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Cape Town City Centre: Investment Operations Assistant

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Job Description

About the Role

Our client, an asset manager based in Claremont, is seeking an Investment Operations Assistant to join their team. The ideal candidate will support the day-to-day operational function, ensuring compliance and contributing to the overall effectiveness of the investment operations team.

Key Responsibilities

  • Assist in fund management operations
  • Check trades and predefined compliance checks
  • Perform monthly account reconciliations
  • Conduct KYC, FICA and AML compliance checks
  • Prepare and review fact sheets

Requirements

  • Bachelor’s degree (BCom Investment Management preferred, not essential)
  • High attention to detail and accountability for work quality
  • Strong Excel skills
  • Enjoy structured, process-driven work and remain motivated in routine operational tasks
  • Previous experience in a CIS / LISP / Fund Operations environment is essential
  • Experience in compliance, servicing or operational roles within asset management/ LISP/Financial Services

Qualifications

None mentioned.

Salary & Benefits

Salary range to be discussed.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Accounting / Finance Jobs in Cape Town Region

In the Cape Town region, accounting and finance positions are typically found in various industries, including financial services, technology, and manufacturing sectors. The job market for these roles is generally stable, with a steady demand for skilled professionals to support business growth and development.

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Accountants and finance specialists in Cape Town can expect salaries that range from R400 000 to R1 500 000 per annum, depending on factors such as level of experience, company size, industry sector, and specific job requirements. For example, entry-level positions may start at the lower end of this range, while senior roles or those in larger companies may command higher salaries towards the upper end. However, these figures are only general guidelines and actual salaries can vary significantly depending on individual circumstances.

Common skills required for accounting and finance roles in Cape Town include proficiency in financial software such as SAP or Xero, strong analytical and problem-solving skills, excellent communication and interpersonal skills, a solid understanding of tax laws and regulations, experience with budgeting and forecasting, and a degree in accounting or a related field. Other desirable skills may include knowledge of cloud-based technologies, data analysis tools, and industry-specific regulations.

The financial services sector is one of the largest employers of accountants and finance specialists in Cape Town, followed by technology and manufacturing industries. These sectors require professionals with a strong understanding of financial management, budgeting, and forecasting to support business growth and decision-making. Other industries that may employ accounting and finance staff include construction, tourism, and agriculture.

For those interested in pursuing a career in accounting or finance, there are many opportunities for professional development and advancement. Many companies in Cape Town offer training programs and mentorship schemes to help employees build their skills and expertise. Additionally, certifications such as the Certified Public Accountant (CPA) designation can be beneficial in enhancing career prospects. Overall, a strong foundation in accounting and finance, combined with relevant work experience and industry-specific knowledge, can lead to a successful and rewarding career in this field.

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This information provides general career guidance. Actual salaries and requirements vary by employer.



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