Fund Operations Project Specialist

The Talent Expert; Cape Town; On-site; ZAR 600,000 - 900,000; Full time

Job summary

A prestigious wealth management firm in Cape Town is seeking a Fund Operations Project Specialist. The role involves supporting investment strategies, improving operational workflows, and launching new funds. Candidates should have a BCom degree and 5 years' experience in fund operations. You'll thrive in a culture that values integrity and collaboration, offering a competitive salary and opportunities for career growth.

Benefits

Competitive salary

Dynamic and collaborative environment

Qualifications

• Minimum 5 years' experience in fund operations.
• Experience with collective investment schemes and LISP platforms.
• Strong analytical and project management skills.

Responsibilities

• Support head of Fund Operations in enhancing investment fund strategies.
• Streamline processes and maintain fund-related documents.
• Build relationships with internal stakeholders and external service providers.

Skills

Leadership

Communication

Problem Solving

Education

BCom degree

Job description

Job title : Fund Operations Project Specialist

Job Location : Western Cape, Cape Town Deadline : August 01, 2025 Quick Recommended Links

• Jobs by Location
• Job by industries

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.