About the position
Fund Operations Project Specialist Drive operational excellence in fund management projects at a leading wealth manager 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
Claremont, Cape Town
Market-related
You're highly organised, analytical, and thrive under pressure. You naturally spot inefficiencies and love improving processes. A confident communicator and relationship-builder, you work well with cross-functional teams and keep a keen eye on detail. Your background in asset or fund operations gives you strong business insight and risk awareness, and you respond quickly when challenges arise.
You'll support the Head of Fund Operations in enhancing and implementing investment fund strategies. You'll be involved in streamlining processes, improving operational workflows, and maintaining fund-related documents and agreements. This role blends project execution with day-to-day operational functions, including launching new funds and responding to regulatory changes. Your role will be key in building relationships with both internal stakeholders and external service providers across the financial ecosystem.
You'll be part of a prestigious wealth management firm known for its bespoke investment solutions and outstanding client service. With a culture grounded in integrity, performance, and long-term relationships, the organisation offers a dynamic and collaborative environment that supports career growth and innovation. You'll be fully office based in beautiful offices in Claremont.
You hold a BCom degree and have at least five years' experience in fund operations within financial services, ideally with exposure to collective investment schemes, LISP platforms, and regulatory environments. You bring solid project experience and are confident analysing complex processes and driving efficiency. Strong leadership, communication, and problem-solving skills are essential. Only candidates currently residing in Cape Town can be considered.
An opportunity to work on impactful fund management initiatives within a respected and forward-thinking firm. Expect a competitive salary, a values-driven culture, and the chance to make a tangible difference in a highly regarded financial organisation.
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]
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Desired Skills:
- Operations Management
Desired Work Experience:
- 5 to 10 years
Desired Qualification Level:
- Degree
