Operations & Oversight Analyst - Investment Operations - South Africa
Our company is changing the face of wealth management and planning. Our teams are small enough for you to make an impact, our company is large enough to support your career aspirations.
Career
You are tech-savvy and a fast learner. You enjoy digging into the detail, spotting anomalies, and ensuring information is accurate and consistent across our systems and reports. With a natural curiosity and a mindset geared toward learning, you’ll help collate data for MI reporting, maintain clear documentation, and provide reliable administrative support to the UK team.
This role is ideal if you’re early in your financial services career and eager to grow in a collaborative environment where you can build confidence, develop new skills, and take ownership of your learning.
About the role
We are a UK-based financial services firm with client support operations in South Africa. We need people with high attention to detail, a willingness to learn, and who are tech savvy. This is a fantastic opportunity to join our UK based firm.
As an Operations & Oversight Analyst, you will directly support our Investment Operations Team by providing core administration tasks that ensure excellent client outcomes. You’ll quickly become a go‑to expert on our products, providers, and systems, supported every step of the way by our UK team to ensure accuracy and compliance. It is a great career step to have a UK financial services firm like ours on your CV.
Accountabilities
Reconciliations
Assist in the daily reconciliation of third-party provider positions with internal systems.
Flag and escalate anomalies to the UK team for resolution.
Support pricing checks to ensure accurate asset valuations
Collate daily firm account reconciliations.
Monitoring & Processing Updates
Monitor data feeds and system updates from service providers.
Process routine updates to client and asset records under supervision.
Maintain logs of updates and changes for audit and review purposes.
Management Information (MI) Support
Collate data for MI reporting across operational activities.
Assist in preparing summary reports for internal stakeholders.
Ensure data accuracy and consistency across reporting templates.
Administrative Support
Maintain records of operational tasks and reconciliations.
Support the documentation of procedures and process changes.
Assist with ad hoc administrative tasks as required by the UK team.
Skills and Experience
Some experience in a financial services or administrative role preferred.
Tech savvy, with at least intermediate Excel skills (e.g. V:Lookups, pivot tables).
Good communication skills. Comfortable with numbers, and highly organised.
Strong attention to detail and data accuracy.
Basic understanding of investment operations is desirable, but not essential.
Proficient in Microsoft Word & Advanced in Excel and other data tools
Willingness to learn and work collaboratively with the UK team.
Fast learner who will suggest better ways of doing things.
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
- Department
- Investment Operations
- Locations
- Somerset West - South Africa