Investment Operations Analyst

SUMMARY:
High profile Investment Management company seeks a dynamic Investment Operations Analyst to join their Investment Operations Team.

POSITION INFO:
Candidate must have a completed Honours (Investment Management). A further qualification in support of your Investment career journey – ie CFA / Masters / Post Grad Diploma in Investment Management is advantageous.

Strong academics in both Matric and University are essential.
 
The candidate must have a minimum of 1-3 years working experience from within an investment management company / asset management environment.

Working experience should be from the operations space – and it is essential that the candidate has a desire to remain in the Operations space.
 
Duties will involve:

• Monitoring and instructing rebalances of investor accounts using the companies proprietary technology
• Designing, implementing, and monitoring all business processes, including ensuring the accurate implementation of investment mandates and client instruction via the financial advisers and onto the underlying platforms
• Continuous improvement of processes using technology where required. All processes within the organisation are built to be scalable with minimal human intervention
• Working closely with the Asset Management team to notify them of flows into the funds
• Scrutinising the underlying charges within the funds and reconciling to ensure they are in line with expectations
• Developing trusted relationships with investment platforms, advisers and clients (as applicable) and be prepared to engage socially where beneficial
• A safe pair of hands within the core operations team to oversee and deliver on business-wide projects
• Develop and maintain expertise, skill and technical knowledge required to add valuable input across the company’s business and investment proposition