Established in South Africa in 1991, as Investec Asset Management, the firm started offering domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One. Today the firm offers distinctive active strategies across equities, fixed income, multi-asset and alternat...
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Our team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our products, processes, transactions, web services as well as general queries regarding their client’s investments. We advocate excellent client service and strive to be the number one service provider in our industry. We promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within our service offering.
In this role you will:
- Manage flow of work items (Instructions, queries, requests)
- Resolve rejections via email or telephonic
- Manage exceptions of internal and external stakeholder
- Log and resolve queries. Be able to give feedback on relevant queries as and when needed
- Manage all inbound calls from IFA’s, their assistants, and our administration office
- Work collaboratively with IFA’s and all relevant stakeholders
- Submit, track, and give feedback on any instructions to Advisors and Advisor Assistants
- Maintain agreed upon turnaround times on all administrative tasks
- Perform regular data analysis around Client/Broker Corporate activities including but not limited to; transactions, queries, escalations and exceptions with the goal to improve ease of business and the avoidance of any service failures
- Present your Broker Corporate analysis to IFA assistants on a regular basis in a Broker Office environment
- Communicate active transactional rejections and queries to IFA assistants on a regular basis in a Broker Office environment
- Formulate and implement solutions based on Broker Corporate analysis
- Promote the use of our transactional web
- Report internal gaps and failures around our processes and service offering to the Business Improvement team and share this within your peer group for further discussion and action where applicable
- Attend regular team meetings
- Understand the changing servicing needs of Advisors
- Be able to build strong relationships with internal and external stakeholders
- Always be supportive in offering assistance to the brokers / broker assistants and able to train their assistants
You should consider applying if you have:
- Minimum 3 – 5 years relevant industry experience
- A business focused degree
- RPE/CFA/CFP will be advantageous
- Matric qualification having passed both core mathematics and English
- Minimum 18 months experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds is essential
- Excellent understanding and navigation of Ninety One systems
- Proficient in Microsoft Office Package
- Excellent business writing skills
- Business Afrikaans (reading, writing, and speaking) will be an advantage
Some of the attributes we look for in a person are:
- The ability to build and maintain meaningful relationships
- Driven by results
- Recognise that the engine of career growth is driven by the individual
- Ability to analyse, interpret and assimilate information
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Our AV Support Team ensures that our firm’s communication and collaboration tools function seamlessly across global locations. We manage and maintain AV systems for meeting rooms, event spaces, and hybrid work environments—enabling smooth and high-quality experiences for internal and external stakeholders. We work closely with IT, Events, Facilities, and third-party vendors to ensure operational excellence and continuous improvement in AV delivery.
In this role you will:
- Support the setup, operation, and maintenance of AV systems for internal and client meetings and events in our Cape Town office.
- Ensure all AV systems are fully tested, configured, and operational before and during use.
- Proactively troubleshoot and resolve issues with AV hardware and software.
- Collaborate with colleagues across IT, Facilities, and Event teams to ensure global AV standards are upheld.
- Provide user training and guidance to improve adoption and self-service in AV-enabled spaces.
- Support the deployment and configuration of new AV technologies and contribute to long-term AV strategy.
You should consider applying if you have:
- 5–7 years of hands-on AV support experience in corporate and/or live event environments.
- Technical knowledge of MS Teams Rooms, Crestron, QSC, Shure, Dante, and audio/video conferencing systems.
- Experience managing high-priority and executive meetings and events.
- Excellent troubleshooting, documentation, and communication skills.
- Experience working closely with vendors and third-party technicians.
- An adaptable and collaborative mindset with the ability to support evolving AV needs.
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
- Recognise that the engine of career growth is driven by the individual
- A curiosity about technology and its potential to drive innovation
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The role forms part of a global team that supports the main order management system, trading platforms as well as other front office applications. The scope of the role also encompasses analysis and resolution of problems and issues arising from Middle office and Front office users. Issues primarily relate to trade life cycle (including implementation, execution and settlement) as well as any data or platform issues that support the trade lifecycle.
In this role you will:
- Provide a first point of contact to the business to enable efficient and effective restoration of incidents and requests for service.
- Responsibilities include initial assessment, prioritization, triage, escalation and resolution of incidents and requests relating to the trade management team.
- Provide clear communication and instruction to users on related issues. Escalating to senior management and key stakeholders where necessary.
- Maintain a positive customer support experience and build strong relationships through deep problem understanding, ensuring timely resolution or escalation, communicating promptly on progress, and handling customers with a professional attitude
- Assist management with reporting and audit across the trade management team.
- Study for relevant qualification (Finance, IT) where applicable
You should consider applying if you have:
Technical Knowledge and Experience:
- Charles River IMS
- Exposure to the trade lifecycle / supporting front office users (Trading, Operations, Portfolio Management) for a minimum of 3 years.
- Good analytical and problem-solving skills
- Proven interest in Technology and Finance
- Good Customer Service
System Skills:
- Strong Excel
- Microsoft Office
- SQL Desirable
- CRIMS highly desirable or Any other OMS
Some of the attributes we look for in a person are:
- The ability to build and maintain meaningful relationships
- A client focused and collaborative approach
- Ambition, balanced with decency and humanity
- Ability to analyse, interpret and assimilate information
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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
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The Operational Change team is responsible for delivering strategic and regulatory change across the firm's operating platform. We sit within the wider Operations function and work closely with teams across Operations, Client Group and Investments, as well as key third-party service providers. Our focus is on ensuring change is delivered efficiently, with minimal disruption to day-to-day activity, while maintaining a strong control environment. The team operates in a decentralised model, partnering with business leads to shape, coordinate, and implement change across multiple functions and geographies.
In this role you will:
- Take ownership and accountability for delivery of cross-divisional change initiatives
- Ensure cohesion and collaboration across delivery streams
- Provide regular and appropriate communication of progress to key stakeholders and sponsors
- Create and manage comprehensive project plans that reflect requirements and delivery paths
- Ensure IT solutions (internal and external) satisfy business requirements and objectives
- Manage risks and issues effectively, including appropriate escalation when these cannot be resolved within workstreams
- Lead and motivate project teams to maximize achievement of objectives
- Facilitate effective communication across workstreams, business stakeholders and sponsors
- Develop subject matter expertise as required to enable effective delivery, including maintaining awareness of regulatory changes affecting the business
- Share knowledge, ideas and best practices with team members and industry peers
- Contribute to a culture of collaboration across the change team and business areas
You should consider applying if you have:
- Proven experience managing cross-functional change projects in asset management or financial services
- A track record of successful delivery on regulatory and industry-driven initiatives in either South Africa or the UK (e.g. SFDR, T+1 settlement change, EMIR, ESG regulations)
- The ability to influence and coordinate without direct authority
- Confidence to challenge constructively and hold stakeholders accountable
- A calm, pragmatic approach—especially when projects shift or priorities conflict
- Strong understanding of governance, risk management and delivery controls in a regulated environment
Some of the attributes we look for in a person are:
- The ability to build and maintain meaningful relationships
- Driven by results
- Ability to recognise and embrace change
- A client focused and collaborative approach
- High conviction and be comfortable sharing opinions
- Ability to analyse, interpret and assimilate information
- A curiosity about technology and its potential to drive innovation
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The Quality Control team is responsible for the quality checking of client instructions (forms) against established product and business rules before submitting those instructions for ultimate processing. These instructions include new business, additions, switches, repurchases, static changes, broker changes, etc. This must be done accurately and within agreed upon turnaround times. We are seeking a highly organized and detail-oriented Customer Due Diligence (CDD) Specialist to manage continuous monitoring and customer due diligence processes. This role is essential in ensuring compliance, managing risk, supporting business transformation, and driving operational excellence. The successful candidate will be responsible for the end-to-end lifecycle of CDD activities, from planning and execution to risk mitigation and stakeholder reporting.
In this role you will:
Project & Process Management
- Define the scope, objectives, and deliverables of due diligence projects in alignment with business goals and stakeholder expectations
- Develop and manage detailed plans
- Support the implementation of process improvements to reduce variation, eliminate inefficiencies, and enhance quality Ongoing Customer Due Diligence
- Conduct and oversee regular checks (QC) and reviews to ensure compliance with internal policies and external regulations
- Ensure timely and accurate completion of customer due diligence reviews within required turnaround times and SLA standards
- Investigate and resolve errors or issues with customer due diligence submissions, taking full ownership of resolution
Collaboration & Communication
- Liaise with internal teams, to resolve queries and ensure completeness of customer due diligence documentation
- Maintain open, transparent communication with stakeholders and provide regular updates to management
- Attend and contribute to team meetings, training sessions, and ongoing development initiatives
- Support team members during periods of high workload or absence, promoting a collaborative team culture
Compliance & Documentation
- Ensure all forms and online submissions meet business rules, including appropriate signatories, broker permissions, and security checks
- Adhere to all business rules, regulatory requirements, and operational procedures
- Complete tasks within specified cut-off times and maintain a high level of accuracy
You should consider applying if you have:
- Bachelor’s degree in Business, Finance, Compliance, Risk Management, or a related field
- Experience in due diligence, compliance, project management, or operational roles
- Familiarity with industry-specific tools and platforms used in due diligence or client onboarding processes
- Previous involvement in transformation or change management projects is advantageous
- Strong understanding of compliance, regulatory frameworks, and ongoing customer due diligence best practices
- Excellent problem-solving and risk assessment capabilities
- Proficient in using technology to automate workflows and improve process efficiency
- Strong interpersonal and communication skills; ability to work cross-functionally
- Flexibility to adapt to changing structures, deadlines, and priorities
- High attention to detail and accountability for work quality
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
- Intellectual curiosity
- Ability to analyse, interpret and assimilate information
- A curiosity about technology and its potential to drive innovation
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We are seeking an enthusiastic, hardworking, and driven individual to join our team. The ideal candidate will be a self-starter with an entrepreneurial mindset, capable of taking initiative and finding innovative solutions. Customer service orientation is paramount, and we are looking for someone who is constantly seeking ways to improve our service to the firm.
In this role you will:
- Deliver responsive and effective 1st/2nd line support for software, hardware, and core applications via ServiceNow, Microsoft Teams, walk-ups, or phone.
- Accurately log and manage incidents and service requests, maintaining detailed records in line with ITIL best practices.
- Provide clear, user-friendly communication and technical guidance to end-users of varying technical abilities.
- Maintain and update tickets with relevant progress notes and status updates.
- Own incidents from initial report to resolution, ensuring minimal handovers and timely follow-ups.
- Prioritize and manage multiple open cases, escalating as needed with full context and troubleshooting steps taken.
- Use tools such as Microsoft Copilot, Power Automate, and ServiceNow Virtual Agent to streamline tasks and improve user experience.
- Proactively diagnose and resolve issues, leveraging logs and monitoring tools to prevent repeat incidents.
- Collaborate with internal technical and product teams to resolve complex or systemic issues.
- Maintain real-time communication with users during incidents to ensure a positive and transparent support experience.
- Contribute to and update the knowledge base to enable user self-help and team learning.
- Analyze support trends to identify recurring issues, suggesting process improvements and automation opportunities.
- Perform user administration tasks: password resets, AD group updates, etc.
- Participate in on-call and after-hours support on a rotational basis.
- Promote self-service portals and digital adoption, educating users on best practices.
- Uphold company policies regarding data security, compliance, and confidentiality.
- Share knowledge, mentor team members, and promote a collaborative team culture.
You should consider applying if you have:
- Degree in Information Systems, Computer Science or a related field (or equivalent experience).
- 3+ years of experience in IT support, Service Desk or IT Service Management with a focus on remote support and high-volume requests.
- ITIL knowledge and experience applying ITSM best practices.
- Strong troubleshooting and problem-solving skills for software, hardware and cloud environments, supporting users remotely across different locations.
- Proficiency with Microsoft 365, Windows 10/11, Azure, Intune, OneDrive, Sharepoint and Teams.
- Experience with automation and scripting (PowerShell, Power Automate and Service Now tools) to optimize workflows.
- Knowledge of IT asset and application management, including Citrix, Bloomberg, FactSet, ThinkFolio or Charles River.
- Experience with IT security tools such as Mimecast, anti-virus solution and endpoint security platforms.
- Experience with endpoint monitoring tools (e.g. SysTrack) for proactive troubleshooting and automation.
- ServiceNow expertise - administration, configuration, development, workflows, automation and integrations
- Excellent communication skills – clear, proactive and user focused support.
- Tech-first mindset, embracing AI and automation driven tools like PowerApps, Microsoft Copilot.
- Ability to work independently and collaboratively within a fast-paced, evolving IT environment.
Some of the attributes we look for in a person are:
- A client focused and collaborative approach.
- Ability to analyse, interpret and assimilate information.
- Driven by results.
- The ability to ‘approach and own’ and continuously seek out opportunities for development
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The Fund Operations Team supports the business by facilitating flows into and out of our global fund ranges. Fund Operations also owns the relationship with Transfer Agents and are responsible for oversight of their activities and are the first point of contact for our client communication.
In this role you will:
- Oversee service delivery of 3rd party service providers
- Attend & contribute to scheduled 3rd party vendor service review meetings (ad-hoc, monthly)
- Review KPI/KRI's from 3rd party vendors
- Establish relationships with transfer agents and trading platforms
- Respond to both client and third-party telephone calls and emails
- Identify keys risks and ensure effective controls are in place (both at vendor and internally)
- Perform hands-on role in performing tasks and ensuring all tasks are completed within deadlines as per procedures
- Escalate, manage and resolve operational issues, breaches, client issues and internal escalations
- Participate in project work
- Contribute to cross-departmental projects/initiatives, providing subject matter expertise and support
- Support Management as necessary with broader team initiatives
- Use initiative to continually develop systems and procedures on the team to reduce risk, improve efficiency and accommodate change to products, client demands or in response to industry change
- Liaise with various internal teams as necessary to execute deliverables/respond to queries
You should consider applying if you have:
- Experience of working in the Asset Management industry
- Experience working with and overseeing Transfer Agent activities
- Experience in AML/KYC is desirable
- Client Service experience demonstrating ability to manage difficult conversations and conflict
- Strong Excel skills and experience of handling large datasets comfortably
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
- Ability to recognise and embrace change
- A client focused and collaborative approach
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The Governance Officer plays a critical role in maintaining and enhancing corporate governance processes across Ninety One’s multiple jurisdictions. This is a highly demanding position, requiring exceptional organizational skills, attention to detail, and the ability to manage high workloads under tight deadlines. The successful candidate will work with senior executives, external auditors, legal teams, and regulatory bodies, ensuring full compliance with corporate governance requirements.
This role includes direct responsibility for South African CIPC filings, KYC oversight, management of the global entity management platform, and automation of governance processes using technology tools. The ideal candidate will be a self-starter with a strong legal or governance or administrative background, excellent problem-solving abilities, and proficiency in process automation tools.
In this role you will:
Governance administration & compliance
- Act as the central administrator supporting Ninety One’s Company Secretariat and governance processes across multiple jurisdictions.
- Take ownership of governance calendars, meeting schedules, agendas, deliverables schedules and distribution lists.
- Take full responsibility for all CIPC (Companies and Intellectual Property Commission) filings in South Africa, ensuring accurate and timely submissions.
- Supporting the company secretaries in the maintenance and updating of governance process notes.
- Oversee all South African KYC enquiries and compliance processes, ensuring compliance with local regulatory requirements, up-to-date and fully compliant documentation, responding to queries in a timeous manner, and manage KYC support for the wider business.
- Support compliance with global regulatory requirements, corporate policies, and enhance governance processes.
Board & committee support
- Schedule, coordinate, and reschedule board, committee, and governance-related meetings across multiple time zones.
- Liaise with internal and external stakeholders to ensure smooth meeting logistics.
- Prepare and distribute board and committee packs, ensuring accuracy and timely delivery.
- Utilise AI-powered tools for automated scheduling and agenda preparation.
- Assist with minute-taking and action tracking, leveraging AI transcription and summarisation tools where applicable.
- Serve as a liaison for directors and senior executives, ensuring governance-related queries are addressed efficiently.
Communication and stakeholder management
- Engage with senior executives, directors, external advisors and relevant regulatory bodies to manage governance-related queries.
- Ensure clear, professional and consistent communication on governance practices across all jurisdictions, including training and support to business teams on use of company secretariat portals.
- Assist in drafting correspondence and governance-related communications.
- Serve as the primary liaison for external auditors across multiple jurisdictions, facilitating audit requests.
AI & Process Automation
- Lead efforts to automate governance processes using existing technology tools and AI-powered solutions.
- Implement AI-driven workflow automation, document management, and reporting tools to streamline governance functions.
- Explore and identify opportunities to enhance efficiency and team productivity through AI-powered chatbots, automation and digital assistants.
- Provide training and support to the governance team on new technology solutions.
Process and systems management
- Manage the global entity management platform, ensuring accurate governance data across jurisdictions.
- Maintain corporate records, statutory filings, and entity management processes across defined jurisdictions.
- Maintain corporate governance systems, databases, and regulatory platforms to ensure compliance across all jurisdictions.
- Support the continuous improvement of governance policies, procedures, and controls.
- Ensure compliance with internal policies and regulatory requirements
You should consider applying if you have:
- Law degree (preferred) or equivalent qualification in governance, business administration, or a related field OR
- Extensive experience as an administrator supporting a global governance or legal team.
- Strong knowledge of corporate governance, compliance, and regulatory frameworks across multiple jurisdictions.
- Experience handling CIPC filings in South Africa and an understanding of South African company law requirements.
- Experience managing KYC processes and regulatory compliance requirements.
- Proficiency in entity management platforms and board portal software (e.g., Diligent, GEMS, or similar tools).
- Experience working with audit teams and regulatory bodies to ensure compliance with corporate governance obligations.
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
- Driven by results
- Ability to analyse, interpret and assimilate information
- A curiosity about technology and its potential to drive innovation
Method of Application
Use the link(s) below to apply on company website.
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