Client Operations Analyst

Ninety One; Cape Town; On-site; ZAR 700,000 - 900,000; Full time

Job summary

Ninety One in Cape Town is seeking a Client Operations professional to manage client queries, perform ongoing KYC, and support Client Directors and Portfolio Managers. You will liaise with clients, handle restructures, and contribute to process improvements.

The role requires a degree (B Comm / B Bus Sci or similar), 3–5 years in investment management, strong Excel skills, and experience with Power BI/Power Automate and SQL. AI platform experience is beneficial.

Qualifications

• B Comm / B Bus Sci or other similar degree.
• 3 - 5 years investment management industry experience.
• Client relationship management experience in the investment management industry.
• Financial market knowledge (instruments and products).
• Financial accounting experience.
• Proficiency in advanced MS Excel.
• Power Automate, Power BI, SQL or similar would be advantageous.
• Experience leveraging AI platforms (e.g. Microsoft Copilot, Claude, ChatGPT) to improve efficiency and decision-making would be beneficial.

Responsibilities

• Liaise professionally with clients (new clients, restructures, performance, off-market trade queries, etc.).
• Be effective at query management and resolution.
• Collaborate cross-functionally with Investment Operations, Client Directors, Portfolio Managers, Performance & attribution, Dealing, Implementations, Finance, Fund Operations.
• Perform ongoing KYC of clients.
• Effective liaison with back office administrators.
• Provide information/support to Client Directors.
• Maintain accurate and up-to-date CRM records.
• Identify inefficiencies in processes.
• Actively contribute to ad hoc projects aimed at streamlining processes.

Skills

Client relationship management

Analytical thinking

Collaboration

Education

B Comm / B Bus Sci or similar degree

Tools

Power Automate

Power BI

SQL

Microsoft Copilot

AI platforms

Job description

About us:

Ninety One is an independent, active global asset manager withR4 trillion of assets under management.

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.

Our distinctive capabilities sit within differentiated fixed income and credit as well as specialist equities, and we have a unique perspective and approach to investment opportunities presented by emerging markets and the energy transition.

*as at30 June 2026

Ninety One is an equal opportunities employer. Our imperative is to attract and retain the best talent by providing a corporate environment where people from varying backgrounds can develop professionally and build a rewarding career.

About the team:

The Client Operations Team is a client servicing team based in South Africa, Namibia, Botswana, USA, Germany and United Kingdom. The team works closely with the strategic client relationship team in the client servicing of a designated set of clients, invested via an Investment Management Agreement or equivalent. This is dependent on the complexity and demands of each client, to ensure that pro-active high-quality service is delivered.

In this role you will:

• Liaise professionally with clients (new clients, restructures, performance, off-market trade queries, etc.)
• Be effective at query management and resolution
• Collaborate cross-functionally with Investment Operations, Client Directors, Portfolio Managers, Performance & attribution, Dealing, Implementations, Finance, Fund Operations
• Perform ongoing KYC of clients
• Effective liaison with back office administrators
• Provide information/support to Client Directors
• Maintain accurate and up-to-date CRM records
• Identify inefficiencies in processes
• Actively contribute to ad hoc projects aimed at streamlining processes

You should consider applying if you have:

• B Comm / B Bus Sci or other similar degree
• 3 - 5 years investment management industry experience, preferably in a role with exposure to asset management or financial services clients
• Client relationship management experience in the investment management industry
• Financial market knowledge (instruments and products)
• Financial accounting experience
• Proficiency in advanced MS Excel
• Power Automate, Power BI, SQL or similarwould be advantageous
• Experience leveraging AI platforms (e.g. Microsoft Copilot, Claude, ChatGPT) to improve efficiency and decision-making would be beneficial

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

• A client focused and collaborative mindset
• A strong belief in doing the right thing
• The ability to build and maintain meaningful relationships
• Intellectual curiosity, motivated by achieving meaningful outcomes
• Ambition, balanced with decency and humanity
• Ability to analyse, interpret and assimilate information

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