Operations Analyst

Multinational Investment Management company is looking for a Operations Analyst to join their Johannesburg offices.

The Operations Analyst will be involved in the day-to-day operations and key projects of the Investment Managers operations in South Africa, the United Kingdom and Ireland reporting directly into the Head of Operations.

Working closely with the other members of the global investment, operations, sales, software development and support teams. This role will expand rapidly due to the current growth rate of the company.

This role will ideally suite a Newly Qualified Chartered Accountant CA(SA) or a CFA who has a solid understanding of the asset management industry.

If you are passionate about Asset management and looking for a role where you can grow, this is the role for you.

**Core Responsibilities**:

- Control of Business Intelligence (‘BI’) information, data analysis and visualization
- Monitoring and instructing rebalances of investor accounts using proprietary technology
- Designing, implementing and monitoring all business processes, including ensuring the accurate implementation of investment mandates and client instruction via the financial advisers and onto the underlying platforms
- Continuous improvement of processes using technology where required. All processes within the organisation are built to be scalable with mínimal human intervention
- Managing and leveraging internal resources to ensure effective and efficient operations
- Working closely with the Asset Management team to notify them of flows into our funds
- Developing trusted relationships with investment platforms, advisers and clients.
- A safe pair of hands within the core operations team to oversee and deliver on business-wide projects
- Develop and maintain expertise, skill and technical knowledge required to add valuable input across the business and investment proposition

**Knowledge, Attributes and Skills**:
Cultural and personality fit will be critical to this dynamic business that retains a strong entrepreneurial spirit and has a driven, team-orientated culture.
- The ability to process, organise and present data in a transparent and easily digestible format
- The ability to analyse and solve problems using Microsoft Excel
- Attention to detail whilst being pragmatic and able to deliver at speed
- Keen intellect with a high level of commercial and financial acumen
- Good interpersonal skills and the change management skills to implement process changes internally as well as through our network of advisers and with our platform partners
- The ability to work well within a small, entrepreneurial team, that is run using Agile: Scrum methodology - This involves carrying out work in weekly time-periods called ‘Sprints’ and iterating often as a team in ‘Daily Stand Up Meetings’
- The ability to bring structure to unstructured environments and decipher instructions and other information
- Be comfortable to assume increasing levels of responsibility

**Prior experience which may be beneficial to this role**:

- Having created data dashboards, interactive reports, charts, graphs, and other visual representations using MS PowerBI and other data visualisation tools.
- An understanding of the financial services industry, especially asset management
- Experience at an Asset Manager, Investment Platform or Financial Advisory Firm
- Management Consulting
- Project Management

**Education & Qualifications**:

- Minimum requirement: A postgraduate degree.
- Academic qualifications in the areas of accounting, business, engineering, investments, administration, law, or other sciences would be considered.

The following would be advantageous:
Qualified Chartered Accountant (CA(SA)) Certificate in Investment Management (CIMA) (or in training) Chartered Financial Analyst (CFA) (or in training) Investment Management Certificate (IMC) (or in training)