Implementation Specialist at Morningstar

About the Role:

• Morningstar Investment Management South Africa is seeking a highly motivated Implementation Specialist to join our investment operations team. This role is instrumental in overseeing new product launches, client onboarding, coordinating seamless client and portfolio transitions, change requests and lead process and governance improvements. This is a dynamic, high-impact position requiring strong investment knowledge, excellent project management skills, and the ability to work effectively with both internal and external stakeholders. This position is based in our Cape Town office and reports to the Head of Operations, South Africa.

Key Responsibilities:

• Lead and coordinate end-to-end implementation processes of client onboarding, product launches, client and portfolio transitions and change requests.
• Track, monitor, and report on implementation milestones, risks, and dependencies to stakeholders.
• Drive execution of projects, ensuring they are delivered on time, within scope, and to a high standard.
• Manage the pre-implementation restructure process, ensuring readiness before handover for execution.
• Foster a positive, collaborative team environment, enhancing effective stakeholder management across various entities.
• Collaborate cross-functionally to identify and lead process improvements and governance enhancements.
• Maintain accurate documentation of implementation processes, ensuring alignment with internal controls and audit standards.
• Investigate and resolve project-related queries in collaboration with key stakeholders.

Required Experience:

• Minimum of 5 years of experience with a solid understanding of investments products and landscape, investments industry regulations and project management.
• Experience working in a small, high-performance team, adept at managing multiple priorities.
• Advanced proficiency in Excel and familiarity with related financial systems.

Required Qualifications:

• Postgraduate degree or Honours in Investments, Finance, or Commerce.

Key Competencies:

• Strong attention to detail and high standards of accuracy.
• Positive and proactive team player, with a collaborative mindset.
• Highly organized, with effective time management and prioritisation skills.
• Comfortable working under pressure and managing multiple workstreams.
• Takes ownership and responsibility across a diverse range of tasks.
• Strong analytical thinking and problem-solving skills.
• Clear and confident communication skills, especially when engaging stakeholders.