Talent.com
This job offer is not available in your country.
Data Relationship Manager

Data Relationship Manager

AllocatorSomerset West, Western Cape, South Africa
2 days ago
Job description

Join or sign in to find your next job

Join to apply for the Data Relationship Manager role at Allocator

Allocator is a software and data-as-a-service company, providing integrated data management solutions to the alternative investments industry. We champion the pursuit of clarity, opportunity and efficiency for capital allocators around the world and are fast becoming the innovation partner of choice for the world’s leading investment offices. We help private market investors transform their investment operations and research processes by providing a world-class data and analytics platform to support their investment decision processes.

At Allocator our people and culture is at the heart of our success and is driven by excellence, inclusion and fun. We strive for excellence through innovation in a collaborative, diligent and agile environment and are always looking for great people to work with us to build the next generation of data management and software solutions for the alternative investment management industry.

About the Role :

Fund Data at Allocator is the engine that drives our growth, and our Data Team is the beating heart of that engine. Our Data Relationship Managers are the first point of contact for new and existing Hedge Funds and Private Capital Funds submitting data to Allocator. This is a highly visible role working in an important team that makes a direct and significant impact in our business.

Additionally, the Data Relationship Manager (DRM) role provides boundless opportunities for both personal and professional growth. In this role you will influence and be involved in all aspects of the Data Relationship Management process and will work closely with the customer success, sales, product and technology teams, taking responsibility for data coverage, quality, and timeliness to the highest standards. You will focus on building and influencing DRM operational processes and are tasked with pro-active engagement strategies to provide the highest quality data service to our existing and prospective customers. The unique blend of external and internal responsibilities will allow you to develop your skills in multiple areas, while taking on pro-active projects to build out Allocator’s next generation of data services.

Primary Job Responsibilities

  • Fully own assigned fund relationships, serving as the main contact for all data-related matters.
  • Ensure fund data is consistently accurate and up to date, proactively resolving data gaps and maintaining correct distribution lists.
  • Maintain accurate GP contact and company details in the Allocator Platform to support automation; treat it as an active CRM.
  • Communicate directly with customers, keeping the Customer Success team informed.

Onboarding & Process Management

  • Lead onboarding of new managers and funds, working with internal teams to exceed KPIs.
  • Track onboarding progress using the Allocator Platform and Jira; manage related tasks.
  • Keep customers updated on onboarding status and ongoing pro-active funds updates.
  • Run quarterly requested funds checks, confirming new investments and redemptions.
  • Data Quality & Collection Oversight

  • Own data quality and integrity processes, with clear KPIs on timeliness and accuracy.
  • Detect and resolve data issues by coordinating with managers, internal teams, and clients.
  • Continuously improve onboarding, data collection, and storage workflows.
  • Document and enhance proactive data collection methods.
  • Collaborate with data, tech, and analytics teams to automate and enhance DRM workflows.
  • Support development of new tools for data submission and analytics layers to increase client value.
  • Reporting & Communication

  • Deliver clear data summaries and insights through tables, charts, and reports.
  • Maintain and update internal documentation, including outreach manuals.
  • Monthly data reviews for hedge fund clients
  • Weekly trackers during reporting season for private capital clients
  • Attend all weekly client calls, as well as ad hoc and quarterly review meetings.
  • Skills and Qualifications :

  • Proficient oral and written communication skills – clear communication is key as this is an external facing role
  • Collaborate well in a team environment, have the ability to communicate and work with team members from diverse backgrounds, in a conscientious and inclusive way
  • Solid understanding of the alternatives financial industry and passionate about investment data
  • Strong organizational and time-management skills, capable of handling high volumes of data, high number of outbound calls; and meeting strict deadlines
  • You will be collaborating with cross functional teams and leading from the front when it comes to Fund Data so experience within fund industry is a big plus
  • Previous experience in project management, Investor Relations or Data Science is preferred
  • Bachelor’s degree is required; an advanced degree is desirable
  • CFA, CAIA or master’s in finance or equivalent would be beneficial
  • Other benefits include :

  • Participation in the company equity scheme
  • Private medical cover
  • Pension Plan Contributions
  • Monthly socials, snacks, weekly team drinks, etc.
  • If you are ready to start the conversation about how you might contribute to all the happenings at Allocator, submit your CV today! Allocator appreciates and respects diversity, and as such, we are an equal opportunity employer.

    Seniority level

  • Entry level
  • Employment type

  • Full-time
  • Job function

  • Sales and Business Development
  • Location : Pinelands, Western Cape, South Africa

    #J-18808-Ljbffr

    Create a job alert for this search

    Relationship Manager • Somerset West, Western Cape, South Africa

    Related jobs
    • Promoted
    Network Customer Relationship Manager (CH1163)

    Network Customer Relationship Manager (CH1163)

    CapitalHStellenbosch, South Africa
    Our client, a leading payment aggregator and provider of secure payment solutions, is looking for a.This role is responsible for managing and expanding relationships with digital & banking payment ...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Relationship Manager

    Relationship Manager

    Old Mutual InsurePaarl, Western Cape, South Africa
    The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based on this understanding.You wi...Show moreLast updated: 17 hours ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Old MutualPaarl, Western Cape, South Africa
    Let\'s Write Africa\'s Story Together!.Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Purpose of the Job : Execution of the Outsourced Business Solutio...Show moreLast updated: 30+ days ago
    • Promoted
    Regional Sales Manager

    Regional Sales Manager

    Flink RecruitmentNorthern Suburbs Durbanville, South Africa
    Profit Share : Earn between R90,000 and R270,000 per month based on your regional performance.Dual Role : Continue operating as an agent at a 70% to 80% commission split while taking on the regional ...Show moreLast updated: 6 days ago
    • Promoted
    Business Development Manager

    Business Development Manager

    Emporium Human CapitalSomerset West, South Africa
    Business Development Manager (POS25111).Business Development for a leading Property Software Company its with H / O based in Cape Town. This is hybrid role so you can work from home.Previous experienc...Show moreLast updated: 30+ days ago
    • Promoted
    Customer Success Operations Manager

    Customer Success Operations Manager

    Call Centre StaffingTygervalley, South Africa
    Lead recruitment efforts to attract top talent for client response and administrative functions.Provide leadership, set clear targets, and create a collaborative, high-performance culture.Equip tea...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Analyst

    Relationship Analyst

    FNB South AfricaBellville, ZA
    Job title : Relationship Analyst.Job Location : Western Cape, Bellville.To support the Business Relationship Manager by analysing credit data to estimate degree of risk in extending credit or lendi...Show moreLast updated: 30+ days ago
    • Promoted
    Commercial Manager

    Commercial Manager

    Frank ConsultStellenbosch, South Africa
    Our client, a leader in the logistics industry, is seeking a dynamic and results-driven.This is a pivotal role, requiring a commercially astute leader with a strong background in logistics, busines...Show moreLast updated: 20 days ago
    • Promoted
    Branch Manager Kraaifontein

    Branch Manager Kraaifontein

    Status StaffingKraaifontein, South Africa
    A recent professional profile photo is to accompany your application.EMPLOYMENT TYPE : Permanent.SECTOR : Management.BASIC SALARY : ...Show moreLast updated: 27 days ago
    • Promoted
    Compliance Assistant - Hermanus

    Compliance Assistant - Hermanus

    The Legends AgencyHermanus, South Africa
    Join a Fast-Growing Fintech Authorised by the South African Reserve Bank.Cape Town R18 000 to R20 000 CTC.Location : Hermanus, Western Cape (On Site). Our client is a forward-thinking fintech company...Show moreLast updated: 30+ days ago
    • Promoted
    Manager : Private Clients

    Manager : Private Clients

    CA Financial AppointmentsCentury City, South Africa
    A leading professional services firm is seeking a skilled and client-focused.This role is ideal for a qualified professional who thrives on relationship management, strategic thinking, and deliveri...Show moreLast updated: 30+ days ago
    • Promoted
    Trump Data

    Trump Data

    Communicate RecruitmentStellenbosch, South Africa
    Minimum 5+ years doing real data science.Maybe even R if youre into that.You know the tools, and you use them well.You understand machine learning the real stuff. You know what statistics actually ...Show moreLast updated: 3 days ago
    • Promoted
    Senior Data Engineer

    Senior Data Engineer

    Communicate RecruitmentStellenbosch, South Africa
    As a Data Engineer, youll take command of scalable data pipelines and architectures using GCP tools like BigQuery, Dataflow, Pub / Sub, and Cloud Storage. Youll partner with data scientists and analys...Show moreLast updated: 12 days ago
    • Promoted
    Farm Manager - Wine Grapes

    Farm Manager - Wine Grapes

    Alpha HR Management (Pty) LtdMalmesbury, South Africa
    A thriving wine farm, located between Malmesbury and Paarl, is looking for a dynamic and experienced.Minimum 5+ years of experience in vineyard management, preferably with bush vine vineyards as we...Show moreLast updated: 30+ days ago
    • Promoted
    Broker – Risk (Life) & Commercial Short-Term Insurance

    Broker – Risk (Life) & Commercial Short-Term Insurance

    SydsenHelderberg, South Africa
    Commercial Short-Term Insurance.This role is ideal for someone who thrives in building long-term client relationships, delivering tailored insurance solutions, and ensuring clients peace of mind th...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Old Mutual LimitedPaarl, Western Cape, South Africa
    Let's Write Africa's Story Together! • •Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description • •naPurpose of the Job : Execution of the Outsou...Show moreLast updated: 4 days ago
    • Promoted
    Sales Manager

    Sales Manager

    Time PersonnelPaarl, South Africa
    Minimum of 35 years experience in a Sales Manager or Team Lead role, preferably in a collections, financial services, or call centre environment. Proven track record of managing large teams in a tar...Show moreLast updated: 27 days ago
    • Promoted
    Enterprise Performance Manager

    Enterprise Performance Manager

    CA Financial AppointmentsBellville, South Africa
    Are you someone that is highly data focused with sound financial acumen? Do you want to be part of a dynamic Finance team on a project basis, starting off with a 6 month. Deliver financial analysis ...Show moreLast updated: 30+ days ago