Operations Specialist: Corporate Investments

1 week ago

Cape Town, Western Cape, South Africa Sanlam Full time
About Sanlam Corporate Investments

Sanlam Corporate Investments is a leading provider of investment and annuity products to institutional clients, including retirement funds, corporate, and public sector entities. Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees.

Job Summary

We are seeking an experienced Operations Specialist to join our team at Sanlam Corporate Investments. The successful candidate will be responsible for delivering on all operational functions and processes within our organization, including investment operations, investment and annuity policy administration, compliance and risk management, expense management, and collaborating with other stakeholders.

Key Responsibilities
  • Financial reporting: Work closely with the finance department and Head of Operations to ensure accurate and timeous finance information on a monthly and quarterly basis to management.
  • Compliance and Risk Management: Work closely with the Risk, Legal Internal Audit, Governance and Compliance department to ensure best practice compliance monitoring and reporting, regulatory requirements, and quality standards.
  • Support the Head of Operations with acting as an intermediary between the business and other Stakeholders on engagements such as Vendor management; Outsource agreements; Corporate Finance, Risk and Compliance matters; Investment Cluster Operations; Internal audit engagement and relationship; Facilities.
  • Facilitating information gathering for projects and requests from the Group Office.
  • Operational Process: Assist the Head of Operations with identifying gaps, designing, and ensuring optimal operational processes and controls to ensure delivery in line with SLA's.
  • Operations management: Provide the operations area with support in terms of new business implementation, client policies, and investment operations.
  • Work closely with the Pensioner administration team on pensioner onboarding and monthly valuation.
  • Assist in the Budget preparation & monitoring process as well as managing the expenses process.
  • Work with the Head of Operations on driving a culture of continuous improvement, innovation, and operational excellence throughout the business.
  • Systems: Evaluate existing processes, systems, and workflows to identify opportunities for improvement and optimization.
Requirements
  • BCom Accounting Honours (Post graduate Business or investment qualification would be beneficial).
  • CA (SA) required.
  • 1 – 3 year's working experience, experience in working with retirement fund or investment administration exposure would be highly preferred.
  • Experience working with IFRS 17 is advantageous.
  • Strong commercial acumen.
  • Proven experience in asset management and insurance.
Knowledge and Skills
  • Sound knowledge of retirement funds and/or investments.
  • Working knowledge of operational processes.
Core Competencies
  • Cultivates Innovation by creating new and better ways for the organisation to be successful.
  • Client Focus - Building strong customer relationships and delivering customer-centric solutions.
  • Drives Results - Consistently achieving results, even under tough circumstances.
  • Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
  • Resilience - Rebounding from setbacks and adversity when facing difficult situations.
Behavioural Competencies
  • Organisational Savvy – Maneuvering comfortably through complex policy, process, and people-related organisational dynamics.
  • Manages Complexity – Making sense of complex, high quantity, and sometimes contradictory information to effectively solve problems.
  • Drives Engagement – Creating a climate where people are motivated to do their best to help the organisation achieve its objectives.
  • Business Insight – Applying knowledge of the business and marketplace to advance the organisation's goals.

  • Property Investment Specialist

    3 weeks ago

    Cape Town, Western Cape, South Africa IGrow Wealth Investments Full time

    {"title": "Property Investment Consultant", "description": "Unlock Your Wealth PotentialAre you driven by success and passionate about growing your wealth? IGrow Wealth Investments, a leading property investment group, is seeking a Property Investment Consultant to join their team.You will benefit from:State-of-the-art marketing systemsInnovative tools and...

  • Investment Operations Specialist

    3 weeks ago

    Cape Town, Western Cape, South Africa Performability Recruitment Full time

    Investment Operational AdministratorA leading wealth investment company is seeking a skilled Investment Operational Administrator to join their team.The ideal candidate will have experience in Section 42 transfers, opening accounts, trade support, and strong relationship building skills. Advanced Excel skills are also a must.Key Responsibilities:Section 42...

  • Investment Operations Specialist

    3 weeks ago

    Cape Town, Western Cape, South Africa Performability Recruitment Full time

    Investment Operational AdministratorA leading wealth investment company is seeking a skilled Investment Operational Administrator to join their team.The ideal candidate will have experience in Section 42 transfers, opening accounts, trade support, and strong relationship building skills. Advanced Excel skills are also a must.Key Responsibilities:Section 42...

  • Investment Operations Specialist

    3 weeks ago

    Cape Town, Western Cape, South Africa Performability Recruitment Full time

    Investment Operational AdministratorA leading wealth investment company is seeking a skilled Investment Operational Administrator to join their team.The ideal candidate will have experience in Section 42 transfers, opening accounts, trade support, and strong relationship building skills. Advanced Excel skills are also a must.Qualifications and ExperienceBCom...

  • Investment Operations Specialist

    4 weeks ago

    Cape Town, Western Cape, South Africa Sanlam Full time

    About Sanlam Investments GroupSanlam Investments Group is a leading investment management company in South Africa, with a rich history spanning over 100 years. We offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients.Our ValuesWe take pride in our longevity and innovation, as well as our...

  • Investment Operations Specialist

    3 weeks ago

    Cape Town, Western Cape, South Africa Sanlam Full time

    About Sanlam Investments GroupSanlam Investments Group is a leading investment management company in South Africa, with a rich history spanning over 100 years. We offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients.Our ValuesLongevity and innovationPeople, teamwork, and valuesDiversity and...

  • Property Investment Specialist

    3 weeks ago

    Cape Town, Western Cape, South Africa IGrow Wealth Investments Full time

    Unlock Your Financial Potential as a Property Investment StrategistWe are seeking a highly skilled Property Investment Strategist to join our team at IGrow Wealth Investments in Cape Town. As a Property Investment Strategist, you will play a crucial role in helping our clients achieve financial freedom through strategically buying the right investment...

  • Real Estate Investment Banking Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa FirstRand Bank Limited Full time

    Job Title: Real Estate Investment Banking SpecialistAt FirstRand Bank Limited, we are seeking a highly skilled Real Estate Investment Banking Specialist to join our team. As a key member of our corporate finance team, you will be responsible for originating and executing transactions in the real estate sector.Key Responsibilities:Develop a deep understanding...

  • Property Investment Strategist

    3 weeks ago

    Cape Town, Western Cape, South Africa IGrow Wealth Investments Full time

    {"title": "Property Investment Strategist", "description": "Unlock Your Wealth PotentialAt IGrow Wealth Investments, we're on a mission to help investors create, protect, and grow their wealth. As a Property Investment Strategist, you'll play a crucial role in helping our clients achieve their financial goals.Key Responsibilities:Schedule and confirm...

  • Property Investment Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa IGrow Wealth Investments Full time

    Unlock Your Potential as a Property Investment StrategistAre you driven by success and eager to exceed monthly targets? IGrow Wealth Investments, a leading property investment group, is seeking a Property Investment Strategist to join their team.You will benefit from:State-of-the-art marketing systemsInnovative tools and technologyContinuous support from...

  • Investment Operations Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Stonehage Fleming Full time

    Job Title: Investment Operations OfficerJob Summary:The Investment Operations Officer will be responsible for the management of centralised Investment Management data, including client static, client holdings, security database, and pricing functions. This role will service the core operating systems and applications that deliver a scalable Target Operating...

  • Investment Operations Specialist

    4 weeks ago

    Cape Town, Western Cape, South Africa Stonehage Fleming Full time

    Job Title: Investment Operations OfficerStonehage Fleming is seeking a highly skilled Investment Operations Officer to join our team in Cape Town. The successful candidate will be responsible for managing the centralised Investment Management data, including Client Static, Client Holdings, Security Database, and Pricing functions.Key Responsibilities:Manage...

  • Investment Operations Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Stonehage Fleming Full time

    Job Title: Investment Operations OfficerDescriptionThe Investment Operations Officer plays a critical role in the management of centralised Investment Management data, ensuring the accuracy and integrity of client information, security databases, and pricing functions. This position is responsible for maintaining key relationships with external providers and...

  • Real Estate Investment Banking Specialist

    1 month ago

    Cape Town, Western Cape, South Africa Rmbwestport Full time

    About the RoleRmbwestport is seeking a highly skilled and experienced Real Estate Investment Banking Specialist to join our team. As a key member of our corporate finance team, you will be responsible for originating and executing transactions for clients, developing intimate understanding of the real estate sector and client's businesses, and implementing...

  • Investment Operations Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Stonehage Fleming Full time

    Job Title: Investment Operations OfficerStonehage Fleming is seeking a highly skilled Investment Operations Officer to join our team in Cape Town. The successful candidate will be responsible for managing the centralised Investment Management data, including Client Static, Client Holdings, Security Database, and Pricing functions.Key Responsibilities:Manage...

  • Rental Accounting Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa IGrow Wealth Investments Full time

    IGrow Wealth Investments, a leading firm in property investment, is seeking a Rental Accounting Specialist to enhance their team.Key Qualifications:Possession of a diploma or degree in finance.A minimum of 2 years' experience in a comparable role.Proficiency in managing rental accounts.Familiarity with PayProp software.Strong organizational and...

  • Investment Operations Specialist

    7 days ago

    Cape Town, Western Cape, South Africa Stonehage Fleming Full time

    Job Title: Investment Operations OfficerDescriptionThe Investment Operations Officer plays a critical role in the management of centralised Investment Management data, ensuring the accuracy and integrity of client information, security databases, and pricing functions. This position is responsible for maintaining key relationships with external providers and...

  • Real Estate Investment Banking Specialist

    4 weeks ago

    Cape Town, Western Cape, South Africa FirstRand Bank Limited Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Real Estate Investment Banking Specialist. As a key member of our Corporate and Investment Banking division, you will be responsible for originating and executing transactions for clients, developing intimate understanding of the real estate sector and client's...

  • Investment Operations Specialist

    3 weeks ago

    Cape Town, Western Cape, South Africa Stonehage Fleming Full time

    Job Title: Investment Operations OfficerStonehage Fleming is seeking an experienced Investment Operations Officer to join our team in Cape Town. The successful candidate will be responsible for managing the centralised Investment Management data, including client static, client holdings, security database, and pricing functions.Key Responsibilities:Manage...

  • Investment Operations Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Stonehage Fleming Full time

    Job Title: Investment Operations OfficerStonehage Fleming is seeking an experienced Investment Operations Officer to join our team in Cape Town. The successful candidate will be responsible for managing the centralised Investment Management data, including client static, client holdings, security database, and pricing functions.Key Responsibilities:Manage...