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  • Posted: Oct 14, 2020
    Deadline: Not specified
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    Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilful ...
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    Operations Specialist

    The Role

    • Responsible for the implementation and monitoring of transactions executed by derivative and scrip lending dealers as well as portfolio managers.

    What will be your key responsibilities?

    • Implementation and administration of all trades (close interaction with Curo Fund Administrators)
    • Ongoing monitoring and administration of existing trades
    • Ongoing monitoring of collateral positions related to trades
    • Assisting with monthly and quarterly reporting
    • Comprehensive support to the Structured Solutions team in order to successfully service the clients
    • Maintain an in-depth knowledge of client and products invested by client
    • Attending to client queries timeously
    • Involved in ad-hoc accounting and operational related projects and activities.

    Experience And Knowledge

    • Minimum of 2 years investment experience
    • Ability to analyse financial information and awareness of the financial reporting requirements for different products within the asset management reporting environment and an understanding of financial markets and instruments
    • Basic knowledge of derivative instruments would be recommended
    • Computer literate with proficiency in Microsoft Office (word, excel)

    Qualification And Experience

    • Degree or Diploma with 2 years related experience.

    Knowledge And Skills

    • Script handling and compliance monitoring
    • Portfolio management query handling with clients
    • Portfolio Administration
    • Review, reporting and trend analysis
    • Record keeping

    Method of Application

    Interested and qualified? Go to Sanlam on to apply

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