Investment Operations Analyst

SUMMARY:
High profile Investment Management company seeks a dynamic Investment Operations Analyst to join their Investment Operations Team.

POSITION INFO:
High profile Investment Management company seeks a top calibre, junior Investment Operations Analyst to join their Investment Operations Team.
 
Candidate must have a completed Honours (Investment Management) degree and preferably have studied or be studying a further Post Grad qualification to support their Investment career journey – ie CFA / Masters / Post Grad Diploma in Investment Management. Strong academics both in Matric and University are essential.
 
In addition, the candidate must have a minimum of 12 months relevant working experience from within an Investment management company / Asset Management environment. 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
• A 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 company’s business and investment proposition