Investment Operations Analyst at Afrinvest West Africa Limited

Job Summary

• The Investment Operations Analyst plays a critical role in supporting the firm’s investment and financial planning operations. The analyst will assist in managing firm investment operations, client portfolios, executing trades, maintaining compliance, and ensuring seamless account operations. This is an excellent opportunity to work closely with advisors and clients in a dynamic and client-focused environment, contributing to the smooth and efficient daily operations of the company

Job Details

• Oversee investment management practices and improve them when necessary.
• Contribute to the preparation of client monthly market and strategy reviews/quality reports.
• Prepare and process all paperwork needed for investment/advisory accounts, including data gathering and signature requests.
• Monitor, process, and follow up on asset transfers and initial and subsequent funding of advisory accounts.
• Implement initial and subsequent asset allocation trades.
• Process investment accounts and trades.
• Manage tasks and workflow items from incoming work streams to ensure smooth end-to-end client support.
• Conduct and manage trades for both advisory and brokerage accounts.
• Regularly rebalance portfolios to maintain desired asset allocation at the direction of an Investment Specialist.
• Oversee cash flows within investment accounts, including daily/monthly cash monitoring and cash raising for Defined Benefit Pension Plans.
• Analyze and initiate trades into the trading system, including rebalancing investment funds.
• Provide support for clients as they move through the stages of establishing investment accounts.
• Proactively communicate with clients throughout the onboarding process and manage all client communication and service pertaining to investments.
• Correspond with relationship managers to handle advisory-related service issues.
• Administer compliance requirements, ensuring adherence to all relevant compliance and regulatory requirements.
• Utilize CRM systems to monitor opportunities and manage client relationships.
• Track and manage account follow-ups, required service actions, and compliance deadlines.
• Ensure that operations are in compliance with various regulatory bodies, including SEC reporting.
• Provide subject matter expertise on projects along with internal and industry-related initiatives.

Requirements

• Bachelor’s degree in Finance, Business, Economics, or a related field preferred.
• 2+ years of Institutional Investment Operations experience.
• Strong attention to detail and problem-solving abilities.
• Excellent verbal and written communication skills, coupled with strong interpersonal skills.
• Proficiency in Microsoft Office programs (especially Excel) and common web-based applications.
• Ability to work in a fast-paced environment and manage multiple projects/events.
• Strong analytical and organizational skills; ability to multi-task.
• Knowledge of various account types including trusts, various IRA types, 401(k), defined benefit plans, etc.
• Understanding of concepts and derivation of the Net Asset Value calculation for a wide range of investment vehicles.
• Experience in operational risk management, incident management, issue management, and control testing is essential.