Investment Operations Analyst: Portfolio & Client Liaison

Boardroom Appointments; Johannesburg; Sur place; ZAR 420 000 - 680 000; Plein temps

Résumé du poste

Boardroom Appointments is seeking an Specialist: Operations Analyst with 2–5 years in investment management and strong fund operations exposure. The role focuses on portfolio implementation, client liaison, and ensuring accurate trade loads and reporting.

The candidate will perform KYC, assist Portfolio Managers, and coordinate with back-office teams, aiming to streamline processes and maintain strict accuracy under pressure.

Qualifications

• Matric (Grade 12) or equivalent.
• 2-5 years investment management industry experience, preferably exposure to asset management or fund operations.
• Client relationship management experience in the investment management industry.
• Financial market knowledge (instruments and products).
• Fund accounting experience or exposure.
• Uses initiative, is pro-active and possesses problem solving skills.
• Excellent communication skills (written and verbal).
• Thinks in a structured way and can document processes.
• Pays attention to detail.
• Strong numeric and analytical ability.
• Advanced MS Excel.

Responsabilités

• Portfolio implementation and transition management.
• Liaise professionally with clients.
• Efficient query management and resolution.
• Liaise with back office team, external client Managers, PMs, performance & attribution, dealing, implementations, finance, fund operations.
• Perform ongoing KYC of clients.
• Effective liaison with back-office administrators.
• Provide information/support to Portfolio Managers.
• Load daily trades on Investment system.
• Update of CRM system.
• Review monthly, quarterly and yearly client reports.
• Update the process documentation and formulate new system documentation for new process.
• Contribute to ad hoc projects aimed at streamlining processes.
• Knowledge of Charles River and Hiport and other applicable trading and order management systems.
• Ability to multitask and work well under pressure.

Connaissances

Matric

Investment management experience

Client relationship management

Financial market knowledge

Fund accounting experience

Initiative / pro-active

Excellent communication

Structured thinking / documentation

Attention to detail

Numerical & analytical ability

Advanced MS Excel

Formation

Matric (Grade 12)

Outils

Charles River

Hiport

Order management systems

Description du poste

About the job Specialist: Operations Analyst

• Matric (Grade 12)
• 2-5 years investment management industry experience, preferably in a role with exposure to assetmanagement and or fund operations
• Client relationship management experience in the investment management industry
• Financial market knowledge (instruments and products)
• Fund accounting experience or exposure
• Uses initiative, is pro-active and possesses problem solving skills
• Excellent communication skills (both written and verbal)
• Thinks in a structured way and can document processes
• Pays attention to detail
• Strong numeric and analytical ability
• Advanced MS Excel

Responsibilities:

• Portfolio Implementation and transition management
• Liaise professionally with clients
• Be effective and efficient at query management and resolution
• Liaise with back office team, external client Managers, PMs, performance & attribution, dealing,implementations, finance, fund operations
• Perform ongoing KYC of clients
• Effective liaison with back-office administrators
• Provide information/support to Portfolio Managers
• Load daily trades on Investment system
• Update of CRM system
• Review monthly, quarterly and yearly client reports
• Update the process documentation formulate new system documentation for new process
• Contribute to ad hoc projects aimed at streamlining processes
  
• Knowledge of Charles River and Hiport and other applicable trading and order managementsystems
• Ability to multitask and work well under pressure