Senior Investment Operations Specialist

3 weeks ago


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

Overview:

Rory Mackie & Associates, a leading global Asset Manager, is seeking an experienced Senior Investment Operations Specialist to join their dynamic Investment Platform Operations team.

The ideal candidate will possess a minimum of 5-7 years' industry experience, particularly in the LISP environment, and have advanced knowledge of IMS Model Portfolio offering, business rules, and legislation.

Key Responsibilities:

  • Provide holistic services to Advisors and Retail Asset Consultants by managing and controlling restructures, rebalances, and fund replacements.
  • Ensure online submissions meet all business rules, including signatures, discretionary broker permissions, and security checks.
  • Analyze and resolve errors made, ensuring telephonic and written communication with clients.

Requirements:

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

Estimated Salary: $80,000 - $100,000 per annum



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