Team Leader - Asset Administration

 

Recruiter:

Finovate People

Job Ref:

4129770042

Date posted:

Friday, March 25, 2022

Location:

Cape Town, South Africa


JOB SUMMARY:
-

JOB DESCRIPTION:

Our client, an Investment Consultant Company in the Plattekloof, Cape Town area, is looking for an exceptional, professional Team Leader – Asset Administration to join their team.

Role Overview:

The Team Leader – Asset Administration will support the team's investment activities through the cycle- origination, execution, and post investment. Lead all aspects of a transaction – entrepreneur engagement, technical work on the transaction, presentation of the transaction, term sheet negotiation, due diligence, and post investment management.

Given the early-stage nature of most investments, the Team Leader – Asset Administration will need the business acumen to interrogate strategic intents and work closely with applicants to co shape investment proposals productively.

Duties and Responsibilities:

  • Overseeing of the Portfolio Administrators.
  • Excellent management of the portfolios / funds, as evidenced by the proactive and optimal management of client, benchmark and market-initiated events (corporate actions), so as to fulfil the clients’ mandates.
  • Improving the investment process to minimise the occurrence of errors and to improve both individual and team productivity / efficiency.
  • Proactive and professional engagement with clients and service providers (internal and external) to ensure excellent management of portfolios / funds.
  • Excellent and proactive management and resolution of exceptions in the fund management process.
  • Conduct research and analysis as required by existing and potential clients.
  • Fulfil any client reporting requirements, accurately and within their deadlines.

Requirements:

  • Appropriate Degree (Honors preferable) with quantitative focus e.g., Mathematics / Statistics / Accounting / Investments.
  • 3 to 5 years’ relevant experience in financial services.
  • Meet FAIS requirements – education and experience - FAIS compliant.
  • Thorough understanding of the investment environment and financial markets; equity, fixed income, and derivative markets both international and domestic.
  • Exposure to quantitative and financial modelling.
  • A good understanding of operational processes, various market settlement windows, benchmarks, mandates, tracking errors, compliance, and order management systems.
  • Advanced knowledge of Excel a prerequisite.
  • Experience in fund management / portfolio management.

Working hours: Mondays to Fridays: 08:00 to 17:00

Area: Plattekloof, Cape Town.

Market related remuneration on offer (salary negotiable – depending on qualifications and working experience).

To start as soon as possible.

Please apply online if you meet all the above-mentioned requirements.

Please assume that your application was unsuccessful If you have not been contacted within 4 weeks from the date of this advertisement.

 


 

 

 

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