Operations Analyst
Robert Walters South Africa
What you'll do:As an Operations Analyst, you will play a crucial role in maintaining the smooth operation of our client's business. You will be responsible for monitoring investor accounts, implementing business processes, and ensuring accurate implementation of investment mandates. Your role will also involve working closely with various teams within the organisation, including asset management and software development. Furthermore, you will develop trusted relationships with investment platforms, advisers and clients. Your ability to oversee and deliver on business-wide projects will be essential in this role. Monitor and instruct rebalances of investor accounts using proprietary technologyDesign, implement and monitor all business processesEnsure accurate implementation of investment mandates and client instructions via financial advisers onto underlying platformsWork closely with the Asset Management team to notify them of flows into fundsDevelop trusted relationships with investment platforms, advisers and clientsOversee and deliver on business-wide projectsMaintain expertise, skill and technical knowledge required to add valuable input across the business What you bring:The ideal candidate for the Operations Analyst position brings a unique set of skills and experiences. You are adept at processing, organising, and presenting data in a clear and understandable manner. Your proficiency in Microsoft Excel allows you to analyse and solve problems effectively. You possess a keen intellect with a high level of commercial and financial acumen. Your excellent interpersonal skills enable you to manage changes internally as well as through our network of advisers and platform partners. Your strong communication skills allow you to express ideas clearly both verbally and in writing. Ability to process, organise and present data in a transparent and easily digestible formatProficiency in analysing and solving problems using Microsoft ExcelStrong attention to detail whilst being pragmatic and able to deliver at speedHigh level of commercial and financial acumenExcellent interpersonal skills and change management skillsAbility to work well within a small entrepreneurial teamExcellent communication skills - both written and verbal What sets this company apart:Our client is a unique and distinctive provider of discretionary investment management services. They are at the cutting edge of the profession globally, pioneering techniques in asset allocation, portfolio optimisation, risk management and portfolio construction. They have a significant technology R&D capability and invest significantly in Financial Personality Assessments, Cash Flow Modelling / Financial Needs Analysis, Investor Reporting, and Investor Tools. Their proposition is centred on the provision of high quality, independent investment management. What's next:Ready to take your career to the next level? Apply now!Apply today by clicking on the link!
What you'll do:As an Operations Analyst, you will play a crucial role in maintaining the smooth operation of our client's business. You will be responsible for monitoring investor accounts, implementing business processes, and ensuring accurate implementation of investment mandates. Your role will also involve working closely with various teams within the organisation, including asset management and software development. Furthermore, you will develop trusted relationships with investment platforms, advisers and clients. Your ability to oversee and deliver on business-wide projects will be essential in this role. Monitor and instruct rebalances of investor accounts using proprietary technologyDesign, implement and monitor all business processesEnsure accurate implementation of investment mandates and client instructions via financial advisers onto underlying platformsWork closely with the Asset Management team to notify them of flows into fundsDevelop trusted relationships with investment platforms, advisers and clientsOversee and deliver on business-wide projectsMaintain expertise, skill and technical knowledge required to add valuable input across the business What you bring:The ideal candidate for the Operations Analyst position brings a unique set of skills and experiences. You are adept at processing, organising, and presenting data in a clear and understandable manner. Your proficiency in Microsoft Excel allows you to analyse and solve problems effectively. You possess a keen intellect with a high level of commercial and financial acumen. Your excellent interpersonal skills enable you to manage changes internally as well as through our network of advisers and platform partners. Your strong communication skills allow you to express ideas clearly both verbally and in writing. Ability to process, organise and present data in a transparent and easily digestible formatProficiency in analysing and solving problems using Microsoft ExcelStrong attention to detail whilst being pragmatic and able to deliver at speedHigh level of commercial and financial acumenExcellent interpersonal skills and change management skillsAbility to work well within a small entrepreneurial teamExcellent communication skills - both written and verbal What sets this company apart:Our client is a unique and distinctive provider of discretionary investment management services. They are at the cutting edge of the profession globally, pioneering techniques in asset allocation, portfolio optimisation, risk management and portfolio construction. They have a significant technology R&D capability and invest significantly in Financial Personality Assessments, Cash Flow Modelling / Financial Needs Analysis, Investor Reporting, and Investor Tools. Their proposition is centred on the provision of high quality, independent investment management. What's next:Ready to take your career to the next level? Apply now!Apply today by clicking on the link!
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