Investment Portfolio Implementation Analyst (Newly Qualified CA(SA))
Rory Mackie & Associates Cape Town
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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