Investment Fund Operations Associate (6-month FTC) - Newly Qualified CA(SA)
Rory Mackie & Associates
Cape Town, South Africa
Mid
3 years - 4 years
Cost to Company
Contract
Skills and Industries
Job Description
Responsible for working with stakeholders across multiple business units and our clients Transfer Agent, to gather and record business requirements for new and existing initiatives, as well as changes to processes and systems
Perform analytical review/trend analysis on various data relating to our clients and brokers
Conduct data analysis to investigate ongoing/ad hoc operational issues
Identify, gather, analyse and document business requirements and translate these into high-level specifications and design
Consider impact of projects on forms, web and communicating changes to client timeously
Communicate project progress, issues and risks effectively and timeously to the Project Manager
Co-ordinate and respond to testing requirements of systems/processes
Ensure sufficient business training, communications and business handover to Production Support teams
Assist the Fund Operations team with ad hoc tasks as required
Establish good working relationships across all relevant teams such as Tax, Third Party Service provider, Compliance and various other Operations teams across the business
Process improvement – documentation and implementation of more efficient processes
Requirements:
Newly Qualified CA(SA) preferably with relevant Asset Management Operations and industry experience or 2 - 4 years industry and business analysis experience
Experience in analysis and interpretation of data would be advantageous
Proficiency in data analysis tools, for example excel, Power BI
A methodical and detailed-orientated approach to work
Competencies:
Data analytical focused
The ability to build and maintain meaningful relationships
The ability to ‘approach and own’ and continuously look for opportunities to develop
Intellectual curiosity
Ability to analyse, interpret and assimilate information