Investment Operations Team Leader
4 days ago
We'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 excellence. You'll manage and mentor a team of Investment Support Officers, ensuring timely delivery, efficient workload distribution, and a consistent client experience that reflects our commitment to quality. Key Responsibilities Investment Operations Oversee and review subscription and redemption instructions for alternative investments (hedge funds, private equity, property funds, etc.). Supervise and support the input of non-automated transactions into internal systems. Ensure client investment accounting records are accurate and up to date. Approve and post journal entries for subscriptions, redemptions, and related transactions. Manage corporate actions, proxy voting, conversions, capital calls, and distributions. Collate and review KYC, FATCA, CRS, and compliance documentation for fund administrators and other third parties. Prepare and authorise SWIFT payment instructions. Oversee reconciliations of investment positions and resolve reconciliation breaks promptly. Team Leadership Allocate daily and periodic tasks to ensure balanced workload distribution. Lead, mentor, and develop a high-performing Investment Support team. Monitor performance to ensure deadlines are met and service standards maintained. Promote collaboration, accountability, and a client-first mindset across the team. Qualifications & Experience Degree or higher diploma in Finance, Accounting, or a related discipline, with 5–8 years' relevant industry experience. Proven experience in team management within financial services. Understanding of double-entry bookkeeping and multi-currency accounting. Strong knowledge of financial instruments and investment products. A sound understanding of offshore trust and company structures. Skills & Attributes Strong organisational and time management skills with the ability to manage competing priorities. Proactive, analytical, and solutions-oriented approach. Highly proficient in Word, Excel, Outlook, and modern financial accounting systems. Excellent interpersonal and communication skills. High attention to detail and accuracy. Resilient under pressure and committed to maintaining high standards of work. Motivated leader who fosters teamwork and continuous improvement. #J-18808-Ljbffr
-
Investment Operations Team Leader
4 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...
-
Unit Trust Operations Team Leader
3 weeks ago
Cape Town, South Africa Intembeko Investment Administrators Full timePurpose of the job The business offers a niche of Transfer Agency administration services for Unit Trust, Retirement, Life and LISP products. The successful candidate will have a strong sense of ownership, responsibility and leadership. The primary responsibility will be to lead and manage the team's total operational and people capabilities. This includes...
-
Banking and Investments Support
7 days 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...
-
Team Leader
7 days ago
Cape Town, South Africa LRI Invest Full timeDescription Recruitment for a Team Leader - Trade Operations Apex Group Ltd., established in Bermuda 2003, is a global financial services provider. With 85 offices in 42 countries worldwide and 10,000 employees upon the close of announced acquisitions, Apex delivers and extensive range of services to asset managers, capital markets, private clients and...
-
Cape Town, South Africa The Career Network Sa Full timeA financial services company in Cape Town seeks an experienced Investment Support Team Leader to oversee investment operations and lead a team dedicated to exceptional client service. Key responsibilities include ensuring the accuracy of investment transactions and mentoring the team for high performance. The ideal candidate holds a degree in Finance or...
-
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...
-
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...
-
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...
-
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...
-
Finance Graduate
5 days ago
Cape Town, South Africa deVere Investment Full timeEXCLUSIVE AND UNIQUE OPPORTUNITY TO TRAIN IN INVESTMENT BANKING LOCATED IN MAURITIUS The deVere Group of companies is one of the world’s leading independent financial institutions offering clients across the globe the powerful combination of personal financial advice and innovative digital solutions. Founded in 2002 and now comprising of 97 different...
