Financial Analyst/Operations Specialist - Investments

Location: CapeTown, South Africa
Salary: 550 000 pa
Recruiter: Moving Heads Personnel CC
Job Ref: Fin Anal
Summary: Financial Analyst/Operations Specialist - Investments



Job Description

Operations Specialist/Financial Analyst - Investments

Cape Town


  • Responsible for the implementation and monitoring of transactions executed by derivative and scrip lending dealers as well as portfolio managers.
  • Implementation and administration of all trades 
  • Ongoing monitoring and administration of existing trades
  • Ongoing monitoring of collateral positions related to trades
  • Assisting with monthly and quarterly reporting
  • Comprehensive support to the Structured Solutions team in order to successfully service the clients
  • Maintain an in-depth knowledge of client and products invested by client 
  • Attending to client queries timeously 
  • Involved in ad-hoc accounting and operational related projects and activities. 


Qualifications, Experience, Knowledge and skills


  • Degree or Diploma with 2 years related experience.
  • Minimum of 2 years investment experience
  • Ability to analyse financial information and awareness of the financial reporting requirements for different products within the asset management reporting environment and an understanding of financial markets and instruments
  • Basic knowledge of derivative instruments would be recommended
  • Computer literate with proficiency in Microsoft Office (Word, Excel)
  • Script handling and compliance monitoring
  • Portfolio management query handling with clients
  • Portfolio Administration
  • Review, reporting and trend analysis
  • Record keeping



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