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  • Investment Operations Team Lead - Cape Town - HR Genie

    HR Genie
    HR Genie Cape Town

    2 months ago

    HR Genie background
    Description

    Job Title: Investment Operations Team Lead

    We are seeking a highly skilled and experienced Investment Operations Team Lead to join our team at HR Genie. The successful candidate will have a strong background in investment operations and be able to lead a team of professionals in delivering high-quality results.

    About the Role:

    The Investment Operations Team Lead will be responsible for overseeing the day-to-day activities of the team, ensuring that all tasks are completed accurately and on time. This includes managing multiple projects simultaneously, prioritizing tasks, and delegating work to team members as needed.

    Key Responsibilities:

    • Oversight and monitoring of daily, monthly and quarterly team deliverables and client queries and requests
    • Updating, allocation and monitoring of team BAU daily, monthly, quarterly deliverables
    • Client Service delivery
    • Process Management
    • Manage 3rd party service providers
    • Finance Management
    • Team and Resource Management

    Requirements:

    • Relevant Finance or Investment Degree
    • 4-5 Years demonstrable experience within investment consulting / fund management / asset management including experience of investment report backs to clients
    • Technical knowledge of Investments, encompassing knowledge of performance and positioning of funds
    • Strong technical accounting knowledge
    • Proficient with MS Excel
    • Experience with Unit Trusts (Advantageous)

    What We Offer:

    • A competitive salary of R1,200,000 per annum, based on experience and qualifications
    • A dynamic and supportive work environment
    • Ongoing training and development opportunities

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