Client Operations Analyst - Investment Management

The Client Operations Team is a client servicing team based in SA, Namibia, Botswana, USA, Germany and UK. The team works closely with the strategic client relationship team in the client servicing of a designated set of clients, invested via an Investment Management Agreement or equivalent. This is dependent on the complexity and demands of each client, to ensure that pro-active high-quality service is delivered.

Responsibility:

· Liaise professionally with clients (new clients, restructures, performance, off-market trade queries, etc.)

· Be effective at query management and resolution

· Collaborate cross-functionally with Investment Operations, Client Directors, Portfolio Managers, Performance & attribution, Dealing, Implementations, Finance and Fund Operations

· Perform ongoing KYC of clients

· Effective liaison with back-office administrators

· Provide information/support to Client Directors

· Maintain accurate and up-to-date CRM records

· Identify inefficiencies in processes

· Actively contribute to ad hoc projects aimed at streamlining processes

Requirements:

· B Comm / B Bus Sci or other similar degree

· 3 - 5 years investment management industry experience, preferably in a role within asset management and institutional client operational exposure

· Client relationship management experience in the investment management industry

· Financial market knowledge (instruments and products)

· Financial accounting experience

· Proficiency in advanced MS Excel

· Power Automate, Power BI, SQL or similar would be advantageous

· Experience leveraging AI platforms (e.g. Microsoft Copilot, Claude, ChatGPT) to improve efficiency and decision-making would be beneficial

Some of the attributes we look for in a person are:

· A client focused and collaborative mindset

· A strong belief in doing the right thing

· The ability to build and maintain meaningful relationships

· Intellectual curiosity, motivated by achieving meaningful outcomes

· Ambition, balanced with decency and humanity

· Ability to analyse, interpret and assimilate information