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Investment Operations Analyst (Investment Management)Strategic Personnel • Johannesburg, South Africa
Investment Operations Analyst (Investment Management)

Investment Operations Analyst (Investment Management)

Strategic Personnel • Johannesburg, South Africa
10 days ago
Job description

We seek a candidate with completed BCom Honours (Investment Management) and approx. 2-3 years relevant working experience from within the Investment / Asset Management operations environment.

Strong academics both in matric and university are an added advantage. Strong interpersonal skills are essential.

Duties will include:

  • 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 essential.

All suitably qualified and experienced candidates are encouraged to apply. Only shortlisted candidates will be contacted. If you have not heard back from us by the end of September 2026, please consider your application unsuccessful.

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Investment Operations Analyst (Investment Management) • Johannesburg, South Africa

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