Team Leader: Investment Administration - Cape Town, South Africa - Guardian Recruiting

Guardian Recruiting

Verified Company

Cape Town, South Africa

4 days ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

_Job Specification_
Responsible for the management of all administration related activities of client investments including unitising portfolios, transaction processing, and payments processing
Ensure controls and procedures are in place and monitor compliance by the team
Guide and support the team as an escalation point for technical knowledge
Address gaps in knowledge through training
Manage the performance of direct reports and deliverables of the Administration team
Ability to delegate effectively, plan for and meet deadlines
Manage priorities for the Administration team
Easily adapt to changes in the business environment
Use initiative, be proactive, and with problem-solving abilities.
Think in a structured way and can document processes
Checking that the Administration teams processes and procedures for unitisation and cash flow management are followed and completed within defined deadlines
Interpret and analyse market values and unit prices
Ensure discrepancies are investigated with asset managers
Authorising cash flow instructions and payments when necessary
Assisting with the rebalancing of portfolios and discretionary transactions
Resolving queries and escalations related to activities performed by the Administration team
Ensure controls and procedures are in place and monitor compliance by the team
Proactively raise issues and address them promptly to resolve gaps and prevent the reoccurrence of errors
Ensure that staff is trained and equipped to perform their duties. Proactively identify training needs and ensure that training is conducted
Coach and mentor all direct reports
Identify development areas and guide team members in growing their careers
Manage team performance and address disciplinary matters that may arise
Participate in the recruitment and onboarding activities of new team members
Preparing monthly data and management report packs
Assist in preparing proposals, client report-backs, and other ad hoc queries/reports
Attend external meetings to address queries related to the deliverables produced by the Administration Team
Drive documentation of processes and procedures for the Administration team
Initiate, drive, and support internal improvement initiatives within the Invest department to ensure continuous business improvement

_Minimum Requirements_
8+ years experience in investment management or related industry
5+ years of management experience
FAIS RE5 essential
Qualification approved by FSCA for FAIS
Attention to detail
Quick learner
Communicate clearly and professionally, both verbally and in writing
Strong numeric and analytical ability
Interpret, analyse, and able to handle large quantities of data
Good knowledge of Microsoft Excel
Liaising with Asset Managers and Fund Administrators
Knowledge of concepts relating to unitisation
Understand Pension Fund industry trends
Able to work independently but also be a team player
Willing to put in long hours when needed

All job postings are in accordance with our Client's BEE requirements