Fund Operations Team Lead

2 months ago


Cape Town, Western Cape, South Africa HR Genie Full time

Job Summary:

We are seeking a highly skilled Fund Operations Team Lead to join our dynamic CRM Team at HR Genie. As a key member of our team, you will be responsible for ensuring the accurate and timely administration of funds.

Key Responsibilities:

  • Oversight and monitoring of daily, monthly, and quarterly team deliverables and client queries and requests.
  • Updating, allocation, and monitoring of team BAU daily, monthly, quarterly deliverables.
  • Assist in monitoring and maintaining a stable control environment.
  • Maintenance of CRM procedure documents, perform review and update processes and procedures to reduce risk and improve efficiencies within the team.
  • Assist in annual Internal control review.
  • Manage 3rd party service providers.

Requirements:

  • Relevant finance or investment degree.
  • 4-5 years of demonstrable experience within investment consulting / fund management / asset management including experience of investment report backs to clients.
  • Technical knowledge of investments, encompassing knowledge of performance and positioning of funds.
  • Strong technical accounting knowledge.
  • Proficient with MS Excel.
  • Experience with Unit Trusts (advantageous).


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