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