Institutional Client Operations Analyst

4 weeks ago


Cape Town, South Africa Rory Mackie & Associates Full time

The Client Operations Team is a client servicing team based in South Africa and globally. 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.

Responsibilities: 

  • Liaise professionally with clients (new clients, restructures, performance, off-market trade queries, etc.)
  • Be effective at query management and resolution
  • Liaise with investment operations, Client Managers, PMs, performance & attribution, dealing, implementations, finance, fund operations
  • Perform ongoing KYC of clients
  • Effective liaison with back-office administrators
  • Provide information/support to Client Managers
  • Update of CRM system
  • Identify inefficiencies in processes
  • 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 with exposure to institutional client operations within asset management
  • Client relationship management experience in the investment management industry
  • Financial market knowledge (instruments and products)
  • Financial accounting experience
  • Advanced MS Excel

Attributions:

  • A strong belief in doing the right thing
  • Intellectual curiosity
  • Ambition, balanced with decency and humanity
  • Ability to analyse, interpret and assimilate information


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