Jobs at Ninety One

In this role you will:

• Maintain relationships with Portfolio Managers, Dealers and Performance & Risk, Client Operations and Reporting teams. Understand their queries and the impact a data issue has on their function/process, manage their expectations, and consider changes to avoid a reoccurrence
• Have a key relationship with Investment Operations and assist in data queries which arise in that team
• Maintain relationship with State Street Data team as well as assist in the oversight of that team
• Maintain relationship with other data providers (Benchmark Data Provider) and assist in oversight of that team. Ensuring quality of benchmark data.
• Create securities required for trading
• Maintain security static data
• Perform daily system and data reconciliations
• Review NAV reconciliations, investigate breaks and communicate to impacted business users of the data
• Assist with the implementation of new products and new instruments from a data operations perspective
• Continually review and update processes and procedures to reduce risk and improve efficiency

You should consider applying if you have:

• B Comm / B Bus Sci or other similar degrees with at least 3-5 years relevant industry and operational experience
• Experience of liaising with individuals at all levels and across business
• Bloomberg experience
• Basic SQL experience
• 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 analyse, interpret and assimilate information

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In this role you will:

• Perform pre- trade analysis for all SA and UK funds/portfolios.
• Continually review and improve processes to reduce risk and improve efficiency.
• Be responsible for daily monitoring of global post trade compliance breaches for SA & UK funds/portfolios and reporting these to the relevant departments. This function will be a large part of the role.
• Assist the team with other BAU work
• Assist with ad hoc tasks and projects
• Interpret client guidelines, regulatory rules, and internal restrictions and coding these into thinkFolio

You should consider applying if you have:

• Degree with 4 – 5 years’ relevant experience within an Asset Management company
• CFA or IMC desirable
• Good knowledge of Regulatory restrictions
• Excellent understanding of investment products
• Detailed working knowledge of Thinkfolio or Charles River

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
• High conviction and be comfortable sharing opinions
• Ability to analyse, interpret and assimilate information

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In this role you will:

• Be responsible for ensuring high quality end to end project management of the RFP/DDQ process and meeting deadlines
• Work within the RFP project and content management system to draft responses and coordinate answers with subject matter experts
• Ensure all material go through the required review procedures
• Maintain an up-to-date and generalist knowledge of the firm which includes an understanding of internal systems, teams, products and processes
• Actively participate as a member of the Proposal Team and wider global marketing team, contributing to meetings and driving innovation

You should consider applying if you have:

• A definitive interest in financial markets and investing covering equity, fixed income, alternatives and multi-asset
• An ability to learn quickly
• Excellent project management and writing skills
• A commitment to driving innovation and process efficiency 

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

• Ability to recognise and embrace change
• A client focused and collaborative approach
• A desire to build and maintain relationships
• Intellectual curiosity

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In this role you will:

• Lead, develop and assist the Western Cape regional team to obtain sales targets
• Maximise all sales opportunities
• Maintain in-depth knowledge of Platform and Unit Trust products and services as well as competitors
• Be responsible for identifying and cultivating prospects and new advisor clients in the area
• Maintain loyal and effective client/advisor relationships
• Know the area, the main prospects, the main intermediaries, how they are structured, how they operate, the opinion leaders
• Ensure you have a motivated sales team that is functionally optimally with defined advisor set
• Ensure effective sales training for your team
• Drive key focus areas of the business
• Establish valuable relationships and collaborate with key people in our business
• Maintain competitive knowledge to create and adjust sales strategies
• Network with peers – both within the industry and at Ninety One

You should consider applying if you have:

• B Comm. or equivalent qualification; CFP would be beneficial
• Knowledge of the independent financial advisors in SA
• At least 5 year’s sales/industry experience
• Demonstrable success in leading a sales team in a similar environment will be advantageous
• Knowledge of local and offshore financial markets/economic developments and instruments
• A thorough understanding of the SA Platform industry
• Ability to sell, position and relay technical information is vital

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

• The ability to build and maintain meaningful relationships
• A strong belief in doing the right thing
• Driven by results
• A client focused and collaborative approach
• Intellectual curiosity

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In this role you will:

• Check (QC) instructions accurately within agreed upon turnaround times
• These instructions include the CDD and RR of all legal entities and individuals
• Be flexible in the working hours as required by this function
• Ensure work is completed within the required cut–off times
• Be responsible for understanding and adherence to business rules and processing rules and working within the required SLA
• Assist other team members when necessary – provide cover during periods of absence
• Attend scheduled training sessions
• Investigate, resolve, and take full responsibility for errors made
• Adjust efficiently within new structures
• Participate in achieving the goals of the team
• Attend regular team meetings
• Resolving queries in a timeous manner
• Liaise with client service and advisor liaison consultants to resolve all instructions if and when required
• Ensure forms are completed correctly
• Ensure online submissions meet all business rules (signatures, discretionary broker permissions and security checks)

You should consider applying if you have:

• Relevant 1 - 2 years working experience
• Relevant degree/diploma (advantage)
• Financial Services experience specifically Asset Management, Retirement Funds and Unit Trust Offshore experience – advantage
• Client Service Experience - advantage
• Computer literate - Microsoft packages, Excel (intermediate), Word and Outlook
• Knowledge of platform workflow systems
• Knowledge of the platform product rules and processes

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

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In this role you will:

• 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 and Client Group. This involves co-ordinating meetings, documenting progress, managing timelines and identifying potential issues related to cash funding and/or in-specie transfers.
• Liaise with clients to ensure requirements are understood and subsequently met, that the client remains fully informed and expectations are managed alongside funding and/ or transition 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
• 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 with regards to the status of new and on-going transition activity
• Conduct post-on boarding hand-over meetings with the relevant departments internally
• Co-ordinate the operational set up of new Ninety One Funds and support transitional activity on existing Ninety One Funds
• Set-up of call accounts/broker dealer accounts with Investment Administrator and updating of internal systems accordingly.
• On-going maintenance of static information within internal systems in relation to client portfolios and internal funds

You should consider applying if you have:

• Degree educated or equivalent
• At least 3-4 years relevant industry experience.
• Client On-boarding / Transitions / Operational Client Relationship Management (CRM) experience essential.
• A solid understanding of the various aspects of client transitions, including operational processes, legal and regulatory risks, AML regulations, market risk, pooled vehicles and external transition managers.
• Understanding of Global Market Opening Process advantageous (but not essential)
• The ability to tackle unfamiliar challenges, questions and tasks with a proactive and thorough approach, whilst considering impact on the broader business.
• Investment Management Certificate (IMC) or Project Management Certificate (or progress towards IMC/Project Management Designation is an advantage)

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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In this role you will:

BAU management:

• Create and manage an oversight tool for the SA Retail Communications inventory to ensure timeous delivery. Including (but not limited to):
  • Details of the artefact
  • Delivery interval
  • Next run date
  • Associated tasks (including creation of azure tickets, communications – internal, pardot, appcues, external)
• Monitoring and oversight of artefacts in BAU including (but not limited to):
  • Dashboard monitoring for control totals, run and delivery information
  • Testing of initial 3 runs for all automatically triggered artefacts e.g., Instruction Notifications
  • Support for all manually triggered artefacts (monthly, quarterly and annual) e.g., Quarterly Statements, Annual benefit statements, Reg 28 process. This includes testing, communications and release
• Query handling including initial investigation, creation of Dev Ops tickets and liaison with the Production Support IT team
• Ad hoc mailers – facilitate design and development, testing and communication

Project support:

• Identify new business requirements/enhancement and work with the SA Retail Communications Business Analyst and SA Retail Communications Product Owner to document, plan and prioritise the requirements
• Assist the Business Analyst with pre- and post-production testing of new project requirements/enhancements
• Assist with roll out of new requirements/enhancements including (but not limited to):
  • Internal communications e.g., training
  • External communications e.g., AppCues; Practice Notes; engagement with Sales people

You should consider applying if you have:

• Relevant Tertiary Qualification
• 3 - 5 years LISP experience
• AWD/Salesforce experience – advantageous

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
• Driven by results  
• Ability to recognise and embrace change
• Ability to analyse, interpret and assimilate information