Portfolio Implementation Analyst

CA Financial Appointments; Cape Town; Sur place; ZAR 600 000 - 900 000; Plein temps

Résumé du poste

CA Financial Appointments in Cape Town is seeking a Portfolio Implementation Analyst to join a global investment team. You will translate investment decisions into implemented portfolios, working with portfolio managers and traders to execute views and manage risk across equities, bonds and derivatives.

The role suits a newly qualified CA(SA) or an experienced operations professional keen to move closer to the investment process, with strong analytical ability and stakeholder management.

Qualifications

• CA(SA) qualification or newly qualified with interest in investments.
• Strong analytical and problem-solving ability with high attention to detail.
• Ability to manage multiple stakeholders and work in a fast-paced environment.

Responsabilités

• Partner with portfolio managers and traders to implement investment views across portfolios.
• Oversee trade orders from inception through to completion.
• Monitor asset allocations, portfolio cash positions and FX requirements.
• Manage fund cash flows and portfolio rebalancing.
• Support currency hedging and derivative rolls (futures, swaps, CDS).
• Develop understanding of investment mandates and monitor portfolios against guidelines.
• Manage transitions, restructures and asset movements.
• Build expertise in order management systems and processes.
• Identify opportunities to improve and automate existing processes, including AI tools.
• Collaborate across investment, trading, operations, compliance and client-facing teams.

Connaissances

Analytical thinking

Attention to detail

Stakeholder management

Capital markets

Formation

CA(SA) qualification

Outils

Order management systems

Description du poste

Are you analytically sharp, commercially minded and looking for an opportunity that will bring you closer to the heart of the investment process?

We are recruiting for Portfolio Implementation Analysts for a leading global investment manager in Cape Town. These are exciting opportunities to join a highly regarded, global team operating at the intersection of investments, trading and operations.

This could be an excellent next move for a newly qualified CA(SA) looking to pivot out of audit/accounting, or an experienced analyst coming from investment operations, middle office, treasury, transitions, client onboarding or another relevant operational environment.

What you'll be doing

Working closely with portfolio managers, traders and teams across the wider business, you will play an important role in translating investment decisions into accurately implemented portfolios.

Your responsibilities will include:

• Partnering with portfolio managers and traders to implement investment views across portfolios
• Overseeing trade orders from inception through to completion
• Monitoring asset allocations, portfolio cash positions and foreign exchange requirements
• Managing fund cash flows and portfolio rebalancing
• Supporting currency hedging and derivative rolls, including futures, interest rate swaps and credit default swaps
• Developing a strong understanding of individual investment mandates and monitoring portfolios against relevant guidelines and restrictions
• Managing portfolio transitions, restructures and asset movements
• Building expertise in the team's order management systems
• Identifying opportunities to improve and automate existing processes, including the use of AI and other technology tools
• Working collaboratively across investment, trading, operations, compliance and client-facing teams

What we're looking for

You will need a relevant degree, strong analytical and problem-solving ability, excellent attention to detail and a genuine interest in investments and financial markets.

Just as importantly, we are looking for someone who can thrive in a fast-paced, high-volume environment. You should be able to absorb new information quickly, remain calm when things don't go according to plan, think on your feet and confidently manage multiple stakeholders and priorities.

You could come from:

• Investment, portfolio or fund operations
• Middle office, trade support or transitions
• Treasury or a related analytical environment
• Client onboarding, transfers or another complex financial-services operations role
• A CA(SA) training background, particularly if you are newly qualified and keen to move into investments

Direct portfolio implementation experience across equities, fixed income, money markets or derivatives would be advantageous, but it is not essential. The client's emphasis is on finding people with the right aptitude, attitude and ability to learn.

The team particularly values people who take ownership, are accountable for results, work collaboratively and build strong relationships across the business.

The opportunity

This is not a traditional accounting role, nor is it purely back-office operations. It offers the opportunity to work much closer to the investment process and build meaningful exposure to portfolio management, trading and global financial markets.