Investment Operations Analyst

Location: Bellville, Cape Town

Salary: Market related

Calling all meticulous problem-solvers — are you ready to sharpen your operations skills at a leading investment firm?

Is this you?

You’re a detail-driven, analytical thinker with a passion for delivering precision and adding value to every stakeholder you support. Whether you’re navigating complex reconciliations, resolving exceptions, or collaborating with teams, you bring both independence and a proactive spirit. You thrive under pressure, take ownership of your work, and communicate confidently and clearly with colleagues, clients, and service providers alike.

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

In this dynamic role, you’ll be responsible for managing daily operational processes across investment products, ensuring smooth and accurate trade, cash, and position reconciliations. You’ll liaise directly with internal teams and external partners to resolve queries, handle exceptions, and manage corporate actions. Beyond daily operations, you’ll actively contribute to improving procedures, enhancing the client experience, and supporting your team’s knowledge sharing and collaboration.

Where you’ll be doing it

Our client is an award-winning financial services firm known for its integrity, long-term partnerships, and a strong commitment to enriching lives through world-class investment solutions. With global and local expertise across listed and private asset classes, this business fosters a culture of excellence, personal growth, and authentic relationships. You’ll join a collaborative and values-driven team that believes in empowering people and making an impact — both inside and outside the office. You’ll be fully office-based in professional offices in Bellville.

What you’ll need

You hold a Bachelor of Commerce in Finance or Financial Accounting (Honours preferred) and bring 2–5 years of relevant experience within financial services, ideally gained in fund/asset management. You’re skilled in reconciliations, cash management, and are confident navigating systems like Excel. A background working with custodians and knowledge of financial markets will set you apart.

What you’ll get

In addition to a competitive salary, you’ll have the opportunity to work with a dynamic team driving financial and operational excellence. Our client offers a supportive environment where your contributions are valued, recognized and performance rewarded. With a commitment to employee development and career growth, you’ll have access to ongoing training and opportunities to expand your skills.

How to apply

For a confidential discussion please contact Claudette on (021) 035 1432 or send your CV to c.dupreez@thetalentexperts.co.za

We appreciate that your CV might not be fully up to date. No problem just send us what you have.

We do respond to everyone! Just give us a few days to work through your application.

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