Senior Portfolio Implementation Specialist

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

Let’s Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Let’s Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

The Senior Portfolio Implementation Specialist plays a pivotal role in translating investment decisions into accurate, timely and compliant portfolio actions while also providing leadership, mentorship and operational oversight within the Portfolio Implementation team.

This role is designed for an experienced implementation professional who not only excels technically, but who can take on increasing responsibility for team coordination, quality assurance, audit engagement, and performance reporting.

You will act as a trusted partner to Portfolio Managers, Trading, Operations, and Risk; ensuring implementation excellence that directly supports client outcomes.

What You’ll Be Trusted With

Portfolio Monitoring & Implementation Excellence

• 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.

Trade Oversight & Peer Review

• 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.
• Ensure implementation risks are identified early and addressed decisively.

Cash, Flow & Transition Management

• Oversee and manage complex fund cash flows, including take-ons, terminations, and transitions.
• Execute call account cash trading and foreign exchange transactions.
• Ensure portfolios remain aligned to target asset allocations and liquidity requirements.

Mandate, Governance & Audit Engagement

• Maintain deep expertise in client investment mandates, benchmarks, tracking error limits, and compliance requirements.
• Ensure mandates are correctly implemented and maintained in line with statutory, regulatory, and internal governance standards.
• Liaise with internal and external auditors and coordinate responses to audit requests.
• Track, document, and report on audit findings and remediation actions relevant to portfolio implementation.

Team Leadership & Capability Building

• Co-ordinate daily team tasks and workflow to ensure smooth, consistent delivery.
• Take a lead role in mentoring, coaching, and developing junior and mid-level team members.
• Support knowledge sharing and skills transfer across the team.
• Act as a trusted deputy to the Head of Portfolio Implementation when required.

Performance Reporting & Continuous Improvement

• Produce and oversee quarterly KPI reporting for the Portfolio Implementation function.
• Analyse implementation metrics and identify opportunities to improve efficiency, accuracy, and scalability.
• Contribute to process enhancements, system improvements, and automation initiatives.
• Analyse large datasets and communicate insights relating to portfolio construction, implementation efficiency, investment universes, and indices.

Who You Are

You are analytical, detail-oriented and proactive, with a strong interest in portfolio management and financial markets. You are comfortable working in a high-pressure environment, value teamwork and are open to learning, feedback and asking for help when needed.

You bring:

• A BCom Honours (Finance and Investments) or equivalent (mandatory).
• 5-8 years’ relevant experience in the investment or asset management industry.
• Advanced Excel skills.
• A solid understanding of:
• Investment strategies and portfolio management
• Financial instruments across asset classes
• Multi-asset investing and trading (local and global)
• Mandates, benchmarks, tracking error, and compliance
• CIS funds and regulatory requirements
• Knowledge of Charles River (advantageous).

The Strengths You’ll Bring

• Curious and committed to continuous on-the-job learning.
• Proactive in anticipating issues and improving processes.
• Comfortable adapting to change and complexity.
• A genuine team player who shares knowledge and supports others, especially during high-volume or high-pressure periods.
• Communicates clearly and effectively with diverse stakeholders.
• Willing to ask for help early and accept feedback constructively.
• Highly accurate, analytical, and detail-focused
• Strong sense of ownership and accountability for outcomes.
• Able to prioritise tasks effectively and deliver consistently under pressure.

Why Join OMIG

You’ll be joining a high-performing investment environment where implementation excellence is recognised as critical to client outcomes. This role offers exposure to complex portfolios, collaboration with experienced investment professionals, and the opportunity to grow work within a supportive, team-oriented culture.

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Skills

• Action Planning, Adaptive Thinking, Analytical Thinking, Budget Management, Business Case Development, Current State Assessment, Data Analysis, Data Compilation, Data Modeling, Evaluating Information, Gap Analysis, Policies & Procedures, Project Performance Management (PM), Solution Analysis

Competencies

• Communicates Effectively
• Cultivates Innovation
• Decision Quality
• Ensures Accountability
• Manages Complexity
• Optimizes Work Processes

Education

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

12 October 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!