- Lead and oversee the end-to-end investment administration processes within the Investment Administration Team (Investment Operations & Custody Administration), ensuring the accurate and efficient execution of all operational activities across a diverse range of investment products.
- Drive operational excellence through effective team leadership, process optimisation, risk management, and stakeholder collaboration to support the delivery of business objectives and superior client outcomes.
- Bachelor's degree (BCom) or Financial Markets Diploma preferred (Accounting advantageous
- 3-5 years experience in the financial services or investment administration environment
- At least 2 - 3 years' experience in Private Equity, Structured Products, or related investment administration
- Proven exposure to team coordination or leadership responsibilities
- Experience in process improvement and stakeholder engagement
- Proficient in investment administration systems and advanced Excel skills
- Strong organisational, leadership, and communication skills
Duties & Responsibilities
Leadership & Team Management
- Lead, motivate, and develop a high-performing team responsible for administering a diverse portfolio of investment products.
- Manage team performance, providing coaching, feedback, and development plans to ensure continuous growth and achievement of business objectives.
- Foster a culture of collaboration, accountability, and continuous improvement within the team.
- Ensure clear communication of goals, priorities, and deadlines to the team.
- Identify skill gaps and coordinate relevant training and development initiatives.
Operational Strategy & Execution
- Oversee the execution of operational strategies, plans, policies, and processes aligned with organisational goals.
- Ensure efficient and accurate administration of Private Equities, Special Opportunities, Structured Products, Fund of Hedge Funds, Direct Properties, Fixed Income, Securities Lending, Listed Derivatives, Reinsurance agreements, and other off-market investments.
- Monitor and manage cash, scrip and unit reconciliation clearance activities.
- Lead participation in change initiatives, process improvements, and project delivery efforts, ensuring seamless transition support where applicable.
Stakeholder Engagement & Client Service
- Serve as the primary point of contact for internal and external stakeholders, delivering authoritative advice and expertise on investment administration matters.
- Build and sustain strong client relationships, ensuring service levels and client expectations are consistently met or exceeded.
- Drive initiatives to improve client service quality and ensure fair treatment within the area of responsibility.
- Collaborate across departments to translate business requirements into efficient operational processes and controls.
Risk, Compliance & Financial Controls
- Support risk identification and mitigation efforts, escalating concerns and recommendations through appropriate channels.
- Manage financial resources and budgets within the team responsibly to optimise operational efficiency and cost effectiveness.
- Ensure compliance with regulatory requirements and internal policies across all administered investment products.
- Strong business acumen with the ability to lead and influence teams effectively.
- Demonstrated customer and stakeholder commitment with a client-centric approach.
- Proven track record of driving results and delivering against targets.
- Leadership in change management and innovation initiatives.
- Excellent collaboration, impact, and influence skills.
- High level of self-awareness and insight, promoting diversity and inclusiveness.
- Strong organisational and prioritisation capabilities