Investment Operations Technical Specialist - Cape Town, South Africa - Old Mutual

Description

Description

As a specialist in a particular field this person acts as a subject matter expert in a specific field of knowledge that could be considered as semi-professional.
The individual applies this knowledge in an operational environment through own efforts and usually also has production standards to achieve.

The role includes the following responsibilities:

In addition to production standards this person also plays a significant role in the upskilling of other more junior staff in the same field and acts as a point of escalation for difficult cases (complex cases are usually referred to this individual (i.e. cases that could has the potential of causing brand damage).

This role may include contact with external parties such as clients / industry bodies etc.

As part of their daily function, they would often get involved in the resolution of complaints, enquiries and disputes.

Although they may be required to act as an expert resource on major projects, this is not the primary function of the role.

The incumbent in this role will also be required to compile statistics and develop reports that can be used for management decision-making.

Daily trades capturer and checker/reviewer, bank mark-ups and reconciliations

Executing rebalance and transitions Local and Offshore

Compiling FICA packs and keeps packs updated.

General Controls and eliminate risk in operations processes.

Setting up new Clients, Investment Managers funds and Solutions

Daily, monthly, quarterly and annually reports.

Qualifications, skills and Experience required:

Relevant degree

+5 Years' experience in an asset management or investment management operations environment

Multi-Manager operations experience would be advantageous.

Coordination and implementation of complex client and asset instructions

Excellent problem-solving skills

Ability to apply critical thinking skills is essential

Skills

Education

Closing Date

03 May 2024