Investment Operations Administrator

Posted 4 years ago

Investment Operations Administrator

Job description

Client is a leading investment and wealth management firm based in Grand Baie, Mauritius. We are looking for a dynamic, detailed-orientated, and motivated Investment Administrator to join the team.

About the Role

This is a highly visible role within the team providing support to the investment and portfolio managers. The candidate will be required to demonstrate expertise across a range of administrative tasks, provide coaching and assistance to colleagues and deliver a high-quality service for clients.

The role will include, but is not limited to:

  • Coordinating activities of investment and portfolio managers
  • Taking responsibility for account opening and maintenance activities
  • Ensuring compliance to Know-Your-Client (KYC) requirements
  • Ensuring that client needs are met
  • Resolving account related problems
  • Assistance and query resolution for client portfolio, wealth and sales managers
  • Preparation of client presentation material

The Successful Applicant Requirements

  • University degree
  • 3 – 5 years’ experience in a similar role
  • Proficient using MS Office (Word, Excel, Outlook, PowerPoint)
  • Detail and compliance orientated
  • Take full ownership of the work that is entrusted
  • Ability to work independently as well as within a team environment
  • Accounts and Financial data vendor product knowledge an advantage (Bloomberg, Thomson Reuters)

Competitive package and growth opportunities for the successful candidate.

Client is a member that form parts of a Johannesburg Stock Exchange listed investment and wealth management firm with USD 4 billion in assets under management. The Group has over 270 professionals in 8 offices spread across 4 countries responsible for managing a wide range of investment products across multiple asset classes.

For more information, please send your updated CV on

Job Features

Job CategoryBanking, Finance

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