Team Lead: Investment Administrator

Role Purpose

Lead and oversee the end-to-end investment administration processes within the Investment Administration Team (Investment Operations & Custody Administration), ensuring the accurate and efficient execution of all operational activities across a diverse range of investment products. Drive operational excellence through effective team leadership, process optimisation, risk management, and stakeholder collaboration to support the delivery of business objectives and superior client outcomes.

Requirements

• Bachelor’s degree (BCom) or Financial Markets Diploma preferred (Accounting advantageous)
• 3-5 years experience in the financial services or investment administration environment
• At least 2–3 years’ experience in Private Equity, Structured Products, or related investment administration
• Proven exposure to team coordination or leadership responsibilities
• Experience in process improvement and stakeholder engagement
• Proficient in investment administration systems and advanced Excel skills
• Strong organisational, leadership, and communication skills

Duties and Responsibilities

Leadership & Team Management

• Lead, motivate, and develop a high-performing team responsible for administering a diverse

portfolio of investment products.

• Manage team performance, providing coaching, feedback, and development plans to ensure

continuous growth and achievement of business objectives.

• Foster a culture of collaboration, accountability, and continuous improvement within the

team.

• Ensure clear communication of goals, priorities, and deadlines to the team.
• Identify skill gaps and coordinate relevant training and development initiatives.

Operational Strategy & Execution

• Oversee the execution of operational strategies, plans, policies, and processes aligned with

organisational goals.

• Ensure efficient and accurate administration of Private Equities, Special Opportunities, Structured Products, Fund of Hedge Funds, Direct Properties, Fixed Income, Securities Lending, Listed Derivatives, Reinsurance agreements, and other off-market investments.
• Monitor and manage cash, scrip and unit reconciliation clearance activities.
• Lead participation in change initiatives, process improvements, and project delivery efforts,

ensuring seamless transition support where applicable.

Stakeholder Engagement & Client Service

• Serve as the primary point of contact for internal and external stakeholders, delivering

authoritative advice and expertise on investment administration matters.

• Build and sustain strong client relationships, ensuring service levels and client expectations

are consistently met or exceeded.

• Drive initiatives to improve client service quality and ensure fair treatment within the area of

responsibility.

• Collaborate across departments to translate business requirements into efficient operational

processes and controls.

• Risk, Compliance & Financial Controls
• Support risk identification and mitigation efforts, escalating concerns and recommendations

through appropriate channels.

• Manage financial resources and budgets within the team responsibly to optimise operational

efficiency and cost effectiveness.

• Ensure compliance with regulatory requirements and internal policies across all administered investment products.

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