various benefits. Flexible work arrangements (combination of remote and in the office). Furthermore, you will be a part of a dedicated group of colleagues who value teamwork and collaboration.