As a Business Operations Officer at Britam, you will be responsible for ensuring the accurate, timely, and compliant execution of client investment transactions across all products in line with agreed Service Level Agreements (SLAs). The role supports operational integrity through reconciliations, suspense management, and effective stakeholder coordination. It also contributes to risk mitigation, reporting, and continuous improvement of operational processes and automation initiatives.
Key Responsibilities
Transaction Processing: Execute client transactions including subscriptions, redemptions, switches, and transfers in line with internal policies and SLA timelines.
Reconciliations: Perform daily reconciliations of client cash and units, ensuring timely exception resolution.
Data Integrity: Maintain updated and accurate client data across operational systems.
Suspense Management: Monitor and manage suspense accounts, ensuring timely allocation and ageing controls.
Reporting: Prepare operational reports for internal stakeholders and regulatory requirements.
Stakeholder Coordination: Liaise with custodians, banks, fund management, finance, and client-facing teams to resolve operational queries.
Process Improvement: Identify operational risks and contribute to process and automation improvements.
Requirements and Qualifications
Academic Background: Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
Professional Experience: Minimum of 1–2 years’ experience in banking, asset management, financial operations, or a similar environment.
Professional Certifications: Professional certification (CIS, CFA, CPA or progress towards the same) will be an added advantage.
Analytical Skills: Strong analytical and numerical skills with high attention to detail.
Knowledge Base: Good understanding of investment products, operational processes, and industry regulations.
How to Apply
Interested and qualified candidates are encouraged to apply online through the Britam career portal on Taleo. Click the following link to access the application page: Apply on Britam Taleo.
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