Client Onboarding Analyst

Ninety One; Wes-Kaap; On-site; ZAR 400,000 - 600,000; Full time

Job summary

A global asset management firm in South Africa is seeking a Client Onboarding Coordinator to manage the client take-on process for institutional investors. The ideal candidate will have a degree, at least 2 years of relevant experience, and a proactive approach to problem-solving. This role involves liaising with various internal teams and external parties to ensure a smooth onboarding process.

Qualifications

• 2+ years relevant industry experience, ideally with client onboarding exposure.
• Ability to tackle unfamiliar challenges with a proactive approach.

Responsibilities

• Co-ordinate the take-on process for institutional clients.
• Ensure external requirements are met in onboarding.
• Set-up client portfolios and liaise with administrators.

Skills

Client-focused approach

Proactive problem solving

Intellectual curiosity

Education

Degree or equivalent

Job description

About Ninety One:

Ninety One is an independent, active global asset manager dedicated to delivering compelling outcomes for its clients, managing R3.08 trillion in assets (as at 31.12.24).

Established in South Africa in 1991, as Investec Asset Management, the firm started offering domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One. Today the firm offers distinctive active strategies across equities, fixed income, multi-asset and alternatives to institutions, advisors and individual investors around the world

About the team

The Client Onboarding and Restructures team is a global team split across London and Cape Town. The team has a diverse remit, covering clients, products and trading markets across the globe. The Client Onboarding team acts as a representative for Ninety One when communicating with clients and external parties during the client take-on process and subsequent life cycle events.

The team is also responsible for co-ordinating all aspects of institutional client transitions and proactively liaising with all parties both externally and internally to ensure a smooth and efficient on boarding and/ or restructure process.

In this role you will:

• Work as a part of a team to co-ordinate the take-on process for institutional segregated and pooled fund investors by liaising internally with teams such as Legal, Compliance, Investment Operations, Client Operations, Finance, Fund Operations, Investment and Implementation Teams, Client Group as well as the project leads.
• Ensure requirements are understood and met alongside the project timelines
• Ensure requirements and processes of external parties such as custodians, transition managers, clearing brokers, administrators, accountants and trading counterparties are considered as part of the onboarding and restructure process
• Establish servicing and operating processes with the clients appointed third party representatives as required
• Set-up client portfolios and other records on Ninety One’s internal systems and liaise with Ninety One’s appointed Investment Administrator to arrange for the set-up of client portfolios and ensure the necessary linkages are established from an operational perspective
• Work alongside the Compliance department to ensure that all Ninety One’s regulatory obligations are met with respect to the Anti-Money Laundering (AML) process for new clients
• Be responsible for sending regular, clear and detailed updates to the business as needed

You should consider applying if you have:

• Degree educated or equivalent
• 2+ years relevant industry experience, ideally with some exposure to the client take on process
• The ability to tackle unfamiliar challenges, questions and tasks with a proactive and thorough approach, whilst considering impact on the broader business.

Some of the attributes we look for in a person are:

• Intellectual curiosity
• A client-focused and collaborative approach
• The ability to ‘approach and own’ and continuously look for opportunities to develop
• Ability to recognise and embrace change