Investment Operations Analyst

About

Step into a dynamic investment operations role where your experience truly counts

Is this you? You're highly organised, detail-driven and naturally curious, with a proactive mindset and a strong sense of accountability. You enjoy working with numbers, thrive in a process-driven environment, and take pride in delivering accurate, high-quality work. You're a confident communicator who builds strong relationships and with a client-centric approach in everything you do.

What you'll be doing (and why you'll enjoy it)

You'll play a key role in supporting model portfolio implementation across both local and offshore investments. This includes maintaining and administering portfolios, implementing changes from investment and client service teams, and assisting clients with queries. You'll also build relationships with internal teams, clients and service providers, while producing regular reports such as AUM tracking, client reports and fee calculations. It's a varied role offering exposure to multiple areas of the investment operations space.

Where you'll be doing it

Our client is an established, owner-managed investment advisory business with an international footprint. They provide independent insights and services to independent financial advisors and institutions, with a strong reputation for clarity, rigour and client service. The culture is collaborative, professional and focused on continuous learning and development. You'll be fully office based in stunning offices in Claremont, Cape Town.

What you'll need

A completed commerce degree with at least 2 years' working experience gained in investments. You'll need strong Excel skills, excellent attention to detail, and the ability to manage multiple tasks efficiently. Strong communication skills and a client-focused mindset are essential.

What you'll get

A permanent role offering excellent exposure to the investments industry, working alongside experienced professionals in a supportive and growth-focused environment.

How to apply

For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed] We appreciate that your CV might not be fully up to date. No problem, just send us what you have. We do respond to everyone! Just give us a few days to work through your application.