Trade Management Support Analyst (12-Month Contract) (CPT)

Datafin; Cape Town; On-site; ZAR 400,000 - 500,000; Full time

Job summary

A leading independent asset management firm in Cape Town is seeking a Trade Management Support Analyst for a 12-month contract. The successful candidate will act as a point of contact for incident resolution in the Trade Management team, requiring at least 3 years of experience supporting Front Office users in Trading and Operations. Proficiency in Charles River IMS and strong Excel skills are essential. The role emphasizes strong customer service and relationship-building abilities, with a focus on collaborative teamwork.

Qualifications

• Minimum of 3 years' experience supporting Front Office users (Trading, Operations, Portfolio Management).
• Good customer service skills are essential.
• Proficient with Excel and MS Office.

Responsibilities

• Initial assessment, prioritization, triage, escalation, and resolution of incidents and requests.
• Provide clear communication and instructions to users.
• Maintain positive customer support and strong relationships.

Skills

Customer Service

Excel

Strong analytical skills

Education

Relevant qualification in Finance or IT

Tools

Charles River IMS

Microsoft Office

SQL

Job description

Trade Management Support Analyst (12-Month Contract) (CPT) IT - Analyst, Data Management ~ IT - Support

Cape Town - Western Cape - South Africa

Environment

A dynamic Independent Asset Management Firm seeks to fill a 12-Month Contract role for a Trade Management Support Analyst who will serve as a first point of contact to the business to enable efficient and effective restoration of incidents and requests. You will be involved with the initial assessment, prioritization, triage, escalation and resolution of incidents and requests relating to the Trade Management team. Applicants will require exposure of at least 3 years to the Trade lifecycle / supporting Front Office users (Trading, Operations, Portfolio Management), have proficiency with Charles River IMS, Excel & MS Office with good analytical and problem‑solving skills. Any SQL skills and experience with CRIMS or any other OMS will prove beneficial.

Duties

• Initial assessment, prioritization, triage, escalation and resolution of incidents and requests relating to the Trade Management team.
• Provide clear communication and instruction to users on related issues.
• Escalate to senior management and key stakeholders where necessary.
• Maintain a positive customer support experience and build strong relationships through deep problem understanding, ensuring timely resolution or escalation, communicating promptly on progress, and handling customers with a professional attitude.
• Assist management with reporting and audit across the Trade Management team.
• Study for relevant qualification (Finance, IT) where applicable.

Requirements

• Charles River IMS.
• Exposure to the Trade lifecycle / supporting Front Office users (Trading, Operations, Portfolio Management) for a minimum of 3 years.
• Strong Excel.
• Microsoft Office.
• Good Customer Service.

Desirable

• SQL skills.
• CRIMS highly desirable or Any other OMS.

Attributes

• Proven interest in Technology and Finance.
• The ability to build and maintain meaningful relationships.
• A client focused and collaborative approach.
• Ambition, balanced with decency and humanity.
• Ability to analyse, interpret and assimilate information.

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