Operations Analyst – Investments Boutique

Aquarius Specialist Recruitment; Cape Town; On-site; ZAR 400 000 - 600 000; Full time

Job summary

A reputable investments boutique based in Cape Town is seeking an Operations Analyst to support model portfolio administration and build relationships. The ideal candidate has a degree in administration or commerce, relevant experience in financial services, and strong organizational skills. This role offers a challenging opportunity to develop within a dynamic team in the investments industry.

Qualifications

• Financial Services experience gained in an investment company is mandatory.
• Minimum 2 years working experience dealing with Investment Admin and Client Services.

Responsibilities

• Administration and maintenance of local and offshore model portfolios.
• Implement model portfolio changes instructed by the Investment Team.
• Build strong working relationships with model portfolio teams at service providers.
• Weekly AUM Reporting and Quarterly Client Reporting.

Skills

Numerate

High attention to detail

Pro‑active

Strong communication and presentation skills

Client centric attitude

Efficient

Process Driven

Organized

Education

Bachelor of Administration (BAdmin)

Bachelor of Commerce (BCom)

Diploma in Business & Information Administration

Equivalent tertiary qualification

Tools

Microsoft Excel

Job description

Our client is a successful and reputable Investments Boutique business based in Cape Town. Due to the dynamic growth of the organisation they now have a need to build out their operations team with a new Operations Analyst role.

OVERVIEW

The Operations Analyst role is a diverse role suited to an organized and process driven candidate who has an interest in the investments industry. The role focusses on model portfolio implementation, client service support as well as building strong working relationships with clients and service providers. Our business covers local and offshore investing, presenting a great opportunity to develop expertise across a wide array of areas.

Key Features of the Role

1. Model Portfolio Administration

• Administration and maintenance of local and offshore model portfolios
• Assist clients on model portfolio related queries and provide support
• Implement model portfolio changes instructed by the Investment Team
• Implement model portfolio management requests instructed by the Client Service Team
• Institutional client support
• Bespoke client support

2. Relationship Building

• Build strong working relationships with model portfolio teams at service providers
• Build good working relationships with operations team at various model client practices
• Maintain good relationships with clients

3. Reporting

• Weekly AUM Reporting
• Quarterly Client Reporting
• Bespoke client reporting on a weekly, monthly and quarterly basis
• Monthly model factsheet checking
• Regular client fee calculations and support to Finance

IDEAL CANDIDATE PROFILE

Qualifications

• Bachelor of Administration (BAdmin)
• Bachelor of Commerce (BCom)
• Diploma in Business & Information Administration
• Or equivalent tertiary qualification

Experience

• Financial Services experience gained in an investment company NB
• Minimum 2 years working experience dealing with Investment Admin and Client Services

Skills & Competencies – Enquiring mind

• Numerate
• High attention to detail
• Pro‑active
• Strong communication and presentation skills
• Client centric attitude
• Efficient
• Process Driven
• Organized

Personality – Can Do Attitude

• Diligent
• Confident
• Reliable
• Trusting
• Hard working
• Detail orientated
• Self‑motivated
• Self‑starter
• Positive

Systems

• Proficient in Microsoft Excel

To apply for this role please send your CV and supporting documentation to [e-mail]