Investment Operations Assistant - Claremont

Sanlam Global Investment Solutions (SGIS); Cape Town; On-site; ZAR 300 000 - 600 000; Full time

Job summary

An established industry player is seeking an Investment Operations Assistant in Cape Town, where you'll engage in client reviews, portfolio implementation, and trading activities. This role demands a passion for financial markets and a commitment to exceptional client service. You'll be responsible for executing trades, overseeing corporate actions, and addressing client requests, all while maintaining meticulous attention to detail. If you thrive in a dynamic environment and possess strong numerical orientation and organizational skills, this opportunity is perfect for you to make a significant impact in the Private Wealth sector.

Qualifications

• Experience in Private Wealth industry is advantageous.
• Strong numerical orientation and organizational skills required.

Responsibilities

• Client reviews, portfolio implementation, and trading activities.
• Oversee corporate actions and manage client requests.

Skills

Passion for financial markets

Client service commitment

Portfolio management proficiency

Administrative capabilities

Attention to detail

Education

B. Com

B. Com Honours

JSE Registered Securities Trader

Tools

X-Plan

BDA

MS Office

Job description

Job title: Investment Operations Assistant - Claremont

Job Location: Western Cape, Cape Town

Deadline: May 07, 2025

What will you do?

1. Client reviews and performance
2. Portfolio Implementation
3. Modelling of client portfolios
4. Portfolio construction and implementation
5. Trading
6. Execute local and offshore trades
7. Equities, bonds, FX and Unit Trusts
8. Oversee Corporate Actions
9. Ad hoc portfolio manager and client requests

What will make you successful in this role?

1. Passion for financial markets
2. Commitment to delivering exceptional client service
3. Proficiency in portfolio management
4. Excellent administrative capabilities
5. Meticulous attention to detail

Qualifications And Experience

1. B. Com/ B. Com Honours
2. JSE Registered Securities Trader
3. An understanding of the Private Client business and the stock-broking environment

Knowledge And Skills

1. Previous experience within Private Wealth industry will be advantageous
2. Working knowledge of X-Plan and BDA an advantage
3. Computer literacy [MS Office]
4. Excellent numerical acumen

Personal qualities

1. Strong numerical orientation
2. Highly organized with a high level of customer focus
3. Accurate and detail oriented
4. Critical and analytical capability
5. Ability to perform well under pressure and show maturity, confidence and resilience
6. Excellent listening, communication and interpersonal skills
7. Pro-Active approach to work, clients, problem solving
8. Learning agility and curiosity
9. Assertive
10. Passionate ownership for results