Fund Operations & Client Lifecycle Specialist

Ddbf194E-C47C-4826-Acd7-Ac13B6501352; Cape Town; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A top asset management firm in Cape Town is looking for a skilled individual to oversee Fund Operations. The role includes managing the Transfer Agent, performing financial functions, and leading a team. Ideal candidates will have a CA(SA) or BCom, along with data analysis skills using tools like Excel and Power BI. This position offers opportunities for professional development in a dynamic work environment.

Qualifications

• 4–5 years relevant experience in Fund Operations.
• Some previous management and operational experience preferred.

Responsibilities

• Act as the primary point of contact for operational matters.
• Oversight of Transfer Agent administration functions.
• Conduct statistical trend analyses for decision-making.
• Manage and develop the Fund Operations team.

Skills

Data analysis tools proficiency

Detail-oriented approach

Relationship building

Education

CA(SA) or BCom

Tools

Excel

Power BI

Job description

A top asset management firm in Cape Town is looking for a skilled individual to oversee Fund Operations. The role includes managing the Transfer Agent, performing financial functions, and leading a team. Ideal candidates will have a CA(SA) or BCom, along with data analysis skills using tools like Excel and Power BI. This position offers opportunities for professional development in a dynamic work environment.