Implementation Specialist

Prescient; Cape Town; On-site; ZAR 700,000 - 900,000; Full time

Job summary

A financial services company in Cape Town seeks an Implementation Specialist to lead client onboarding and manage transitions. The ideal candidate will have a strong understanding of fund structures and project management, coupled with advanced Excel skills. This position will require working closely with various teams to ensure seamless transitions and improvements in processes. A relevant degree in Finance or Data Science is required.

Qualifications

• Strong understanding of different fund structures used by Investment Managers.
• Experience in working with multiple projects in small, high-performance teams.
• Advanced Excel skills and fund accounting experience.

Responsibilities

• Lead and support all new client onboarding and transitions.
• Manage end-to-end transition processes with minimal disruption.
• Drive fund setup processes including fee calculations.

Skills

Fund structures knowledge

Project management

Excel proficiency

Fund Accounting experience

Understanding of Transfer Agency

Education

Relevant BCom / BSc Degree

Job description

Overview

Job title : Implementation Specialist

Job Location : Western Cape, Cape Town Deadline : October 08, 2025 Quick Recommended Links

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Responsibilities

• To lead, support and strengthen the operational environment at PFS by managing fund and client onboarding, overseeing transitions, driving client-driven changes, and championing process and technology improvements to enable scalable growth.
• Lead and support all new client onboardings, terminations, portfolio transitions, fund launches, and structural change.
• Manage end-to-end transition processes, ensuring seamless coordination and minimal disruption to operations.
• Drive fund setup processes, including fee calculations and NAV reconciliation book development.
• Identify, scope, and implement system and process enhancements across the implementation and operations value chain.
• Act as a key liaison between Business Development, Operational teams, Project Office and Client.
• Develop and maintain project plans aligned to strategic objectives as set out by the Implementation Manager.
• Use internal and client-facing dashboards and reports to improve transparency and engagement.
• Build strong relationships across internal teams and with clients, ensuring consistent stakeholder alignment.
• Take ownership of project delivery, ensuring timelines and deliverables are consistently met, while taking operation teams’ capacity into account.

Required experience

• Strong understanding of different fund structures used by Investment Managers, transition management and project management is essential in this role.
• Suited to someone used to working in small, high-performance teams and dealing with multiple projects at once.
• Advanced level experience in Excel and related systems.
• Advanced level of Fund Accounting experience.
• Strong understanding regarding the function of Transfer Agency.

Required Qualifications

• Relevant BCom / BSc Degree (with a focus placed on either Investments, Finance, Commerce or Data Science).

Key competencies

• Strong sense of ownership and accountability across multiple tasks and priorities.
• Highly organised, with excellent time and workload management skills.
• Team-oriented with a positive, collaborative approach.
• Resilient under pressure, with the ability to adapt to changing priorities.
• Analytical and solution-oriented mindset.
• Honest, respectful, and culturally sensitive in all interactions.

Accounting / Financial Services jobs