Operations Analyst

Our client is seeking a highly organised and process-driven Operations Analyst with an interest in the investments industry. This diverse role offers the opportunity to focus on model portfolio implementation, client service support, and building strong working relationships with clients and service providers.

What you'll do:

As an Operations Analyst, you will play a crucial role in administering and maintaining local and offshore model portfolios. You will be the first point of contact for clients regarding any model portfolio related queries, providing them with exceptional support.

• 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
• Build strong working relationships with model portfolio teams at service providers
• Maintain good relationships with clients
• Weekly AUM Reporting
• Quarterly Client Reporting
• Regular client fee calculations and support to Finance

What you bring:

• Bachelor's degree or equivalent tertiary qualification in Administration, Commerce or Business & Information Administration
• Minimum 2 years of working experience, preferably in Financial Services
• Strong numeracy skills and high attention to detail
• Proactive approach to work with a 'Can Do' attitude
• Strong communication and presentation skills with a client-centric attitude
• Efficient, process-driven, organized, diligent, reliable, hardworking, detail-oriented, self-motivated, positive personality traits
• Proficiency in Microsoft Excel

What sets this company apart:

Our client is a global fund adviser providing independent investment insights and services to institutional investors, wealth managers, and independent financial advisers. They are an owner-managed business founded in 2007 with offices in South Africa and the UK. This is a fantastic opportunity to join a company that values hard work, detail orientation, and a positive attitude.

What's next:

Ready for a rewarding challenge in the investments industry? Apply now!

Apply today by clicking on the link!