Institutional Client Operations Analyst

SUMMARY:
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POSITION INFO:

The Client Operations Team is a client servicing team based in South Africa and globally. The team works closely with the strategic client relationship team in the client servicing of a designated set of clients, invested via an Investment Management Agreement or equivalent. This is dependent on the complexity and demands of each client, to ensure that pro-active high-quality service is delivered.

Responsibilities: 

• Liaise professionally with clients (new clients, restructures, performance, off-market trade queries, etc.)
• Be effective at query management and resolution
• Liaise with investment operations, Client Managers, PMs, performance & attribution, dealing, implementations, finance, fund operations
• Perform ongoing KYC of clients
• Effective liaison with back-office administrators
• Provide information/support to Client Managers
• Update of CRM system
• Identify inefficiencies in processes
• Contribute to ad hoc projects aimed at streamlining processes

Requirements:

• B. Comm/B Bus Sci or other similar degree
• 3 - 5 years investment management industry experience, preferably in a role with exposure to institutional client operations within asset management
• Client relationship management experience in the investment management industry
• Financial market knowledge (instruments and products)
• Financial accounting experience
• Advanced MS Excel

Attributions:

• A strong belief in doing the right thing
• Intellectual curiosity
• Ambition, balanced with decency and humanity
• Ability to analyse, interpret and assimilate information