Portfolio Implementation Lead: Investment Execution

Momentum; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services firm is seeking a Mid-Senior level professional to manage investment decision processes and a team. This full-time position emphasizes portfolio implementation, stakeholder engagement, and process improvement. The ideal candidate has a strong financial background, team management experience, and is proficient in advanced Excel and Power BI. Join a dynamic work environment focused on achieving financial goals.

Qualifications

• Strong financial background is essential for this role.
• Experience in managing a team to drive performance.
• Advanced skills in Excel and Power BI required.

Responsibilities

• Oversee investment decision processes.
• Manage a team to ensure project delivery.
• Engage with stakeholders for effective communication.
• Focus on process improvement to enhance efficiency.

Skills

Financial background

Team management experience

Proficiency in advanced Excel

Proficiency in Power BI

Job description

A leading financial services firm is seeking a Mid-Senior level professional to manage investment decision processes and a team. This full-time position emphasizes portfolio implementation, stakeholder engagement, and process improvement. The ideal candidate has a strong financial background, team management experience, and is proficient in advanced Excel and Power BI. Join a dynamic work environment focused on achieving financial goals.