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Investment Operations Specialist

1 week ago

Sandton, South Africa Alexforbes Full time

To drive business success, we are seeking a skilled Investment Operations Specialist to join our team. The successful incumbent will be responsible for managing the delivery of high-quality services to clients, building effective relationships with internal teams and promoting a culture of innovation and continuous improvement within Investment Operations.

Key Responsibilities:

  • Assist with private market processes, daily pricing functions, new portfolio take-ons, reconciliations, and monitoring transactions loaded by the APEX teams
  • Report to the Head of Portfolio Administration in the Investment Administration area but with indirect lines to the required senior manager within the broader team

Qualifications and Experience:

  • National Certificate/Matric or Bachelor's Degree (3 years - 360 credits) in Financial Market Instruments
  • 1-3 years' experience in financial instruments, implementations/transitions, and portfolio administration

Competencies:

  • Computer Literacy: MS Office, operations management, business relations, analytical skills, detailed oriented, report writing, excellent communication skills
  • Business Skills: tracking and reporting on operational performance, maintaining policy and procedure documents, project management, business relations, decision-making judgement, adaptability and flexibility
  • Functional Skills: accountability and dependability, attention to detail, planning and organising, effective prioritisation, customer focus