Investment Operations Specialist

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

This role utilises expert knowledge in the specific fields of investment administration / product / process to resolve technical and complex problems, usually in support of administrative queries/issues. The incumbent is individually accountable for achieving results through own efforts.

Key Result Areas:

This role functions as a subject matter expert in a specific field of investment administration / product / process.

• Daily trades capture and review, bank mark-ups and reconciliations                                                                                                             

• Rebalance and transitions execution, local and offshore

• Improve general controls and eliminate risk in operations processes.

• Set up new Clients, Investment Managers funds and Solutions

• Compile and maintain FICA packs

• Daily, monthly, quarterly and annual reports. 

• Often acts as a point of escalation for matters with higher level of complexity than those handled by Administration Specialists.

• Often acts as a consultant w.r.t decision making of operational and or tactical importance (typically deliverables are part of level three plans).

• Could act as an expert resource on major administration projects or could be accountable for the delivery of projects within the division or BU.

• Often consulted for system enhancements.

• May act as a coach for Specialist staff.

• Document and maintain standard operating procedures.

• Regulation 28 and associated reporting.

• Handling and resolution of day-to-day administration queries

Qualifications, Experience, Skills required:

• Administration and analytical focus

• Candidate’s academic qualification should support strong analytical and numerical reasoning

• Minimum 3 years’ experience in an investment administration environment

• Demonstrated experience in automation projects

• Experience in financial services, particularly asset management or multi-management industry is advantageous

• Excellent communication skills

Skills

Accountability, Communication, Data Analysis, Financial Services Background (Inactive), Investment Administration, Investment Operations, Office Administration, Standard Operating Procedure (SOP)

Competencies

Decision QualityDirects WorkEnsures AccountabilityManages ComplexityOptimizes Work ProcessesPlans and AlignsTech Savvy

Education

Bachelors Degree (B) (Required), Matriculation Certificate (Matric) (Required)

Closing Date

22 March 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

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