The Role
Manage end-to-end investor access requests, validate and reconcile data imports against platform records, correct reference data, perform access corrections and revocations with audit-ready change control, produce entitlement reports, monitor workflow queues and escalate blockers, and identify data quality and process gaps to support automation and improvements.
Summary Generated by Built In
Location: Cape Town | Work Type: Hybrid | Job ID: J107218
About our client:
Our client is a global investment advisory firm focusing on long-term value creation through investment strategies. They work with a diverse group of institutional partners and pride themselves on their collaborative, sustainable, inclusive culture and performance. You are welcome to go into the office daily or to take advantage of their hybrid in-office / remote benefit. This company places significant investment in employee wellness, their benefits which are on top of generous basic salaries, are industry leading in their generosity. Our client is large, offering fantastic career development opportunities but also very dynamic, they track as many metrics as possible in order to continuously improve - they spare no expense on the tools to do so. Automation, AI and R&D are pillars of their business framework which ensures you should never be at risk of falling behind or getting stuck working with old legacy software. Culturally they are very cosmopolitan and diverse, you will be working with the best globally.
What you will be doing:
- Manage the full end-to-end process for investor access requests, ensuring accurate and timely handling from initiation to closure.
- Validate data imports, reconcile records against live platform data, and correct reference data like investor profiles and fund structures.
- Conduct access corrections and revocations while adhering to change-control protocols to maintain audit-ready documentation.
- Produce entitlement reports required for audit, compliance, and general operational reviews.
- Proactively monitor and manage workflow queues, ensuring open items progress and escalating blockers to the team lead.
- Identify data quality issues and process gaps to support improvement initiatives, such as automation and workflow enhancements.
What our client is looking for:
- A relevant tertiary qualification would be ideal (Finance, Information Systems, Business Administration, Commerce, etc.)
- At least 2-3 years in an operational, data, or workflow-management role, with preference given to experience in financial services, fund administration, or investor relations.
- Strong working knowledge of Microsoft Office, particularly Excel, combined with a disciplined and detail-oriented approach to data.
- Ability to communicate clearly and professionally in both written and verbal formats.
- A methodical and reliable approach to managing competing deadlines and following through on open items.
- A team-oriented mindset, capable of working effectively across international teams and with external stakeholders.
- Sound judgment on when to work independently versus when to involve others, and a proactive approach to raising issues before they escalate.
- Highly valued experience includes familiarity with access management, data reconciliation, audit/governance frameworks, and process improvement or automation initiatives.
For a more comprehensive list of opportunities that we have on offer, do visit our website - https://www.parvana.co.uk/careers
Requirements
Excel, Data Reconciliation, Access Management, Workflow Management, Fund Administration, Investor Relations, Change Control, Audit, Governance, Microsoft Office, Data Quality, Process Improvement
Skills Required
- Tertiary qualification (Finance, Information Systems, Business Administration, Commerce)
- 2-3 years in operational, data, or workflow-management role (preference for financial services, fund administration, or investor relations)
- Strong working knowledge of Microsoft Office, particularly Excel
- Ability to communicate clearly and professionally in written and verbal formats
- Methodical and reliable approach to managing competing deadlines and following through on open items
- Team-oriented mindset; ability to work across international teams and with external stakeholders
- Sound judgment on when to work independently versus involve others; proactive issue escalation
- Data reconciliation experience
- Workflow management experience
- Experience with change control and maintaining audit-ready documentation
- Familiarity with access management
- Familiarity with audit and governance frameworks
- Experience with process improvement or automation initiatives
- Fund administration or investor relations experience
- Focus on data quality awareness and issue identification
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The Company
What We Do
Parvana is an IT recruitment agency specializing in connecting top tech talent with leading companies in South Africa and the UK, focusing on software development, finance, and telecommunications.
