Client Operations Analyst (CPT Onsite)

ENVIRONMENT

• ENSURE that pro-active high-quality service is delivered meeting the complexity and demands of a designated set of clients, invested via an Investment Management Agreement or equivalent as the next Client Operations Analyst sought by an Independent Asset Management Firm.
• Joining the Client Operations Team based across South Africa, Namibia, Botswana, USA, Germany and the United Kingdom, you will liaise professionally with clients new clients, restructures, performance, off-market trade queries, etc., effect query management and resolution while maintaining accurate and up-to-date CRM records and actively contributing to ad hoc projects aimed at streamlining processes.
• The successful incumbent will have a suitable BCom/BBusSci or similar Degree with 3-5 years Investment Management industry experience, preferably in a role with exposure to Asset Management or Financial Services clients including Client Relationship Management.
• You will also require financial market knowledge instruments & products, Financial Accounting experience and be proficient with Advanced MS Excel.

DUTIES

• Liaise professionally with clients new clients, restructures, performance, off-market trade queries, etc..
• Be effective at query management and resolution.
• Collaborate cross-functionally with Investment Operations, Client Directors, Portfolio Managers, Performance & Attribution, Dealing, Implementations, Finance, Fund Operations.
• Perform ongoing KYC of clients.
• Effective liaison with Back-office Administrators.
• Provide information/support to Client Directors.
• Maintain accurate and up-to-date CRM records.
• Identify inefficiencies in processes.
• Actively contribute to ad hoc projects aimed at streamlining processes.

REQUIREMENTS

Qualifications –

• B Com / B Bus Sci or another similar Degree.

Experience/Skills –

• 3-5 Years Investment Management industry experience, preferably in a role with exposure to Asset Management or Financial Services clients.
• Client Relationship Management experience in the Investment Management industry.
• Financial market knowledge instruments and products.
• Financial Accounting experience.
• Proficiency in Advanced MS Excel.

Advantageous –

• Power Automate, Power BI, SQL or similar.
• Experience leveraging AI platforms e.g. Microsoft Copilot, Claude, ChatGPT to improve efficiency and decision-making.

ATTRIBUTES

• A client focused and collaborative mindset.
• A strong belief in doing the right thing.
• The ability to build and maintain meaningful relationships.
• Intellectual curiosity, motivated by achieving meaningful outcomes.
• Ambition, balanced with decency and humanity.
• Ability to analyse, interpret and assimilate information.