Operations Manager (Investment Data) (Ch515Sa)

Operations Manager (Investment Data) (Ch515Sa)

Capital H Staffing

Operations Manager (Investment Data) (Ch515Sa)

Details of the offer

Our client in the financial industry is looking for an Operations Officer to manage the data loading process. The company’s unique team consists of actuaries, investment specialists, data specialists, developers, system architects, and client service specialists. The company is in a unique position to solve critical problems for business managers of wealth management practices and wealth managers themselves. The business is located in the Tygervalley area in the Northern Suburbs of beautiful Cape Town. The company was founded in 2013 and delivers consolidated financial statements and business intelligence reports to financial advisors and wealth managers. The Operations officer operates within the greater Operations team and is responsible along with the Operations Manager for managing the data loading process and the delivery of monthly portfolio statements, as well as assisting with client portfolio queries and ad hoc client requests. From time to time, responsibility will be assigned for the delivery of specific projects within the Operations team. Roles and Responsibilities Processing of new clients; Driving monthly workflow with clients and data providers; Driving monthly workflow and monitoring processes necessary to meet monthly data deliveries with internal teams; Handling support queries and client engagements; Document management during the onboarding of new clients or data providers; Assisting with ad-hoc queries within the operational team; Maintaining relationships with clients and data providers. Technical Skills Experience with Microsoft Excel (able to comfortably operate pivot tables and filters to validate data); Experience with Outlook; Able to learn simple workflow management tools (such as Trello); Advantageous Knowledge of SQL; Qualifications and Work Experience University degree or the equivalent; 3 Years’ experience in the investment industry. Attributes Self-starter; High attention to detail; Strong ability to create order amid parallel work requirements; Able to work under pressure and meet deadlines; High value for creating solutions of high quality as a team. General: While we would really like to respond to every application, should you not be contacted for this position within 15 days please consider your application as unsuccessful. In keeping with our client’s employment equity requirements, only South African citizens will be considered. Please include your current salary and salary expectations.

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