Operations Analyst

C40 Cities; Cape Town; On-site; ZAR 300 000 - 600 000; Full time

Job summary

An established industry player is seeking a highly organized Operations Analyst to join their team in Cape Town. This diverse role focuses on model portfolio implementation, client service support, and building strong relationships with clients and service providers. The ideal candidate will have a Bachelor's degree in Administration or a related field and at least two years of experience in Financial Services. If you possess strong numeracy skills, attention to detail, and a proactive approach to work, this is a fantastic opportunity to grow within a supportive and detail-oriented environment that values hard work and a positive attitude.

Qualifications

• 2+ years of experience in Financial Services preferred.
• Strong organizational skills and detail-oriented.

Responsibilities

• Administer and maintain local and offshore model portfolios.
• Assist clients with model portfolio queries and provide support.

Skills

Numeracy Skills

Communication Skills

Attention to Detail

Proactive Approach

Client-Centric Attitude

Education

Bachelor's Degree in Administration

Tertiary Qualification in Commerce or Business

Tools

Microsoft Excel

Job description

Our client is seeking a highly organised and process-driven Operations Analyst with an interest in the investments industry. This diverse role offers the opportunity to focus on model portfolio implementation, client service support, and building strong working relationships with clients and service providers.

What you'll do:

• Administration and maintenance of local and offshore model portfolios
• Assist clients on model portfolio related queries and provide support
• Implement model portfolio changes instructed by the Investment Team
• Implement model portfolio management requests instructed by the Client Service Team
• Build strong working relationships with model portfolio teams at service providers
• Maintain good relationships with clients
• Weekly AUM Reporting
• Quarterly Client Reporting
• Regular client fee calculations and support to Finance

What you bring:

• Bachelor's degree or equivalent tertiary qualification in Administration, Commerce or Business & Information Administration
• Minimum 2 years of working experience, preferably in Financial Services
• Strong numeracy skills and high attention to detail
• Proactive approach to work with a 'Can Do' attitude
• Strong communication and presentation skills with a client-centric attitude
• Efficient, process-driven, organized, diligent, reliable, hardworking, detail-oriented, self-motivated, positive personality traits
• Proficiency in Microsoft Excel

What sets this company apart:

Our client is a global fund adviser providing independent investment insights and services to institutional investors, wealth managers, and independent financial advisers. They are an owner-managed business founded in 2007 with offices in South Africa and the UK. This is a fantastic opportunity to join a company that values hard work, detail orientation, and a positive attitude.

What's next:

Ready for a rewarding challenge in the investments industry? Apply now!

About the job

Contract Type: FULL_TIME

Focus: Investment Management

Workplace Type: On-site

Experience Level: Associate

Location: Cape Town

Salary: Negotiable

Job Reference: ZOIP3Y-B5E9274A

Date posted: 4 March 2025

Consultant: Cindy Duplessis