Financial Operations Manager

SUMMARY:
A revolutionary and forward-thinking investment and advisory firm is searching for an analytical, innovative individual with a positive attitude to join their powerful team. The Operations Manager will be responsible for the operational management of the fund management business and underlying investment funds.

POSITION INFO:

Minimum Requirements:

• BCom or Honours degree with strong problem solving and analytical skills; BCom Accounting degree advantageous.
• 3 – 5 years’ experience in the Financial Services sector administration, operations, finance or project management.
• Staff management experience.
• Fund Accounting, compliance and administration experience would be favourable.
• Excellent verbal and written communication skills, including the ability to effectively communicate with all stakeholders.
• Excellent computer proficiency (Microsoft Office – Word, Excel, PowerPoint and Outlook, Microsoft Teams and Zoom, SharePoint).
• Ability to work independently and carry out assignments to completion within parameters of instructions given.
• Good analytical and problem-solving ability and sound numerical skills.

 Performance Areas (Responsibilities):

The Operations Manager duties shall include, but not be limited to:

Operations Management:

• Manage stakeholder relations, reporting and communications
• Coordinate weekly fund meetings and bi-weekly operations team meetings
• Provide input into fund operations team meetings
• Support the strategy formulation and development process for the business

 Financial Administration:

• Manage financial administration processes and rhythms
• Support annual budget, audit, tax and reporting processes
• Conduct monthly invoicing and payments process
• Load monthly payments on bank and present for authorization
• Support the preparation of monthly financial reports
• Support the timely submission of tax returns and payments
• Manage KYC on clients or investors in line with FICA requirements

 Client Relationship Management:

• Manage professional stakeholder communications (written and verbal)
• Draft and issue quarterly investor statements and fund reports
• Coordinate and minute quarterly Board meetings
• Interface with key stakeholders on ad hoc communications
• Support fund raising processes and initiatives

 Business Process Optimisation:

• Understand business and fund operational policies and procedures
• Suggest improvements to operational processes
• Support the implementation of financial infrastructure and rhythms to enable the business from a financial process and systems perspective
• Support the setup of new funds

 Legal and Compliance:

• Implement annual fund compliance rhythms
• Manage legal and regulatory compliance on funds
• Manage signing and storage of fund legal agreements
• Oversee rollout of policy training
• Inform the business of the impact of new regulations
• Support the management of legal opinions and policy registers

 Project Management:

• Coordinate and manage fund events
• Manage ad-hoc strategic projects and initiatives
• Support IP development and knowledge management

 Do not miss out on this golden opportunity to expand your skillset and experience within an investment and advisory firm with a stellar track record. Taking the next step in your career means that you are one step closer to success. Should you have three or more years of tax and accounting experience, and you meet the necessary requirements, please apply for this role ASAP!

 Please apply directly, by clicking on the apply button or visit --------Please upload your CV here--------> for more exciting finance opportunities.

For more information, contact:

Recruitment Consultant: Ariella Eschur

Contact number: -----

Email: aeschur@------

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