Fund Operations Project Specialist

The Talent Experts; Cape Town; On-site; ZAR 500,000 - 750,000; Full time

Job summary

A leading wealth management firm seeks a Fund Operations Project Specialist in Cape Town. This role involves enhancing fund strategies and streamlining processes while collaborating with stakeholders. Ideal candidates have a BCom degree and five years' asset operations experience. Enjoy a competitive salary and a culture of integrity and innovation.

Benefits

Competitive salary

Values-driven culture

Career growth opportunities

Qualifications

• 5+ years experience in fund operations within financial services.
• Exposure to collective investment schemes, LISP platforms, and regulatory environments.
• Solid project experience with a focus on efficiency.

Responsibilities

• Support the Head of Fund Operations in implementing fund strategies.
• Streamline processes and improve operational workflows.
• Maintain fund-related documents and agreements.

Skills

Operations Management

Analytical Skills

Leadership

Communication

Problem Solving

Education

BCom degree

Job description

Fund Operations Project Specialist
Claremont, Cape Town
Market-related

Drive operational excellence in fund management projects at a leading wealth manager

Is this you?
You're highly organised, analytical, and thrive under pressure. You naturally spot inefficiencies and love improving processes. A confident communicator and relationship-builder, you work well with cross-functional teams and keep a keen eye on detail. Your background in asset or fund operations gives you strong business insight and risk awareness, and you respond quickly when challenges arise.

What you'll be doing (and why you'll enjoy it)
You'll support the Head of Fund Operations in enhancing and implementing investment fund strategies. You'll be involved in streamlining processes, improving operational workflows, and maintaining fund-related documents and agreements. This role blends project execution with day-to-day operational functions, including launching new funds and responding to regulatory changes. Your role will be key in building relationships with both internal stakeholders and external service providers across the financial ecosystem.

Where you'll be doing it
You'll be part of a prestigious wealth management firm known for its bespoke investment solutions and outstanding client service. With a culture grounded in integrity, performance, and long-term relationships, the organisation offers a dynamic and collaborative environment that supports career growth and innovation. You'll be fully office based in beautiful offices in Claremont.

What you'll need
You hold a BCom degree and have at least five years' experience in fund operations within financial services, ideally with exposure to collective investment schemes, LISP platforms, and regulatory environments. You bring solid project experience and are confident analysing complex processes and driving efficiency. Strong leadership, communication, and problem-solving skills are essential. Only candidates currently residing in Cape Town can be considered.

What you'll get
An opportunity to work on impactful fund management initiatives within a respected and forward-thinking firm. Expect a competitive salary, a values-driven culture, and the chance to make a tangible difference in a highly regarded financial organisation.

How to apply
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]
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Desired Skills:

• Operations Management

Desired Work Experience:

• 5 to 10 years

Desired Qualification Level:

• Degree