Cash Flow Analyst – Investment Management (12-month FTC) Newly Qualified CA(SA)

About the position

Our client is a leading global investment management business with a strong track record, locally and globally.



Responsibilities:

• Ensure prompt and accurate cash flow and transaction management of client flow instructions
• Ensure effective query management and resolution
• Ensure daily control procedures and deadlines are adhered to
• Liaise with various business areas including Client Operations, Implementation, Investment Operations, Client Managers, Portfolio Managers, Performance Attribution
• Effectively liaise with back-office administrator
• Adhere to Mandate & FICA restrictions
• Contribute to ad hoc projects aimed at streamlining processes

Requirements:

• B. Comm/B. Bus Sci or other similar degree or qualifications (preferable)
• Client relationship management experience in the investment management industry or 2-3 years back office experience within the investment management industry, preferably in a role that required client interaction
• Financial market knowledge (instruments and products)
• Understanding of an Order Management System (OMS)
• Excel (Intermediate)

Personal Attributes:

• The ability to ‘approach and own’ and continuously look for opportunities to develop
• Ability to analyse, interpret and assimilate information
• A client focused and collaborative approach
• Intellectual curiosity

 

 

Desired Skills:

• FICA
• Financial Markets
• Investments