Investments Portfolio Management Implementation

2 months ago

Cape Town, South Africa FirstRand Full time

Job Description

Hello Future Implementation Specialist

In this role you will be required to play an essential role in bridging the gap between portfolio managers (PMs) and trade execution. You will be required engage in the cash management of client investor flows, maturing instruments and distributions and ensure investment strategies are executed efficiently and within key investment restrictions. To support the management of a range of local and global CIS funds and segregated portfolios.

Are you someone who can- Monitor daily cash positions across various Ashburton CIS funds, ensuring adequate liquidity for trades.- Monitor daily subscriptions and redemptions and work with PMs to implement the relevant trades.- Track distributions and upcoming maturities, coordinating reinvestment strategies as directed by PMs.- Participate in initiating trades through the organisation’s order management system, ensuring compliance with established guidelines.- Regularly assess portfolio drift and collaborate with PMs to initiate rebalancing when necessary.- Implement buy and sell orders within the order management system as directed by PMs, focusing on accuracy and efficiency.- Manage maturing instruments, including bonds, and facilitate their transition to new positions when required.- Help optimise trade lists to reduce transaction costs and limit market disruption.- Support the administration of local and offshore feeder funds, overseeing subscription and redemption processes.- Alert PMs to any significant deviations between feeder and underlying funds, ensuring timely responses.- Keep track of trade executions to verify they align with expectations, providing feedback as necessary.- Work closely with traders to choose appropriate order types (market, limit, VWAP) for various trades.- Provide support to the execution function where required, and execute various instrument types such as equities, fixed income, currencies, and derivatives.- Prepare reports on portfolio and execution activities to assist in decision-making and strategy discussions.- Communicate regularly with fund managers and relevant stakeholders about trade implementations and portfolio status.- Use key portfolio management tools to support efficient trading and operational processes.- Contribute to efforts aimed at enhancing existing workflows and systems to improve operational efficiency.- Share knowledge with junior staff about trading practices and operational protocols.- Identify and report potential risks in trading and cash management, supporting risk mitigation strategies.- Minimum: Bachelor’s degree in commerce or finance or economics or equivalent- Preferred: Honour’s degree in Commerce or Finance or Economics or equivalent- 3 - 5 years’ experience in a similar environment, of which 1 - 2 years ideally at junior (entry level) management level- Strong understanding of financial instruments, trading processes, and cash management.

You will have access to:
- Opportunities to network and collaborate- Challenging Working- Opportunities to innovate

We can be a match if you have:
- Proficiency in order management systems and portfolio management technologies.- Familiarity with compliance regulations and investment restrictions within the asset management industry.- Experience working within an operations environment, ideally within an asset management business.- Implementation experience is an advantage.- Excellent analytical skills with attention to detail and the ability to interpret complex financial data.- Strong communication skills to effectively liaise with internal and external stakeholders.- This is an office-based role requiring constant communication with the trading and investment team - some flexibility will however be available.- Ability to thrive in a fast-paced, dynamic environment, demonstrating strong organisational skills and the capacity to manage multiple priorities.

Post

Ashburton

LI-CS2

Job Details

22/11/24

  • Investments Portfolio Management Implementation Specialist

    4 weeks ago

    Cape Town, South Africa Rand Merchant Bank Full time

    Job title : Investments Portfolio Management Implementation Specialist Job Location : Western Cape, Cape Town Deadline : December 15, 2024 Quick Recommended Links Jobs by Location Job by industries Job DescriptionHello Future Implementation Specialist In this role you will be required to play an essential role in bridging the gap between...

  • Portfolio Administrator

    2 weeks ago

    Cape Town, Western Cape, South Africa iGrow Wealth Investments Full time

    Job SummaryiGrow Wealth Investments, a leading property investment company in South Africa, is seeking a skilled Property Portfolio Administrator to manage a portfolio of 350-450 properties. The ideal candidate will have a strong administrative background and experience with rentals environments.Key Responsibilities:• Manage a large property portfolio•...

  • Investment Portfolio Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Job Title: Investment Portfolio ManagerWe are seeking a highly skilled and ambitious investment professional to join our team as an Investment Portfolio Manager.Estimated Salary: R800,000 - R1,200,000 per annumAbout the Role:The successful candidate will be responsible for conducting in-depth research on various industries and competitors, with a focus on...

  • Investment Portfolio Analyst

    7 months ago

    Cape Town, South Africa Asset Consultant Company Full time

    NAME OF THE ROLE: INVESTMENT PORTFOLIO ANALYST (CAPE TOWN) ROLE DESCRIPTION: This position is for an Investment Portfolio Analyst with a respected Asset Consultant Company. CORE PURPOSE: - Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios - Providing portfolio...

  • Investment Portfolio Analyst

    4 months ago

    Cape Town, South Africa RisCura Full time

    Applications Close 27 September 2024**Location**: Cape Town, South Africa **Reports To**: Investments Manager **Application Criteria**: - Minimum requirement of a bachelor’s degree which can be FAIS recognised - B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent. - Open to other tertiary qualifications...

  • Investment Portfolio Analyst

    6 days ago

    Cape Town, South Africa RisCura Full time

    **Location**: - Cape Town, South Africa **Application Criteria**: - B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent. - Open to other tertiary qualifications depending on experience and evidence of quantitative abilities. **Experience**: - 2 to 5 years of experience in financial services - Will be...

  • Investment Portfolio Analyst

    6 months ago

    Cape Town, South Africa Khula Placements Full time

    **Investment Portfolio Analyst** R350k-R550k per annum depending on experience highly negotiable Financial company seeks Investment Portfolio Analyst with minimum of 3 - 5 years’ experience within the roll. - Generation, interpretation and analysis of various analysis which would be useful to the Portfolio Managers - Client report back presentation...

  • Investment Portfolio Analyst

    1 month ago

    Cape Town, South Africa CF Consulting Full time

    Purpose of job Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios Providing portfolio analytics services in relation to discretionary managed clients Monitor and assess incumbent and current managers alongside the portfolio managers and investment research teams...

  • Investment Portfolio Analyst

    1 month ago

    Cape Town, South Africa CF Consulting Full time

    Purpose of jobWork in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfoliosProviding portfolio analytics services in relation to discretionary managed clientsMonitor and assess incumbent and current managers alongside the portfolio managers and investment research...

  • Real Estate Portfolio Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa iGrow Wealth Investments Full time

    Job DescriptioniGrow Wealth Investments is searching for a reliable Property Portfolio Administrator to oversee the management of 350-450 properties in Cape Town. The successful candidate will have a proven track record in property administration, including experience with rentals environments and proficiency in PayProp System.Responsibilities:• Manage a...

  • Investment Portfolio Manager

    3 weeks ago

    Cape Town, Western Cape, South Africa Set Consulting Full time

    Set ConsultingA highly attractive market-related package is available for the position of Investment Portfolio Manager in Cape Town.We are seeking a highly skilled Investment Portfolio Manager to join our team at Set Consulting. The successful candidate will be responsible for research and analysis of listed securities both in SA and globally.Key Performance...

  • Investment Portfolio Analyst

    7 months ago

    Cape Town, South Africa Parvana Strategic Sourcing Full time

    Job listing Job details Job Information Industry - Financial ServicesJob ID - J104289City - Cape TownProvince - Western CapeCountry - South AfricaPostal Code - 7708**Client Details**: - Our client holds a firm belief that their work goes beyond financial gains and numbers, recognising the impact of their actions on the lives and futures of those they...

  • Portfolio Management Specialist

    3 weeks ago

    Cape Town, Western Cape, South Africa iGrow Wealth Investments Full time

    About the RoleWe are seeking a skilled Property Portfolio Administrator to join our team at iGrow Wealth Investments in Cape Town. As a key member of our team, you will be responsible for managing a portfolio of 350-450 properties.Key ResponsibilitiesManage property portfolios, ensuring timely and accurate management of rental income and expenses.Provide...

  • Investment Portfolio Analyst

    1 month ago

    Cape Town City Centre, South Africa Jobted ZA C2 Full time

    Purpose of job - Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios - Providing portfolio analytics services in relation to discretionary managed clients - Monitor and assess incumbent and current managers alongside the portfolio managers and investment research...

  • Portfolio Operations Assistant

    3 weeks ago

    Cape Town, Western Cape, South Africa iGrow Wealth Investments Full time

    Join Our Team as a Portfolio Operations AssistantiGrow Wealth Investments, South Africa's leading property investment group, seeks a skilled Portfolio Operations Assistant to join their team.The successful candidate will have at least 1 year of experience in property administration and be proficient in RedRabbit. Key responsibilities include:Managing...

  • Investment Portfolio Advisor

    3 weeks ago

    Cape Town, Western Cape, South Africa The Recruiters Full time

    The Recruiters is seeking an Investment Portfolio Advisor to join our team. As a key member of our organization, you will be responsible for servicing existing clients, including portfolio reviews, income sustainability reporting, general queries, and maintaining relationships with clients.The ideal candidate will have a strong understanding of investment...

  • Portfolio Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa The Recruiters Full time

    Role DescriptionAs a Portfolio Manager - Debt and Equity Investments, you will be responsible for managing a diverse portfolio of private debt and equity investments. Your expertise will be invaluable in identifying investment opportunities and monitoring portfolio performance.Requirements:Chartered Accountant (SA) professional qualification.5+ years...

  • Senior Investment Portfolio Analyst

    7 months ago

    Cape Town, South Africa Asset Consultant Company Full time

    NAME OF THE ROLE: SENIOR INVESTMENT PORTFOLIO ANALYST (CAPE TOWN) ROLE DESCRIPTION: This position is for a Senior Investment Portfolio Analyst with a respected Asset Consultant Company. CORE PURPOSE: - Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios - Providing...

  • Strategic Investment Portfolio Strategist

    4 weeks ago

    Cape Town, Western Cape, South Africa Parvana Full time

    Job Title: Strategic Investment Portfolio StrategistOverview: Parvana seeks a talented individual to fill the role of Strategic Investment Portfolio Strategist. This position requires a deep understanding of investments, portfolio construction, and manager research.About Us: At Parvana, we believe that our clients' work goes beyond financial gains. We offer...

  • Investment Portfolio Analyst

    7 months ago

    Cape Town, South Africa Parvana Strategic Sourcing Full time

    Job listing Job details Job Information Industry - Financial ServicesJob ID - J104288City - Cape TownProvince - Western CapeCountry - South AfricaPostal Code - 7708**Client Details**: - Our client holds a firm belief that their work goes beyond financial gains and numbers, recognising the impact of their actions on the lives and futures of those they...