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Operations Analyst – Investments Boutique
Job summary
A reputable investments boutique based in Cape Town is seeking an Operations Analyst to support model portfolio administration and build relationships. The ideal candidate has a degree in administration or commerce, relevant experience in financial services, and strong organizational skills. This role offers a challenging opportunity to develop within a dynamic team in the investments industry.
Qualifications
- Financial Services experience gained in an investment company is mandatory.
- Minimum 2 years working experience dealing with Investment Admin and Client Services.
Responsibilities
- Administration and maintenance of local and offshore model portfolios.
- Implement model portfolio changes instructed by the Investment Team.
- Build strong working relationships with model portfolio teams at service providers.
- Weekly AUM Reporting and Quarterly Client Reporting.
Skills
Education
Tools
Our client is a successful and reputable Investments Boutique business based in Cape Town. Due to the dynamic growth of the organisation they now have a need to build out their operations team with a new Operations Analyst role.
The Operations Analyst role is a diverse role suited to an organized and process driven candidate who has an interest in the investments industry. The role focusses on model portfolio implementation, client service support as well as building strong working relationships with clients and service providers. Our business covers local and offshore investing, presenting a great opportunity to develop expertise across a wide array of areas.
- Administration and maintenance of local and offshore model portfolios
- Assist clients on model portfolio related queries and provide support
- Implement model portfolio changes instructed by the Investment Team
- Implement model portfolio management requests instructed by the Client Service Team
- Institutional client support
- Bespoke client support
- Build strong working relationships with model portfolio teams at service providers
- Build good working relationships with operations team at various model client practices
- Maintain good relationships with clients
- Weekly AUM Reporting
- Quarterly Client Reporting
- Bespoke client reporting on a weekly, monthly and quarterly basis
- Monthly model factsheet checking
- Regular client fee calculations and support to Finance
- Bachelor of Administration (BAdmin)
- Bachelor of Commerce (BCom)
- Diploma in Business & Information Administration
- Or equivalent tertiary qualification
- Financial Services experience gained in an investment company NB
- Minimum 2 years working experience dealing with Investment Admin and Client Services
- Numerate
- High attention to detail
- Pro‑active
- Strong communication and presentation skills
- Client centric attitude
- Efficient
- Process Driven
- Organized
- Diligent
- Confident
- Reliable
- Trusting
- Hard working
- Detail orientated
- Self‑motivated
- Self‑starter
- Positive
- Proficient in Microsoft Excel
To apply for this role please send your CV and supporting documentation to operations@asearch.co.za
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.