Fresh Jobs at Ninety One

About the team:

• The Transfers and Onboarding Team is responsible for the administration of Voluntary, TFSA, Section 14 and Living Annuity transfers. These include transfers into Ninety One and transfers from Ninety One to external companies. This must be done accurately and within agreed upon turnaround times. The team liaises directly with transferring companies during the lifespan of the transfer. 

In this role you will:

• Administer transfer instructions in line with legislation and business processes
• Understand specific transfer requirements for the various Life Companies
• Manage flow of work items (queries, requests, and instructions) in line with agreed SLAs
• Contact Life Companies to chase & expedite transfers in progress
• Expedite unit transfers with various competitor unit trust management companies
• Take full responsibility and own transfer process from cradle to grave
• Manage inbound calls from other Life Companies
• Manage flow of work in close conjunction with other IP Operations and Servicing teams
• Log and resolve queries
• Identify trends and raise with FNZ on a continuous basis
• Maintain agreed upon turnaround times on all administrative tasks
• Attend regular team meetings
• Be able to build strong relationships with internal and external stakeholders
• Be approachable, available, and helpful as the point of escalation and clarity

You should consider applying if you have:

• Financial Services experience specifically Asset Management, Retirement Funds and Unit Trust Offshore experience
• Minimum 1 years’ experience in dealing with Section 14, Living Annuity, voluntary, and offshore transfers
• Relevant degree/diploma (advantage)
• Proficient in Microsoft Office Package
• Excellent business writing skills
• Strong knowledge of transfer processes and requirements

Some of the attributes we look for in a person are:

• The ability to build and maintain meaningful relationships
• A client focused and collaborative approach
• High conviction and be comfortable sharing opinions
• Ability to analyse, interpret and assimilate information

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About the team:

• Our team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our products, processes, transactions, web services as well as general queries regarding their client’s investments. We advocate excellent client service and strive to be the number one service provider in our industry. We promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within our service offering.

In this role you will:

• Manage flow of work items (Instructions, queries, requests)
• Resolve rejections via email or telephonic
• Manage exceptions of internal and external stakeholder
• Log and resolve queries. Be able to give feedback on relevant queries as and when needed
• Manage all inbound calls from IFA’s, their assistants, and our administration office
• Work collaboratively with IFA’s and all relevant stakeholders
• Submit, track, and give feedback on any instructions to Advisors and Advisor Assistants
• Maintain agreed upon turnaround times on all administrative tasks
• Perform regular data analysis around Client/Broker Corporate activities including but not limited to; transactions, queries, escalations and exceptions with the goal to improve ease of business and the avoidance of any service failures
• Present your Broker Corporate analysis to IFA assistants on a regular basis in a Broker Office environment
• Communicate active transactional rejections and queries to IFA assistants on a regular basis in a Broker Office environment
• Formulate and implement solutions based on Broker Corporate analysis
• Promote the use of our transactional web
• Report internal gaps and failures around our processes and service offering to the Business Improvement team and share this within your peer group for further discussion and action where applicable
• Attend regular team meetings
• Understand the changing servicing needs of Advisors
• Be able to build strong relationships with internal and external stakeholders
• Always be supportive in offering assistance to the brokers / broker assistants and able to train their assistants

You should consider applying if you have:

• Minimum 3 – 5 years relevant industry experience
• A business focused degree
• RPE/CFA/CFP will be advantageous
• Matric qualification having passed both core mathematics and English
• Minimum 18 months experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds is essential
• Excellent understanding and navigation of Ninety One systems
• Proficient in Microsoft Office Package
• Excellent business writing skills
• Business Afrikaans (reading, writing, and speaking) will be an advantage

Some of the attributes we look for in a person are:

• The ability to build and maintain meaningful relationships
• Driven by results
• Recognise that the engine of career growth is driven by the individual
• Ability to analyse, interpret and assimilate information

go to method of application »

About the team:

• Our team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our products, processes, transactions, web services as well as general queries regarding their client’s investments. We advocate excellent client service and strive to be the number one service provider in our industry. We promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within our service offering.

In this role you will:

• Manage flow of work items (Instructions, queries, requests)
• Resolve rejections via email or telephonic
• Manage exceptions of internal and external stakeholder
• Log and resolve queries. Be able to give feedback on relevant queries as and when needed
• Manage all inbound calls from IFA’s, their assistants, and our administration office
• Work collaboratively with IFA’s and all relevant stakeholders
• Submit, track, and give feedback on any instructions to Advisors and Advisor Assistants
• Maintain agreed upon turnaround times on all administrative tasks
• Perform regular data analysis around Client/Broker Corporate activities including but not limited to; transactions, queries, escalations and exceptions with the goal to improve ease of business and the avoidance of any service failures
• Present your Broker Corporate analysis to IFA assistants on a regular basis in a Broker Office environment
• Communicate active transactional rejections and queries to IFA assistants on a regular basis in a Broker Office environment
• Formulate and implement solutions based on Broker Corporate analysis
• Promote the use of our transactional web
• Report internal gaps and failures around our processes and service offering to the Business Improvement team and share this within your peer group for further discussion and action where applicable
• Attend regular team meetings
• Understand the changing servicing needs of Advisors
• Be able to build strong relationships with internal and external stakeholders
• Always be supportive in offering assistance to the brokers / broker assistants and able to train their assistants

You should consider applying if you have:

• Minimum 3 – 5 years relevant industry experience
• A business focused degree
• RPE/CFA/CFP will be advantageous
• Matric qualification having passed both core mathematics and English
• Minimum 18 months experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds is essential
• Excellent understanding and navigation of Ninety One systems
• Proficient in Microsoft Office Package
• Excellent business writing skills
• Business Afrikaans (reading, writing, and speaking) will be an advantage

Some of the attributes we look for in a person are:

• The ability to build and maintain meaningful relationships
• Driven by results
• Recognise that the engine of career growth is driven by the individual
• Ability to analyse, interpret and assimilate information

go to method of application »

About the team:

• The Equity & Multi Asset team runs South Africa focused strategies within Ninety One's Investments department. The portfolio specialist team works closely with SA Client Group (institutional and advisory) and Marketing, as well as Attribution, Product, Operations, and Risk & Performance, to deliver distinctive, investment strategies and drive net flows into both SA unit trusts and institutional strategies.

In this role you will:

• Work with Investments, Client Group and Marketing to ensure effective messaging and competitive positioning of SA Equity & Multi Asset strategies, including latest thinking, insights, portfolio positioning, performance and attribution
• Ensure the quality, consistency, accuracy and timely delivery of SA Equity & Multi Asset strategy marketing materials, including presentations, RFP responses, commentaries and other collateral
• Assist with product strategy, development and management as it relates to SA Equity & Multi Asset strategies
• Support a team of external sales managers by providing technical information on markets, funds, positioning of core funds, and opportunities in the marketplace
• Respond to technical client queries, including follow-ups after client meetings, and perform quantitative analysis on funds and competitor funds using Morningstar and Bloomberg
• Compile analytical packs for client report-backs, monthly sales and management reports (net flows, AUM, industry statistics), and facilitate report-backs, due diligences, workshops and portfolio manager meetings

You should consider applying if you have:

• BCom or equivalent tertiary qualification in Economics or Finance (CFA an advantage)
• 5 - 7 years' industry related experience
• Knowledge of financial markets and instruments (equities, bonds), with an analytical mindset and portfolio construction experience an advantage
• Strong professional presentation skills
• System skills in Excel, PowerPoint, Morningstar and Bloomberg (an advantage)
• Multi-tasking, attention to detail to ensure accuracy, organisational and prioritisation capabilities
• An outgoing, motivated, self-starting personality who enjoys regular client contact, can work in a team with limited supervision and deadline-driven

Some of the attributes we look for in a person are:

• The ability to build and maintain meaningful relationships
• Driven by results
• A client focused and collaborative approach
• High conviction and be comfortable sharing opinions

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About the team:

• The Portfolio Implementation team models portfolio-manager-driven investment views, facilitates tactical trade instructions, monitors asset allocations and cash balances, and manages portfolio constructions and liquidations. The team works in a dynamic, fast-paced environment where accuracy and clear communication are paramount to success. The team collaborates closely with multiple departments across the business including portfolio managers, traders, operations, compliance and client onboarding.

In this role you will:

• Partner with portfolio managers and traders to efficiently implement investment views across Fixed Income, Equity and Multi Asset portfolios
• Oversee trade orders from inception to completion
• Develop expertise in the order management system and actively seek to improve processes
• Handle oversight of fund cash flows, rebalancing of portfolios, and ongoing monitoring of asset allocations, cash positions, and foreign exchange sweeps
• Manage currency hedging for all relevant portfolios, including necessary rolls and adjustments
• Develop a deep understanding of investment mandates and monitor portfolio compliance with investment guidelines and regulatory restrictions
• Embrace AI tools such as Claude, and use them to streamline legacy processes
• Manage portfolio transitions and restructures, delivering optimal outcomes for clients

You should consider applying if you have:

• 3+ years of experience in Asset Management
• Strong understanding of all asset classes: equity, money market, fixed income and derivative instruments
• Experience with Charles River is highly advantageous
• Demonstrated ability to participate in cross-functional projects and support timely execution, balancing multiple priorities and stakeholders in a fast-paced environment
• Proven experience managing portfolio transitions, restructures, or asset transfers
• Proficiency in Excel, and a solid understanding of MS Office. VBA, Power BI and/or other coding skills desirable (Python/SQL)
• Familiarity with Bloomberg
• Excellent interpersonal and communication skills
• Strong investment knowledge with a keen interest in financial markets
• A meticulous attention to detail and a commitment to accuracy
• Robust problem-solving abilities
• A relevant degree, CFA or CA advantageous

Some of the attributes we look for in a person are:

• The ability to ‘approach and own’ and continuously look for opportunities to develop
• Driven by results
• A client-focused and collaborative approach
• The ability to build and maintain meaningful relationships

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About the team:

• The team is responsible for monitoring and providing oversight of all fund accounting related services from third party administrators, for global fund ranges managed by Ninety One. We are excited to invite a talented and driven professional to join the NAV Oversight space within Fund Accounting.

In this role you will:

• Confirm the accuracy and reasonability of daily priced funds and daily yields on constant NAV portfolios
• Be responsible for daily review and oversight of cash balances and cash, scrip and NAV reconciliations, and assist in resolving reconciliation breaks
• Calculate and review income distributions, yields, management fees, performance fees, fund expenses, TERs and transaction costs
• Have oversight of, and assist in the preparation of, fund-related regulatory and industry reporting across jurisdictions including but not limited to South Africa and the UK
• Assess and review KPIs and overall service level of the administrator, in terms of agreed SLAs
• Maintain relationships with investment teams and client groups, and collaborate with other operations functions across the business
• Develop, implement and maintain effective systems, processes and procedures to ensure service standards are met, reducing risk and improving efficiency

You should consider applying if you have:

• CA(SA) or equivalent professional qualification
• At least 2–3 years’ experience in the financial services industry
• Experience in and understanding of fund pricing processes and the mutual funds industry — a distinct advantage

Some of the attributes we look for in a person are:

• The ability to ‘approach and own’ and continuously look for opportunities to develop
• A client-focused and collaborative approach
• Intellectual curiosity
• Ability to analyse, interpret and assimilate information

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About the team:

• The Ninety One Legal team is a global team within Ninety One, with qualified lawyers in South Africa, the UK and the USA. The SA Legal team has a diverse and broad remit and is responsible for managing all aspects of the firm’s legal affairs across the African continent, including fund structuring, maintenance and distribution; regulatory lobbying and advice; client and commercial agreement negotiation; and corporate initiatives and governance. The team also works closely with colleagues in London and New York on various matters.
• This role is an opportunity to be a senior in-house generalist lawyer (with a focus on digital assets, tokenisation, blockchain, fund formation and product development) in an experienced legal team within a major player in the global investment management industry.  It is a strategic legal seat with direct exposure to senior stakeholders and an opportunity be involved in a variety of strategic initiatives and projects, particularly novel product initiatives, a diverse product set and transformational operational initiatives.  Ninety One has diverse and constantly evolving fund ranges and investment products (with a strong focus on digital assets, tokenisation and blockchain technology).  You will be at the heart of several novel and groundbreaking product initiatives in this space.

In this role you will:
Lead on Digital Assets, Fund & Product work across our African products and fund ranges:

• Lead the legal design, structuring and advice in relation to launching and maintaining Ninety One’s tokenised/digital asset products and platforms, mutual funds and retail products. Including tokenisation initiatives, digital assets, blockchain/DLT, retail-ised investment products, CIS/unit trusts, AMETFs, hedge funds and alternative funds in Africa (primarily South Africa, Namibia and Botswana) and also where global initiatives have an African element.
• Structure and negotiate strategic partnerships and relationships for the distribution of Ninety One funds and products.
• Draft, negotiate, and maintain core product/fund documentation including prospectuses, trust deeds, supplementals, terms and conditions, app and transaction forms and client communications.
• Oversee the distribution of Ninety One’s digital assets, mutual funds and retail products. Drafting and negotiating terms of business; distribution; platform; broker and SLA agreements.
• Advise on all aspects related to Ninety One’s African products and funds, including putting relevant relationship, counterparty, internal plumbing and governance arrangements in place, and overseeing external counsel where necessary.
• Work in tight alignment with our Global Product, Foundry, Compliance, Operations and Investment teams.
• Provide advice in response to queries regarding our digital asset/tokenisation products, mutual and retail funds and products.
• Support the retail legal team on matters relating to our unit trust and linked investment services platform (LISP) and retail products.

Lead on product-specific regulatory work:

• Act as a regulatory lead on any regulatory or legislative initiatives that impact the African products and fund ranges. This includes driving lobbying efforts, interpretation, advice and implementation of complex regulation and legislation impacting our funds and products (particularly in the digital assets, crypto assets and tokenisation space).
• Collaborate with internal stakeholders to shape our engagements and interactions with regulators in relation to Ninety One’s funds and products.
• Representing Ninety One on industry bodies and initiatives.

Distribution relationships:

• The nature and extent of Ninety One’s distribution relationships for its funds and products is expanding and evolving.
• Maintaining, negotiating and plumbing complex new distribution relationships with asset allocators, intermediaries, multi-managers, DFMs and strategic partners.

Lead on M&A, special projects and reputationally sensitive work:

• Ninety One is involved in a multitude of complex projects; corporate M&A transactions; joint ventures, strategic relationships; collaborations with major industry players across the globe; shareholder activism and ESG/active management initiatives; outreach, CSI and corporate upliftment initiatives; dispute resolution and reputationally sensitive engagements with external parties; and also internal corporate initiatives to achieve specific outcomes.
• These initiatives all require significant amounts of strategic legal direction, oversight and sound judgment (together with mix of industry knowledge, business acumen, regulatory knowledge, and an ability to drive actionable decision-making) in order to implement successfully and soundly.

AI and technology into our legal processes:

• Drive and implement AI and technology solutions – this is an important part of the role as we are in a phase of rapid technological advancement, adoption and implementation.

You should consider applying if you have:

• 5+ years PQE with strong exposure to digital assets, tokenization, crypto, mutual funds, alternative funds and structured investment products.
• LLB or related tertiary legal qualification is essential.
• Mix of private practice and in-house experience preferred, ideally within asset management or financial services experience.
• Demonstrated experience in structuring, maintaining and distributing digital assets and mutual funds (including unit trusts, AMETFs, hedge funds, alternatives funds, tokenized funds).
• Good working knowledge and familiarity with fund structures and legal/regulatory regimes in core jurisdictions (South Africa, Namibia, Botswana). In particular, CISCA, COFI, FAIS, crypto asset regulations, FSRA, FMA, Banks Act, Namibian FIMA.
• Demonstrated experience in autonomously handling complex projects/transactions and reputationally sensitive matters, including crisis response, media issues, and stakeholder management.
• Broad generalist foundation across investment management, corporate, commercial, dispute resolution, and governance — able to triage and lead on matters outside your core specialty.
• Able to lead and own matters independently with minimal supervision.
• Exceptional judgment on reputational risk.

Some of the attributes we look for in a person are:

• The ability to build and maintain meaningful relationships
• The ability to ‘approach and own’ and continuously look for opportunities to develop
• A confident communicator who can present complex legal concepts clearly to non-lawyers and senior stakeholders
• Driven and intellectually curious, with a strong attention to detail
• High conviction and be comfortable sharing opinions and driving actionable decision-making
• Visible leadership – shaping direction, not just validating outcomes
• Comfortable in agile, cross-functional environments where priorities shift and innovation is constant.

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About the team:

• The IP Sales Team is a national team that understands that advisors have a fundamental role to play in making investors aware of their financial needs and assisting them to save in a disciplined way towards achieving their goals. That is why, as the leading financial advisor-focused investment platform in South Africa, our world revolves around partnering with advisors to create great investment outcomes for their clients. Our highly experienced team is nimble and dynamic, constantly exploring ways to add value and look after the interests of the independent financial advisor. The team has a strong client service ethic, offering a diverse set of skills that provides on the ground support to assist with the needs of an ever-changing industry. By leveraging off our greater business and through optimal use of data and technology, we aim to provide input into areas such as investment insights, practice management as well as legal and tax matters. Through collaboration in generating efficiencies, we can support our advisor practices to deliver the best financial planning outcomes for their clients.

In this role you will:
Client responsibilities:

• Manage web navigation queries
• Manage web registration queries
• Assist with general queries and resolve promptly
• Engage in a professional manner with walk in direct clients
• Engage telephonically with direct clients
• Display good knowledge of the Ninety One Management Services LISP platform product offering, domestic and offshore

Sales Manager Support:

• Interface with advisor liaison team and manage the escalation of queries
• Prepare quotes, new business proposals and various reports
• Follow-up on large deals and queries when requested
• Launch PMA's
• Calculation of 120% additions
• Surrender calculation
• Receive and respond to broker authority notes
• Forward PDF documents to IFAs when required
• Submit change of advisor for end clients and sales managers
• Issuing new advisor codes
• Sending commission statements to IFAs
• Implement DocuSign voids
• Manage onboarding queries

Team assistance and general office administration:

• Booking of internal flights and accommodation for the team
• Assist with general facility management and payment of office accounts
• Management and ordering of marketing material and office supplies
• Process external invoices for payment and submit them to SA Accounts Payable
• Manage building access for external visitors and suppliers
• Manage boardroom MS Teams bookings and IT equipment
• Attend the quarterly facility meetings and upload the required registers
• Arrange courier pickups to collect documents as and when required

Management of client events to include the following:

• Engage with the channel manager in planning events
• Source and book event venues
• Load client attendance lists onto the Eventology system
• Manage and update RSVP responses
• Print name tags
• Liaise with event suppliers on food selections and venue set-up
• Track and log all client entertainment and gifts on compliance portal
• Attend client events where assistance is required

You should consider applying if you have:

• ‒ 3 – 5 years' experience in financial services
• General knowledge of Collective Investment Schemes and Investment Platforms, as well as commercial business knowledge
• An understanding of investment platform administration as well as a CFP or Registered Persons Exam will be advantageous
• An understanding of the Adviser environment

Some of the attributes we look for in a person are:

• The ability to build and maintain meaningful relationships
• A strong belief in doing the right thing
• Driven by results
• Ability to recognise and embrace change

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About the team:

• Human Capital is central to the strategic success of Ninety One. We are a highly impactful team that take a differentiated, pragmatic and commercial approach to people matters. 
• Through our People Centric engagement philosophy, we look to group our organisational influence in four key areas. Leadership - our point of access and leverage, effective leaders are the key to our future success. Talent Development - ever improving talent density across Ninety One. Culture - the operating system which shapes success and friction in our organisation. Diversity, Inclusion and Belonging - bringing out the best of our people and building a better firm. 
• We have a broad range of expertise and experience with specialists in Recruitment, Organisation Development, Reward, Benefits, Payroll, Projects and Human Capital Business Partnering. Our teams in Cape Town, London and Johannesburg provide Human Capital support across the jurisdictions within which we operate. We are globally integrated in our work and connectivity.

In this role you will:

• Manage diaries and coordinate meetings across time zones and regions, including for the Human Capital Executive (Cape Town based) and the Global Head of Organisation Development (London based)
• Plan and coordinate international and domestic travel, including flights, car hire, accommodation and visas where required for the HC team
• Assist the broader HC team as required
• Manage and reconcile expenses on Oracle for the Human Capital Executive & the Global Head of Organisation
• Support in formatting presentations, reports and other documents,
• Organise and coordinate offsites and other team events including logistics, venues and event budgets (including for the HC team)
• Coordinate learning and development initiatives, including registration and venue booking
• Perform ad-hoc tasks and projects as required

You should consider applying if you have:

• A tertiary level qualification
• Minimum 3 years of experience in an administrative role, preferably in HR or a related field
• Excellent organizational, communication, and interpersonal skills
• Proficient in Microsoft Office, particularly Outlook, Word, Excel, and PowerPoint
• Ability to maintain confidentiality and handle sensitive information
• Strong attention to detail and ability to work accurately under pressure
• Ability to work independently and as part of a team
• Willingness to learn and take on new challenges
• Ability to work flexible working hours due to the nature of the role
• A willingness to develop skills in automation and data/AI enabled tools, supporting the team’s move towards more efficient, agentic ways of working

Some of the attributes we look for in a person are:

• The ability to build and maintain meaningful relationships
• A strong belief in doing the right thing
• Ability to recognise and embrace change
• Intellectual curiosity
• Ambition, balanced with decency and humanity
• Be comfortable with ambiguity
   

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• Fast-track your career and join the Ninety One Nexus Programme. Every function at Ninety One is becoming digitally led. Nexus isn’t where technology and business meet halfway, it’s proof that they’re becoming one skill set, and it’s the training ground for our firm of the future. We’re looking for exceptional early-career talent with strong technical grounding who want to build that skill set from day one. You’ll start by mastering our technology architecture, data principles, and ways of working alongside our tech team. Then you’ll apply what you’ve learned in a project squad, tackling a real business challenge, digitally led from the ground up. Global exposure. Meaningful responsibilities. Real impact at South Africa’s leading asset manager. Few programmes offer this depth of experience, in a dynamic business based in the heart of Cape Town.

What you’ll do:
Year 1: Build your foundation

• Learn Ninety One’s technology architecture, data principles, and tools
• Work closely with the tech team on real projects
• Build and deploy tech-enabled solutions
• Develop AI-powered products and workflows

Year 2: Connect it across the business

• Join a cross-functional project squad
• Help modernise a real piece of the business, one project at a time
• Bring a technology lens to non technology challenges

You should consider applying if you have:

• A degree in Data Science, Computer Science, Engineering, Information Systems, Actuarial Science/ Statistics/Mathematics - technical orientation, or a related field
• A strong academic record
• A willingness to learn, ask questions and grow in a collaborative team environment

What drives you:

• Tackling real-world problems energises you
• You’re excited by AI, automation, and the future of technology
• You learn fast and enjoy experimenting with new tools
• You thrive in environments that value creativity and initiative
• You are people-orientated and thrive in ambiguity
• You want a broad foundation, not a single-track career