Client Operations Analyst - Investment Management

Rory Mackie & Associates; Cape Town; On-site; ZAR 480,000 - 640,000; Full time

Job summary

Rory Mackie & Associates in Cape Town seeks a Client Operations professional to service a designated set of clients across SA and international desks. You will liaise with clients, manage queries, and maintain CRM records.

You will collaborate with Investment Operations, Portfolio Managers and Finance to ensure accurate processing and proactive service. Use your 3–5 years of investment management experience, strong Excel skills, and familiarity with Power BI/SQL to improve efficiency.

Qualifications

• B Comm / B Bus Sci or other similar degree.
• 3–5 years investment management industry experience, preferably in asset management and institutional client operations.
• Client relationship management experience in the investment management industry.
• Financial market knowledge and financial accounting experience.
• Proficiency in advanced MS Excel; familiarity with Power Automate, Power BI, SQL or similar is advantageous.
• Experience leveraging AI platforms (e.g. Copilot, Claude, ChatGPT) to improve efficiency.

Responsibilities

• Liaise professionally with clients (new clients, restructures, performance, queries).
• Be effective at query management and resolution.
• Collaborate cross‑functionally with Investment Operations, Client Directors, Portfolio Managers, and Finance.
• Perform ongoing KYC of clients.
• Maintain accurate and up‑to‑date CRM records.
• Identify inefficiencies in processes and contribute to ad hoc projects.

Skills

Client relationship management

Investment management knowledge

Financial market knowledge

Financial accounting

Advanced MS Excel

AI platforms usage

Effective communication

Education

B Comm / B Bus Sci or similar degree

Tools

Power Automate

Power BI

SQL

Microsoft Copilot / AI platforms

Job description

The Client Operations Team is a client servicing team based in SA, Namibia, Botswana, USA, Germany and UK. 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.

Responsibility:

• 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 and 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

Requirements:

• B Comm / B Bus Sci or other similar degree
• 3 - 5 years investment management industry experience, preferably in a role within asset management and institutional client operational exposure
• 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

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