Roles & Responsibilities

• Validate Investment Management (IM) records from:
• Investment bookings
• Payment transactions
• Liquidations
• Payout figures
• Create accurate monthly payout forecasts
• Oversee implementation of booking and payout instructions
• Implement investment allocation instructions
• Validate investment returns on client dashboards and reports
• Flag reversals and failed payouts
• Perform client dashboard audits for congruence with offline records
• Prepare monthly and quarterly investment management reports

Skill Sets, and Values

• Obsessive attention to detail.
• High level of Math proficiency.
• Excellent use of Microsoft Excel and Google Sheets.
• Incredible drive and the ability to work with minimal supervision.
• Ability to manage complementary stakeholders.
• Strong problem-solving and process improvement mindset.
• Excellent communication and reporting skills.

Experience And Qualifications

• A university degree in a related field or equivalent certification.
• 10+ years of experience in fund administration, investment operations, or a related field.
• Proven experience managing investment records.

Remuneration and Perks

• Competitive remuneration in line with industry benchmark
• Health Insurance
• Communication and transport allowances
• Birthday allowance
• Hybrid work options
• Staff-only investment opportunities
• High degree of autonomy & flexibility
• Global growth opportunities

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Roles & Responsibilities

• Drive Strategy and Sales Execution: Turn big ideas into actionable plans and measurable sales results.
• Lead Operations: Oversee the smooth running of day-to-day activities across multiple departments. Ensure no ball drops. Free the CEO from all administrative duties.
• Build Systems & Processes: Create and refine policies and workflows that power the organisation.
• Develop People & Culture: Mentor Managers, encourage collaboration, and build a culture of excellence.
• Manage Resources & Budgets: Ensure smart allocation of funds, reduced costs and operational efficiency.
• Monitor Performance: Track KPIs and ensure deliverables are met with precision.
• Strengthen Partnerships: Develop strategic collaborations and partnerships.
• Executive Leadership: Progress to a CEO or Executive Director role within 5 years or less.

Qualifications & Experience

• A university degree with a strong foundation in secondary school math.
• 10+ years of experience in operations, administration, or a similar role.
• Entrepreneurship or intrapreneurship experience: has led teams or businesses and owned sales outcomes (including budgets or P&L).
• Proficiency in team & process optimization and workflow management.
• Strong understanding of financial statements.
• Advanced use of team management tools and apps.
• Extreme attention to detail and organization. No dropped balls and no overwhelm.

Remuneration and Perks

• Competitive remuneration in line with industry benchmarks
• Health insurance
• Communication allowance
• Birthday allowance
• Work-from-home options
• Staff-only investment opportunities
• High degree of autonomy & flexibility
• Global growth opportunities

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