Specialist Consultant - Retail Investments (LISP) - Western Cape, Cape Town - Cape Town Region
Rory Mackie & Associates
Overview: Our client, a leading global Asset Manager, is seeking to hire a Specialist Consultant to join their Investment Platform Operations team. The Specialist Team is a dynamic team within the platform, which focuses their client servicing efforts on model portfolio providers as well as on the administration of the global products offered. Responsibilities: Offshore: Provide a holistic service to Advisors and their assistants by forming part of a central team dealing with all relevant requests, quality checking/screening, queries, rejections, escalations, and reporting To check quality control (QC) instructions accurately within agreed upon turnaround times. These instructions include the CDD and RR of all legal entities and individuals To be flexible in the working hours as required by this function Ensure online submissions meet all business rules (signatures, discretionary broker permissions and security checks) 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 Investigate, resolve, and take full responsibility for errors made This entails telephonic and written communication as well as possible face to face interactions with Advisors and their assistants Model Portfolios: Provide a holistic service to Retail Asset Consultants that manage Model Portfolios on behalf of their clients as well as IFA's with a FAIS Cat II license managing Model Portfolios for their clients This includes managing and controlling restructures, rebalances and fund replacements including the relevant communication, monitoring, and reconciling of requests/instructions It will also include managing and controlling any bulk requests for Model Portfolio restructures and rebalances by managing the client's expectations and monitoring progress of script processing Build and maintain relationships with all clients Build and maintain relationships with all service providers - including administration platform as well as foreign exchange and banking services Build and maintain relationships with internal clients such as all regional sales teams, domestic compliance team as well as the Guernsey compliance team Be responsible for proactive communication, telephonic and/or e-mail keeping clients informed regarding any activity around their queries and requests Possible mail merging Be responsible for checking and calculating of complex backdates calculations Support to Advisor and Client Service Teams when required Liaise with Data Management and Reporting Team Offer web support Internal Business Analysis and Reporting: Run daily, weekly, and monthly reporting that will include but is not restricted to; Queue age analysis in line with SLA Analysing of Query reporting Risk Adjusted Capital (RAC) reporting Cat II IFA reporting (Model Portfolio) Internal Control reporting including changed bank accounts, floor limits and third-party payments Requirements: Minimum of 5 -7 years' industry experience, particularly in the LISP environment Minimum of 3 years' experience in an IMS Advisor Liaison capacity 3-year relevant Diploma or BCom degree Business Analysis qualification will be advantageous Advanced experience in Excel (including pivot tables, macros) and other reporting tools In-depth experience and insight to IMS Model Portfolio offering; the associated processes, business rules and legislation An in-depth knowledge around IMS Global Select offering including GAPU and GIB products, associated processes, business rules and legislation incl. Guernsey AML requirements Desired Skills: Client Liaison Client Service Investment Administration Investments MS Excel Macros MS Excel Pivot Tables Reporting Tools About The Employer: A leading global Asset Manager
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