Investment Operations Analyst (asset Management)

Johannesburg, Gauteng, South Africa
Strategic Personnel
36 Current Jobs Openings
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Job Description


Candidate must have a completed Honours (Investment Management) and preferably be on the path to CFA or Certificate in Investment Management. Strong academics both in Matric and University are essential.In addition, the candidate should have approx. 2 years experience in the following from within the Investment / Asset Management environment:

  • 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 companys business and investment proposition
The candidate must be able to work well within a small, entrepreneurial team, that is run using Agile Scrum methodology.Strong computer literacy essentialAA candidates preferred.Only shortlisted candidates will be contacted. If you have not heard back from us by the end of March 2025, please consider your application unsuccessful.

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Job Detail

  • Job Id
    JD1400702
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Johannesburg, Gauteng, South Africa
  • Education
    Not mentioned
 
 
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