Associate Project Manager - Global Finance & Wealth Management

Isitha Global; Cape Town; On-site; ZAR 1,000,000 - 1,500,000; Full time

Job summary

Isitha Global seeks a versatile operations leader to oversee client relationships and global operations for a family office client. You will drive cross-border coordination, investor communications and operational delivery across multiple geographies.

You will build and manage technology stacks (Notion, Claude AI, Power Automate, SharePoint) and lead system design to scale processes. English-language leadership and cross-border experience are essential.

Qualifications

• Three to seven years of project management experience within a global management consulting firm.
• Strong understanding of private equity operations, financial structures and real estate investment principles.
• Proficiency in Microsoft Office, project management platforms, CRM systems and automation software.
• Proficiency in the client’s core technology stack: Notion, Power Automate and Claude AI, with advanced Claude AI.
• Legal knowledge of English law and related private equity/real estate docs.
• Experience managing SPV or fund compliance across multiple entities and jurisdictions.
• Track record of investor relations: capital calls, cap table maintenance, drawdown records, board resolutions.
• Experience building operational infrastructure from scratch in private equity/family office environments.

Responsibilities

• Collaborate directly with the family founder on capital raising and investor relations strategies.
• Coordinate and manage remote teams across multiple jurisdictions and time zones.
• Serve as primary contact for legal and deal teams across geographies.
• Oversee deal onboarding, SPV operations and investor relationships.
• Ensure tax compliance, legal documentation and bookkeeping standards.
• Review legal and investment documents and provide insights.
• Lead adoption of advanced technology including AI, CRM, APIs and dashboards.
• Design and implement systems to enhance efficiency and scalability.
• Develop and maintain investor presentations, reports and deal docs.
• Execute capital call processes end-to-end with zero errors across entities.
• Maintain live compliance calendars across SPVs and jurisdictions.
• Independently manage investor communications with validation against cap tables.
• Coordinate with external legal, tax, banking and secretarial firms.
• Build and manage the family office’s Notion OS, Claude AI agent framework and SharePoint architecture.

Skills

Project management

Client engagement

Cross-border coordination

Stakeholder management

SOP design

Education

MBA or related business/finance degree

Tools

Notion

Power Automate

Claude AI

SharePoint

Python

Job description

Location: Cape Town offices (Western Cape) or Port Elizabeth offices (Eastern Cape)

Client: Our client is an international financial services firm with offices in Hong Kong, the Bahamas and India, and representatives in the United States, Cayman Islands and Israel. It provides outsourced finance, operations and advisory services to family offices and wealth management firms worldwide.

The successful candidate must be adaptable, comfortable working in a small, fast-paced business and able to build systems and processes from scratch. They will need to create structure themselves rather than step into an established framework.

The candidate also needs to be able to show hands-on project management and transactional support across live deals, lawyers, advisers and investors, not portfolio monitoring.

Role Overview

Our client is seeking a well-rounded professional to oversee client relationships and global operations for one of its family office clients. The role requires a combination of client engagement, project management, operational oversight and cross-border coordination. The successful candidate will act as a strategic partner to the leadership team, driving execution across key business, investment and operational initiatives.

The successful candidate will collaborate closely with senior leadership, legal and deal teams, and investors across multiple geographies to ensure smooth delivery, compliance and communication. This is a client-facing role that blends strategic thinking with hands-on operational management.

This is a technology-focused role within real estate investment, including vendor capital and private equity. The client requires someone who is comfortable building systems alongside managing tasks and projects. The client is developing its IT infrastructure to support growth, so the successful candidate must already be proficient in its core technology stack: Notion, Microsoft Power Automate and Claude AI, with advanced proficiency in Claude AI. Python skills would be an advantage.

Key Responsibilities

• Collaborate directly with the family founder on capital raising and investor relations strategies.
• Coordinate and manage remote teams across multiple jurisdictions and time zones.
• Serve as the primary point of contact for legal and deal teams, ensuring effective collaboration across geographies.
• Oversee deal onboarding processes, manage special purpose vehicle (SPV) operations and maintain investor relationships.
• Ensure compliance with tax regulations, legal documentation requirements and bookkeeping standards.
• Review legal and investment documents and provide relevant insights.
• Lead the adoption of advanced technology, including AI, cloud-based CRM systems, project management tools, API integrations and business dashboards.
• Design and implement systems to enhance efficiency and scalability.
• Develop and maintain investor presentations, reports and deal-related documents.
• Execute all capital call processes from start to finish, including preparation, notice drafting, cap table maintenance, commitment and drawdown tracking, and board resolution drafting, with zero errors across all entities.
• Maintain live compliance calendars across all SPV entities and five jurisdictions, ensuring no regulatory deadlines are missed through proactive adviser coordination and early escalation of potential issues.
• Independently manage all investor communications, including capital calls, exit timeline queries, post-call updates and quarterly investor reports, ensuring full accuracy through validation against cap tables and drawdown records before each communication is sent.
• Manage concurrent relationships with external legal, tax, banking and corporate secretarial advisory firms across jurisdictions, using structured briefs and deadline tracking to ensure effective coordination.
• Build, manage and develop the family office’s Notion operating system, Claude AI agent framework and SharePoint architecture as the integrated operational backbone across all entities, including standard operating procedures (SOPs), compliance dashboards and investor data.

Qualifications & Experience

• Experience: Three to seven years of project management experience within a global management consulting firm.
• Industry knowledge: Strong understanding of private equity operations, financial structures and real estate investment principles.
• Technical expertise: Proficiency in Microsoft Office, project management platforms, CRM systems and automation software, including AI integration.
• Proficiency in the client’s core technology stack: Notion, Microsoft Power Automate and Claude AI, with advanced proficiency in Claude AI. Candidates should be comfortable building and automating systems. Python skills would be an advantage.
• Legal knowledge: Working knowledge of English law and legal documentation relating to private equity and real estate investments.
• Demonstrated experience managing SPV or fund compliance across multiple entities and jurisdictions, including live compliance calendars, regulatory filings and adviser coordination, with a track record of no compliance breaches.
• A proven track record of independently managing investor relations functions, including capital calls, cap table maintenance, commitment tracking, drawdown records and board resolutions, with no errors.
• Experience building operational infrastructure from scratch in a lean private equity or family office environment, including designing and deploying systems. A background in finance, fund administration or investment operations is essential.
• Education: An MBA or a bachelor’s degree in business, finance or a related field.
• Communication: Excellent written and spoken business English, with demonstrated cross-cultural communication skills.

Skills Required

• Strategic thinking and problem-solving.
• Meticulous attention to detail and excellent organisational skills.
• Strong financial literacy and business acumen.
• Technical proficiency, with a focus on innovation and efficiency.
• Proven leadership skills and the ability to manage stakeholders effectively.
• Flexibility and adaptability in a fast-paced, global environment.
• Excellent time management and prioritisation.
• The ability to operate as the sole operations resource across a complex portfolio of multiple entities without day-to-day oversight, taking a self-directed, highly structured and proactive approach.
• Rigorous document checking and verification against two sources, with zero tolerance for errors in investor-facing communications, compliance documents or financial outputs.
• The ability to write SOPs and document institutional knowledge, formalising processes so the family office does not depend on a single individual and can scale as the team grows.
• Global operations: Collaboration across multiple time zones and cultures.
• Dynamic setting: A fast-paced private equity environment with a focus on innovation.
• Language: An English-speaking workplace.
• Operating model: A high-trust environment with limited day-to-day oversight.
• Competitive package