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cornerstone

Senior Client Operations Analyst

Ninety One
USA
Full-time
Senior · 5+ years experience
Onsite
Discovered 1 weeks ago
Microsoft CopilotClaudeChatGPTCRM
Free

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About us:

Ninety One is an independent, active global asset manager with R4 trillion * of assets under management.

Established in South Africa in 1991, as Investec Asset Management, the firm started offering domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One.

Our distinctive capabilities sit within differentiated fixed income and credit as well as specialist equities, and we have a unique perspective and approach to investment opportunities presented by emerging markets and the energy transition.

*as at 30 June 2026

Ninety One is an equal opportunities employer. Our imperative is to attract and retain the best talent by providing a corporate environment where people from varying backgrounds can develop professionally and build a rewarding career.

About the team:

The Client Operations Team is a client servicing team based in South Africa, Namibia, Botswana, USA, Germany and United Kingdom. The team works closely with the strategic client relationship team in the client servicing of a designated set of clients, invested via an Investment Management Agreement or equivalent. This is dependent on the complexity and demands of each client, to ensure that pro-active high-quality service is delivered.

The role of the Senior Client Operations Analyst is to work closely with the strategic client relationship team in the daily servicing of a designated set of clients, invested via an Investment Management Agreement or equivalent, and to provide administrative support and reporting. The Senior Client Operations Analyst should be the first point of contact/escalation for all significant queries and issues and provide oversight to the team where required. This includes managing stakeholders across the business where required.

In this role you will:

Be an escalation point for the team where matters of risks and judgement is required. In addition, coach and assist wider team members in effective query management and resolution

Build and maintain relationships with key administration clients contacts, answering queries directly, keeping the client groups up to date on relevant correspondence

Co-ordinate, produce and check within set timeframes/deadlines for regulatory reporting

Collaboratively resolve custodian queries

Organise clients cash contribution/withdrawal instructions and ensure that the Cashflow Management team process accordingly

Mandate/breach monitoring including overdraft investigation

Assist with stakeholder management ensuring smooth settlement of all trades

Assist Onboarding Managers with the smooth implementation of new clients and restructures

Identify and facilitate training needs within the end-to-end regional operational environment

Liaise with various internal teams including but not limited to Investment Operations, Client Directors, Portfolio Managers, Onboarding Managers

Liaise with back-office administrators and other third-party service providers

Identify and align operational processes between the back-office administrators and local custodians and/or service providers.

Identify inefficiencies in processes and implementing solutions thereto

Ensure timely maintenance of the CRM system

Use initiative to continually develop systems and procedures with a view to risk reduction, identify efficiencies in process, improve efficiency and accommodate change to strategies, client demands, or in response to industry change

Contribute to projects aimed at streamlining processes

Ensure daily control procedures adhered to

Prompt investigation and management of reconciliation differences to resolution

Ensure clients are KYC compliant

Maintain responsibility as key contact for audits in all Botswana entities - client and internal

Manage Trustee relationship on the Unit Trust side of the Botswana business

Operational Risk duties - providing updates to the BCP document for Botswana and Risk Assessment completions

Maintain an open and interested approach to wider business initiatives

You should consider applying if you have:

B Comm / B Bus Sci or other similar degree

5-8 years investment management industry experience, preferably in a role with exposure to asset management or financial services clients

Client relationship management in the investment management industry ideal

Financial market knowledge (instruments and products)

Experience leveraging AI platforms (e.g. Microsoft Copilot, Claude, ChatGPT) to improve efficiency and decision-making would be beneficial

Financial accounting experience

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

A client focused and collaborative mindset

A strong belief in doing the right thing

The ability to build and maintain meaningful relationships

Intellectual curiosity, motivated by achieving meaningful outcomes

Ambition, balanced with decency and humanity

Ability to analyse, interpret and assimilate information

#LI-DNI

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