Operations Analyst – Investments Boutique

Our client is a successful and reputable Investments Boutique business based in Cape Town. Due to the dynamic growth of the organisation they now have a need to build out their operations team with a new Operations Analyst role.

OVERVIEW

The Operations Analyst role is a diverse role suited to an organized and process driven candidate who has an interest in the investments industry. The role focusses on model portfolio implementation, client service support as well as building strong working relationships with clients and service providers. Our business covers local and offshore investing, presenting a great opportunity to develop expertise across a wide array of areas.

Key Features of the Role

1. Model Portfolio Administration

• Administration and maintenance of local and offshore model portfolios
• Assist clients on model portfolio related queries and provide support
• Implement model portfolio changes instructed by the Investment Team
• Implement model portfolio management requests instructed by the Client Service Team
• Institutional client support
• Bespoke client support

2. Relationship Building

3. Reporting

IDEAL CANDIDATE PROFILE

Qualifications

Experience

Skills & Competencies – Enquiring mind

Personality – Can Do Attitude

Systems

To apply for this role please send your CV and supporting documentation to

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