Trade Management Support Analyst (Charles River IMS) (Contract) (CPT Onsite)

Datafin; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A dynamic Independent Asset Management Firm is seeking a Trade Management Support Analyst for a 9-Month Contract in Cape Town. This role involves serving as the first point of contact for incidents and requests, ensuring effective communication and relationship building within the Trade Management team. Applicants should possess a strong background in the Trade lifecycle and customers support, with proficiency in relevant tools and technical skills.

Qualifications

• At least 3 years experience in Trade lifecycle support.
• Proficiency in Charles River IMS, Excel & MS Office.
• Desirable SQL skills and experience with CRIMS or any OMS.

Responsibilities

• Initial assessment, prioritization, and resolution of trade-related incidents.
• Maintain positive customer support experience and relationships.
• Assist management with reporting and audit across the Trade Management team.

Skills

Customer Service

Analytical Skills

Problem Solving

Education

Relevant qualification in Finance or IT

Tools

Charles River IMS

Excel

Microsoft Office

SQL

Job description

ENVIRONMENT:

A dynamic Independent Asset Management Firm seeks to fill a 9-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.

While we would really like to respond to every application, should you not be contacted for this position within 10 working days please consider your application unsuccessful.

COMMENTS:

When applying for jobs, ensure that you have the minimum job requirements. OnlySA Citizens will be considered for this role. If you are not in the mentioned location of any of the jobs, please note your relocation plans in all applications for jobs and correspondence. Apply here [URL Removed] OR e-mail a Word copy of your CV to [Email Address Removed] and mention the reference number of the job.

Desired Skills:

• Trade
• Management
• Support