Investment Fund Operations Team Leader
3 weeks ago
About the team:Fund Operations is a global team of 30 people broadly split into 5 sub teams all sharing the same core responsibility of oversight and facilitation of transfer agent activities and supporting clients who invest in their Fund Ranges.The Fund Operations team plays a vital role in ensuring efficient, compliant, and investor-focused fund administration through effective management of the outsourced transfer agent relationship.As a Fund Operations Team Leader, you will be responsible for transfer agent oversight and for leading the Fund Operations team to deliver accurate, efficient, and timely operational outcomes. Responsibilities:Act as the primary point of contact for SA, Botswana, Namibia and Hedge funds Unit Trust operational and finance related mattersOversight of administration function performed by our Transfer Agent, in line with SLAResponsible for the Fund Operations Finance function which includes but not limited to, bank reconciliation, cash management, commission, rebates, deal amends and taxation processesResolve and manage queries keeping all stakeholders informed of progressProvide oversight of stakeholder correspondenceOversee and maintain banking relationships, ensuring efficient management of inflows and operating accountsParticipate in finance, banking, tax, regulatory projects and web development initiativesProcess improvement - assist with documentation and implementation of more efficient processesConduct statistical trend analyses to identify patterns and inform decision-makingMaintain good working relationships with the Transfer Agent, Client groups, Tax, Legal, Compliance and other operations teams across the businessParticipate in monthly relationship meetings with the Transfer Agent to ensure alignment, review performance, and address key issuesMonitoring of Transfer Agent key performance indicatorsPreparation and monitoring of annual rate card and project budgetsOversight of expenditure relating to the Transfer Agent, including authorisation of payment of invoicesManage and develop the Fund Operations team, offering guidance and mentorship to support continuous improvement and team effectiveness. Requirements:CA(SA) from big four, with 4 – 5 years post article asset management auditing experience, and leadership/management working experienceProficiency in data analysis tools, for example Excel, Power BI, HyperionDev, etc.A methodical and detailed-orientated approach to workHaving previous management and operational experience would be an advantage Some of the attributes we look for in a person are:The ability to build and maintain meaningful relationshipsThe ability to ‘approach and own’ and continuously looks for opportunities to developA client focused and collaborative approachIntellectual curiosityAbility to analyse, interpret and assimilate information
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Investment Operations Team Leader
5 days ago
Cape Town, South Africa The Career Network Sa Full timeWe're looking for an experienced Investment Support Team Leader to lead a team responsible for delivering exceptional service to clients across a wide range of investment activities. This role oversees the accurate execution of investment instructions, ensures seamless administration of transactions, and maintains the highest standards of operational...
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Investment Operations Team Leader
5 days ago
Cape Town, South Africa The Career Network Sa Full timeWe're looking for an experienced Investment Support Team Leader to lead a team responsible for delivering exceptional service to clients across a wide range of investment activities. This role oversees the accurate execution of investment instructions, ensures seamless administration of transactions, and maintains the highest standards of operational...
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Fund Operations Team Leader
2 weeks ago
Cape Town, South Africa Ninety One Full timeAbout Ninety One: Ninety One is South Africa's largest investment manager and the only one with a global presence. The firm has 22 offices across 15 countries on five continents and manages R3.4 trillion of assets on behalf of clients (as at 30 June). Established in Cape Town as part of the Investec Group, Ninety One demerged and rebranded, becoming an...
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Investment Fund Operations Team Leader
3 weeks ago
Cape Town, South Africa Rory Mackie & Associates Full timeAbout the team: Fund Operations is a global team of 30 people broadly split into 5 sub teams all sharing the same core responsibility of oversight and facilitation of transfer agent activities and supporting clients who invest in their Fund Ranges. The Fund Operations team plays a vital role in ensuring efficient, compliant, and investor-focused fund...
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Investment Fund Operations Team Leader
3 weeks ago
Cape Town, South Africa Rory Mackie & Associates Full timeAbout the team: Fund Operations is a global team of 30 people broadly split into 5 sub teams all sharing the same core responsibility of oversight and facilitation of transfer agent activities and supporting clients who invest in their Fund Ranges. The Fund Operations team plays a vital role in ensuring efficient, compliant, and investor-focused fund...
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Team Leader
2 weeks ago
Cape Town, South Africa Maitland Group Full time**Job Advert Summary**: The Segregated Fund Accounting Team Leader for managing the team of Fund Accountants responsible for all aspects relating to the delivery for the start of day portfolio and reporting validation; system reconciliation; NAV oversight and daily reporting checks for segregated funds and client query support & resolution. The Team Leader...
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Fund Operations Team Leader
2 weeks ago
Cape Town, South Africa Ninety One Full timeAbout Ninety One: Ninety One is South Africa's largest investment manager and the only one with a global presence. The firm has 22 offices across 15 countries on five continents and manages R3.4 trillion of assets on behalf of clients (as at 30 June). Established in Cape Town as part of the Investec Group, Ninety One demerged and rebranded, becoming an...
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Investment Fund Operations Team Leader
12 hours ago
Cape Town, South Africa Rory Mackie & Associates Full timeAbout the team: Fund Operations is a global team of 30 people broadly split into 5 sub teams all sharing the same core responsibility of oversight and facilitation of transfer agent activities and supporting clients who invest in their Fund Ranges. The Fund Operations team plays a vital role in ensuring efficient, compliant, and investor-focused fund...
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Team Leader
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Cape Town, South Africa Maitland Group Full time**Job Advert Summary**: The Team Leader - UK Fund Accounting will be expected to manage a team of fund accountants as part of the Global Fund Valuation & Accounting Team who will perform the accounting and administration of various foreign domiciled investment funds. The individual will be required to manage staff, assist staff with operational issues to...
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Banking and Investments Support
1 week ago
Cape Town, South Africa Stonehage Fleming Full timeOverview Job title : Banking and Investments Support - Team Leader Job Location : Western Cape, Cape Town Deadline : November 09, 2025 Quick Recommended Links Job-related information is provided below in a structured format. Responsibilities The individual will manage and supervise the workload of the Investment Support team and to ensure a high quality and...
