Operations Manager

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
  • BCom or Honours degree with strong problem solving and analytical skills; BCom Accounting degree advantageous.
  • 3 – 5 years in Financial Services sector administration, operations, finance or project management.
  • 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).