Information Management Analyst - Marketing Services & Support

Findojobs South Africa; South Africa; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A financial services company in South Africa is seeking candidates for an Operations role. You will review onboarding documents, analyze data, and ensure product setup accuracy. Ideal candidates must demonstrate attention to detail and effective problem-solving skills, with experience in Microsoft Excel. The role offers a competitive hourly wage ranging from $24.24 to $38.68 based on experience and education.

Benefits

Benefits

Paid time off

Employee growth resources

Qualifications

• Proven accuracy and ownership with attention to detail.
• Intellectual curiosity and innovative problem-solving skills.
• Ability to prioritize multiple duties in a deadline-driven environment.

Responsibilities

• Review onboarding documents from fund companies for product setup instructions.
• Analyze data for system supportability.
• Enter data to add products to the platform.
• Perform quality reviews of entered data.

Skills

Attention to detail

Problem-solving skills

Prioritization skills

Organizational skills

Client focus

Effective communication

Tools

Microsoft Excel

Job description

Description

The Securities Settlement and Custody Operations group plays a significant role within Wealth Management Operations (WMO). The organization is responsible for Clearing & Settlement for various Pierce and Private Bank distribution channels, servicing Private Bank Securities on PACE, Fund Relationship, and Onboarding Mutual Fund & Alternative Investments.

The Marketing Services and Support Team handles the initial setup and maintenance of Mutual Funds, Alternative Investments, Unit Investment Trusts, and other product types for Merrill Lynch Wealth Management and US Trust. The team manages over 1,400 system indicators supporting more than 31,000 CUSIPs and participates in evaluating fund company performance according to Merrill Lynch standards.

Opportunities exist for team members to develop leadership, project management, and technological skills. The role offers interaction with fund companies and transfer agents to gain knowledge about technology requirements, product fees, billing, and trading activities.

Responsibilities include but are not limited to:

• Review onboarding documents from fund companies for product setup instructions
• Analyze data for system supportability
• Enter data to add products to the platform
• Perform quality reviews of entered data
• Test system enhancements based on business initiatives
• Communicate regularly with internal and external partners
• Assist with project work as needed

Required Skills:

• Proven accuracy and ownership with attention to detail
• Intellectual curiosity and innovative problem-solving skills
• Ability to prioritize multiple duties in a deadline-driven environment
• Critical thinking and independent resolution management
• Proactive risk mitigation
• Strong organizational and follow-up skills
• Professionalism and personalized service orientation
• Proficiency in Microsoft Office, especially Excel

Desired Skills:

• Knowledge of Alternative Investments

Additional Skills:

• Account Management
• Attention to Detail
• Customer and Client Focus
• Effective Written and Oral Communication
• Analytical and Research Skills
• Prioritization and Problem Solving
• Collaboration and Organization
• Result Orientation

Shift: 1st shift (United States of America)

Hours Per Week:

Varies by role

Pay Transparency:

Location: NJ - Pennington, 1400 American Blvd, Princeton Place at Hopewell Bldg. 4 (NJ2140)

Pay Range: $24.24 - $38.68 hourly, based on experience, education, and skills

This role offers a base salary with benefits, paid time off, and resources to support employee growth and community contribution.