Team Leader Implementation

Momentum; Gauteng; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A financial services firm in Gauteng is seeking a Mid-Senior level professional to oversee investment decision processes, manage team performance, and ensure effective operational practices. The role demands 3–5 years of industry experience, preferably in a multi-manager environment, and requires strong skills in team management and financial analysis. Ideal candidates will have a B-Commerce qualification and demonstrate expertise in advanced Excel and reporting tools. This is a full-time position with significant leadership responsibilities.

Qualifications

• 3–5 years of relevant industry experience in investment management.
• Experience managing a team of investment professionals.
• Understanding of various investment asset classes and structures.

Responsibilities

• Provide guidance to team members on investment decision processes.
• Coordinate portfolio restructuring and client onboarding.
• Manage cash flow and allocations within portfolios.

Skills

Team management

Financial analysis

Advanced Excel

Project management

Interpersonal skills

Education

B-Commerce qualification

Tools

Power BI

Interlink reporting tool

Job description

Momentum Group enables businesses and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them, invest for the future, and help companies care for and reward their employees and members through advisory services, independent brokers, and innovative digital platforms.

Role Purpose

Provide guidance and instruction to team members responsible for supporting investment decision implementation and client & investment manager take‑on and termination processes.

Ensure delivery of key business practices, processes and procedures, and use of best‑practice methodologies from the MML Group Reporting perspective.

This includes delegating work, overseeing progress toward goals and deadlines, and coaching team members as needed.

Requirements

Qualifications, Experience and Knowledge

3–5 years relevant industry experience, of which at least 3 years is in an implementation role.

Experience in managing a team of professionals.

Relevant financial / investment qualification, preferably B‑Commerce.

Preferred experience within a multi‑manager environment and exposure to a long‑term insurer or asset management / investment industry.

Understanding of investment assets and different legal structures around investment asset acquisition.

Exposure to portfolio construction, analysis and multi‑asset management allocation.

Global investment experience is an advantage.

Working knowledge of Interlink reporting tool will be advantageous.

Excellent operational systems experience.

Advanced Excel / Power Pivot and Microsoft Power BI skills will be advantageous.

Duties & Responsibilities

Portfolio Implementation & Transition Management

Transition Management activities as required by MML Group Reporting, MCI and Momentum Investments team.

Portfolio Review and Rebalancing execution as instructed by MI and Product Owners.

Portfolio Restructuring executions as instructed by MI, MCI, MML.

Supporting, executing and co‑ordinating client take‑on, client disinvestment and rebalancing activities including but not limited to in‑specie transfers.

Day‑to‑day process co‑ordination and execution which may involve pre‑trading, rebalancing, cash management and oversight of investment administration service provider (Maitland).

Understand and manage the liquidity and trading constraints within the constructed portfolios, building blocks and / or managed funds where applicable in support of Momentum Investments' capability.

Operational Co‑ordination & Process Management

Co‑ordinate various implementation / portfolio execution activities affecting Interlink, Lighthouse and related MML Group and MCI reporting, applications and processes.

Daily monitoring of cash flows; allocations according to pre‑defined mandates; liaise with portfolio managers to manage cash availability; portfolio target weights and breaches if required.

Provide technical advice and expertise regarding portfolio construction and fee implementation to support internal stakeholders, including creating new Interlink and related MML Group reporting application static.

Implementation support for the OBI Multi‑Management / Multi‑Asset portfolio management and Admin Only capability.

Formalise link between the above capability and the reporting tool (Interlink).

Maintain mandate targets as provided by the mandate owners and Momentum Investments.

Ensure proper and effective communication between all stakeholders.

Design and implement sufficient processes and controls to ensure funds are rebalanced according to instruction.

Ensure asset allocation views are implemented and aligned according to client / portfolio resolutions received and instructed by mandate owners and Momentum Investments.

Define and drive efficiency in processes, policies and systems, ensuring effective implementation of the overall investment decision.

Stakeholder Engagement & Relationship Management

Build and maintain relationships with all stakeholders within MML Group Finance, MCI and Momentum Investments.

Understand their queries and the impact an issue has on their function / process, manage expectations and consider changes to avoid recurrence.

Understand their processes and operational requirements e.g. how improved operational process can support the investment process.

Risk Management & Continuous Improvement

Give input into establishment and implementation of a risk management framework within the area of accountability and ensure adherence to policy.

Co‑ordinate and assist with various strategic initiatives within Momentum Investments, MML and MCI.

Continually review and update operational processes and documentation to reduce risk and improve efficiency.

Leadership & Team Management

Lead, motivate and develop a high‑performing team responsible for administering a diverse portfolio of investment products.

Manage team performance, providing coaching, feedback and development plans to ensure continuous growth and achievement of business objectives.

Foster a culture of collaboration, accountability and continuous improvement within the team.

Ensure clear communication of goals, priorities and deadlines to the team.

Identify skill gaps and coordinate relevant training and development initiatives.

Competencies

Business Acumen

Motivating and Inspiring Team

Leads Change and Innovation

Self‑Awareness and Insight

Excellent interpersonal skills (team player)

Can work under pressure

Deadline driven

Results orientated

Excellent problem‑solving ability

Strong attention to detail

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Information Technology

#J-

• Ljbffr