Investment Operations Specialist

3 weeks ago


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

Job Title: Senior Portfolio Manager

We are seeking a highly skilled professional to join our Investment Platform Operations team as a Senior Portfolio Manager. As a key member of the team, you will be responsible for providing a holistic service to Advisors and their assistants, managing all relevant requests, and ensuring online submissions meet all business rules.

Key Responsibilities:

  • Manage all relevant requests from Advisors and their assistants, including quality checking and screening.
  • Ensure online submissions meet all business rules, including signatures, discretionary broker permissions, and security checks.
  • Work closely with the team to ensure seamless execution of tasks and responsibilities.
  • Investigate, resolve, and take full responsibility for errors made.

Requirements:

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

What We Offer:

  • A competitive salary range of $80,000 - $110,000 per annum.
  • Opportunities for career growth and development.
  • A dynamic and supportive work environment.


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