Morningstar Associate Analyst Investment Operations Jobs 2026 | Cape Town

Morningstar - Cape Town, Western Cape

Morningstar Associate Analyst Investment Operations Jobs 2026 | Cape Town

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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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