Product Specialist

2 weeks ago

Cape Town, South Africa Tracking Talent: a WilsonHCG Company Full time

One of SA’s leading Fund Services Providers is seeking a Product solutions specialist To support the operational environment by taking on new funds and clients, managing the transition process, working with client driven change requests, process improvement and better utilisation of technology to improve and grow the environment

Duties and Responsibilities:

- To engage, assist and run with all new client take ons, take offs, portfolio transitions, changes and launches
- To engage, assist and run with fund setups, fee calculator and NAV recon books builds, including ongoing system and counterparty improvement initiatives
- To optimise the Project Solutions environment (including the full supply chain end to end), developing out the system capabilities and efficiencies for fund products
- Functionally support, being the interface between Business Development initiatives, Operations and the Project Office
- To develop, work on and roll out the project list as directed by the strategic initiatives directed by the Manager
- To utilise the technology stack for client relationships (Salesforce) for
- documenting all opportunities and take on engagements, including regular client service review meetings and report back sessions in relation to client onboardings / offboarding’s.
- To use client reports and dashboards to better communicate internally and externally.
- Relationship building internally, able to positively influence all relevant stakeholders.
- Relationship building, have positive relationships with all internal parties, including spreading of positive influence in dealing with the stakeholders

REQUIRED EXPERIENCE

Strong technical Fund Accounting experience required. Minimum 5 years Fund Accounting experience with exposure to client take ons, take offs, portfolio transitions etc.

Suited to someone used to working in small, high performance teams and dealing with multiple issues at once

Advanced level experience in Excel and related systems

REQUIRED QUALIFICATIONS
- Relevant postgraduate / Honours Degree (Investments, Finance, Commerce)

KEY COMPETENCIES
- Accuracy and meticulous attention to detail
- Positive, pro-active team player. Able to work well in a team environment
- Highly organised with good time management skills
- Able to handle stress well
- Ownership driven, take responsibilities for a variety of talks
- Analytical thinker with problem solving skills
- Honesty, integrity and mutual respect for co-workers. You have the ability to deal with different cultural and business situations

1

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