Operations and Implementation Specialist at Old Mutual

Job Description

• The Old Mutual Multi-Manager business is hiring for a Portfolio Implementation Specialist.
• This role is crucial in ensuring that investment strategies are efficiently executed across multiple portfolios and typically involves a blend of analytical, operational and tactical responsibilities. This position will be based in Cape Town.

Key responsibilities will include amongst others the following:

• Assistance with implementation of new products and liaising with other teams involved in delivering new products.
• Review daily asset manager instructions.
• Timeous re-alignment and management of fund cash flows - Oversight of cash inflows and outflows, to ensure efficient execution of investment mandate and client instructions. 
• Actively working to improve the implementation process using formal workflow structures, systems and effective communication lines between all parties involved.
• Assist Portfolio Managers with the construction and implementation of live target portfolios. 
• Produce and review rebalance instructions.
• Involvement in broader Multi-Manager team automation projects.
• Managing trade execution impact on bank reconciliations.
• Manage fee process and execution of trades with investment managers.

Qualification Skill and Experience:

• Relevant bachelor's degree in finance, economics, mathematics, or a related field.
• Relevant experience within asset management or a multi-manager environment.
• Analytical Skills: Strong ability to analyze data, assess risk, and make data-driven decisions.
• Attention to Detail: Precision is critical to avoid errors in trade execution and portfolio rebalancing.
• Knowledge of Financial Markets: Deep understanding of multi-asset class investments and trading dynamics.
• Communication Skills: Ability to convey complex investment strategies and performance results to both technical and non-technical stakeholders.
• Problem-Solving Abilities: Aptitude for identifying challenges and developing solutions to improve implementation processes.
• Deep understanding of products and manager fees
• 3-5yrs relevant experience.

Skills

• Accounting, Action Planning, Analytics Software, Budget Management, Client Management, Computer Literacy, Data Classification, Data Compilation, Evaluating Information, Numerical Aptitude, Oral Communications, Policies & Procedures, Professional Presentation

Competencies

• Business Insight
• Collaborates
• Communicates Effectively
• Decision Quality
• Ensures Accountability
• Financial Acumen
• Instills Trust
• Manages Complexity

Education

• NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

• 27 May 2025 , 23:59