Senior DFM Operations Lead for Investment Platform

Old Mutual Life Assurance Company (SA) Ltd; Cape Town; On-site; ZAR 1,200,000 - 1,800,000; Full time

Benefits offered by this job

Restaurant d'entreprise

Indemnités de stage/alternance

Job summary

Old Mutual Life Assurance Company (SA) Ltd in Cape Town seeks a Senior Operations Manager to lead and optimize the operational capability for the DFM business. You will ensure timely, accurate portfolio changes across platforms within a strong control framework, while building a scalable operating model for growth.

You will manage relationships with platforms and service-providers, drive process improvements, and lead a DFM Operations team to deliver effective, compliant results.

Qualifications

• 8+ years in DFM, investment operations, asset management, multi-management or wealth management.
• Experience with model portfolios, rebalancing and discretionary investment implementation.
• Experience with LISPs, investment platforms, administrators and investment professionals.
• Strong understanding of operational risk, controls, reconciliations, data quality and regulatory record keeping.
• Proven people-leadership and stakeholder-management experience.
• Track record of using data, workflow or automation to improve operations.

Responsibilities

• Own end-to-end implementation of approved portfolio changes, rebalances, transitions and new model portfolios across investment platforms.
• Manage platform and service-provider relationships, including portfolio setup, fund availability, issue resolution and service standards.
• Maintain governance, maker-checker controls, reconciliations, audit trails and exception management.
• Oversee portfolio, holdings, AUM and implementation data, including target-versus-actual monitoring and dashboards.
• Lead process improvement, workflow design, automation and technology initiatives to reduce operational risk and enable scale.
• Coordinate onboarding of new adviser practices, portfolios and investment solutions.
• Provide Portfolio Managers with clear implementation status, constraints and exceptions.

Skills

Portfolio management

Investment operations

Stakeholder management

Process improvement

Data quality

Regulatory compliance

Education

Finance/Investments degree

Job description

Old Mutual Life Assurance Company (SA) Ltd in Cape Town seeks a Senior Operations Manager to lead and optimize the operational capability for the DFM business. You will ensure timely, accurate portfolio changes across platforms within a strong control framework, while building a scalable operating model for growth.

You will manage relationships with platforms and service-providers, drive process improvements, and lead a DFM Operations team to deliver effective, compliant results.