Client Operations Analyst - Investment Management
Rory Mackie & Associates
The Client Operations Team is a client servicing team based in SA, Namibia, Botswana, USA, Germany and UK. The team works closely with the strategic client relationship team in the client servicing of a designated set of clients, invested via an Investment Management Agreement or equivalent. This is dependent on the complexity and demands of each client, to ensure that pro-active high-quality service is delivered.
Responsibility:
Liaise professionally with clients (new clients, restructures, performance, off-market trade queries, etc.)
Be effective at query management and resolution
Collaborate cross-functionally with Investment Operations, Client Directors, Portfolio Managers, Performance & attribution, Dealing, Implementations, Finance and Fund Operations
Perform ongoing KYC of clients
Effective liaison with back-office administrators
Provide information/support to Client Directors
Maintain accurate and up-to-date CRM records
Identify inefficiencies in processes
Actively contribute to ad hoc projects aimed at streamlining processes
Requirements:
B Comm / B Bus Sci or other similar degree
3 - 5 years investment management industry experience, preferably in a role within asset management and institutional client operational exposure
Client relationship management experience in the investment management industry
Financial market knowledge (instruments and products)
Financial accounting experience
Proficiency in advanced MS Excel
Power Automate, Power BI, SQL or similar would be advantageous
Experience leveraging AI platforms (e.g. Microsoft Copilot, Claude, ChatGPT) to improve efficiency and decision-making would be beneficial
Some of the attributes we look for in a person are:
A client focused and collaborative mindset
A strong belief in doing the right thing
The ability to build and maintain meaningful relationships
Intellectual curiosity, motivated by achieving meaningful outcomes
Ambition, balanced with decency and humanity
Ability to analyse, interpret and assimilate information
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