FUND TEAM LEADER: INVESTMENT OPERATIONS Cape TownCompetitive Package on Offer and dependant on Qualification and Years of relevant experience!Highly Reputable Asset Management firm is currently recruiting within their dynamic CRM Team.One would describe you as being a natural leader who is highly articulate, technically accounting strong and innovative in your approach to providing client solutions. You are deadline driven with a strong sense of urgency. Main Purpose of the Role:To ensure that the fund administration is undertaken accurately and within the set time constraints whilst collaborating with the investment team and provide support to other business areas. Key Duties and Responsibilities: Client Service deliveryOversight and monitoring of daily, monthly and quarterly team deliverables and client queries and requestUpdating, allocation and monitoring of team BAU daily, monthly, quarterly deliverablesProcess ManagementAssist in monitoring and maintaining a stable control environmentMaintenance of CRM procedure documents, perform review and update processes and procedures to reduce risk and improve efficiencies within the teamAssist in annual Internal control reviewManage 3rd party service providersEnsure monthly Client satisfaction ratings are supplied to respective teamsWork closely with all administrators to ensure KPIs are met and escalate any issues to Head: CRMParticipation in quarterly meetings with respective custodians and treasury desksFinance ManagementEnsuring monthly invoice and billing process is complete by requested deadlineMonthly Invoices are generated, reviewed, and signed offAll banking deductions and postings are completed correctly and accuratelyAUM registers are completed, signed off and shared with the Finance team by requested deadlineTeam and Resource ManagementDrive development of CRM staff, continuous on the job training and staff on-boarding of new staff membersManage CRM team leave datesDrive semi-annual and annual Key Performance indicators of the CRM team in partnership with Head CRM:1:1 meeting to be scheduled with team bi-monthlyComplete performance write-up semi-annual and annuallyAssist with the external auditors for the Private Equity structures, Partnerships and other SPV vehicles, and finalisation of related Annual Financial StatementsTo assist in any responsibilities that the CEO or the CFO/COO may assign Qualification, Skills and Experience required:Relevant Finance or Investment Degree4-5 Years demonstrable experience within investment consulting / fund management / asset management including experience of investment report backs to clientsTechnical knowledge of Investments, encompassing knowledge of performance and positioning of fundsStrong technical accounting knowledgeProficient with MS ExcelExperience with Unit Trusts (Advantageous) To apply, please forward an updated and detailed copy of your CV to: Nicole Spamers