Operations Associate (Investment Management)

Recruiter:

Candidate Connect

Job Ref:

1172852460

Date posted:

Saturday, May 28, 2022

Location:

Cape Town, South Africa

JOB SUMMARY:
-

JOB DESCRIPTION:

Seeking a highly motivated individual to join a boutique investment team as an Operations Associate.

Whilst the role does involve the performance of some routine tasks on a daily and monthly basis, it more importantly requires the ability to attend to the many ad hoc requirements that arise. You will work beyond a fixed job description and adapt to changing tasks and priorities.

This role requires a high level of attention to detail, using initiative daily, strong people skills to cultivate relationships, and comfort working in a small team.

This role is based in Cape Town.

Some job functions, duties and responsibilities:

Preparation and sign-off of daily portfolio investment mandate checks.
Preparation and distribution of customised information required for monthly/quarterly client reports.
Preparation of monthly strategy factsheets.
Managing the take-on of new clients or setup of new portfolios.
Developing and streamlining processes and controls as the company grows its client base and as it expands its services.

Required skills and personal attributes:

Business degree: B.Com/B.Bus.Sci
3+ years experience in Operations in a similar Financial Services Administration environment
Proficient in Microsoft Office.

You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent.

Please note that if you do not receive a response from us within 1 week of your application, please consider it as unsuccessful for this particular role – thank you.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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