Investment Operations Specialist MMH261026-1
Momentum
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Job summary
Momentum is seeking an Investment Operations Specialist to oversee end-to-end bulk investment operations across multiple platforms. The role acts as SME for corporate actions, fund rebalancing, and operational risk management, driving process optimisation and governance.
The incumbent provides technical guidance within the Bulk Trading Support & Fund Administration team, escalates complex issues, and collaborates with stakeholders to deliver accurate, timely investment administration services.
Qualifications
- Relevant tertiary qualification in Finance, Investments, Economics, Financial Services or Business Management.
- Preferred: BCom Finance, BCom Investment Management or Economics; related qualifications welcomed.
Responsibilities
- Ensure accurate processing of bulk investment administration activities.
- Oversee corporate actions processing across investment platforms.
- Manage wrap fund rebalancing activities.
- Investigate and resolve complex operational queries.
- Ensure compliance with SLAs and turnaround times.
- Review and approve exception processing and non-standard transactions.
- Maintain operational processes in line with policies and procedures.
- Monitor KPIs, risk controls and produce MI.
Skills
Education
Tools
Job description
The Investment Operations Specialist is responsible for the end-to-end oversight, administration, governance, and continuous improvement of Bulk Investment Operations activities across multiple investment platforms and products. The role serves as the subject matter expert (SME) for corporate actions, wrap fund rebalancing, bulk processing, and operational risk management. The incumbent is responsible for ensuring operational excellence through the accurate execution and oversight of investment administration processes, while driving process optimisation, mitigating operational risk, enhancing controls, and supporting strategic business initiatives. This role provides technical guidance within the Bulk Trading Support & Fund Administration team, acts as an escalation point for complex operational matters, and contributes to the delivery of exceptional service to internal and external stakeholders.
- Relevant tertiary qualification in:
- Finance
- Investments
- Economics
- Financial Services
- Business Management
- BCom Finance
- BCom Investment Management
- BCom Economics
- Business Analysis qualification
- Lean Six Sigma certification
- Investment-related professional qualifications
- Minimum 5 years' experience within:
- Investment Operations
- LISP Administration
- Wealth Management Operations
- Asset Management Operations
- Platform Administration
- Proven experience in:
- Corporate Actions Processing
- Wrap Fund Rebalancing
- Investment Administration
- Operational Reporting
- Stakeholder Management
- 5 + years of relevant financial services operations experience.
- Experience acting as a Subject Matter Expert.
- Operational risk and control experience.
- Process optimisation and automation experience.
- Project and change management experience.
- Quality assurance and oversight experience.
- Advanced Microsoft Excel
- Power Query
- Pivot Tables
- Power BI (advantageous)
- Jira Workflow Management
- Operational Reporting and Analytics
- Data Analysis and Trend Identification
- Process Mapping and Documentation
- Investment Platform Administration
- Corporate Actions Processing
- Operational Risk Management
- Ensure the accurate and timely processing of all bulk investment administration activities.
- Execute and oversee corporate actions processing across various investment platforms.
- Manage and oversee wrap fund rebalancing activities.
- Investigate and resolve complex operational queries.
- Ensure all activities comply with agreed service level agreements (SLAs) and turnaround times.
- Review and approve exception processing and non-standard transactions.
- Ensure operational processes are executed in accordance with internal policies and procedures.
- Maintain high levels of accuracy and quality across all operational activities.
The incumbent will perform a first-line operational oversight function across the Investment Operations environment and be accountable for ensuring the effectiveness of operational controls and adherence to process standards.
- Perform regular quality assurance reviews of operational activities.
- Monitor operational performance against KPIs and SLAs.
- Review exception reports and investigate operational anomalies.
- Conduct root cause analysis on recurring operational issues.
- Ensure adherence to documented procedures and governance requirements.
- Identify control weaknesses and implement corrective actions.
- Escalate operational risks and incidents appropriately.
- Support internal and external audits.
- Monitor process effectiveness and recommend control enhancements.
- Maintain oversight of corporate actions, wrap fund activities, and bulk processing functions to ensure operational integrity.
- Identify, assess, and mitigate operational risks.
- Develop and maintain appropriate operational controls.
- Ensure compliance with regulatory and governance frameworks.
- Maintain operational risk registers where required.
- Support business continuity and disaster recovery requirements.
- Promote a strong risk management culture within the team.
- Identify opportunities to improve efficiency and eliminate operational bottlenecks.
- Drive automation and digitisation initiatives.
- Conduct process reviews and recommend enhancements.
- Collaborate with technology teams regarding system improvements and development opportunities.
- Lead and participate in continuous improvement initiatives.
- Maintain and update process documentation and operating procedures.
- Produce and analyse operational management information (MI).
- Prepare daily, weekly, monthly, and ad hoc reports.
- Analyse operational trends and identify emerging risks.
- Provide meaningful insights and recommendations to management.
- Develop and maintain operational dashboards and reporting packs.
- Monitor workflow volumes, capacity, and service performance metrics.
- Build and maintain strong relationships with internal and external stakeholders.
- Liaise with platform providers, fund managers, administrators, custodians, and business partners.
- Act as an escalation point for complex operational matters.
- Communicate effectively with stakeholders on operational issues and resolutions.
- Represent Investment Operations in stakeholder forums and project discussions.
- Participate in strategic business initiatives and operational projects.
- Support platform migrations, system upgrades, and product implementations.
- Perform User Acceptance Testing (UAT) for system and process changes.Assist with operational readiness assessments for new initiatives.
- Provide operational input into business and technology projects.
- Ensure successful implementation of operational enhancements.
- Act as Subject Matter Expert (SME) for:
- Corporate Actions Processing
- Wrap Fund Rebalancing
- Bulk Transaction Processing
- Investment Platform Administration
- Operational Controls and Governance
- Mentor and support junior team members.
- Provide technical guidance and coaching.
- Assist with knowledge sharing and skills development initiatives.
- Promote best practices and operational excellence across the team.
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