Operations Manager & Investment Coordinator
Job Description
Rosebank, Johannesburg, South Africa Posted on 12/02/2026
An investment firm bringing together extensive experience across financial services and technology, is seeking an Investment Coordinator and Operations Manager to lead the Operations function. This role works closely with the investment and advisory teams and collaborates extensively with platform providers and institutional partners. The primary focus is investment administration and operational support, however, due to the size and structure of the team, the role also offers exposure to a broad range of business activities.
A key requirement of this position is driving digitisation and automation across the full client investment and savings journey. The successful candidate will be hands on, detail oriented, and capable of building and leading an operations team over time.
Key Responsibilities- Lead and oversee the Operations function
- Review administrator NAV calculations, fee calculations, cash reconciliations, and statements
- Liaise with Mancos and platforms to set up trading and investment accounts
- Ensure accurate booking of investments across CISs, equities, bonds, SAFEX/YIELDX, and FX
- Initiate inter account cash transactions in line with approval frameworks
- Oversee the routing and execution of investor instructions
- Monitor investor cash flows and operational activity
- Liaise with investors and advisors via email and telephone
- Review daily and monthly operational and investment reporting
- Manage ad hoc operational queries and requests
- Relevant experience within the financial services industry
- Knowledge of CIS structures, share portfolios, and LISP platforms
- Exposure to counterparty and data flow management, including investments and commissions
- Strong technical aptitude with the ability to adopt new systems
- Proficiency in Microsoft Office, particularly Excel (VBA advantageous)
- Highly organised, detail oriented, and inquisitive
- Ability to work independently with a positive, proactive mindset
- High level understanding of the regulatory framework
- Medical aid
- Retirement annuity
- Opportunity to lead and shape a core operational function
- Exposure to multiple areas of investment and financial services
- Work within a technology driven, growth oriented environment
- Meaningful opportunity for professional development and impact