Technical COMPETENCIES

Leads IN DEPARTMENT PROJECTS AND MEETINGS

1. Participates on committees to design/respond to operation changes (“task forces”).
2. Keeps current on procedures/systems changes and ensures incorporation into group procedures.
3. Attends regularly scheduled unit/department of divisional managers meetings.
4. Participates in departmental liaison meetings (Admin services support services etc.)

BUDGET SETTING AND PROFITABILITY

1. Actively works towards increasing efficiency/productivity year on year for each client
2. Manages extra client/donor site requests and ensures the Operating Model remains appropriate

ABILITY TO RESOLVE COMPLEX PROBLEMS

Demonstrates the ability to analyse a problem and obtain and evaluate information to reach sound conclusions. Knows when to elevate a problem and keep management informed.

II.       Non-technical competencies

PERSONNEL

1. Maintains target staffing levels and allocates resources; strives to meet productivity goals; justifies temporary staff overruns and targets dates to cure overruns.
2. Participates in interviewing and hiring new staff. Evaluates existing staff ensures that Client Groups are well balanced and adequate in strength vis à vis the complexity of the clients/funds.
3. Performs annual reviews of Account Managers; counsels and develops them. Recommends promotions terminations counseling and transfers.
4. Reviews and countersigns Account Managers reviews of staff. Approves recommendations for promotion termination transfers and counseling.
5. Recommends merit/special increases.  Processes requisite forms.
6. Issues written/verbal warnings to Account Managers.
7. Ensures Account Managers follow procedure on issuing written/verbal warnings to staff. Intercedes when necessary.
8. Monitors attendance records.
9. Monitors overtime reports and takes corrective action. Manages overtime within acceptable levels.
10. Prepares requisite documentation for terminations.
11. Reviews/monitors the group’s vacation schedules. Manages this process to ensure all staff takes their entitlement.

Internal and external client relations

1. Maintains ongoing relations with key client contacts
2. Be aware of corporate or other developments at the client that may provide opportunities or pose a risk to the relationship
3. Ensure calls with key client contacts are regular
4. Ensure monthly group to client calls are in place
5. Visits the client regularly according to relationship structure

LEADERSHIP

1. Leads the group by example
2. Maintains a highly visible profile to staff
3. Actively provides a vision to the staff.
4. Keeps the group focused on achieving goals

Qualification:

• Excellent client relationship skills
• Experience in managing teams
• Specialist experience in the area of fund of funds and fund of hedge funds would be an asset
• Minimum 6 years of experience in operations or audit in collective investments preferably with considerable client interaction.
• Strong communication and leadership skills
• Enthusiastic and proactive with the strive to “make things happen”
• Fluency in oral and written English is required