Client Onboarding Analyst at Ninety One

The Client Onboarding and Restructures team is a global team split in Cape Town.  The team has a diverse remit, covering clients, products and trading markets across the globe. The Client Onboarding team acts as a representative for Ninety One when communicating with clients and external parties during the client take-on process and subsequent life cycle events.

The team is also responsible for co-ordinating all aspects of institutional client transitions and proactively liaising with all parties both externally and internally to ensure a smooth and efficient on boarding and/ or restructure process.

In this role you will:

• Work as a part of a team to co-ordinate the take-on process for institutional segregated and pooled fund investors by liaising internally with teams such as Legal, Compliance, Investment Operations, Client Operations, Finance, Fund Operations, Investment and Implementation Teams, Client Group as well as the project leads.
• Ensure requirements are understood and met alongside the project timelines
• Ensure requirements and processes of external parties such as custodians, transition managers, clearing brokers, administrators, accountants and trading counterparties are considered as part of the onboarding and restructure process
• Establish servicing and operating processes with the clients appointed third party representatives as required
• Set-up client portfolios and other records on Ninety One’s internal systems and liaise with Ninety One’s appointed Investment Administrator to arrange for the set-up of client portfolios and ensure the necessary linkages are established from an operational perspective
• Work alongside the Compliance department to ensure that all Ninety One’s regulatory obligations are met with respect to the Anti-Money Laundering (AML) process for new clients
• Be responsible for sending regular, clear and detailed updates to the business as needed

You should consider applying if you have:

• Degree educated or equivalent
• 2+ years relevant industry experience, ideally with some exposure to the client take on process
• The ability to tackle unfamiliar challenges, questions and tasks with a proactive and thorough approach, whilst considering impact on the broader business.

Some of the attributes we look for in a person are:

• The ability to build and maintain meaningful relationships
• The ability to ‘approach and own’ and continuously look for opportunities to develop
• A strong belief in doing the right thing
• A client focused and collaborative approach