Institutional Client Operations Analyst CA(SA)

SUMMARY:
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POSITION INFO:

The role of the Client Operations Analyst is to work closely with the strategic client relationship team in the daily servicing of a designated set of institutional clients, invested via an Investment Management Agreement or equivalent, and to provide administrative support and reporting. Each Client Operations Analyst has an allocation of clients. This allocation is dependent on complexity and demands of each client, to ensure a pro-active high-quality service is delivered.

Key Responsibilities:

• Professional liaison with clients (new clients, restructures, performance, off-market trade queries, etc.)
• Effective query management and resolution
• Client reporting (ad hoc, daily, monthly, quarterly, annual – including report generation)
• Liaison with investment operations, Client Managers, PMs, performance & attribution, dealing, implementations, finance, fund operations
• Effective liaison with back office administrators
• Provide information/support to Client Managers
• Checking monthly, quarterly investment statements and performance reports
• Updating of CRM system
• Identifying inefficiencies in processes
• Contributing to ad hoc projects aimed at streamlining processes

Requirements

• Newly Qualified CA(SA), B Com in Maths, Stats, Accounting, or any related qualification with exposure to asset management or financial services clients
• Client relationship management in the investment management industry ideal
• 1-3 years post article experience, back-office experience within the investment management industry, preferably in a role that required client interaction
• Would also consider candidates from an accounting, auditing or consulting background
• Financial market knowledge (instruments and products)
• Financial accounting
• Numerate

System Skills:

• MS Excel (Advanced)

Personal Attributes:

• Team player, yet ability to work without supervision
• Client focused, with exceptional interpersonal and communication skills
• Strength of character
• Proactive
• Conscientious
• Organised and priority driven
• Exceptionally high standards of work and attention to detail
• Works well under pressure and adheres to deadlines
• Applies critical thinking
• Self-motivated
• Ability to achieve depth of learning and self-development within role

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