Fund Operations Project Specialist

SUMMARY:
Job Description:
Are you a dynamic finance professional with a passion for operational excellence and project delivery within the asset management or fund operations space? My client is seeking a Fund Operations Project Specialist to join their high-performing team and support the development, implementation, and ongoing optimisation of their fund operations strategy.
 
The successful candidate will be instrumental in driving projects, improving operational processes, ensuring compliance, and collaborating across departments to support the launch and maintenance of fund solutions.

POSITION INFO:
Key Responsibilities

• Project Development & Implementation
• Support the execution of the collective investment strategy and product solution 
• Identify process inefficiencies and assist in streamlining operations
• QA, document and sign-off on new specifications and operational changes
• Collaborate on launching new funds and portfolio enhancements
• Drive compliance with regulatory changes affecting operations
• Operational Support
• Manage supplemental deeds, ASISA mandates, and related fund documentation
• Implement agreements and deal terms with external managers and providers
• Stakeholder Engagement
• Build strong relationships with internal teams (Compliance, Legal, Actuarial, IT, etc.)
• Liaise with external stakeholders (Trustees, Custodians, FSCA, ASISA, brokers, and system providers like Bloomberg, Morningstar, etc.)

• BCom degree (Honours / Postgraduate Diploma in Finance preferable)
• Minimum 5 years’ experience in a similar fund operations role
• Experience with Collective Investment Schemes (CIS) and Portfolio Administration
• Exposure to LISP platforms is advantageous
• Strong background in financial services, particularly asset management operations
• Proven experience in project implementation within a regulated environment
• Familiarity with compliance and regulatory frameworks (e.g. FSCA, ASISA)
• Highly analytical with excellent problem-solving abilities
• Strong organisational and leadership skills
• Ability to work under pressure and meet deadlines
• Outstanding communication and interpersonal skills
• Strong business acumen and risk awareness
• Efficiency-driven with a meticulous eye for detail
• A collaborative team player with a proactive mindset