Morningstar Associate Analyst Investment Operations Jobs 2026 | Cape Town
CompanyMorningstar
LocationCape Town, Western Cape
SalaryMarket Related
Closing date2026-07-10
Date posted2026-07-02
Employment typeFull-time
Associate Analyst: Investment Operations
Morningstar, a globally recognised investment research and financial services company, is looking for an Associate Analyst: Investment Operations to join its South African Investment Management team. This is an excellent opportunity for graduates and early-career finance professionals who are passionate about investments, asset management, and financial markets to build their careers with one of the world's leading investment firms.
Key Responsibilities:
• Process daily investment operations activities including cash flow allocations, trade execution processing, and cash/position reconciliations
• Perform pre-trade and post-trade compliance checks
• Ensure investment transactions are processed accurately and on time
• Investigate and resolve reconciliation differences
• Support operational risk controls and process improvements
• Work closely with portfolio managers, custodians, and internal stakeholders
• Assist with reporting and operational administration
Minimum Requirements:
• Relevant tertiary qualification in Finance, Investment Management, Economics, Accounting, Commerce, or a related field
• Approximately 1 year of experience in Investment Operations, Fund Administration, or a related financial services environment
• Passion for investment management and financial markets
• Strong analytical and numerical skills
• Excellent attention to detail and organisational ability
Advantageous Skills:
• Understanding of the South African investment and platform industry
• Advanced Microsoft Excel skills (including Macros/VBA)
• Knowledge of Morningstar Direct, Tableau, or Salesforce
• Strong communication and problem-solving abilities
• Ability to work under pressure in a collaborative environment
What You'll Gain:
• Experience with one of the world's leading investment research and asset management companies
• Exposure to investment operations, trading, and portfolio management processes
• Continuous learning and professional development opportunities
• Hybrid working environment
• Competitive salary and annual performance bonus
• Excellent long-term career growth within the investment management industry
This is an outstanding opportunity for graduates and young professionals looking to establish a career in investment operations and financial services.
Apply as soon as possible through Morningstar Careers.
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