Team Lead: Investment Administration at Momentum Metropolitan Holdings Limited

Role Purpose    

• Lead and oversee the end-to-end investment administration processes within the Investment Administration Team (Investment Operations & Custody Administration), ensuring the accurate and efficient execution of all operational activities across a diverse range of investment products.
• Drive operational excellence through effective team leadership, process optimisation, risk management, and stakeholder collaboration to support the delivery of business objectives and superior client outcomes.

Requirements    

Knowledge, Qualifications and Experience

• Bachelor’s degree (BCom) or Financial Markets Diploma preferred (Accounting advantageous)
• 3-5 years experience in the financial services or investment administration environment
• At least 2–3 years’ experience in Private Equity, Structured Products, or related investmentadministration.
• Proven exposure to team coordination or leadership responsibilities
• Experience in process improvement and stakeholder engagement
• Proficient in investment administration systems and advanced Excel skills
• Strong organisational, leadership, and communication skills

Duties & Responsibilities    

Leadership & Team Management

• Lead, motivate, and develop a high-performing team responsible for administering a diverse portfolio of investment products.
• Manage team performance, providing coaching, feedback, and development plans to ensure continuous growth and achievement of business objectives.
• Foster a culture of collaboration, accountability, and continuous improvement within the team.
• Ensure clear communication of goals, priorities, and deadlines to the team.
• Identify skill gaps and coordinate relevant training and development initiative. 

Operational Strategy & Execution

• Oversee the execution of operational strategies, plans, policies, and processes aligned with organisational goals.
• Ensure efficient and accurate administration of Private Equities, Special Opportunities, Structured Products, Fund of Hedge Funds, Direct Properties, Fixed Income, Securities Lending, Listed Derivatives, Reinsurance agreements, and other off-market investments.
• Monitor and manage cash, scrip and unit reconciliation clearance activities.
• Lead participation in change initiatives, process improvements, and project delivery efforts, ensuring seamless transition support where applicable.

Stakeholder Engagement & Client Service

• Serve as the primary point of contact for internal and external stakeholders, delivering authoritative advice and expertise on investment administration matters.
• Build and sustain strong client relationships, ensuring service levels and client expectations are consistently met or exceeded.
• Drive initiatives to improve client service quality and ensure fair treatment within the area of responsibility.
• Collaborate across departments to translate business requirements into efficient operational processes and controls.

Risk, Compliance & Financial Controls

• Support risk identification and mitigation efforts, escalating concerns and recommendations through appropriate channels.
• Manage financial resources and budgets within the team responsibly to optimise operational efficiency and cost effectiveness.
• Ensure compliance with regulatory requirements and internal policies across all administered investment products.

Competencies    

• Strong business acumen with the ability to lead and influence teams effectively.
• Demonstrated customer and stakeholder commitment with a client-centric approach.
• Proven track record of driving results and delivering against targets.
• Leadership in change management and innovation initiatives.
• Excellent collaboration, impact, and influence skills.
• High level of self-awareness and insight, promoting diversity and inclusiveness.
• Strong organisational and prioritisation capabilities

Closing Date    

• 2026/02/20