About the position
Junior Investment Operations Analyst Client service and investment support your secret power? Then this opportunity is just for you. Is this you? What you'll be doing (and why you'll enjoy it) Where you'll be doing it What you'll need What you'll get How to apply We appreciate that your CV might not be fully up to date. No problem just send us what you have. We do respond to everyone! Just give us a few days to work through your application.
Claremont, Cape Town
Market-related
You are a detail-oriented, process-driven professional with a passion for the investment industry. You thrive in structured environments, enjoy optimising workflows, and excel at client service support. With strong communication skills and a proactive mindset, you're eager to build meaningful relationships with clients and service providers while enhancing operational efficiencies.
You will be responsible for administering and maintaining local and offshore model portfolios, assisting clients with portfolio-related queries, and implementing portfolio changes as instructed by the Investment and Client Service Teams. You will also play a key role in building relationships with model portfolio teams, service providers, and clients. Additionally, you'll oversee reporting functions, including AUM reporting, client fee calculations, and factsheet checks. Your role will be essential in streamlining operational processes and improving efficiency in a dynamic investment environment.
Our client is a well-established, globally recognised investment advisory firm that provides independent financial insights and services to institutional investors, wealth managers, and financial advisers. Founded in 2007, they have built a strong reputation for delivering excellence and value-driven solutions. With offices in South Africa and the UK, they foster a collaborative and client-focused culture, offering employees a professional and engaging work environment. You'll be fully office based in Claremont, Cape Town.
For this role, you'll need to have a completed commerce degree as well as at least 2 years of experience in client service and admin gained in the investment industry with exposure to collective investments schemes. You also need strong numeracy skills, attention to detail, and the ability to work efficiently in a process-driven role. Proficiency in Microsoft Excel and excellent communication skills in English and Afrikaans are essential, along with a proactive and client-centric approach to work.
An opportunity to work in a leading investment firm where you'll gain exposure to local and offshore investment processes. You'll join a dynamic team that values collaboration, efficiency, and professional growth. A market-related salary will be offered based on experience, along with opportunities for career development in a well-established and respected financial services organisation.
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]
Desired Skills:
- Client Services
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Degree
