Portfolio Implementation Analyst

Ninety One; Cape Town; On-site; ZAR 900,000 - 1,500,000; Full time

Job summary

Ninety One in Cape Town is seeking a detail‑oriented Portfolio Implementation professional to help turn investment views into actionable trades across multiple portfolios. The role collaborates with portfolio managers, traders and operations to ensure accurate order execution and timely cash management.

You will develop expertise in the order management system, oversee cash flows and currency hedging, and support portfolio transitions while embracing AI tools to streamline processes.

Qualifications

• Meticulous attention to detail with accuracy
• Excellent interpersonal and communication skills
• A relevant degree
• Strong investment knowledge in financial markets and instruments
• Robust problem-solving abilities

Responsibilities

• Partner with portfolio managers and traders to efficiently implement investment views across portfolios
• Oversee trade orders from inception to completion
• Develop expertise in the order management system and seek to improve processes
• Oversee fund cash flows, rebalancing, and monitoring of allocations, cash positions and FX sweeps
• Manage cash within portfolios, placing cash out on overnight deposits or money market instruments
• Manage currency hedging and necessary rolls/adjustments
• Manage derivative rolls (futures, swaps, CDS)
• Understand investment mandates and monitor compliance with guidelines/regulations
• Maintain and develop procedures to stay current and fit for purpose
• Embrace AI tools (e.g., Claude) to streamline legacy processes
• Manage portfolio transitions and restructures for client outcomes

Skills

Attention to detail

Interpersonal skills

Strong investment knowledge

Problem solving

AI tools curiosity

Education

Relevant degree

Tools

Bloomberg

Charles River

Python

VBA

Power Automate

Job description

About us:

Ninety One is an independent, active global asset manager withR4 trillion* of assets under management.

Established in South Africa in 1991, as Investec Asset Management, the firm started offering domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One.

Our distinctive capabilities sit within differentiated fixed income and credit as well as specialist equities, and we have a unique perspective and approach to investment opportunities presented by emerging markets and the energy transition.

*as at30 June 2026

Ninety One is an equal opportunities employer. Our imperative is to attract and retain the best talent by providing a corporate environment where people from varying backgrounds can develop professionally and build a rewarding career.

About the team:

The Portfolio Implementation team models portfolio manager–driven investment views, facilitates tactical trade instructions, monitors asset allocations and cash balances, and manages portfolio constructions and liquidations. The team works in a dynamic, fast-paced environment where accuracy and clear communication are paramount to success. The team collaborates closely with multiple departments across the business, including portfolio managers, traders, operations, compliance and client onboarding.

Portfolio Implementation is a global team, with desks based in London, Hong Kong, Cape Town and New York working as a single, connected function. Working hours for this role are aligned to the UK business day.

In this role you will:

• Partner with portfolio managers and traders to efficiently implement investment views across portfolios
• Oversee trade orders from inception to completion
• Develop expertise in the order management system and actively seek to improve processes
• Oversee fund cash flows, rebalancing of portfolios, and ongoing monitoring of asset allocations, cash positions, and foreign exchange sweeps
• Manage cash within all relevant portfolios, placing cash out on overnight deposit or other such suitable money market instruments
• Manage currency hedging for all relevant portfolios, including necessary rolls and adjustments
• Manage derivative rolls, such as futures, interest rate swaps and credit default swaps
• Build a deep understanding of investment mandates and monitor portfolio compliance with investment guidelines and regulatory restrictions
• Maintain and continuously develop procedures to ensure they remain current and fit for purpose
• Embrace AI tools such as Claude, and bring a curiosity for how these can be used to streamline legacy processes
• Manage portfolio transitions and restructures, delivering optimal outcomes for clients

You should consider applying if you have:

Essential:

• Meticulous attention to detail and a commitment to accuracy
• Excellent interpersonal and communication skills
• A relevant degree
• Strong investment knowledge with a keen interest in financial markets and instruments
• Robust problem-solving abilities

Advantageous:

• Experience in portfolio implementation across equity, fixed income and money markets, including derivatives
• Experience with Charles River
• Experience managing portfolio transitions, restructures, or asset transfers
• Experience using coding or automation tools (e.g. Python, VBA, Power Automate) to streamline repetitive tasks
• Familiarity with Bloomberg

Some of the attributes we look for in a person are:

• The ability to ‘approach and own’ and continuously look for opportunities to develop
• Results‑driven, with a strong sense of accountability
• A client‑focused and collaborative approach
• The ability to build and maintain meaningful relationships

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