Investment Operations Analyst

Overview

Join to apply for the Investment Operations Analyst role at Robert Walters .

An exciting opportunity has arisen for an Investment Operations Analyst based in Cape Town, offering you the chance to immerse yourself in a diverse and rewarding role within the investments industry.

What you'll do

• As an Operations Analyst based in Cape Town, you will play a pivotal role in supporting investment operations through meticulous administration of model portfolios.
• Administer and maintain both local and offshore model portfolios with precision, ensuring all records are up-to-date and compliant with internal standards.
• Assist clients by responding promptly to model portfolio-related queries, providing comprehensive support that fosters trust and satisfaction.
• Implement changes to model portfolios as instructed by the Investment Team, ensuring accuracy and timeliness in every transaction.
• Carry out management requests from the Client Service Team regarding model portfolios, demonstrating flexibility and responsiveness to evolving needs.
• Provide dedicated support to institutional clients, tailoring solutions that meet their specific requirements within the investment landscape.
• Deliver bespoke client support by understanding individual client needs and adapting services accordingly for optimal outcomes.
• Build strong working relationships with model portfolio teams at various service providers through regular communication and collaboration.
• Establish good rapport with operations teams at different client practices, promoting cooperation and shared success across all interactions.
• Maintain positive relationships with clients by being dependable, considerate, and attentive to their ongoing needs.
• Prepare weekly AUM reports, quarterly client reports, bespoke reporting on various schedules, monthly factsheet checks, and regular fee calculations in support of finance functions.

What you bring

What sets this company apart

The organisation stands out as a global fund adviser renowned for its independent investment insights offered to institutional investors, wealth managers, and financial advisers across South Africa and the United Kingdom. As an owner-managed business established over fifteen years ago, it prides itself on fostering a culture rooted in knowledge sharing, inclusivity, dependability, and supportive leadership.

What\'s next

If you are ready to take the next step in your career journey within investment operations—where collaboration meets opportunity—this is your chance!

Apply today by clicking on the link below; join a team committed to helping you grow while making a meaningful impact.

Details

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