Assistant Operations Manager at Alpha Africa Asset Managers Ltd

Responsibilities of the Assistant Operations Manager.

Client Service

• Provide comprehensive service for our clients (answering questions, helping them to coordinate transactions (wires), facilitating data or reporting requests, etc.)
• Coordinate and clients on their accounts with the objective of improving our client service

Portfolio Measurement

• Need to have a good understanding of accounting elections for investment portfolios
• Ensure that timely and compliant transaction records are maintained

Process Development and Improvement

• Provide management oversight and guidance for both operations and investment teams
• Establish/update financial management processes and infrastructure to enable scalability of operations
• Oversee and refine performance measurement and operations management systems
• Manage operations to meet budget, business, and other strategic goals
• Develop and execute operating policies to support investment team objectives and policies
• Lead in the development and implementation efficient processes and workflows in view of the growing business
• Proactively review current processes to identify areas where efficiency can be improved and
• Evaluate and identify risks in liaison with the risk officer and device ways of mitigating

Trade Processing/Settlement

• Work with portfolio management team to ensure timely settlements of executed trades
• Facilitate trade settlement by notifying custodians and helping to resolve any settlement issues. Act as liaison between executing broker-dealer and custodian bank
• Monitor controls over business systems and ensure that they are in place, effective and consistent

Reporting

• Develop reporting process and communication policy for all stakeholders – external and internal.
• Assist in month-end statement/reports production
• Help create and maintain ad hoc or custom reports
• Generate reports and provide data/information for clients, portfolio managers and client service reps

People Management

• Effective management of resources to improve operational activities and team productivity
• Any other Duties that may be assigned from time to time

Qualifications of the Assistant Operations Manager

• Bachelor’s degree in Finance/ Investments/ Commerce or other Relevant field
• At Least Six (6) years of Relevant Work Experience a Minimum of Two (2) years in a similar role CIFA, CFA or CPA (K) Certification
• Holders of a Master’s Degree in Finance/ Investment Management or a related field will have an added advantage
• They should hold membership in recognized professional bodies.

Competencies of the Assistant Operations Manager

• Excellent Analytical, Organizational and Problem Solving Skills
• Exceptional verbal and written communication skills required
• Strong prioritization, relationship management, and interpersonal skills, ability to effectively manage competing deadlines and expectations
• Bloomberg and other systems experience will be treated as a plus