Institutional Client Operations Analyst

Details of the offer

The Client Operations Team is a client servicing team based in South Africa and globally.
The team works closely with the strategic client relationship team in the client servicing of a designated set of clients, invested via an Investment Management Agreement or equivalent.
This is dependent on the complexity and demands of each client, to ensure that pro-active high-quality service is delivered.Responsibilities: Liaise professionally with clients (new clients, restructures, performance, off-market trade queries, etc.
)Be effective at query management and resolutionLiaise with investment operations, Client Managers, PMs, performance & attribution, dealing, implementations, finance, fund operationsPerform ongoing KYC of clientsEffective liaison with back-office administratorsProvide information/support to Client ManagersUpdate of CRM systemIdentify inefficiencies in processesContribute to ad hoc projects aimed at streamlining processesRequirements:B. Comm/B Bus Sci or other similar degree3 - 5 years investment management industry experience, preferably in a role with exposure to institutional client operations within asset managementClient relationship management experience in the investment management industryFinancial market knowledge (instruments and products)Financial accounting experienceAdvanced MS ExcelAttributions:A strong belief in doing the right thingIntellectual curiosityAmbition, balanced with decency and humanityAbility to analyse, interpret and assimilate information


Nominal Salary: To be agreed

Source: Whatjobs_Ppc

Job Function:

Requirements

Finance Assistant Ii - Non Trade Admin

To secure efficient delivery of Non-Trade goods/services as per contract and internal Purchase requisitions. Issue and deliver all Purchase orders timeously ...


Woolworths - Western Cape

Published 23 days ago

Finance Manager, Cape Town

Rival is looking for a Finance Manager to join our Cape Town-based team and serve as lead on all aspects of Financial reporting and management within our gro...


Wearerival - Western Cape

Published 23 days ago

Head Of Finance: Clicks

We are looking to recruit a Head of Finance: Clicks to work within the Clicks Retail Finance department of the Clicks Group. The role will be based at Clicks...


Clicks Group Limited - Western Cape

Published 23 days ago

Cashier | Claremont

JOB DESCRIPTION Overview The main purpose of this position at Essential Health Pharmacy - Claremont is to always be available to assist our customers. Offer ...


Essential Health Pharmacy Group - Western Cape

Published 23 days ago

Built at: 2025-01-02T13:29:44.286Z