Client Operations Analyst

SUMMARY:
-

POSITION INFO:

About the team:

The Client Operations Team is a client servicing team based in South Africa, Namibia, Botswana, USA, Germany and the United Kingdom. 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
• Collaborate cross-functionally with Investment Operations, Client Directors, Portfolio Managers, Performance & attribution, Dealing, Implementations, Finance, Fund Operations
• Perform ongoing KYC of clients
• Effective liaison with back-office administrators
• Provide information/support to Client Directors
• Maintain accurate and up-to-date CRM records
• Identify inefficiencies in processes
• Actively contribute to ad hoc projects aimed at streamlining processes

You should consider applying if you have:

• B Comm / B Bus Sci or other similar degree with 3 - 5 years investment management industry experience, preferably in a role with exposure to asset management or financial services clients
• Client relationship management experience in the investment management industry, essential
• Financial market knowledge (instruments and products)
• Financial accounting experience
• Proficiency in advanced MS Excel
• Power Automate, Power BI, SQL or similar would be advantageous
• Experience leveraging AI platforms (e.g. Microsoft Copilot, Claude, ChatGPT) to improve efficiency and decision-making would be beneficial

Some of the attributes we look for in a person are:

• A client focused and collaborative mindset
• A strong belief in doing the right thing
• The ability to build and maintain meaningful relationships
• Intellectual curiosity, motivated by achieving meaningful outcomes
• Ambition, balanced with decency and humanity
• Ability to analyse, interpret and assimilate information