Volition Capital was set up to help the honest and hardworking to create wealth. We fulfill our mandate through investment education, cooperatives and partnerships with credible local and international investment companies. Our target audience is working professionals and retirees.Roles & Responsibilities
The candidate will oversee three functions. They will be directly responsible for one of the functions while supervising Associates who will handle the other two aspects. Here are the three functions:
Investment Cycle Management
Update Investment Management (IM) records from Fund Admin dashboards:
Investment bookings, showing member investments
Payment transactions, showing bank and payment platform transactions
Liquidations, showing member requests for liquidation
Payouts, stating deductions for reinvestments
Create monthly payout forecasts
Update investment returns on client dashboards and reports
Cross-check all wallet balances to confirm congruence
Check for reversals
Perform dashboard audits
Implement investment allocation instructions
Update investment records
Member Management
Respond to all Investment Management (IM) inquiries and requests from clients
Respond to IM Emails, WhatsApp and Telegram enquiries (daily)
Liaise with clients for all liquidations and refund requests
Validate KYC documents
Send Source-of-Funds requests to clients
Prepare client statements and reports
Escalate investment records disparities
Script and send payout notification emails and announcements
Develop monthly IM performance notice
Fund Admin Support
Provide support for records and documentation
Update IM calendars
Prepare IM sales reports
Prepare other IM reports, as needed
Skills Set and Values
Strong management skills.
Obsessive attention to detail.
High level of Math proficiency.
Excellent use of Microsoft Excel and Google Sheets.
Ability to manage complementary stakeholders.
Strong problem-solving and process improvement mindset.
Excellent communication and reporting skills.
Experience and Qualifications
A university degree in a related field or equivalent certification.
7+ years of experience in fund administration, investment operations, or a related field.
Proven experience managing investment records.
Remuneration and Perks
Competitive remuneration in line with industry benchmarks
Health insurance
Communication allowance
Birthday allowance
Work-from-home options
Staff-only investment opportunities
High degree of autonomy & flexibility
Global growth opportunities
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