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Investment Portfolio Manager

1 week ago

Johannesburg, Gauteng, South Africa Roundpeg Talent Full time

We are seeking an Investment Portfolio Manager to join our team at Roundpeg Talent. As a key member of our client-facing department, you will be responsible for delivering outstanding client service while ensuring operational excellence and strict compliance.

In this role, you will take charge of the onboarding process, manage client relationships, ensure compliance with key regulations, and optimize internal operations to boost productivity. You will also collaborate closely with cross-functional teams to initiate and drive process improvements and ensure data integrity across multiple systems.

Key Responsibilities:
  • Manage client relationships and deliver exceptional client service.
  • Ensure compliance with key regulations, including KYC/AML, FATCA/CRS, and other relevant regulations.
  • Optimize internal operations to boost productivity and efficiency.
  • Collaborate with cross-functional teams to drive process improvements and ensure data integrity.

This is an exciting opportunity to contribute to a leading asset management firm and advance your career in a supportive, fast-paced environment.