Investment Solutions Support

SUMMARY:
A leading and innovative investment and financial services firm is looking for a driven and detail-oriented Investment Solutions Support Specialist to join their dynamic team. This is a fantastic opportunity for someone who thrives in a fast-paced, client-centric environment and wants to be part of a highly skilled investment support function.

POSITION INFO:
Key Responsibilities:

• Manage the onboarding of new business at underlying MANCO level.
• Act as a liaison between internal teams and clients to ensure delivery of high-quality investment solutions.
• Handle client queries efficiently and timeously.
• Collaborate with project managers on technology changes and implementations.
• Manage internal and external stakeholder expectations regarding new applications.
• Engage with product/service providers on administrative tasks.
• Capture portfolio and investment data accurately.
• Maintain strong professional relationships with clients, ensuring a consistently high level of service.
• Support regulatory reporting including SARB and Reg 28 requirements.
• Reconcile data between the investment admin platform and retirement fund asset managers.
• Contribute to process reviews and special projects.
• Submit daily trade files and resolve related queries.
• Assist the investment team in developing automated systems and processes.
• Utilize CRM and BI tools for effective client information management.
• Ensure compliance with relevant regulatory frameworks.
• Assist in complaint resolution and product/service troubleshooting.

• Strong attention to detail and analytical skills
• Excellent interpersonal and communication skills
• Proactive and able to work independently as well as in a team
• Capable of managing multiple projects and meeting tight deadlines
• High-level proficiency in Microsoft Excel (pivot tables, functions), Word, PowerPoint, Power BI
• Experience working with databases and research tools
• Strong organizational and problem-solving abilities
• Professional, client-centric approach

• Bachelor of Commerce or equivalent NQF qualification (mandatory)
• Valid driver’s license and own reliable transport
• Willingness to work overtime when required
• Solid time management and multitasking abilities
• Strong work ethic and initiative-driven mindset