Primary Responsibilities

Technical Competencies

Leads in department projects and meetings

• Participates on committees to design/respond to operation changes.
• Drive procedures/systems changes as per requirements.
• Attends regularly scheduled unit/department of divisional managers meetings.
• Participates in departmental MIS meetings (Admin services, support services etc.)
• Participates in new business presentations.

Budget setting and probability

• Actively works towards increasing efficiency/productivity year on year for each client
• Actively drives efficiency improvements in the group
• 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 escalate a problem and keep management informed.

Non-technical competencies

Personnel

• Maintains target staffing levels and allocates resources; strives to meet productivity goals.
• Prepares/signs adds-to-staff and replacement requisitions.
• Participates in interviewing and hiring new staff. Evaluates existing staff, ensures that teams are well balanced in terms of experience and expertise.
• Performs annual reviews of staff and develops them. Recommends promotions, terminations, counseling, and transfers.
• Recommends merit/special increases.  Processes requisite forms.
• Issues written/verbal warnings to direct and indirect reports.
• Monitors attendance records.
• Monitors overtime reports and takes corrective action. Manages overtime within acceptable levels.
• Conducts group meetings.
• Prepares requisite documentation for terminations.
• Reviews/monitors the group’s vacation schedules.
• Maintains emergency procedures for staff shortages.

Internal and external client relations

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

Responsiveness

• Provides timely and professional responses to all client related and internal enquiries.
• Keeps clients and colleagues informed as to the status of requests

Team Player

• Build an atmosphere of co-operation within the teams, care of good relationships.
• Actively fosters and promotes the spirit of teamwork to staff
• Demonstrates good teamwork with peers. Serves as an example to staff.

Communication

• Communicates effectively and efficiently with colleagues and Managers.
• Ensures communication is flowing from management to staff,

Leadership

• Leads the group by example
• Maintains a highly visible profile to staff
• Actively provides a vision to the staff
• Keeps the group focused on achieving goals

Required Qualifications

• Excellent communicational, organizational and planning skills
• Experience in managing large teams
• Excellent people management and leadership skills
• Ability to work to deadlines in a fast paced environment
• A University Degree in banking/finance or related field. A business-related degree or accountancy qualification would be an asset;
• Specialist experience in the area of Fund Accounting 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