Cape Town: Investment Fund Operations Team Leader – CA(SA) – Asset Management posted by Rory Mackie & Associates

January 15, 2026 Jobs in Cape Peninsula

Rory Mackie & Associates

Western Cape

Other Management

Job Description

About the Role

The Fund Operations Team Leader will be responsible for leading the Fund Operations team to deliver accurate, efficient, and timely operational outcomes. As a critical component of Rory Mackie & Associates’ Fund Operations, you will act as the primary point of contact for SA, Botswana, Namibia, and Hedge funds Unit Trust operational and finance related matters.

Key Responsibilities

Act as the primary point of contact for SA, Botswana, Namibia, and Hedge funds Unit Trust operational and finance related matters
Oversight of administration function performed by our Transfer Agent, in line with SLA
Responsible for the Fund Operations Finance function which includes but not limited to, bank reconciliation, cash management, commission, rebates, deal amends and taxation processes
Resolve and manage queries keeping all stakeholders informed of progress
Provide oversight of stakeholder correspondence
Oversee and maintain banking relationships, ensuring efficient management of inflows and operating accounts
Participate in finance, banking, tax, regulatory projects and web development initiatives
Process improvement – assist with documentation and implementation of more efficient processes
Conduct statistical trend analyses to identify patterns and inform decision-making
Maintain good working relationships with the Transfer Agent, Client groups, Tax, Legal, Compliance and other operations teams across the business
Participate in monthly relationship meetings with the Transfer Agent to ensure alignment, review performance, and address key issues
Monitoring of Transfer Agent key performance indicators
Preparation and monitoring of annual rate card and project budgets
Oversight of expenditure relating to the Transfer Agent, including authorisation of payment of invoices
Manage and develop the Fund Operations team, offering guidance and mentorship to support continuous improvement and team effectiveness.

Requirements

CA(SA) from big four, with 4+ years post article asset management auditing experience, and leadership/management working experience
Proficiency in data analysis tools, for example Excel, Power BI, HyperionDev, etc.
A methodical and detailed-oriented approach to work
Having previous management and operational experience would be an advantage

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Qualifications

Completed CA(SA) qualification from a big four firm
Relevant post-article experience in asset management auditing
Leadership and management experience

How to Apply

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About Other Management Jobs in Western Cape

In Western Cape, South Africa, other management positions typically fall under various industries such as financial services sector, technology industry, and manufacturing sector, where effective leadership and strategic decision-making are crucial to drive growth and success.

When it comes to salary expectations for this type of role, it’s common for management positions in the Western Cape to command a broad range of salaries. Typically, entry-level management roles may start at around R600 000 – R800 000 per annum, while senior management positions can range from R1 million – R3 million or more, depending on factors such as experience, company size, and industry sector. It’s essential to note that these are general estimates, and actual salaries can vary widely.

In terms of skills required for other management positions in the Western Cape, common requirements include strong leadership and communication skills, strategic thinking, problem-solving abilities, and a proven track record of driving business growth and innovation. Typically, managers in this field also need to possess excellent analytical and technical skills, as well as the ability to build and maintain effective relationships with colleagues, customers, and stakeholders. Other essential skills may include project management, change management, and digital literacy.

Industries commonly employing other management positions in Western Cape typically include financial services sector, technology industry, manufacturing sector, and tourism. In these sectors, managers are often responsible for driving business strategy, managing teams, and ensuring operational efficiency.

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Career development opportunities for professionals in other management positions in the Western Cape are generally excellent, with many companies investing heavily in training and development programs to equip their employees with the skills needed to succeed in an ever-changing business environment. Typically, career progression paths may involve taking on increasingly senior roles, such as department head or director, or transitioning into specialized fields like operations management or human resources. Overall, a career in other management positions in Western Cape can be rewarding and challenging, offering opportunities for professional growth and development in a dynamic and fast-paced business landscape.

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

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