Team Lead: Investment Administration MMH261105-6

Momentum; Centurion; Sur place; ZAR 900 000 - 1 300 000; Plein temps

Résumé du poste

Momentum in South Africa is seeking a seasoned Investment Administration Lead to oversee end-to-end administration for a diverse range of investment products. You will drive operational excellence, mentor a high-performing team, and ensure compliance with regulatory standards while collaborating with stakeholders.

The role emphasises leadership, process optimisation, risk management, and delivering superior client outcomes through effective team and process leadership.

Qualifications

• Bachelor’s degree (BCom) or Financial Markets Diploma preferred.
• 3–5 years experience in financial services or investment administration.
• 2–3 years experience in Private Equity or related investment administration.
• Proven exposure to team coordination or leadership responsibilities.
• Experience in process improvement and stakeholder engagement.
• Proficient in investment administration systems and advanced Excel skills.

Responsabilités

• Lead, motivate, and develop a high-performing team responsible for administering a diverse portfolio of investment products.
• Manage team performance, providing coaching, feedback, and development plans to ensure continuous growth and achievement of business objectives.
• Foster a culture of collaboration, accountability, and continuous improvement within the team.
• Ensure clear communication of goals, priorities, and deadlines to the team.

Connaissances

Leadership

Team coordination

Excel

Stakeholder engagement

Process improvement

Communication

Formation

BCom or Financial Markets Diploma

Outils

Investment administration systems

Advanced Excel

Description du poste

Role Purpose

Lead and oversee the end-to-end investment administration processes within the Investment Administration Team (Investment Operations & Custody Administration), ensuring the accurate and efficient execution of all operational activities across a diverse range of investment products. Drive operational excellence through effective team leadership, process optimisation, risk management, and stakeholder collaboration to support the delivery of business objectives and superior client outcomes.

Requirements

• Bachelor’s degree (BCom) or Financial Markets Diploma preferred (Accounting advantageous
• 3-5 years experience in the financial services or investment administration environment
• At least 2–3 years’ experience in Private Equity, Structured Products, or related investment administration
• Proven exposure to team coordination or leadership responsibilities
• Experience in process improvement and stakeholder engagement
• Proficient in investment administration systems and advanced Excel skills
• Strong organisational, leadership, and communication skills

Duties and Responsibilities

Leadership & Team Management

• Lead, motivate, and develop a high-performing team responsible for administering a diverse portfolio of investment products.
• Manage team performance, providing coaching, feedback, and development plans to ensure continuous growth and achievement of business objectives.
• Foster a culture of collaboration, accountability, and continuous improvement within the team.
• Ensure clear communication of goals, priorities, and deadlines to the team.
• Identify skill gaps and coordinate relevant training and development initiatives.

Operational Strategy & Execution

• Oversee the execution of operational strategies, plans, policies, and processes aligned with organisational goals.
• Ensure efficient and accurate administration of Private Equities, Special Opportunities, Structured Products, Fund of Hedge Funds, Direct Properties, Fixed Income, Securities Lending, Listed Derivatives, Reinsurance agreements, and other off-market investments.
• Monitor and manage cash, scrip and unit reconciliation clearance activities.
• Lead participation in change initiatives, process improvements, and project delivery efforts, ensuring seamless transition support where applicable.

Stakeholder Engagement & Client Service

• Serve as the primary point of contact for internal and external stakeholders, delivering authoritative advice and expertise on investment administration matters.
• Build and sustain strong client relationships, ensuring service levels and client expectations are consistently met or exceeded.
• Drive initiatives to improve client service quality and ensure fair treatment within the area of responsibility.
• Collaborate across departments to translate business requirements into efficient operational processes and controls.

Risk, Compliance & Financial Controls

• Support risk identification and mitigation efforts, escalating concerns and recommendations through appropriate channels.
• Manage financial resources and budgets within the team responsibly to optimise operational efficiency and cost effectiveness.
• Ensure compliance with regulatory requirements and internal policies across all administered investment products.