About the position
Finance and Investment Operations Specialist Take ownership of operations in a boutique investment firm where precision, professionalism and impact truly matter. Is this you? What you'll be doing (and why you'll enjoy it) Where you'll be doing it What you'll need What you'll get How to apply
Newlands, Cape Town
Market related
You're a mature, confident and highly organised finance professional who thrives in a high-performance environment. Detail-driven and process-focused, you take pride in getting things right the first time. You're comfortable engaging with high-net-worth clients, remain calm under pressure, and enjoy bringing structure and efficiency to complex operational environments. Proactive and solutions-oriented, you're ready to take full ownership rather than play a support role from the sidelines.
You'll act as the operational backbone of the business, overseeing investment operations and portfolio administration across multiple platforms and custodians. From monthly management fee calculations and commission reviews to analysing investment statements and supporting tax-related data oversight, you'll ensure accuracy and compliance at every stage. You'll enhance internal processes, refine Excel-based reporting, support CRM implementation and assist with regulatory requirements. Attending selected client meetings, you'll take detailed notes, draft professional follow-ups and coordinate execution across internal teams to ensure seamless delivery.
Our client is a respected boutique investment and wealth management firm working with sophisticated private clients. Known for their professionalism, meticulous attention to detail and client-centric approach, they offer exposure to complex portfolios within a close-knit, high-calibre team. This is a growing business where your input will directly influence systems, processes and operational excellence. You'll be fully office based in Newlands, Cape Town.
A degree in Finance, Investment Management, Economics or a related field, with at least 5 years' operations experience in asset management or wealth management. You'll bring a strong understanding of asset classes, investment statements and the basic tax treatment of investment income, alongside advanced Excel skills. Experience supporting portfolio administration, compliance processes and operational improvements will set you apart. Only candidates currently residing in Cape Town can be considered, ideally living in the southern suburbs.
The opportunity to play a central, high-impact role within a growing boutique firm, gain exposure to sophisticated investment portfolios, and work closely with senior advisors and discerning clients. You'll have real scope to shape systems and contribute meaningfully to the firm's continued growth. Performance bonuses and constant recognition is what makes them have minimal staff turnover.
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.
Desired Skills:
- Operations
Desired Work Experience:
- 5 to 10 years
Desired Qualification Level:
- Degree
