Financial Operations Specialist

About the role

Network Finance is seeking a Financial Operations Specialist to join its investment platform team in Johannesburg North. The role focuses on precise transaction processing, reconciliations, and regulatory reporting to support the firm’s investment administration services.

Key responsibilities

• Execute and settle investment trade instructions within agreed turnaround times.
• Process model portfolio instructions, fund ballots, mergers and daily bulk operations.
• Capture and process income distributions across funds and client portfolios.
• Perform daily and monthly bank account reconciliations and asset‑versus‑liability reconciliations.
• Handle adviser, administration, tax, withdrawal and premium payments.
• Support regulatory and tax reporting, including SARS submissions, tax certificates, CRS and FATCA filings.
• Identify, investigate and escalate operational risks and processing errors.
• Participate in system testing, platform upgrades and new product implementations.
• Maintain standard operating procedures and drive continuous process improvements.
• Manage operational queries from internal stakeholders, advisers, clients and external service providers.

Required profile

• Bachelor’s degree in Business, Investment Management, Finance or a related field.
• Minimum of 5 years’ experience in investment operations or financial services.
• Proven ability to work accurately under tight deadlines and manage complex transaction flows.
• Strong analytical mindset with a focus on risk mitigation and regulatory compliance.

Required skills