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Fund and Investment Team Lead

1 month ago

Cape Town, Western Cape, South Africa Old Mutual Full time

About the Role

This is a senior leadership position responsible for managing a team of fund specialists in a technical and customer services environment. The successful candidate will be accountable for achieving results through others, with a focus on operational delivery, customer service, and financial management.

Key Responsibilities

  • Lead a team of fund specialists to ensure seamless operations and customer service across processes.
  • Work closely with technical operations manager and other leaders, teams, and key stakeholders to achieve business objectives.
  • Maintain good internal relationships between departments to provide quality support and service to clients.
  • Coordinate operational functions to ensure overall service delivery and manage financial losses.
  • Monitor and measure productivity and customer service deliverables within the teams.
  • Implement measures to reduce risks and errors.
  • Oversee and contribute to business planning requirements.
  • Review end-to-end processes to ensure efficiency and effectiveness.
  • Understand client queries and manage their expectations to avoid reoccurrence.
  • Support the investment process by suggesting ways to improve operational processes.
  • Oversight of client and fund audits, being the main point of contact with auditors.
  • Maintenance of procedure documentation and policies.

People Management

  • Lead the fund admin team.
  • Responsible for all aspects of people management, including recruitment, review, and retention.
  • Coach, mentor, and develop staff on all levels.
  • Mentoring - Lead employees to encourage maximum performance and dedication.
  • Enhance and establish policies that promote company culture and vision.

IT & Infrastructure Involvement

  • Ensure optimal efficiency of operations functions and manage the ongoing implementation of systems.
  • Ensure organizational process efficiency and sustainability by improving operational processes.

Requirements

  • Matric qualification required.
  • Relevant tertiary qualification.
  • Extensive experience (3-5) years in fund investment business.
  • Sound business knowledge.
  • Management experience advantageous.