Investment Operations Leader: Corporate Actions & Automation

Momentum; Centurion; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Momentum Group is seeking an Investment Operations Specialist to oversee end-to-end bulk investment operations across multiple platforms. You will drive accuracy, governance, and continuous improvement while acting as SME for corporate actions, wrap fund rebalancing, and risk management.

The role requires a minimum of 5 years in investment operations, advanced Excel and data-analytics skills, plus stakeholder management experience.

Qualifications

• Essential: Relevant tertiary qualification in Finance, Investments, Economics, Financial Services or Business Management.
• Experience in investment operations, corporate actions processing and platform administration.
• Strong analytical and data-management capabilities with attention to detail.

Responsibilities

• Ensure accurate and timely processing of bulk investment administration activities.
• Oversee corporate actions processing across investment platforms and wrap fund rebalancing.
• Investigate and resolve complex operational queries and ensure SLAs are met.
• Maintain operational dashboards, MI, and KPI reporting.
• Collaborate with stakeholders and drive process improvements and automation.

Skills

Advanced Excel

Power Query

Pivot Tables

Power BI

Jira Workflow Management

Operational Reporting

Data Analysis

Process Mapping

Investment Platform Administration

Corporate Actions Processing

Operational Risk Management

Education

Relevant Finance/Investments degree

BCom Finance

BCom Investment Management

BCom Economics

Business Analysis qualification

Lean Six Sigma certification

Investment-related professional qualifications

Tools

Excel

Power BI

Jira

Job description

Momentum Group is seeking an Investment Operations Specialist to oversee end-to-end bulk investment operations across multiple platforms. You will drive accuracy, governance, and continuous improvement while acting as SME for corporate actions, wrap fund rebalancing, and risk management.

The role requires a minimum of 5 years in investment operations, advanced Excel and data-analytics skills, plus stakeholder management experience.