Operations Analyst

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JOB DESCRIPTION

Seed Investments is a dynamic and growing financial services company based in Bellville, Cape Town. We are seeking an energetic individual who is interested in furthering their career in an entrepreneurial environment with an experienced team.

As our Operations Analyst, you will work as part of the investment team on a number of complex projects. You will serve as a key resource on each of your responsibilities, performing many intricate tasks. As your experience and expertise develops over time, you can expect to assume greater responsibilities.

KEY AREAS OF RESPONSIBILITY

  • Contributing to the company‚Äôs various teams across fund management and private client wealth management, including but not limited to all aspects of performance monitoring
  • Generation of monthly or quarterly investment reports, as well as fund fact sheets and other investment related work and/or calculations
  • Liaise effectively with colleagues and managers regarding data collection, analysis, and project execution
  • Prepare the first draft of deliverables for review by relevant manager
  • Data clean ups, managing and assisting with automation of daily, monthly and quarterly tasks
  • Input, retrieve, update and delete information from electronic folders and files
  • Review, check, and verify the accuracy and completeness of inputted information, client fact sheets, incoming data feeds, databases, and other source documents
  • Management of data inputting and accuracy of this data
  • Population of information into Excel files, Word documents and Power Point presentations
  • Creation and quality control of presentations
  • Follow up and liaise with vendors / asset managers for information
  • Keep client portfolio information up to date for analysis, reporting and valuation purposes
  • Assist in ensuring prompt delivery of reports and updates
  • Interaction with managers telephonically or via email
  • Dealing with sensitive and confidential information
  • Adherence to and reporting on various regulatory requirements
COMPETENCIES & QUALIFICATIONS

  • A business degree or diploma in the field of Statistics, Mathematics, Investment Management or Finance
  • 1 – 2 Years’ Experience in a similar role
  • Highly computer literate and advanced proficiency in MS Office (Excel, Word, Power Point, Outlook)
  • A working knowledge of VBA would be preferable
  • An understanding of the South African Financial Industry and Global Markets would be advantageous
  • Strong verbal and written communication skills and the ability to communicate effectively with colleagues at all levels while responding to all communications in a timely manner
  • Ability to work both independently and in a team
  • Ability to multi-task and work under pressure
  • Ability to take initiative and solve problems

PERSONAL ATTRIBUTES

  • Thorough and excellent attention to detail
  • Well-presented and articulate
  • A pleasant disposition and good sense of humour
  • Comfortable working in an open office environment
  • Considerate and honest
  • South African Citizen

To apply for this position, please send your CV via email to communications@seedinvestments.co.za by no later than 30 November 2017. Kindly include your salary expectation.

Please note that only short-listed candidates will be contacted.