Client Operations Analyst - Investment Management

SUMMARY:
-

POSITION INFO:
The Client Operations Team is a client servicing team based in SA, Namibia, Botswana, USA, Germany and UK. 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.   Responsibility: ·        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 and 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   Requirements: ·        B Comm \/ B Bus Sci or other similar degree ·        3 - 5 years investment management industry experience, preferably in a role within asset management and institutional client operational exposure ·        Client relationship management experience in the investment management industry ·        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