Investor Operations Manager - Cape Town, South Africa - LRI Invest
Description
- Page 1 of 22 April 2024
JOB TITLE:
Investor Operations Manager
JOB TITLE THIS POSITION REPORTS TO:
Head of Operations
BRIEF DESCRIPTION OF POSITION
The role of the Investor Operations Manager is to manage and develop the day-to-day administration of the Transfer Agency function.
The individual will be required to manage TA output, resolving operational issues; review staff output where escalations are received; ensure processes are followed, standards are adhered to and SLA/KPIs are met.
This individual must develop and maintain a thorough understanding of every business process within the Investor Services operationsThe role includes ownership/oversight of projects aimed at improving the processes within the Investor Services Operations.
Outline of main duties and responsibilities
- Manage the output of the team according to the daily production schedule
- Manage the output of the outsourced administrator in accordance with the SLA
- Develop insight into and continuously evolve processes to create operational efficiency
- Identify risks and action plans to mitigate and ensure no process loopholes
- Continuously upskill the team and ensure quality process documentation
Balance Score Card allocations:
Qualifications and Experience Required:
- A B.Com / B.Bus.
- Either 3 years accounting experience and 12 months Investor operations experience or; 5 years Investor operations experience
- Exposure to collective investments environment
- Team management
- Transfer agency knowledge would be an asset
Knowledge:
- Advanced level experience in using Excel
- Knowledge of transfer agency software; Silica; TCube, FlexCube or similar
- Proven competence and an aptitude for working with systems
Skills and Abilities:
- Detailed understanding of funds including class and fee structures
- Previous experience in supervising a team
- Previous experience in dealing with clients
- Previous experience in mentoring of junior and new staff
- Excellent communication skills (both written and verbal)
- Confident, enthusiastic, and selfmotivated
- A track record of achievement
- You are an independent; innovative, logical and systemic thinker
- You display drive, purpose, and initiative
- You have the ability to manage multiple concurrent tasks, aided by a disciplined and methodical working style
- You have strong management skills and are able to work as part of the team
- You have the ability to view processes from a high level to identify gaps and risks
- You can develop and document procedures, providing easy to follow guidelines and training material
- You have very strong problemsolving skills
Knowledge:
- Basic investment product knowledge
- Good understanding of Financial Markets, instruments, and systems
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