Portfolio Implementation Expert
3 weeks ago
About the Role: TalentCru is seeking an experienced Portfolio Implementation Specialist to join our Fixed Interest team. This role will provide critical support to our Investment team, ensuring efficient administration, risk management, and procedural execution.
Key Responsibilities:
- Gaining and Maintaining Knowledge: Develop and maintain in-depth knowledge of all fund mandates, definitions, and notes.
- Generating Reports: Prepare daily and weekly exposure reports for Portfolio Managers, enhancing and automating existing reports to drive efficiency.
- House-View Trade Implementation: Manage and implement house-view trade calculations, creating systems to streamline the process across all funds.
- Cash Management: Monitor fund cash positions, prevent overdrafts, and correct potential overdraft positions in accordance with standing instructions.
- Fund Rebalancing: Rebalance bond carve-out portfolios for inflows and outflows, assisting with interest rate risk exposures on a regular basis.
- Counterparty Client List Management: Maintain the counterparty client list linked to GMRA and ISDA master agreements.
- Risk Reporting: Prepare monthly and/or ad-hoc risk reports for the Investment Executive Committee.
- Project Support: Provide backup with selected projects affecting the Investment team, attending Project Forum and Operations Committee meetings when required.
Requirements:
- Knowledge of Fixed Income Instruments: Specific knowledge of fixed income instruments, their valuation, and administration.
- Risk Management: Risk management of fixed income assets and funds.
- Technical Skills: Proficiency in systems like Infostore and Decalog/CRIMS.
- Education: BCom or similar qualification in Mathematics, with postgraduate qualifications or studies advantageous.
Competencies:
- Strong Analytical Skills:
- High Attention to Detail:
- Collaboration and Teamwork:
- Adaptability:
- Self-Motivation and Discipline:
- Drive and Purpose:
- Curiosity and Willingness to Learn:
- Excellent Communication Skills:
- Excellent Planning and Organising Skills:
-
Portfolio Implementation Specialist
1 month ago
Cape Town, Western Cape, South Africa TalentCru Full timePortfolio Implementation SpecialistTalentCru is seeking a highly skilled Portfolio Implementation Specialist to join our Fixed Interest team. As a key member of our team, you will be responsible for providing administrative, procedural, and risk management support to our Investment team.Key Responsibilities:Gain and maintain knowledge of all fund mandates,...
-
Luxury Reservations Expert
4 days ago
Cape Town, Western Cape, South Africa The Royal Portfolio Full timeThe Royal Portfolio is seeking an experienced Luxury Reservations Expert to join our team. As a key member of our reservations team, you will play a critical role in delivering exceptional customer experiences and driving revenue growth.About the RoleThis is a full-time position that requires a strong passion for the hospitality industry and excellent...
-
CRM Implementation Expert
2 weeks ago
Cape Town, Western Cape, South Africa Isilumko Staffing Full timeJob Title: Crm Implementation ExpertThe Isilumko Staffing team is looking for a skilled Crm Implementation Expert to join our team. As a key member of our team, you will be responsible for reviewing client business processes, re-engineering these processes to improve efficiency, and performing various tasks required for a successful CRM implementation.Key...
-
PLM Systems Implementation Expert
4 days ago
Cape Town, Western Cape, South Africa The Legends Agency Full timeAt The Legends Agency, we are seeking a seasoned PLM Systems Implementation Expert to join our dynamic team remotely. This is an exceptional opportunity to work with a global leader in the industry.We are looking for an experienced professional with a proven track record of implementing and adapting ARAS Innovator PLM systems. The ideal candidate will have a...
-
Financial Portfolio Manager
1 week ago
Cape Town, Western Cape, South Africa HR Genie Full timeJob SummaryWe are seeking a highly skilled Financial Portfolio Manager to join our team at HR Genie. As a key member of our Wealth Management department, you will be responsible for providing expert financial advice and portfolio management services to our clients.
-
Insurance Portfolio Manager
2 weeks ago
Cape Town, Western Cape, South Africa Network Recruitment Full timeAt Network Recruitment, we are seeking a skilled Portfolio Specialist to oversee and optimize our insurance portfolio performance. This dynamic role requires a strong understanding of underwriting principles, risk management, and client relationship management.Key ResponsibilitiesPortfolio Management: Oversee the performance and profitability of our...
-
Financial Portfolio Specialist
2 days ago
Cape Town, Western Cape, South Africa beBee Professionals Full timeWe are seeking a skilled Financial Portfolio Specialist to be based in Cape Town. This role is an excellent opportunity for someone who wants to work in private banking and develop their career.The ideal candidate will have a degree in finance, economics or a related field, as well as experience working in private banking. They should also have strong...
-
Portfolio Optimization Specialist
1 month ago
Cape Town, Western Cape, South Africa Network Recruitment Full timePortfolio SpecialistLocation: Western CapeJob Type: Full-TimeSalary: Competitive + BenefitsWe are seeking a skilled and detail-oriented Portfolio Specialist to join our dynamic team. As a Portfolio Specialist, you will be responsible for overseeing and optimizing our insurance portfolio performance.Key Responsibilities:Portfolio Management: Oversee the...
-
Portfolio Manager and Analyst
3 weeks ago
Cape Town, Western Cape, South Africa Tumaini Consulting Full timeSeeking a Portfolio Manager and Analyst to lead our investment team at Tumaini Consulting in Cape Town. Requirements: A minimum of five to eight years of experience in analysis and/or managing equity, fixed income and multi-asset class portfolios. Proven ability to develop and maintain professional relationships for business development and knowledge of...
-
Loans Portfolio Manager
2 days ago
Cape Town, Western Cape, South Africa Fempower Personnel Full timeAbout Fempower PersonnelFempower Personnel is a leading recruitment agency that helps top talent find their dream jobs.As a Loans Portfolio Manager, you will be responsible for taking our loans business to the next level by developing and growing our product portfolio across Africa.Job DescriptionWe are seeking an experienced Loans expert to lead our Product...
-
Reservations Coordinator
1 month ago
Cape Town, Western Cape, South Africa The Royal Portfolio Full timeReservations AgentThe Reservations Agent plays a vital role in delivering exceptional guest experiences at The Royal Portfolio. This position requires a skilled and knowledgeable individual to facilitate seamless interactions between guests, agents, and internal stakeholders.Main ResponsibilitiesProvide accurate and timely information to trade partners,...
-
Finance Portfolio Manager
3 weeks ago
Cape Town, Western Cape, South Africa TFG HR Shared Services Full timeThe Foschini Group is seeking a talented Finance Portfolio Manager to join our team. The successful candidate will own the Finance portfolio, attracting and hiring the best talent to match the business needs.We believe in making a difference and strive in selecting the best talent to fit in our business. As a Finance Portfolio Manager, you will be part of a...
-
Strategic Property Portfolio Manager
2 weeks ago
Cape Town, Western Cape, South Africa IGrow Wealth Investments Full timeKey ResponsibilitiesScheduling and confirming consultations with clients to provide personalized investment solutions.Work directly with booking agents, inhouse IGrow experts, and other stakeholders to facilitate seamless transactions.Offer expert advice on growing property portfolios, including identifying and acquiring suitable investment...
-
Strategic Portfolio Management Specialist
1 week ago
Cape Town, Western Cape, South Africa Parvana Full timeAs a highly skilled Strategic Portfolio Management Specialist at Parvana, you will play a key role in delivering exceptional portfolio management services to our diverse client base. With a focus on providing independent advice and analysis, you will work closely with senior team members to provide expert insights and support to our clients.Key...
-
Investment Portfolio Analyst
1 month ago
Cape Town, Western Cape, South Africa Guardian Recruiting Full timeJob Title: Investment Portfolio AnalystJoin Guardian Recruiting as an Investment Portfolio Analyst and contribute to the success of our Portfolio Management Team. As a key member of our team, you will be responsible for providing analytical support to portfolio managers, conducting research, and developing investment strategies.Key...
-
Hospitality Professional
3 weeks ago
Cape Town, Western Cape, South Africa The Royal Portfolio Full timeAbout The Royal PortfolioThe Royal Portfolio is a group of luxury properties seeking a skilled Reservations Agent to facilitate a seamless guest experience.Main ResponsibilitiesProvide accurate and timely information to trade partners, wholesale, and online travel agencies regarding the group's properties.Offer expert advice on the properties, including...
-
Strategic Collections Expert
3 weeks ago
Cape Town, Western Cape, South Africa Network Recruitment Full timeStrategic Collections ExpertAt Network Recruitment, we are seeking a highly skilled Strategic Collections Expert to join our team. The ideal candidate will have a strong background in advanced analytics and credit risk management, with a proven track record of optimizing collections and improving portfolio profitability.Key Responsibilities:Develop and...
-
Loans Portfolio Manager
3 weeks ago
Cape Town, Western Cape, South Africa Fempower Full timeLoans Portfolio ManagerAn exciting opportunity exists at Fempower for a leading Loans expert to join our Product Incubation team to create and grow our Loans business.This role will be responsible for taking the foundational loans programme to full product portfolio development across the African continent. It is an opportunity to lead the charge on building...
-
Portfolio Director
2 days ago
Cape Town, Western Cape, South Africa Tree of New Beginnings Full timeWe are seeking a talented Portfolio Director to join our team at Tree of New Beginnings. As a key member of our management team, you will be responsible for overseeing the development and implementation of our portfolio strategies.Job OverviewThe ideal candidate will have a proven track record in property management and operations, with a strong...
-
Financial Risk Expert
1 week ago
Cape Town, Western Cape, South Africa Network Recruitment Full timeJob Title: Financial Risk ExpertWe are seeking a highly skilled and analytical Financial Risk Expert to join our finance team at Network Recruitment.About the RoleThe successful candidate will be responsible for evaluating the creditworthiness of potential and existing clients, making recommendations based on comprehensive financial assessments, and...