Fund and Investment Team Lead
2 weeks ago
About the Role
This is a senior leadership position within the Fund Administration team, responsible for managing a team of Fund specialists and ensuring seamless operations and customer service across processes.
Key Responsibilities
- Lead the Fund Administration team and ensure the delivery of high-quality services to clients.
- Work closely with Technical Operations Manager and other leaders, teams, and key stakeholders across several areas.
- Maintain good internal relationships between all the various departments within Old Mutual, 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.
About You
- Matric qualification required.
- Relevant tertiary qualification.
- Extensive experience (3-5) years in Fund Investment Business.
- Sound business knowledge.
- Management experience advantageous.
What We Offer
Old Mutual is a leading financial services company that offers a range of benefits and opportunities for career growth and development.
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