Investment Operations Team Leader

The Talent Experts; Cape Town; Hybrid; ZAR 600,000 - 900,000; Full time

Job summary

A leading financial services group seeks an Investment Operations Team Leader in Cape Town. This managerial role involves leading teams to ensure compliance and exceptional service within the investor services sector, offering a hybrid working model and a competitive salary package.

Benefits

Flexible hybrid working setup

Performance bonuses

Qualifications

• 5+ years' experience in investor services with a team leader role.
• Fluency in FICA/KYC processes and adept in client operations.
• Excellent interpersonal skills and attention to detail.

Responsibilities

• Lead operations, client services, and compliance teams.
• Mentor staff and ensure all deliverables meet regulatory requirements.
• Drive exceptional service delivery and oversee compliance processes.

Skills

Operations Management

Education

Relevant degree in Finance or Accounting

Tools

MS Office

DoCFox

tCube

Job description

Investment Operations Team Leader
Kenilworth, Cape Town (Hybrid)
Market-related

Lead a high-performing operations and client services team delivering world-class investor services in SA's collective investments industry.

Is this you?
You're an exceptional leader who thrives on precision, client satisfaction, and operational excellence. You lead by example, bring a solutions-oriented mindset, and value accountability, teamwork, and professional growth. Communicating clearly and eloquently comes naturally to you, and you bring a deep respect for compliance, service deadlines, and the finer details.

What you'll be doing (and why you'll enjoy it)
You'll be heading up the Operations, Client Services and FICA teams, mentoring staff, allocating workloads, and ensuring all deliverables meet internal policies and regulatory requirements. You'll be the key escalation point for client issues, develop strong relationships with fund managers and investors, and drive exceptional service delivery. You'll also oversee compliance processes, audits, and spearhead operational improvements, all while helping your team grow and succeed.

Where you'll be doing it
You'll join a leading financial services group focussing on hedge fund admin and investment fund manco services. With over a decade of experience, they offer hosting and administration solutions across regulated and unregulated funds. The team operates on a hybrid model, blending flexibility with strong team collaboration and a culture of professionalism and innovation. Their offices are based in Kenilworth, Cape Town.

What you'll need
You hold a relevant degree (Finance or Accounting) and bring at least 5 years' experience in investor services, with time spent in a team leader role. You're fluent in FICA/KYC processes, adept in client operations, and confident using tools like MS Office and platforms such as DoCFox and tCube. Your sharp eye for detail, service-first mindset, and excellent interpersonal skills set you apart .

What you'll get
You'll enjoy a flexible hybrid working setup, a collaborative and driven team environment, and the opportunity to lead in one of SA's top financial service firms. You'll play a pivotal role in maintaining the company's industry-leading reputation. The team you will be leading is established and settled with most of your colleagues having worked there for more than 5 years. An above market salary is offered as well as performance bonuses.

How to apply
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]
We appreciate that your CV might not be fully up to date. No problem, just send us what you have.
We do respond to everyone! Just give us a few days to work through your application.

Desired Skills:

• Operations Management

Desired Work Experience:

• 5 to 10 years

Desired Qualification Level:

• Degree