Strategic Portfolio Implementation Specialist

Ninety One; Cape Town; Vor Ort; ZAR 900.000 - 1.500.000; Vollzeit

Zusammenfassung

Ninety One is seeking a Portfolio Implementation professional to partner with portfolio managers and traders across Fixed Income, Equity and Multi Asset strategies in Cape Town. You will oversee trade orders from inception to completion, monitor asset allocations, and support currency hedging and cash flows to deliver client-aligned outcomes.

Ideal candidates bring 3+ years in asset management, strong Excel and Bloomberg skills, familiarity with multi-asset investments, and a proactive approach

Qualifikationen

• 3+ years of experience in asset management.
• Strong understanding of all asset classes: equity, money market, fixed income and derivative instruments.
• Experience with Charles River is highly advantageous.
• Proficiency in Excel and solid MS Office skills. VBA, Power BI and/or Python/SQL desirable.
• Familiarity with Bloomberg.

Aufgaben

• Partner with portfolio managers and traders to efficiently implement investment views across Fixed Income, Equity and Multi Asset portfolios
• Oversee trade orders from inception to completion
• Develop expertise in the order management system and seek to improve processes
• Handle oversight of fund cash flows, rebalancing, asset allocations, cash positions, and FX sweeps
• Manage currency hedging for all relevant portfolios, including rolls and adjustments
• Develop a deep understanding of investment mandates and monitor portfolio compliance with guidelines and regulatory restrictions
• Embrace AI tools to streamline legacy processes
• Manage portfolio transitions and restructures, delivering optimal outcomes for clients

Kenntnisse

3+ years in asset management

Asset classes knowledge

Charles River

Excel

Power BI

VBA

Python/SQL

Bloomberg

Interpersonal & communication

Investment knowledge

Tools

Charles River

Bloomberg

Jobbeschreibung

Ninety One is seeking a Portfolio Implementation professional to partner with portfolio managers and traders across Fixed Income, Equity and Multi Asset strategies in Cape Town. You will oversee trade orders from inception to completion, monitor asset allocations, and support currency hedging and cash flows to deliver client-aligned outcomes.

Ideal candidates bring 3+ years in asset management, strong Excel and Bloomberg skills, familiarity with multi-asset investments, and a proactive approach