Client Operations Analyst - Investment Management
Rory Mackie & Associates · Cape Town, South Africa · Market Related
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The Client Operations Team is a client servicing team based in SA, Namibia, Botswana, USA, Germany and UK. 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. Responsibility: · 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 and 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: · B Comm / B Bus Sci or other similar degree · 3 - 5 years investment management industry experience, preferably in a role within asset management and institutional client operational exposure · Client relationship management experience in the investment management industry · Financial market knowledge (instruments and products) · Financial accounting experience · Proficiency in advanced MS Excel · Power Automate, Power BI, SQL or similar would be advantageous · Experience leveraging AI platforms (e.g. Microsoft Copilot, Claude, ChatGPT) to improve efficiency and decision-making would be beneficial Some of the attributes we look for in a person are: · 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