Fund Operations Project Specialist

Location: Claremont, Cape Town

Salary: Market related

Drive operational excellence in fund management projects at a leading wealth manager

Is this you?

You’re highly organised, analytical, and thrive under pressure. You naturally spot inefficiencies and love improving processes. A confident communicator and relationship-builder, you work well with cross-functional teams and keep a keen eye on detail. Your background in asset or fund operations gives you strong business insight and risk awareness, and you respond quickly when challenges arise.

What you’ll be doing (and why you’ll enjoy it)

You’ll support the Head of Fund Operations in enhancing and implementing investment fund strategies. You’ll be involved in streamlining processes, improving operational workflows, and maintaining fund-related documents and agreements. This role blends project execution with day-to-day operational functions, including launching new funds and responding to regulatory changes. Your role will be key in building relationships with both internal stakeholders and external service providers across the financial ecosystem.

Where you’ll be doing it

You’ll be part of a prestigious wealth management firm known for its bespoke investment solutions and outstanding client service. With a culture grounded in integrity, performance, and long-term relationships, the organisation offers a dynamic and collaborative environment that supports career growth and innovation. You’ll be fully office based in beautiful offices in Claremont.

What you’ll need

You hold a BCom degree and have at least five years’ experience in fund operations within financial services, ideally with exposure to collective investment schemes, LISP platforms, and regulatory environments. You bring solid project experience and are confident analysing complex processes and driving efficiency. Strong leadership, communication, and problem-solving skills are essential. Only candidates currently residing in Cape Town can be considered.

What you’ll get

An opportunity to work on impactful fund management initiatives within a respected and forward-thinking firm. Expect a competitive salary, a values-driven culture, and the chance to make a tangible difference in a highly regarded financial organisation.

How to apply

For a confidential discussion please contact Claudette on (021) 035 1432 or send your CV to c (dot) Dupreez (at) thetalentexperts (dot) co (dot) za
We appreciate that your CV might not be fully up to date. No problem, just send us what you have.
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