Portfolio Implementation Specialist - Cape Town

Travelbyinvestec; Cape Town; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading investment firm in Cape Town is seeking a highly trustworthy Portfolio Implementation Specialist to oversee trade execution and operational integrity. This role demands 3–5 years of experience in investment operations, coupled with strong skills in risk management and client service. The ideal candidate should hold a relevant Bachelor's degree and be proficient in tools like Excel and Bloomberg. The firm values an individual with a flexible attitude who thrives in a diverse environment.

Qualifications

• 3–5 years of experience in investment operations or trading.
• Familiarity with trade lifecycle management.
• Solid understanding of financial markets.

Responsibilities

• Execute trades across equities, fixed income, and derivatives.
• Coordinate pre- and post-trade checks and settlement processes.
• Act as a trusted operational liaison for clients.

Skills

Client-centricity

Trade execution

Operational oversight

Risk management

Investment knowledge

Education

Relevant Bachelor's degree in Finance or similar

Tools

Excel

IRESS

Bloomberg

Job description

Description We are seeking a highly trustworthy and client-centric Portfolio Implementation Specialist to join our investment operations team.

This role is focused on accurate, timely, and risk-aware implementation of investment decisions, with particular attention to trade execution and operational integrity.

The ideal candidate is passionate about delivering impactful value to clients, aligned with institutional-quality governance, controls, and service.

This position closely resembles that of a fund administrator and plays a critical part in translating portfolio strategy into effective market action.

Key responsibilities Trade Execution & Implementation

• Execute trades across a range of asset classes (equities, fixed income, funds, derivatives, etc.)

in accordance with portfolio manager instructions and internal policies.

• Manage daily trade workflows, ensuring orders are executed timely, within mandate constraints
• Monitor order routing, execution quality, and market timing to mitigate slippage and maintain implementation efficiency.

Operational Oversight

• Coordinate pre- and post-trade checks, reconciliation, and settlement processes.
• Liaise with custodians, brokers, counterparties, and internal teams to resolve trade discrepancies or settlement issues.
• Support portfolio managers by ensuring portfolios remain fully invested and aligned with strategic objectives and mandates Client-Centric Delivery
• Act as a trusted operational liaison for clients, demonstrating ownership, responsiveness, and accountability in all interactions.
• Deliver high-quality, consistent service by understanding client-specific guidelines and requirements.
• Proactively identify and address potential risks or anomalies in portfolio implementation that could impact client outcomes.

Risk and Control

• Ensure all activities are conducted within a robust risk control framework, compliant with internal procedures and regulatory requirements.
• Maintain accurate records, contribute to audit and regulatory reporting, and support continuous process improvement initiatives.
• Identify and escalate any breaches, exceptions, or operational risks promptly.

Experience, skills and capability

• A relevant Bachelor's degree in Finance, Investments, Economics, Accounting or similar would be advantageous
• 3–5 years of experience in investment operations, trading, fund administration, or portfolio implementation.
• Familiarity with trade lifecycle management, settlement processes, and portfolio accounting systems.
• Proficient in Excel, experience using trade and portfolio management systems (e.g., IRESS, Bloomberg, INET, or similar OMS / PMS platforms)., and trade reconciliation tools.
• Solid understanding of investment products, financial markets, and regulatory frameworks would be helpful Investec Culture At Investec we look for intelligent, energetic people filled with passion, integrity and curiosity.

We value individuals who in turn value our culture that is, a flexible attitude comfortable to live with ambiguity and willing to challenge the status quo.

Diversity, talent and leadership are respected in pursuit of the growth of our business.

People who can manage themselves and build strong relationships in order to get things done, will perform in out of the ordinary ways in our environment.

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Specialist Cape Town • Cape Town, Western Cape