About the job Specialist: Operations Analyst Qualifications Matric (Grade 12) 2-5 years investment management industry experience, preferably in a role with exposure to asset management and or fund operations Client relationship management experience in the investment management industry Financial market knowledge (instruments and products) Fund accounting experience or exposure Uses initiative, is pro‑active and possesses problem‑solving skills Excellent communication skills (both written and verbal) Thinks in a structured way and can document processes Pays attention to detailStrong numeric and analytical ability Advanced MS Excel Responsibilities Portfolio Implementation and transition management Liaise professionally with clients Be effective and efficient at query management and resolution Liaise with back office team, external client Managers, PMs, performance & attribution, dealing, implementations, finance, fund operations Perform ongoing KYC of clients Effective liaison with back‑office administrators Provide information/support to Portfolio Managers Load daily trades on Investment system Update of CRM system Review monthly, quarterly and yearly client reports Update the process documentation formulate new system documentation for new process Contribute to ad hoc projects aimed at streamlining processes Knowledge of Charles River and Hiport and other applicable trading and order managementsystems Ability to multitask and work well under pressure #J-18808-Ljbffr