Investment Portfolio Implementation Analyst (Newly Qualified CA(SA))

Recruiter:

Rory Mackie & Associates

Job Ref:

1856259744

Date posted:

Saturday, November 1, 2025

Location:

Cape Town, South Africa

SUMMARY:
-

POSITION INFO:

About our clients Portfolio Implementation 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, dealers, operations, compliance and client onboarding.

Responsibilities:

Collaborate with portfolio managers and dealers to efficiently implement investment views across portfolios
Oversee trade orders from inception to completion
Develop expertise in the order management systems 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 an understanding of investment mandates and monitor portfolio compliance with investment guidelines and regulatory restrictions

Requirements:

New qualified CA(SA), with previous asset management auditing experience
System skills:
- Familiarity with Charles River and ThinkFolio is highly advantageous
- Proficiency in Excel and a solid understanding of MS Office
- Bloomberg
Personal qualities:
- Excellent interpersonal and communication skills
- Strong investment knowledge with a keen interest in financial markets and instruments
- A meticulous attention to detail and a commitment to accuracy
- Robust problem-solving abilities

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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