Investment Operations Specialist
7 days ago
A 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 Transfers: Ensure successful transfer of private client portfolio shares to our Collective Investment Schemes.
- Reporting: JSE and Bloomberg Data Licence Queries and ad-hoc Bloomberg admin queries.
- Portfolio Reconciliations: Assist with reconciliations when required.
- Trade Support: Assist the Senior Trade and Portfolio Administrator with portfolio administration, cash management, and opening accounts.
- Trade Queries: Assist with trade queries and respond timeously internally and to service providers.
- Reporting: Assist with reporting to the internal business on a monthly or quarterly basis.
- Project Support: Assist the Project Specialist with tasks and functions to meet deadlines.
This is an in-office role, and the successful candidate will be required to work closely with the team to achieve business objectives.
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Investment Operations Specialist
5 days ago
Cape Town, Western Cape, South Africa Performability Recruitment Full timeInvestment 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...
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Investment Operations Specialist
6 days ago
Cape Town, Western Cape, South Africa Performability Recruitment Full timeInvestment 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...
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Investment Operations Specialist
2 weeks ago
Cape Town, Western Cape, South Africa Sanlam Full timeAbout 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...
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Investment Operations Specialist
6 days ago
Cape Town, Western Cape, South Africa Sanlam Full timeAbout 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...
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Investment Operations Specialist
3 weeks ago
Cape Town, Western Cape, South Africa Performability Recruitment Full timeJob Summary:Performability Recruitment is seeking a highly skilled Investment Operational Administrator to join our team. As an Investment Operational Administrator, you will play a critical role in ensuring the smooth operation of our investment services.Key Responsibilities:Section 42 Transfers: Ensure the successful transfer of private client portfolio...
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Investment Operations Specialist
1 week ago
Cape Town, Western Cape, South Africa Stonehage Fleming Full timeJob 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...
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Investment Operations Specialist
20 hours ago
Cape Town, Western Cape, South Africa Stonehage Fleming Full timeJob 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...
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Investment Operations Specialist
2 weeks ago
Cape Town, Western Cape, South Africa Stonehage Fleming Full timeJob SummaryWe are seeking a highly skilled Investment Operations Officer to join our team at Stonehage Fleming. The successful candidate will be responsible for managing the centralised Investment Management data, including client static, client holdings, security database, and pricing functions.Key ResponsibilitiesManage data requirements within the...
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Investment Operations Specialist
6 days ago
Cape Town, Western Cape, South Africa Stonehage Fleming Full timeJob SummaryWe are seeking a highly skilled Investment Operations Officer to join our team at Stonehage Fleming. The successful candidate will be responsible for managing centralised Investment Management data, including client static, client holdings, security database, and pricing functions.Key ResponsibilitiesManage data requirements within the business,...
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Investment Reporting Specialist
6 days ago
Cape Town, Western Cape, South Africa Stonehage Fleming Full timeJob Title: Client Reporting SpecialistStonehage Fleming is seeking a highly skilled Client Reporting Specialist to join our team. As a key member of our Client Reporting team, you will be responsible for providing high-quality investment reporting content to our clients.Key Responsibilities:Collect and analyze data from various systems to design and deliver...
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Investment Reporting Specialist
2 weeks ago
Cape Town, Western Cape, South Africa Stonehage Fleming Full timeJob Title: Client Reporting SpecialistAt Stonehage Fleming, we are seeking a highly skilled Client Reporting Specialist to join our team. This role will be responsible for assisting the line Manager in the provision and design of custom investment reporting content, as well as the delivery of monthly and quarterly investment reports throughout the Group.Key...
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Investment Fund Operations Specialist
20 hours ago
Cape Town, Western Cape, South Africa Rory Mackie & Associates Full timeJob Title: Investment Fund Operations AssociateRory Mackie & Associates is seeking a highly skilled Investment Fund Operations Associate to join our team.Job Summary:The Investment Fund Operations Associate will be responsible for supporting the Fund Operations team in facilitating flows into and out of the funds. This role will involve vendor oversight,...
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Property Investment Specialist
6 days 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...
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Investment Researcher
3 weeks ago
Cape Town, Western Cape, South Africa The Recruitment Council Full timeThe Recruitment Council is seeking a highly skilled Equity Analyst to join our team at a specialist investment management firm.This prestigious company has a historical focus on hedge funds management, with a product range that has expanded into traditional investment products.The business manages approximately R28 billion of investor capital and has 29...
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Investment Development Manager
2 weeks ago
Cape Town, Western Cape, South Africa Network Recruitment Full timeKey Responsibilities:We are seeking a highly skilled Fund Specialist to join our team at Network Recruitment. The successful candidate will be responsible for developing and implementing business development strategies to expand our client base and increase assets under management in unit trusts and collective investment schemes.The ideal candidate will have...
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Client Operations Specialist
7 days ago
Cape Town, Western Cape, South Africa TalentCru Full timeJob Title: Client Operations SpecialistAre you passionate about investments and seeking a rewarding career in fiduciary asset management? Do you have strong communication and interpersonal skills? Are you highly organized and adaptable, with a strong ethical base? If so, this position might be for you.About the RoleThe Client Operations Specialist will...
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Specialist Consultant
2 weeks ago
Cape Town, Western Cape, South Africa Rory Mackie & Associates Full timeJob DescriptionRory Mackie & Associates is seeking a highly skilled Specialist Consultant to join our Investment Platform Operations team.Key ResponsibilitiesOffshore ServicesProvide comprehensive support to advisors and their assistants by collaborating with a central team to handle requests, quality control, queries, rejections, escalations, and...
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Investment Manager
2 weeks ago
Cape Town, Western Cape, South Africa Communicate Recruitment Full timeInvestment Manager OpportunityWe are seeking a highly skilled Investment Manager to join our team at Communicate Recruitment. As a specialist in the finance industry, you will be responsible for finding and placing top talent in various sectors, including hospitality, FMCG, manufacturing, retail, and financial services.Key Qualifications:At least 4 years of...
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Investment Product Specialist
2 weeks ago
Cape Town, Western Cape, South Africa Rory Mackie & Associates Full timeAbout the RoleRory Mackie & Associates is seeking a highly skilled Investment Product Specialist to join our team. As an Investment Product Specialist, you will play a critical role in developing and maintaining investment products that meet the needs of our clients.Key ResponsibilitiesProduct Development: Collaborate with cross-functional teams to design...
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Investment Operations Coordinator
1 week ago
Cape Town, Western Cape, South Africa Rory Mackie & Associates Full timeInvestment Operations AdministratorOverview:Rory Mackie & Associates is seeking a highly skilled Investment Operations Administrator to join our team. As a key member of our operations team, you will be responsible for supporting our London-based portfolio managers and ensuring the smooth day-to-day administration of our funds.Key Responsibilities:Maintain...