Fund and Investment Team Leader

4 weeks ago

Cape Town, Western Cape, South Africa Old Mutual Full time

About the Role

This is a senior leadership position responsible for managing a team of fund specialists in a technical and customer services environment. The successful candidate will be accountable for achieving results through others, with a focus on operational delivery, customer service, and financial management.

Key Responsibilities

  • Manage a team of fund specialists, providing guidance and support to ensure seamless operations and customer service.
  • Work closely with technical operations manager and other leaders, teams, and key stakeholders to achieve business objectives.
  • Maintain good internal relationships between departments to provide quality support and service to clients.
  • Lead operational delivery and coordinate operational functions to ensure overall service delivery.
  • Manage financial losses by ensuring correctness and accuracy of flow of information.
  • Monitor and measure productivity and customer service deliverables within the teams.
  • Implement measures to reduce risks and errors.
  • Oversee and contribute to business planning requirements.
  • Review the end-to-end process of all processes.
  • Understand client queries and the impact an issue has on their function/process as well as manage their expectations and consider changes to avoid reoccurrence.
  • Support the investment process by suggesting ways to improve operational process.
  • Oversight of client and fund audits, being the main point of contact with auditors.
  • Maintenance of procedure documentation and policies. Continually review and update processes and procedures to reduce risk and improve efficiency.

People Management

  • Lead the fund admin team.
  • Responsible for all aspects of people management including recruitment, review, and retention in partnership with the technical operations manager.
  • Pro-active people management including recommendations for training and development and a focus on the development and retention of high performers.
  • Coach, mentor, and develop staff on all levels. Hold regulator meetings with staff in order to track development plans and manage delivery.
  • Mentoring - Lead employees to encourage maximum performance and dedication.
  • Continually enhance and potentially establish policies that promote company culture and vision.

IT & Infrastructure Involvement

  • Ensure optimal efficiency of operations functions and manage the ongoing implementation of systems.
  • Ensure organizational process efficiency and sustainability by improving operational processes.

Requirements

  • Matric qualification required.
  • Relevant tertiary qualification.
  • Extensive experience (3-5) years in fund investment business.
  • Sound business knowledge.
  • Management experience advantageous.

Skills

Education

Closing Date

11 June 2024

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