BRIEF DESCRIPTION:-
The Client Operations Analyst (CPT Onsite) role involves providing high-quality, proactive service to clients through professional liaison and efficient query resolution, while maintaining accurate CRM records and contributing to process optimization projects. The ideal candidate holds a BCom/BBusSci degree, possesses 3-5 years of Investment Management experience, and demonstrates proficiency in financial markets, accounting, and advanced MS Excel skills.
Job Title: Client Operations Analyst (CPT Onsite) Company: Datafin Recruitment
Description
This role calls for an individual who will deliver high-quality, proactive service to a designated set of clients through an Investment Management Agreement or similar arrangement, as the new Client Operations Analyst for an Independent Asset Management Firm.
You will join the Client Operations Team based in South Africa, Namibia, Botswana, the USA, Germany, and the United Kingdom, where you will maintain professional relations with clients (including new clients, restructures, performance, and off-market trade queries). You will manage and resolve queries efficiently while ensuring CRM records are accurate and up-to-date, and you will actively participate in ad hoc projects focused on process optimization.
The ideal candidate holds a BCom/BBusSci or an equivalent degree and brings 3-5 years of experience in the Investment Management industry, ideally with a background in Asset Management or Financial Services, including Client Relationship Management. Additionally, financial market knowledge (instruments & products), financial accounting expertise, and advanced proficiency in MS Excel are essential.
Duties include
- Professionally liaising with clients on various matters (new clients, restructures, performance, off-market trade queries, etc.) - Managing and resolving client queries effectively - Collaborating cross-functionally with Investment Operations, Client Directors, Portfolio Managers, Performance & Attribution, Dealing, Implementations, Finance, and Fund Operations - Conducting ongoing Know Your Customer (KYC) procedures for clients - Liaising with Back-office Administrators - Providing information and support to Client Directors - Maintaining accurate and updated CRM records - Identifying process inefficiencies - Contributing actively to ad hoc projects aimed at streamlining operations
Requirements
Qualifications
- B Com / B Bus Sci or another similar Degree
Experience/Skills
- 3-5 Years of Investment Management industry experience, preferably in a role with exposure to Asset Management or Financial Services clients - Experience in Client Relationship Management within the Investment Management industry - Financial market knowledge (instruments and products) - Financial Accounting experience - Proficiency in Advanced MS Excel
Advantageous
- Familiarity with Power Automate, Power BI, SQL, or similar - Experience using AI platforms (e.g., Microsoft Copilot, Claude, ChatGPT) to enhance efficiency and decision-making
Attributes
- A client-focused and collaborative mindset - A strong belief in doing the right thing - The ability to build and maintain meaningful relationships - Intellectual curiosity, motivated by achieving meaningful outcomes - Ambition, balanced with decency and humanity - Ability to analyze, interpret, and assimilate information
APPLY FROM SOURCE
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Note: Only shortlisted candidates are contacted.
