Senior Investment Operations Analyst - Hybrid, Process Improvement

Morningstar; Cape Town; Hybrid; ZAR 600 000 - 800 000; Full time

Job summary

A leading investment management firm in Cape Town is seeking a Senior Investment Operations Analyst to enhance its operations team. The ideal candidate should have at least 5 years of experience in Investment Operations and demonstrate strong analytical and project management skills. Key tasks include managing cash flow processes, generating reports, and maintaining client relationships. The firm promotes a hybrid work culture, facilitating collaboration while offering resources to support flexibility.

Benefits

Hybrid work environment

Flexible benefits supporting needs

Collaborative team setting

Qualifications

• Minimum of 5 years of experience in Investment Operations or Fund Administration.
• Sound understanding of the SA investment and platform industry.
• Experience working in a high-performance team managing multiple priorities.

Responsibilities

• Manage daily cash flow allocation processing and compliance.
• Oversee trade execution processing and reconciliation.
• Produce daily, monthly, and client reports.

Skills

Attention to detail

Time management

Analytical thinking

Interpersonal skills

Education

Postgraduate degree or Honours in Investments, Finance, or Commerce

Tools

Excel

Morningstar Direct

Tableau

Salesforce

Job description

A leading investment management firm in Cape Town is seeking a Senior Investment Operations Analyst to enhance its operations team. The ideal candidate should have at least 5 years of experience in Investment Operations and demonstrate strong analytical and project management skills. Key tasks include managing cash flow processes, generating reports, and maintaining client relationships. The firm promotes a hybrid work culture, facilitating collaboration while offering resources to support flexibility.