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Johannesburg: Investment Operations Analyst

Johannesburg: Investment Operations Analyst

Location
Gauteng

Job Type
Accounting / Finance

Job Description

Candidate must have a completed Honours (Investment Management). A further qualification in support of their Investment career journey ie CFA / Masters / Post Grad Diploma in Investment Management is advantageous. Strong academics in both Matric and University are essential. The candidate must have a minimum of 2-3 years working experience from within an investment management company / Asset Management environment. This should be from the operations space. We seek a candidate looking to build a career in Investment Operations. Duties will involve: Monitoring and instructing rebalances of investor accounts using the companies proprietary technology Designing, implementing, and monitoring all business processes, including ensuring the accurate implementation of investment mandates and client instruction via the financial advisers and onto the underlying platforms Continuous improvement of processes using technology where required. All processes within the organisation are built to be scalable with minimal human intervention Working closely with the Asset Management team to notify them of flows into the funds Scrutinising the underlying charges within the funds and reconciling to ensure they are in line with expectations Developing trusted relationships with investment platforms, advisers and clients (as applicable) and be prepared to engage socially where beneficial Safe pair of hands within the core operations team to oversee and deliver on business-wide projects Develop and maintain expertise, skill and technical knowledge required to add valuable input across the companys business and investment proposition The candidate must be able to work well within a small, entrepreneurial team. The position is based in office. Only shortlisted candidates will be contacted. If you have not heard back from us by mid October 2025, please consider your application unsuccessful
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