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

Datafin; Cape Town; On-site; ZAR 350,000 - 500,000; Full time

Job summary

A dynamic Independent Asset Management Firm seeks a Trade Management Support Analyst as the first point of contact for efficient incident resolution. The ideal candidate has a solid background supporting Front Office users, strong analytical abilities, and proficiency with Charles River IMS and Excel. You will play a crucial role in incident management and client support, fostering meaningful relationships within the team.

Qualifications

• 3 years experience in Trade lifecycle supporting Front Office users.
• Strong proficiency with Charles River IMS and Excel.
• Experience with SQL and other OMS is a plus.

Responsibilities

• Initial assessment, prioritization, triage, escalation, and resolution of incidents.
• Clear communication and instruction to users on related issues.
• Assist management with reporting and audit across the Trade Management team.

Skills

Customer Service

Analytical Skills

Problem Solving

Education

Finance Degree

IT Degree

Tools

Charles River IMS

Excel

Microsoft Office

Job description

ENVIRONMENT:

PROVIDE a first point of contact to the business to enable efficient and effective restoration of incidents and requests for service as the next Trade Management Support Analyst sought by a dynamic Independent Asset Management Firm. 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:

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Desired Skills:

• Trade
• Management
• Support