Investment Support Officer

About the position

Investment Support Officer
Cape Town CBD
Market-related

Are you ready and eager to elevate your career within the Investment industry?

Is this you?
You've got your investment-related degree, gained some technical admin experience and now you want to get stuck into the real technical support tasks that make the investment industry tick. You are meticulous and organized with a passion for delivering exceptional client service and have an even bigger passion for the investment world. You thrive in a fast-paced environment where managing priorities efficiently is key.

What you'll be doing (and why you'll enjoy it)
You'll be responsible for processing subscription and redemption instructions for Alternative Investments, including Hedge Funds, Private Equity, and Property Funds. Maintain and input non-automated investment transactions into internal database systems while ensuring accurate investment accounting for non-automated client portfolios. Manage corporate actions, proxy votes, conversions, capital calls, and distributions. Handle KYC, FATCA, CRS, and compliance documentation for fund administrators and third parties. Prepare SWIFT payment instructions and perform investment position reconciliations, resolving any discrepancies efficiently.

Where you'll be doing it
You'll be joining a leading wealth management firm based in Cape Town CBD. Our client specializes in wealth management and advisory services for high-net-worth individuals and families. With a global presence and a reputation for excellence, they provide tailored solutions to meet their clients' diverse needs. Our client fosters a collaborative culture that values integrity, professionalism, and client-centricity.

What you'll need
To succeed in this role, you need to have a completed commerce degree, coupled with at least 2 years of working experience in the investment industry. You need to ideally have gained experience doing investment support with exposure to KYC, FATCA, CRS as well as corporate actions. Strong organizational, interpersonal, and communication skills are a must, along with the ability to handle confidential information with discretion. Only candidates currently residing in Cape Town can be considered.

What you'll get
In addition to a competitive salary, you'll get to work one-two days a week in the comfort of your home. Our client offers a comprehensive benefits package and opportunities for professional development and career advancement. You'll get to join a team that values your expertise and rewards your contributions as you embark on a fulfilling career in financial services.

How to apply

For a confidential discussion please contact Claudette Du Preez 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:

• investment admin

Desired Work Experience:

• 2 to 5 years

Desired Qualification Level:

• Degree