Investment Operations Analyst

An exciting opportunity has arisen for an Investment Operations Analyst based in Cape Town, offering you the chance to immerse yourself in a diverse and rewarding role within the investments industry.

What you'll do:

As an Operations Analyst based in Cape Town, you will play a pivotal role in supporting investment operations through meticulous administration of model portfolios.

• Administer and maintain both local and offshore model portfolios with precision, ensuring all records are up-to-date and compliant with internal standards.
• Assist clients by responding promptly to model portfolio-related queries, providing comprehensive support that fosters trust and satisfaction.
• Implement changes to model portfolios as instructed by the Investment Team, ensuring accuracy and timeliness in every transaction.
• Carry out management requests from the Client Service Team regarding model portfolios, demonstrating flexibility and responsiveness to evolving needs.
• Provide dedicated support to institutional clients, tailoring solutions that meet their specific requirements within the investment landscape.
• Deliver bespoke client support by understanding individual client needs and adapting services accordingly for optimal outcomes.
• Build strong working relationships with model portfolio teams at various service providers through regular communication and collaboration.
• Establish good rapport with operations teams at different client practices, promoting co-operation and shared success across all interactions.
• Maintain positive relationships with clients by being dependable, considerate, and attentive to their ongoing needs.
• Prepare weekly AUM reports, quarterly client reports, bespoke reporting on various schedules, monthly factsheet checks, and regular fee calculations in support of finance functions.

What you bring:

In the Investment Operations Analyst role based in Cape Town, your proven experience within financial services will be invaluable as you navigate the complexities of investment operations.

• A Bachelor of Administration (BAdmin), Bachelor of Commerce (BCom), Diploma in Business & Information Administration or equivalent tertiary qualification is required for this position.
• At least 2 years’ experience working within financial services is preferred, demonstrating your familiarity with industry standards and practices.
• You possess an enquiring mind that enables you to approach complex problems thoughtfully while seeking effective solutions collaboratively.
• Your numeracy skills are well developed, allowing you to handle data analysis tasks with confidence and accuracy.
• High attention to detail is essential; you consistently deliver work that meets rigorous quality standards without overlooking important elements.
• You are efficient in managing multiple responsibilities simultaneously while maintaining organised workflows throughout each project cycle.
• Excellent communication and presentation skills enable you to connect with clients and colleagues alike in a polite, empathetic manner.
• A client-centric attitude ensures that your actions always reflect consideration for others’ needs while fostering long-term trust-based relationships.
• Proficiency in Microsoft Excel allows you to manage data effectively for reporting purposes as well as administrative tasks related to model portfolios.
• You bring reliability, diligence, positivity, self-motivation, and a supportive approach that enhances team cohesion.

What sets this company apart:

The organisation stands out as a global fund adviser renowned for its independent investment insights offered to institutional investors, wealth managers, and financial advisers across South Africa and the United Kingdom. As an owner-managed business established over fifteen years ago, it prides itself on fostering a culture rooted in knowledge sharing, inclusivity, dependability, and supportive leadership.

What's next:

If you are ready to take the next step in your career journey within investment operations—where collaboration meets opportunity—this is your chance!

Apply today by clicking on the link below; join a team committed to helping you grow while making a meaningful impact.