Ninety One is an independent, active global asset manager dedicated to delivering compelling outcomes for its clients, managing R2.99 trillion in assets (as at 30.06.23).
Established in South Africa in 1991, as Investec Asset Management, the firm started offering domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One. Today the firm offers distinctive active strategies across equities, fixed income, multi-asset and alternatives to institutions, advisors and individual investors around the world.
About the team:
The Client Operations Team is a client servicing team based in South Africa, Namibia, Botswana, USA, Germany and United Kingdom. The team works closely with the strategic client relationship team in the client servicing of a designated set of clients, invested via an Investment Management Agreement or equivalent. This is dependent on the complexity and demands of each client, to ensure that pro-active high-quality service is delivered.
In this role you will:
- Liaise professionally with clients (new clients, restructures, performance, off-market trade queries, etc.)
- Be effective at query management and resolution
- Liaise with investment operations, Client Managers, PMs, performance & attribution, dealing, implementations, finance, fund operations
- Perform ongoing KYC of clients
- Effective liaison with back office administrators
- Provide information/support to Client Managers
- Update of CRM system
- Identify inefficiencies in processes
- Contribute to ad hoc projects aimed at streamlining processes
- B Comm / B Bus Sci or other similar degree
- 2-3 years investment management industry experience, preferably in a role with exposure to asset management or financial services clients
- Client relationship management experience in the investment management industry
- Financial market knowledge (instruments and products)
- Financial accounting experience
- Advanced MS Excel
- A strong belief in doing the right thing
- Intellectual curiosity
- Ambition, balanced with decency and humanity
- Ability to analyse, interpret and assimilate information
