Investment Operations Analyst

An exciting opportunity has arisen for an Investment Operations Analyst based in Cape Town, offering you the chance to immerse yourself in a diverse and rewarding role within the investments industry. What you'll do As an Operations Analyst based in Cape Town, you will play a pivotal role in supporting investment operations through meticulous administration of model portfolios. Administer and maintain both local and offshore model portfolios with precision, ensuring all records are up-to-date and compliant with internal standards. Assist clients by responding promptly to model portfolio-related queries, providing comprehensive support that fosters trust and satisfaction. Implement changes to model portfolios as instructed by the Investment Team, ensuring accuracy and timeliness in every transaction. Carry out management requests from the Client Service Team regarding model portfolios, demonstrating flexibility and responsiveness to evolving needs. Provide dedicated support to institutional clients, tailoring solutions that meet their specific requirements within the investment landscape. Deliver bespoke client support by understanding individual client needs and adapting services accordingly for optimal outcomes. Build strong working relationships with model portfolio teams at various service providers through regular communication and collaboration. Establish good rapport with operations teams at different client practices, promoting co-operation and shared success across all interactions. Maintain positive relationships with clients by being dependable, considerate, and attentive to their ongoing needs. Prepare weekly AUM reports, quarterly client reports, bespoke reporting on various schedules, monthly factsheet checks, and regular fee calculations in support of finance functions. What you bring In the Investment Operations Analyst role based in Cape Town, your proven experience within financial services will be invaluable as you navigate the complexities of investment operations. A Bachelor of Administration (BAdmin), Bachelor of Commerce (BCom), Diploma in Business & Information Administration or equivalent tertiary qualification is required for this position. At least 2 years' experience working within financial services is preferred, demonstrating your familiarity with industry standards and practices. You possess an enquiring mind that enables you to approach complex problems thoughtfully while seeking effective solutions collaboratively. Your numeracy skills are well developed, allowing you to handle data analysis tasks with confidence and accuracy. High attention to detail is essential; you consistently deliver work that meets rigorous quality standards without overlooking important elements. You are efficient in managing multiple responsibilities simultaneously while maintaining organised workflows throughout each project cycle. Excellent communication and presentation skills enable you to connect with clients and colleagues alike in a polite, empathetic manner. A client‑centric attitude ensures that your actions always reflect consideration for others' needs while fostering long‑term trust‑based relationships. Proficiency in Microsoft Excel allows you to manage data effectively for reporting purposes as well as administrative tasks related to model portfolios. You bring reliability, diligence, positivity, self‑motivation, and a supportive approach that enhances team cohesion. What sets this company apart The organisation stands out as a global fund adviser renowned for its independent investment insights offered to institutional investors, wealth managers, and financial advisers across South Africa and the United Kingdom. As an owner‑managed business established over fifteen years ago, it prides itself on fostering a culture rooted in knowledge sharing, inclusivity, dependability, and supportive leadership. What's next If you are ready to take the next step in your career journey within investment operations—where collaboration meets opportunity—this is your chance Apply today by clicking on the link below; join a team committed to helping you grow while making a meaningful impact. About the job Contract Type: Perm Focus: Investment Management Workplace Type: On‑site Experience Level: Associate Location: Cape Town Specialism: Banking & Financial Services Industry: Financial Services Salary: Negotiable Job Reference: IMT-C8EE Date posted: 31 October Consultant: Cindy Duplessis #J-18808-Ljbffr