Investment Platform Operations Specialist

3 weeks ago


Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

Job Role: Specialist Consultant

We are seeking a highly skilled Specialist Consultant to join our Investment Platform Operations team at Rory Mackie & Associates. As a key member of our team, you will be responsible for providing a holistic service to advisors and their assistants, including quality checking, queries, rejections, and reporting.

Key Responsibilities:

  • Provide a comprehensive service to model portfolio providers and administration of global products offered.
  • Ensure online submissions meet all business rules, including signatures, discretionary broker permissions, and security checks.
  • Understand and adhere to business rules and processing rules, working within the required SLA.
  • Assist other team members when necessary, including providing cover during periods of absence.
  • Investigate, resolve, and take full responsibility for errors made.

Requirements:

  • Minimum of 5-7 years' industry experience, particularly in the LISP environment.
  • Minimum of 3 years' experience in an IMS Advisor Liaison capacity.
  • 3-year relevant diploma or BCom degree.
  • Business Analysis qualification will be advantageous.
  • Advanced experience in Excel, including pivot tables, macros, and other reporting tools.

What We Offer:

  • Opportunity to work with a leading global asset manager.
  • Chance to develop your skills and expertise in investment platform operations.
  • Collaborative and dynamic team environment.


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