Investment Operations Analyst
Strategic Personnel
- R29,200 - R33,300 per month
- Permanent Intermediate position
-
South Africa
- Posted 01 Oct 2025 by Strategic Personnel
- Expires in 13 days
-
Job 2623554 - Ref JHB000789
About the position
Successful Investment Management company seeks a dynamic Investment Operations Analyst to join their Investment Operations Team. We seek a candidate looking to build a career in Investment Operations.
Candidate must have a completed Honours (Investment Management). A further qualification in support of their Investment career journey – ie CFA / Masters / Post Grad Diploma in Investment Management is advantageous.
Strong academics in both Matric and University are essential.
The candidate must have a minimum of 2-3 years working experience from within an investment management company / Asset Management environment. This should be from the operations space.
We seek a candidate looking to build a career in Investment Operations.
Duties will involve:
- Monitoring and instructing rebalances of investor accounts using the companies proprietary technology
- Designing, implementing, and monitoring all business processes, including ensuring the accurate implementation of investment mandates and client instruction via the financial advisers and onto the underlying platforms
- Continuous improvement of processes using technology where required. All processes within the organisation are built to be scalable with minimal human intervention
- Working closely with the Asset Management team to notify them of flows into the funds
- Scrutinising the underlying charges within the funds and reconciling to ensure they are in line with expectations
- Developing trusted relationships with investment platforms, advisers and clients (as applicable) and be prepared to engage socially where beneficial
- Safe pair of hands within the core operations team to oversee and deliver on business-wide projects
- Develop and maintain expertise, skill and technical knowledge required to add valuable input across the company’s business and investment proposition
The candidate must be able to work well within a small, entrepreneurial team. The position is based in office.
Only shortlisted candidates will be contacted. If you have not heard back from us by mid October 2025, please consider your application unsuccessful
Desired Skills:
- Asset management
- Investment Analyst
- Investment operations
- Analyst
- Investment
- Operations
Employer & Job Benefits:
Strategic Personnel
About the agency
Established in 1994, Strategic Personnel is a specialist, dynamic recruitment agency focussing on the recruitment of senior executive, middle and junior management and office support staff.
Strategic Personnel's focus is in the sectors of Banking, Financial Services, Human Resources, Legal, Marketing and other Professional sectors. Strategic Personnel counts as our clients the large Banking and Merchant banking groups, Insurance houses and many of the Top 100 companies listed on the JSE.
Strategic Personnel prides ourselves in a strong understanding of our core business and the fact that every candidate and client is unique. Our established and succesful track record is your guarantee of a company proud to offer knowledgeable staffing solutions to match your individual needs.
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