Implementation Specialist

3 weeks ago

Cape Town, Western Cape, South Africa The Recruitment Council Full time

Job Description: Implementation Specialist

Reporting line: Implementation Manager
Location: Westlake, Tokai
Business Unit: Fund Services

Purpose of the role
To support the operational environment by managing new client onboarding, overseeing transition processes, handling client-driven change requests, improving processes, and leveraging technology to optimize the environment.

Duties and responsibilities

  • Engage, assist, and manage new client take-ons, transitions, changes, and launches.
  • Take ownership of the transition management process, ensuring smooth execution.
  • Set up funds, fee calculators, and NAV recon books, and continuously improve system and counterparty processes.
  • Optimize the Implementation teams environment, enhancing system capabilities and efficiencies for fund products.
  • Act as the liaison between Business Development, Operations, and Project Management.
  • Develop and execute projects aligned with strategic initiatives set by the Manager.
  • Use client reports and dashboards for effective internal and external communication.
  • Build and maintain strong relationships internally and externally, influencing stakeholders at all levels.
  • Foster collaboration and effective stakeholder management across various entities.
  • Ensure timely and successful completion of all project initiatives.

Required experience

  • Minimum 5 years of experience in fund structures, products, transition management, and project management.
  • Familiarity with working in small, high-performance teams and managing multiple issues simultaneously.
  • Advanced proficiency in Excel and related systems.

Required qualifications

  • Relevant postgraduate/Honours Degree in Investments, Finance, or Commerce.

Key competencies

  • Accuracy and meticulous attention to detail.
  • Positive, proactive team player with strong teamwork skills.
  • Highly organized with excellent time management.
  • Ability to handle stress well.
  • Ownership-driven with a strong sense of responsibility.
  • Analytical thinker with problem-solving skills.
  • Integrity, honesty, and respect for co-workers, able to handle diverse cultural and business situations.

Why this role?
This is an exciting opportunity to be part of a growing, entrepreneurial, high-performance business focused on scaling up and improving efficiencies. You will play a key role in supporting the operational environment by managing new client onboarding, handling transition processes, and working on process improvements.

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