Operations Associate – Investments

Since its founding, SKM has been a pioneer in the fields of business advisory, strategy, and tax consultancy. Today, we work together with clients to embrace a transformational approach aimed at benefiting all stakeholders-empowering firms to thrive, build sustainable competitive advantage, and drive meaningful societal impact. Using cutting-edge management consulting, technology and design, corporate and digital enterprises, and our diverse, multi-talented teams, we are committed to bringing about change and unlocking potential for all our clients in a variety of fields.

Operations Associate – Investments

Job Description

• The Operations Associate – Investments will provide operational and administrative support for Moran Capital Management Limited’s investment business, ensuring accurate and timely processing of investment transactions, client onboarding, documentation, reconciliations, reporting and coordination with investment and financial-service providers.

Key Responsibilitie

Investment Transaction Processing

• Process investment instructions including account openings, placements, withdrawals, transfers and other investment transactions.

• Verify client instructions and supporting documentation before processing.

• Coordinate with investment providers and financial institutions to ensure timely execution.

• Track transactions from initiation to completion.

Client Onboarding & Documentation

• Support client onboarding and account-opening processes.

• Ensure completion and maintenance of KYC and other required documentation.

• Maintain accurate and up-to-date client records.

• Follow up on outstanding client documentation and requirements

Account Administration

• Maintain accurate investment account records and transaction histories.

• Monitor investment instructions, maturities, withdrawals and other key account activities.

• Ensure client records and investment documentation are properly filed and accessible.

Reconciliation & Controls

• Perform regular reconciliation of investment transactions, client accounts and provider statements.

• Investigate and resolve discrepancies promptly.

• Maintain appropriate operational controls and documentation.

• Escalate material discrepancies or exceptions to the relevant supervisor.

Client & Provider Coordination