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

DataFin; Cape Town; On-site; ZAR 400 000 - 550 000; Full time

Job summary

A dynamic Independent Asset Management Firm is seeking a Trade Management Support Analyst for a 12-month contract in Cape Town. The role involves supporting Front Office users with incidents related to trade management, requiring at least 3 years of experience in the trade lifecycle and strong analytical skills. Proficiency in Charles River IMS, Excel, and MS Office is essential, along with a client-focused approach to ensure positive customer experiences.

Qualifications

• Minimum of 3 years exposure to the Trade lifecycle supporting Front Office users.
• Strong proficiency in Charles River IMS and MS Office.
• Good customer service skills and ability to maintain positive support experience.

Responsibilities

• Initial assessment and resolution of incidents and requests.
• Provide communication and instruction to users.
• Maintain strong relationships with users and stakeholders.
• Assist management with reporting and audit.

Skills

Analytical skills

Problem-solving skills

Customer service

Proficiency with Charles River IMS

Strong Excel

Microsoft Office

Education

Finance or IT qualification

Tools

Charles River IMS

Excel

MS Office

CRIMS

Job description

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.