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.
OVERVIEW
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.
The key features of the role are:
1. Model Portfolio Administration:
a. Administration and maintenance of local and offshore model portfolios
b. Assist clients on model portfolio related queries and provide support
c. Implement model portfolio changes instructed by the Investment Team
d. Implement model portfolio management requests instructed by the Client Service Team
e. Institutional client support
f. Bespoke client support
2. Relationship Building:
a. Build strong working relationships with model portfolio teams at service providers
b. Build good working relationships with operations team at various model client practices
c. Maintain good relationships with clients
3. Reporting
a. Weekly AUM Reporting
b. Quarterly Client Reporting
c. Bespoke client reporting on a weekly, monthly and quarterly basis
d. Monthly model factsheet checking
e. Regular client fee calculations and support to Finance
IDEAL CANDIDATE PROFILE:
Qualifications ‐ Bachelor of Administration (BAdmin)
‐ Bachelor of Commerce (BCom)
‐ Diploma in Business & Information Administration
‐ Or equivalent tertiary qualification
Experience:
‐ Financial Services experience gained in an investment company NB
‐ Minimum 2 years working experience dealing with Investment Admin and Client Services
Skills & Competencies ‐ Enquiring mind
‐ Numerate
‐ High attention to detail
‐ Pro‐active
‐ Strong communication and presentation skills
‐ Client centric attitude
‐ Efficient
‐ Process Driven
‐ Organized
Personality ‐ Can Do Attitude
‐ Diligent
‐ Confident
‐ Reliable
‐ Trusting
‐ Hard working
‐ Detail orientated
‐ Self‐motivated
‐ Self‐starter
‐ Positive
Systems ‐ Proficient in Microsoft Excel
To apply for this role please send your CV and supporting documentation to operations@asearch.co.za
To apply for this job email your details to operations@asearch.co.za