Asset Administrator

SUBMIT YOUR CV


Role
Asset Administrator

Location
Northern Suburbs, Cape Town

Industry
Investment

Salary
R40K / month


Our client, a boutique investment firm based in Northern Suburbs Cape Town, is seeking an Asset Administrator to join their team.


Key Responsibilities

  • Trade process- understanding of end-to-end trade process, ability to capture trade instructions & follow the process through to processing at the Administrator (Curo)

  • Trouble-shoot and resolve queries relating to trades

  • Run Portfolio Details files

  • Follow up on settlement queries with brokers, administrators

  • Run cash & liquidity files

  • Support the Senior Administrator & Team Leader

  • Perform and understand pre-trade compliance checks and alert Analysts before submitting trades

  • Check bank accounts for overdraft status and communicate to relevant parties

  • Save flows and posted cash files timeously

  • Deal with all Finswitch file uploads, including daily prices

  • Facilitate & understand swops margin payments

  • Respond to basic operational queries

  • Facilitate account set-ups with banks, administrators, etc. for new fund/class launches

  • Assist with ballot processes

  • Liaise with LISPs and Manco’s on operational queries – pricing timing updates

  • Open accounts with local and foreign Mancos

  • Resolve cash and custody reconciliation items – daily review and analysis

    Requirements

  • 1-2 years work experience within the investment industry as an Administrator

  • Understanding the landscape of the asset administration function

  • Good time management, ability to prioritise and adhere to deadlines

  • Good communication & interpersonal skills

 

More search results

Next
Next

Senior Compliance Officer