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Rare opportunity to join a small / boutique Private Wealth team, in a hybrid role - Senior Operations role as primary focus, with additional involvement on the investment side - supporting the Investment team with investment support / analytical work. The primary focus will be to take responsibility for the Operational support and administrative support to the Wealth team.  This is a senior role within their business. Given it’s a boutique wealth business, the role is well suited to a mid-level skill to grow with the business. Relevant Operations experience needed within wealth or asset management businesses in order to be up and running quickly (as is needed in this role). Core role function includes: Operational support Liaising with vendors / asset managers on all deals, transactions and client instructions Updating client portfolio information for valuation purposes and for monthly/quarterly reporting Requesting and acquiring all source documentation relevant for client reporting Documenting all correspondence and dealings with clients and communicating with the Directors Investigating / making enquiries on new products / third party offerings requested by the Directorate in response to Client interest Liaising with other ops team members to ensure reports, presentations and other ad hoc deliverables are completed Administrative support Assisting the Directors with client proposals, reviewing drafts and validating formatting prior to delivery Liaising with the Directors on all issues pertaining to client investments, correspondence, requirements and communication Ensuring prompt delivery of client reports and updates Assisting with all administrative tasks as required to run the business in an efficient and optimal manner, including the companys filing system, client database etc. Compliance Monitoring and ensuring all client files are maintained and updated in terms of regulatory requirements (FAIS and FICA) Liaising with third party Compliance service providers, assisting with reporting and adherence to compliance requirements. Updating and managing client records and files in terms of compliance requirements Managing and maintaining the integrity and completeness of all documentation and data in client files Assisting with the preparation for any compliance reports or audits. Client liaison Interacting with clients telephonically, via correspondence or assisting the Directors in client meetings Dealing with sensitive and confidential information Handling administration of clients’ requests for changes in their portfolios such as redemptions and switches. Drafting implementation instructions for client sign-off and reporting on status of transactions. Monitoring, managing and reporting on any transitions that might occur within clients’ portfolios Investment research / analytics (secondary responsibility) Involvement on an adhoc basis on the Investment side of the business - research / analytical support work. The role requires a tertiary qualification (CFP / CFA / Similar), and at least 5 years experience within Private Wealth in an Investment or Operations role.  To: mike@candidateconnect.co.za

Leading Private Client Securities team seeks a Senior Administration Specialist to join them. Role reports to the Head of Operations, and is at a team leader level. Ideal candidate will have no less than 10 years experience in a similar role, and with some team management experience, as well as a good base of cash management and investment admin experience - ideally in a securtieis team (banking, FSP, brokering)! EE role. This role is open to suitably qualified Employment Equity candidates aligned with our client’s employment equity requirements for this role. The role in a nutshell: this role is a specialist role in the field of admin, product, process and be able to resolve technical and complex issues or queries in the admin space - being the subject matter expert with enough experience to lead, coach and guide a small team. This team covers daily cash reconciliations, daily settlements, globetax registrations workflow coordination, manco account openings and movements, payments, offshore transfers etc. Additiional info available on applicaiton.  Qualifications & Experience required: Minimum of no less than 8 - 10 years current relevant operations and finance experience in an investment management environment.  Must have strong investment admin process experience. Strong technical knowledge in this space. Good interpersonal skills and ability to influence and lead Ability to be subject matter expert in the team, offering guidance to team members, suggestions to system enhancements & testing, and a point of escalation of operations queries.  Apply here to find out more about this career opportunity with an established team. Please note that if you do not receive a response from us within 2 weeks of your application, please consider it as unsuccessful for this particular role – thank you.  

Experienced Investment Performance Analyst sought to join established team. Role reports to the Product Manager.  EE role. This role is open to suitably qualified Employment Equity candidates aligned with our client’s employment equity requirements for this role. The role in a nutshell: Role responsible for complex performance calculations and attribution analysis and commentary Produce and design customised performance reports Calculate performance-based fees and client fees Calculate ex-post risk, risk-adjusted performance & other statistical measures Analyse competitor returns Manage and respond to performance related queries Additional info available on application. Qualificiations & Experience required: Minimum of a completed unversity degree with maths / stats / actuarial / accounting Must have good working knowledge of financial markets and performance standards  Must have advanced MSExcel skills as well as Statpro, essential CIPM, would be an advantage but not essential  Ideal candidate will have potential to move into a a team leader role Highly numerate and excellent analytical skills Ability to lead with influence Client centric and innovative High attention to detail Apply here to find out more about this super investment career opportunity!  Please note that if you do not receive a response from us within 2 weeks of your application, please consider it as unsuccessful for this particular role – thank you.

Global company seeks an IP Specialist.  Join a small team responsible for the company's global portfolio of trademarks, domains and all brand protection cases &investigations.  More specifically the IP Specialist will be required to:• instruct and liaise with attorneys across a number of territories on counterfeit and trademark related matters• instruct and liaise with investigators on all related investigations• review, amend and (in some cases) draft legal documents for the various jurisdictions (cease and desist letters, statutory declarations, affidavits, court documents etc)• maintain a master dossier of all active cases (both trademark and counterfeit)• maintain a diary of active cases and conduct follow-ups as necessary• liaise with local trademark attorneys with regards the extensive global portfolio of trademarks - instructing on trademark registrations, oppositions, invalidations etc• propose new brand protection and anti-counterfeiting strategies• assist in the on-going development of the internal systems and communicationsThe ideal candidate will have a Bachelors degree and at least eight years post articles experience at eitheran IP law firm or in-house IP/Brand Protection role. Exceptional organisational skills, a keen eye for detail andan action-orientated collaborative style will be important attributes to work within this dynamic team