Description:
Job Title: Junior Institutional Operations Specialist
Location: Centurion, Gauteng
Industry: Financial Services / Investments
Overview:
A leading investment firm is seeking a Junior Institutional Operations Specialist to join their Institutional Operations Administration team. This role is ideal for a motivated individual with a finance-related qualification and 1–2 years of experience in an investment operations or financial services environment.
Key Responsibilities:
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Accurately process investment transactions, including trades, transfers, and payments.
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Maintain and update client and transaction records in line with regulatory requirements.
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Assist with cash and scrip reconciliations and the administration of listed derivatives and off-market investments.
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Prepare and deliver reports to internal stakeholders.
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Support the implementation of new systems, processes, and transition projects.
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Build and maintain strong working relationships with clients and stakeholders.
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Ensure all activities comply with internal policies and industry regulations.
Requirements:
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Accurately process investment transactions, including trades, transfers, and payments.
-
Maintain and update client and transaction records in line with regulatory requirements.
-
Assist with cash and scrip reconciliations and the administration of listed derivatives and off-market investments.
-
Prepare and deliver reports to internal stakeholders.
-
Support the implementation of new systems, processes, and transition projects.
-
Build and maintain strong working relationships with clients and stakeholders.
-
Ensure all activities comply with internal policies and industry regulations.
-
BCom Degree in Finance, Business Administration, Investments, or related field.
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1–2 years' experience in a financial operations environment.
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Strong Excel and data management skills.
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Understanding of financial markets and investment products.
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Strong attention to detail and accuracy.
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Excellent communication and problem-solving skills.
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Ability to manage deadlines and work independently.
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A team player who contributes positively to change and innovation.
Minimum Requirements:
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BCom Degree in Finance, Business Administration, Investments, or related field.
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1–2 years' experience in a financial operations environment.
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Strong Excel and data management skills.
-
Understanding of financial markets and investment products.
Competencies:
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Strong attention to detail and accuracy.
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Excellent communication and problem-solving skills.
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Ability to manage deadlines and work independently.
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A team player who contributes positively to change and innovation.