Fund Support Specialist

HRvisory; Cape Town; On-site; ZAR 500,000 - 800,000; Full time

Job summary

A leading Investment Services company is seeking a Project Development, Implementation & Maintenance Assistant in Cape Town. The role involves assisting with investment strategies, managing fund operations, and improving business processes, requiring a solid understanding of collective investment schemes and related fields. Candidates should possess a relevant degree and have 5 to 10 years of experience in financial advisory or related sectors.

Qualifications

• 5 to 10 years in financial advisory or related fields.
• Strong understanding of collective investment schemes and fund management.

Responsibilities

• Assist in implementing investment strategies and managing fund operations.
• Streamline processes and improve efficiencies across the business.
• Build relationships with internal and external service providers.

Skills

Knowledge of collective investment schemes

Portfolio management

Business process understanding

Fund management

Education

Degree in relevant field

Job description

Project Development, Implementation & Maintenance assistance

• Assist in implementing the company's collective investments strategy to deliver and promote investment management funds and solutions aligned with business objectives.
• Understand operational and system flows, identify process gaps, and resolve breakdowns, exceptions, and troubleshooting issues.
• Streamline processes and improve efficiencies by assessing and questioning current procedures and driving improvements within the operations team and across the business.
• Review business processes in collaboration with the Head to ensure they are appropriate, current, well-maintained, and documented.
• Provide input, quality assurance, and sign-off on specifications, documents, and processes within agreed deadlines.
• Assist in developing new solutions or modifying existing ones and strategies in conjunction with the business.
• Support the Head of Fund Operations in launching new funds, portfolios, and enhancements to existing structures.
• Assist the business with operational considerations related to regulatory changes, partnering with team members to ensure successful implementation.

Operational Functions

• Maintain supplemental deeds, ASISA mandates, and other fund-related documents.
• Implement agreements and dealing terms with managers and providers.

Relationship Building

• Build and maintain relationships with internal teams and service providers such as CAM, H4 Manco, Legal, Compliance, Internal Audit, Actuarial support, IT, PAS.
• Build and maintain relationships with external service providers such as regulatory and industry bodies (FSCA, ASISA), banks, custodians, trustees, fund administrators, brokers, and platform providers (Bloomberg, Morningstar, Profile Media).

Desired Skills:

• Knowledge of collective investment schemes
• Portfolio management
• Business process understanding
• Fund management

Desired Work Experience:

• 5 to 10 years in financial advisory or related fields

Desired Qualification Level:

• Degree in relevant field

About The Employer:

A leading Investment Services company.