Implementation Specialist | Cape Town

The Recruitment Council; Cape Town; On-site; ZAR 400,000 - 800,000; Full time

Job summary

An established industry player is seeking an Implementation Specialist to drive operational excellence and client onboarding. This role is pivotal in managing transitions and enhancing processes through technology, ensuring smooth execution and fostering growth. The ideal candidate will have over 5 years of experience in fund structures and project management, with advanced Excel skills. Join a high-performing team where your contributions will significantly impact project delivery and client satisfaction. If you thrive in a collaborative environment and are passionate about operational efficiency, this opportunity is perfect for you.

Qualifications

• 5+ years in fund structures and transition management.
• Strong proficiency in Excel and project management.

Responsibilities

• Lead client transitions and ensure smooth operational outcomes.
• Optimize processes for enhanced efficiency in fund management.

Skills

Transition Management

Project Management

Client Relationship Management

Excel Proficiency

Education

Postgraduate/Honours Degree in Investments, Finance, or Commerce

Tools

Fee Calculators

NAV Reconciliation Books

Job description

Our client is on the hunt for an Implementation Specialist. The successful candidate will be key in supporting the operational landscape of the company. Your role involves onboarding new funds and clients, managing transitions, handling client-driven change requests, and enhancing processes through technology to foster growth and efficiency.

Key Responsibilities:

1. Lead and manage the transition of new clients, portfolios, and fund setups, ensuring seamless execution.
2. Oversee the entire transition management process, maintaining a focus on smooth operational outcomes.
3. Support ongoing system and counterparty improvement initiatives, including the development of fee calculators and NAV reconciliation books.
4. Optimize the Implementation team’s processes and systems for enhanced operational efficiency in managing fund products.
5. Act as the bridge between Business Development, Operations, and the Project Office, ensuring cohesive project execution.
6. Assist in the development and rollout of strategic initiatives as directed by management.
7. Utilize client reports and dashboards to improve communication both internally and with clients.
8. Build strong relationships across all levels, positively influencing internal teams and external stakeholders.
9. Foster effective collaboration within the team and across departments to support successful project delivery.

Experience:

1. Minimum of 5 years of experience with fund structures, transition management, and project management.
2. Suitable for candidates who thrive in small, high-performing teams and can manage multiple priorities simultaneously.
3. Advanced proficiency in Excel and relevant systems.

Qualifications:

1. Postgraduate/Honours Degree in Investments, Finance, or Commerce.

Key Competencies:

1. Meticulous attention to detail and accuracy.
2. Proactive, positive team player who thrives in a collaborative environment.
3. Highly organized with strong time management skills.
4. Capable of handling stress and taking ownership of multiple tasks.
5. Analytical problem solver with a high degree of integrity and respect for diverse cultures and business environments.