Portfolio Implementation Specialist

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

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.