| Date | 2024-11-20 |
|---|---|
| Job Title | Institutional Client Operations Analyst |
| Employer | More Information |
| Salary | |
| Category | Accounting Finance |
| Location |
Cape Town Region / Cape Town City Centre |
Job Summary
The Client Operations Team is a client servicing team based in South Africa and globally. The team works closely with the strategic client relationship team in the client servicing of a designated set of clients, invested via an Investment Management Agreement or equivalent. This is dependent on the complexity and demands of each client, to ensure that pro-active high-quality service is delivered.
Responsibilities:
Liaise professionally with clients (new clients, restructures, performance, off-market trade queries, etc.) Be effective at query management and resolution Liaise with investment operations, Client Managers, PMs, performance & attribution, dealing, implementations, finance, fund operations Perform ongoing KYC of clients Effective liaison with back-office administrators Provide information/support to Client Managers Update of CRM system Identify inefficiencies in processes Contribute to ad hoc projects aimed at streamlining processes
Requirements:
B. Comm/B Bus Sci or other similar degree 3 – 5 years investment management industry experience, preferably in a role with exposure to institutional client operations within asset management Client relationship management experience in the investment management industry Financial market knowledge (instruments and products) Financial accounting experience Advanced MS Excel Attributions: A strong belief in doing the right thing Intellectual curiosity Ambition, balanced with decency and humanity Ability to analyse, interpret and assimilate information
Institutional Client Operations Analyst position available in Cape Town Region, Cape Town City Centre. This job position was posted by . The job has been posted on 2024-11-20 in the Accounting Finance category
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