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Claremont: Fund Operations Project Specialist

Claremont: Fund Operations Project Specialist

Posted on 2025-07-11 00:00:00

Employer Unspecified
Category Accounting / Finance
Location Cape Town City Centre  / Claremont

Job Summary

Key Responsibilities Project Development & Implementation Support the execution of the collective investment strategy and product solution Identify process inefficiencies and assist in streamlining operations QA, document and sign-off on new specifications and operational changes Collaborate on launching new funds and portfolio enhancements Drive compliance with regulatory changes affecting operations Operational Support Manage supplemental deeds, ASISA mandates, and related fund documentation Implement agreements and deal terms with external managers and providers Stakeholder Engagement Build strong relationships with internal teams (Compliance, Legal, Actuarial, IT, etc.) Liaise with external stakeholders (Trustees, Custodians, FSCA, ASISA, brokers, and system providers like Bloomberg, Morningstar, etc.)  Minimum Qualifications & Experience BCom degree (Honours / Postgraduate Diploma in Finance preferable) Minimum 5 years’ experience in a similar fund operations role Experience with Collective Investment Schemes (CIS) and Portfolio Administration Exposure to LISP platforms is advantageous Strong background in financial services, particularly asset management operations Proven experience in project implementation within a regulated environment Familiarity with compliance and regulatory frameworks (e.g. FSCA, ASISA) Highly analytical with excellent problem-solving abilities Strong organisational and leadership skills Ability to work under pressure and meet deadlines Outstanding communication and interpersonal skills Strong business acumen and risk awareness Efficiency-driven with a meticulous eye for detail A collaborative team player with a proactive mindset

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