Investor Operations Manager

2 weeks ago


South Africa Apex Group Full time
Page 1 of 2
2 April 2024

JOB TITLE:
Investor Operations Manager

JOB TITLE THIS POSITION REPORTS TO:
Head of Operations

BRIEF DESCRIPTION OF POSITION
The role of the Investor Operations Manager is to manage and develop theday-to-dayadministration of the Transfer Agency function.

The individual will be required to manage TA output, resolvingoperational issues; review staff outputwhere escalations are received; ensure processes are followed, standards are adhered to and SLA/KPIs are met.

This individual must develop and maintain a thorough understanding of every business process within the Investor Services operations
The role includes ownership/oversight of projects aimed at improving the processes withinthe Investor Services Operations.
Outline of main duties and responsibilities
Manage the output of the team according to the daily production scheduleManage the output of the outsourced administrator in accordance with the SLAManage the Operations Email Solution, producing & reporting on KPI statistics Develop insight into and continuously evolve processes to create operational efficiencyIdentify risks and action plans to mitigate and ensure no process loopholes Continuously upskill the team and ensure quality process documentationBalance Score Card allocations:

Qualifications and Experience Required:
A B.Com / B.Bus.

Sc or equivalent degree / diploma in Finance; Statistics, Accountingor equivalentEither 3 years accounting experience and 12 months Investor operationsexperience or;5 yearsInvestor operations experienceExposure to collective investments environmentTeam managementTransfer agency knowledge would be an assetIT and Systems Skills and Knowledge:

Advanced level experience in using ExcelKnowledge of transfer agencysoftware; Silica; TCube, FlexCube orsimilarProven competence and an aptitude for working with systemsSkills and Abilities:
Detailed understanding of funds including class and fee structuresPrevious experience in supervising a team Previous experience in dealing with clientsPrevious experience in mentoring of junior and new staffExcellent communication skills (both written and verbal)Confident, enthusiastic, and self-motivatedA track record of achievementThe ideal candidate will have the following competencies:
You are an independent; innovative, logical and systemic thinkerYou display drive, purpose, and initiativeYou have the ability to manage multiple concurrent tasks, aided by a disciplined and methodical working styleYou have strong management skills and are able to work as part of the teamYou have the ability to view processes from a high level to identify gaps and risksYou can develop and document procedures, providing easy to follow guidelines and training materialYou have very strong problem-solving skillsKnowledge:
Basic investment product knowledgeGood understanding of Financial Markets, instruments, and systems#J-18808-Ljbffr

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