Client Operations Specialist

at  Futuregrowth

SKILLS, KNOW-HOW AND EXPERIENCE:

• Minimum of five years’ experience in asset management portfolio administration, portfolio onboarding and transitions, client services or a related operational role.
• Strong technical knowledge of client administration transactions, as well as financial instruments.
• Knowledge of Asset Management Operations: Familiarity with asset management operations, including cash flow processing, reconciliation, transitions, and portfolio administration.
• Proficient in Excel (including formulae, and the manipulation of data and spreadsheets).
• Proficient in Hi-Port or similar
• Understanding of, and experience with, segregated and unitized funds; and
• Understanding of investment products and regulatory requirements in South Africa is advantageous.

TECHNICAL/ PROFESSIONAL QUALIFICATIONS:

• BCom, B Com Hons or similar qualification, with a focus on financial subjects, or a qualification in related field.

4. ADDITIONAL SPECIALIST RESPONSIBILITIES

• Coordinating overall management fee collection processes and interest claims

1. Ad-hoc project work, including:

• Assisting the team in delivering on key operational projects and process improvements.