Operations Analyst

C40 Cities; Cape Town; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking a highly organized Operations Analyst to join their dynamic team in Cape Town. This exciting role focuses on model portfolio implementation and client service support, allowing you to build strong relationships with clients and service providers. With a proactive approach and strong numeracy skills, you will play a crucial role in maintaining model portfolios and assisting clients with their queries. This is a fantastic opportunity to thrive in a supportive environment that values detail orientation and a positive attitude. If you're ready for a rewarding challenge in the investments industry, apply now!

Qualifications

• Minimum 2 years of working experience, preferably in Financial Services.
• Strong communication and presentation skills with a client-centric attitude.

Responsibilities

• Administration and maintenance of local and offshore model portfolios.
• Assist clients on model portfolio related queries and provide support.

Skills

Numeracy Skills

Attention to Detail

Client Service Support

Proficiency in Microsoft Excel

Communication Skills

Presentation Skills

Education

Bachelor's Degree in Administration

Tertiary Qualification in Commerce

Job description

Our client is seeking a highly organised and process-driven Operations Analyst with an interest in the investments industry.

This diverse role offers the opportunity to focus on model portfolio implementation, client service support, and building strong working relationships with clients and service providers.

What you'll do :

1. Administration and maintenance of local and offshore model portfolios
2. Assist clients on model portfolio related queries and provide support
3. Implement model portfolio changes instructed by the Investment Team
4. Implement model portfolio management requests instructed by the Client Service Team
5. Build strong working relationships with model portfolio teams at service providers
6. Maintain good relationships with clients
7. Weekly AUM Reporting
8. Quarterly Client Reporting
9. Regular client fee calculations and support to Finance

What you bring :

• Bachelor's degree or equivalent tertiary qualification in Administration, Commerce or Business & Information Administration
• Minimum 2 years of working experience, preferably in Financial Services
• Strong numeracy skills and high attention to detail
• Proactive approach to work with a 'Can Do' attitude
• Strong communication and presentation skills with a client-centric attitude
• Efficient, process-driven, organized, diligent, reliable, hardworking, detail-oriented, self-motivated, positive personality traits
• Proficiency in Microsoft Excel

What sets this company apart :

Our client is a global fund adviser providing independent investment insights and services to institutional investors, wealth managers, and independent financial advisers. They are an owner-managed business founded in [year missing] with offices in South Africa and the UK.

This is a fantastic opportunity to join a company that values hard work, detail orientation, and a positive attitude.

What's next :

Ready for a rewarding challenge in the investments industry?

Apply now!

About the job

• Contract Type : FULL_TIME
• Focus : Investment Management
• Workplace Type : On-site
• Experience Level : Associate
• Location : Cape Town
• Salary : Negotiable
• Job Reference : ZOIP3Y-B5EAD
• Date posted : 4 March
• Consultant : Cindy Duplessis