Client Operations Analyst: Elevate Asset-Management Service

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

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.