Financial Services Operations Specialist

1 month ago


Cape Town, Western Cape, South Africa SET Recruitment Consultants Full time

**Operations Role in Fund Management**

R300k - R350k per annum, a competitive salary for the Cape Town area.

We are seeking an experienced Financial Services Operations Specialist to join our team. The role requires a deep understanding of financial markets and instruments, contributing to robust operating procedures to create an efficient operations team.

Key Responsibilities:

  • Improve business understanding of operations processes and procedures.
  • Establish enhanced business processes that ensure efficient stakeholder delivery within set expectations and agreed performance standards.
  • Perform reconciliations, investigate significant variances, and resolve reconciliation breaks and ad hoc challenges.
  • Monitor the operations mailbox and execute stakeholder requests timeously.
  • Take responsibility for daily operational activities and liaise with stakeholders to keep them informed of query progress.
  • Reconcile trade and fund dealing activity, corporate action, and Proxy voting management, cash management, and spot FX instruction.

Requirements:

  • Bcom (Hons) Finance-related qualification preferred.
  • 2-5 years of experience in operations within the Financial Services Industry, preferably in Fund Management.
  • Experience with Reconciliations and Cash Management.
  • Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word).


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