Institutional Client Operations Analyst

1 day 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


  • 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...


  • 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...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    CA Financial Appointments is seeking a highly analytical and numerate individual to join their Institutional Client team as a Business Analyst. This role will involve leading research, analysis, and reporting efforts to support the team's high-performance goals.Responsibilities:Conduct in-depth research on the asset management industry, products, and...


  • Cape Town, South Africa Candidate Connect Full time

    This **Client Operations Specialist **role sits within a leading asset manager in Cape Town. This is an 18-month contract role. In this role, you will perform the day-to-day administrative accounting activities, record keeping and liaison for institutional pension funds and individual clients, to ensure the smooth flow of information. You will aim to build...

  • Performance Analyst

    5 months ago


    Cape Town, South Africa Candidate Connect Full time

    Great team in a **Cape Town** asset manager is looking for a **Performance Analyst** to join their **Institutional Fund Operations **team. The primary responsibility of the role will be the production and preparation of investment performance. This is an EE designated opportunity. **Key areas of responsibility**: - Production of investment performance...


  • Cape Town City Centre, South Africa Jobted ZA C2 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...


  • Cape Town, South Africa CA Financial Appointments Full time

    Dynamic, asset management client’s operations team seeks a passionate young investment analyst profile, with a stellar academic record and passion for financial markets to join their team. This role will not only be exposed to research and analysis but also understanding the industry and investment-related issues through research and analysis. If you have...


  • Cape Town, South Africa CA Financial Appointments Full time

    Leading asset management team seeks an Analytical profile with a keen interest in the asset management industry to fill a role in their high performance Institutional Client team. This role will cover areas such as research, analysis, reporting and high level presentation preparations. This role is suited to a strong analytical and highly numerate candidate,...


  • Cape Town, South Africa CA Financial Appointments Full time

    Leading asset management team seeks an Analytical profile with a keen interest in the asset management industry to fill a role in their high performance Institutional Client team. This role will cover areas such as research, analysis, reporting and high level presentation preparations. This role is suited to a strong analytical and highly numerate candidate,...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Role OverviewCA Financial Appointments seeks a highly analytical and detail-oriented professional to join our Institutional Client team as a Business Analyst. The ideal candidate will have a strong academic background in Actuarial Science, Maths, Statistics, or a related field, and a keen interest in the asset management industry.Key ResponsibilitiesConduct...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Job DescriptionLeading asset management teams seek a strong analytical profile with a keen interest in the asset management industry to fill a role in their high-performance Institutional Client team. This role covers research, analysis, reporting, and high-level presentation preparations.Responsibilities:Acknowledge client or consultant requests or queries...

  • Client Reporting

    3 months ago


    Cape Town, South Africa Teleperformance South Africa Full time

    **Job Title**:Client Reporting and Insight Analyst **Location**: Office based **Contract Type**: Full Time **Department**:Operations & MI **Reports to**: Service Delivery Manager **Grade**:Analyst **Job Summary / Overview** The core role of the Client Reporting and Insight Analyst is to manage the success and delivery of the business & client programs...

  • Client Reporting

    4 weeks ago


    Cape Town, South Africa Teleperformance South Africa Full time

    Job Title: Client Reporting and Insight Analyst Location: Office based Contract Type: Full Time Department: Operations & MI Reports to: Service Delivery Manager Grade: Analyst Job Summary / Overview The core role of the Client Reporting and Insight Analyst is to manage the success and delivery of the business & client programs by providing data, reporting...

  • Client Analyst

    6 months ago


    Cape Town, South Africa IRI South Africa Full time

    **Let’s be unstoppable together!** **About Circana** Circana is a leading provider of big data, predictive analytics and forward-looking insights that help FMCG, healthcare, retailers, and media companies to grow their businesses. With the largest collection of purchase, media, social, causal and loyalty data, all integrated on an on-demand cloud-based...


  • Cape Town, South Africa Islamic Relief Full time

    Position Title: Corporate and Institutional Fundraiser Location: Cape Town, South Africa Reports To: Head of Fund Development Purpose of Position The Corporate and Institutional Fundraiser is responsible for developing and implementing strategies to secure funding from corporate partners and institutional donors. This role focuses on building and managing...

  • Operations Analyst

    1 month ago


    Cape Town, South Africa Hire Resolve Full time

    Hire Resolve's Client is looking for a proactive and detail-oriented Operations Analyst to join our team in Johannesburg. This role is essential for improving operational efficiency and driving positive change across the organisation. The ideal candidate will have a strong analytical mindset, a passion for problem-solving, and the ability to work...

  • Quantitative Analyst

    5 months ago


    Cape Town, South Africa Mass Staffing Projects Full time

    **Job Information** - Location- Finance Jobs in Cape Town- Salary- R 1 Million - R 850 K p/a- Job Type- Permanent- Education- BSc in Mathematics, Financial Engineering, Statistics or similar- Experience- 3 - 5 years’ experience with experience in credit within a bank or financial services institution- Reference- 111120FAQA- -...


  • Cape Town, South Africa LRI Invest Full time

    Description Apex Investment Advisory **Job Description**: Job Title: Analyst **Salary**: Competitive + Benefits Division: Investment Advisory Location: Cape Town, South Africa About the Role The Analyst will be a core member of the Investment Advisory team, contributing to a variety of high-impact projects for institutional clients. The team provides...


  • Cape Town, South Africa Candidate Connect Full time

    Exciting opportunity to join a **top asset manager** in Cape Town, as an **AML (Anti Money Laundering) Specialist**. This role forms part of the Institutional Client Operations team. **Key responsibilities include**: - Understand and stay abreast of all legislation impacting the institutional business - Collaborate with compliance team and ensure all new...


  • Cape Town, South Africa Islamic Relief Full time

    **Position Title**:Corporate and Institutional Fundraiser **Location**:Cape Town, South Africa **Reports To**:Head of Fund Development **Purpose of Position** The Corporate and Institutional Fundraiser is responsible for developing and implementing strategies to secure funding from corporate partners and institutional donors. This role focuses on...