Investment Operations Analyst (Asset Management)

SUMMARY:
High profile Asset Management company seeks a smart, dynamic Investment Operations Analyst to join the Investment Operations Team.

POSITION INFO:
Candidate must have a completed Honours (Investment Management) and preferably be on the path to CFA or Certificate in Investment Management. Strong academics both in Matric and University are essential.
 
In addition, the candidate should have approx. 2 years’ experience in the following from within the Investment / Asset Management environment:

1. Monitoring and instructing rebalances of investor accounts using the companies proprietary technology
2. 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
3. Continuous improvement of processes using technology where required. All processes within the organisation are built to be scalable with minimal human intervention
4. Working closely with the Asset Management team to notify them of flows into the funds
5. Scrutinising the underlying charges within the funds and reconciling to ensure they are in line with expectations
6. Developing trusted relationships with investment platforms, advisers and clients (as applicable) and be prepared to engage socially where beneficial
7. A safe pair of hands within the core operations team to oversee and deliver on business-wide projects
8. Develop and maintain expertise, skill and technical knowledge required to add valuable input across the company’s business and investment proposition