Senior Portfolio Implementation Lead

Old Mutual South Africa; Cape Town; On-site; ZAR 900,000 - 1,500,000; Full time

Job summary

Old Mutual South Africa in Cape Town seeks a Senior Portfolio Implementation Specialist to translate investment decisions into accurate, timely portfolio actions and provide leadership within the Portfolio Implementation team.

You will partner with Portfolio Managers, Trading, Operations and Risk to ensure compliant execution, governance and continuous improvement. Requires a BCom Honours and 5–8 years’ experience, advanced Excel, and multi-asset knowledge.

Qualifications

• BCom Honours in Finance and Investments is mandatory.
• 5–8 years’ experience in investment or asset management.
• Advanced Excel skills.
• Knowledge of investment strategies and portfolio management.
• Multi-asset investing and trading (local and global).
• CIS funds and regulatory requirements.
• Charles River knowledge is advantageous.

Responsibilities

• Perform and oversee daily portfolio checks, including market value, effective cash, cash flows, and asset allocation accuracy.
• Monitor portfolios against target portfolios, mandates, and investment strategies.
• Lead and support daily equitisation and portfolio alignment processes.
• Calculate and implement equity, fixed income, derivative, and foreign exchange trades across multiple portfolio groups, strategies, and currencies.
• Ensure timely, accurate, and compliant execution of investment decisions.
• Peer review trades executed by team members to ensure accuracy, compliance, and best practice.
• Act as an escalation point for complex or high-risk trades.
• Oversee and manage complex fund cash flows, including take-ons, terminations, and transitions.

Skills

Advanced Excel

Portfolio management

Investment strategies

Multi-asset investing

Education

BCom Honours (Finance & Investments)

Tools

Charles River

Job description

Old Mutual South Africa in Cape Town seeks a Senior Portfolio Implementation Specialist to translate investment decisions into accurate, timely portfolio actions and provide leadership within the Portfolio Implementation team.

You will partner with Portfolio Managers, Trading, Operations and Risk to ensure compliant execution, governance and continuous improvement. Requires a BCom Honours and 5–8 years’ experience, advanced Excel, and multi-asset knowledge.