Team Leader
21 hours ago
Our client, an Investment Consultant Company in the **Plattekloof**, Cape Town area, is looking for an exceptional, professional **Team Leader - Asset Administration** to join their team.
**Role Overview**:
The Team Leader - Asset Administration will support the team's investment activities through the cycle
- origination, execution, and post investment. Lead all aspects of a transaction - entrepreneur engagement, technical work on the transaction, presentation of the transaction, term sheet negotiation, due diligence, and post investment management.
Given the early-stage nature of most investments, the Team Leader - Asset Administration will need the business acumen to interrogate strategic intents and work closely with applicants to co shape investment proposals productively.
**Duties and Responsibilities**:
- Overseeing of the Portfolio Administrators.
- Excellent management of the portfolios / funds, as evidenced by the proactive and optimal management of client, benchmark and market-initiated events (corporate actions), so as to fulfil the clients’ mandates.
- Improving the investment process to minimise the occurrence of errors and to improve both individual and team productivity / efficiency.
- Proactive and professional engagement with clients and service providers (internal and external) to ensure excellent management of portfolios / funds.
- Excellent and proactive management and resolution of exceptions in the fund management process.
- Conduct research and analysis as required by existing and potential clients.
- Fulfil any client reporting requirements, accurately and within their deadlines.
**Requirements**:
- Appropriate Degree (Honors preferable) with quantitative focus e.g., Mathematics / Statistics / Accounting / Investments.
- 3 to 5 years’ relevant experience in financial services.
- Meet FAIS requirements - education and experience - FAIS compliant.
- Thorough understanding of the investment environment and financial markets; equity, fixed income, and derivative markets both international and domestic.
- Exposure to quantitative and financial modelling.
- A good understanding of operational processes, various market settlement windows, benchmarks, mandates, tracking errors, compliance, and order management systems.
- Advanced knowledge of Excel a prerequisite.
- Experience in fund management / portfolio management.
Working hours: Mondays to Fridays: 08:00 to 17:00
Area: Plattekloof, Cape Town.
Market related remuneration on offer (salary negotiable - depending on qualifications and working experience).
To start as soon as possible.
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