Investment Fund Operations Associate (6-month FTC) - Newly Qualified CA(SA)

SUMMARY:
-

POSITION INFO:

• Responsible for working with stakeholders across multiple business units and our clients Transfer Agent, to gather and record business requirements for new and existing initiatives, as well as changes to processes and systems
• Perform analytical review/trend analysis on various data relating to our clients and brokers
• Conduct data analysis to investigate ongoing/ad hoc operational issues
• Identify, gather, analyse and document business requirements and translate these into high-level specifications and design
• Consider impact of projects on forms, web and communicating changes to client timeously
• Communicate project progress, issues and risks effectively and timeously to the Project Manager
• Co-ordinate and respond to testing requirements of systems/processes
• Ensure sufficient business training, communications and business handover to Production Support teams
• Assist the Fund Operations team with ad hoc tasks as required
• Establish good working relationships across all relevant teams such as Tax, Third Party Service provider, Compliance and various other Operations teams across the business
• Process improvement – documentation and implementation of more efficient processes
  
  

Requirements:

• Newly Qualified CA(SA) preferably with relevant Asset Management Operations and industry experience or 2 - 4 years industry and business analysis experience
• Experience in analysis and interpretation of data would be advantageous
• Proficiency in data analysis tools, for example excel, Power BI
• A methodical and detailed-orientated approach to work

Competencies:

• Data analytical focused
• The ability to build and maintain meaningful relationships
• The ability to ‘approach and own’ and continuously look for opportunities to develop
• Intellectual curiosity
• Ability to analyse, interpret and assimilate information