Portfolio Implementation Analyst
Ninety One
Cape Town, South Africa · Southern Africa
Role type
Fund Management, Treasury & Investor Relations
More investment & finance jobs in South Africa
Summary
Translate portfolio managers’ investment views into practical trading and portfolio actions at Ninety One in Cape Town. The role covers fixed income, equities and multi-asset portfolios, combining order oversight, cash management, rebalancing and investment-guideline monitoring in a fast-moving asset-management environment.
About the role
The Portfolio Implementation team works closely with portfolio managers, traders, Operations, Compliance and Client Onboarding. You help manage portfolio construction, transitions and liquidations while keeping allocations and cash positions aligned with investment decisions. The remit also includes currency hedging and improving implementation processes through the order-management system, data tools and approved AI applications.
Key responsibilities
Partner with portfolio managers and traders to implement investment views across fixed-income, equity and multi-asset mandates.
Oversee trade orders from initiation through completion and develop expertise in the order-management system.
Monitor fund flows, allocations and cash positions, rebalance portfolios and coordinate foreign-exchange sweeps.
Manage currency hedges, including rolls and adjustments, and monitor portfolios against mandate and regulatory restrictions.
Deliver portfolio transitions, restructures and asset transfers while coordinating operational and client requirements.
Improve legacy processes using analytical tools and AI where appropriate, maintaining high standards of accuracy and communication.
Key requirements
At least three years of asset-management experience and knowledge of equities, money markets, fixed income and derivatives.
Experience managing portfolio transitions, restructures or asset transfers and delivering cross-functional projects.
Strong Excel and Microsoft Office skills and familiarity with Bloomberg; Charles River experience is highly advantageous.
VBA, Power BI, Python or SQL skills are desirable for analysis and process improvement.
Careful attention to detail, strong problem-solving and communication skills, and the ability to balance competing priorities.
A relevant degree, CFA or CA qualification is advantageous.
Keep exploring
Similar opportunities
Portfolio Specialist
Ninety One
Cape Town, South Africa
Transaction Management Analyst - Fixed Term Contract
Ninety One
Cape Town, South Africa
Portfolio Manager (FAIS)
Absa Stockbrokers
Cape Town, South Africa
Junior Portfolio Manager (FAIS)
Absa Stockbrokers
Cape Town, South Africa