Investment Operations Specialist

A respected boutique investment manager is looking for an Investment Operations Specialist to join their expanding team in Johannesburg. This is a full-time, permanent, in-office opportunity offering long-term career growth.

As the Investment Operations Specialist, you’ll play a pivotal part in supporting daily operational activities, ensuring the seamless processing, control and reporting of investment and trading activities. You will be at the heart of the organisation’s operations, acting as a vital link between front office, back office and external service providers.

If you are passionate about investments, thrive in a collaborative setting and are eager to contribute to a growing team that values accuracy and effective communication, this position is tailored for you.

Qualifications and experience required for the Investment Operations Specialist:

• A bachelor’s degree in a relevant field, such as Finance or Investments
• At least 2 years of experience in a similar position
• Proven experience within the financial services sector, ideally with a background in asset management or fund administration
• Existing knowledge of funds or compliance processes would be advantageous
• A strong academic track record coupled with proven numerical ability
• Proficiency in MS Office applications is essential

Key duties of the Investment Operations Specialist:

• Ensure accurate and timely trade entry with full reconciliation between broker confirmations and administrator records.
• Collaborate with portfolio managers, brokers, administrators, and vendors to ensure smooth trade execution and reporting.
• Conduct regular reconciliations to monitor fund performance and resolve discrepancies.
• Verify and report daily fund data to provide stakeholders with reliable information.
• Address fund operation inquiries by coordinating with internal teams and external providers.
• Monitor portfolios daily to identify and resolve breaches, overdrafts, or booking errors.
• Prepare daily cash flow reports to support portfolio management.
• Build strong relationships with colleagues, brokers, and administrators through clear communication.
• Contribute to process improvements to enhance team efficiency.

Key personal skills:

• A genuine interest in investments
• Excellent written and verbal communication skills
• Strong attention to detail paired with good analytical skills
• Curiosity about processes combined with comfort in asking questions to help you identify areas for improvement within existing workflows
• Flexibility and adaptability to equip you to manage multiple tasks simultaneously while meeting deadlines in a busy operations environment

If you have a passion for finance and investments and are excited about playing a pivotal role in the operations of an award-winning boutique asset manager, we invite you to reach out to us to explore this incredible opportunity. Please note this is a fully in-office role, so only apply if you're comfortable with an on-site work environment.