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Senior Portfolio Implementation Specialist
On-site · Pinelands, Western Cape, South Africa
Job Summary
Senior Portfolio Implementation Specialist responsible for overseeing accurate, timely and controlled implementation of investment decisions across Symmetry’s portfolios and solutions. Acts as a key link between Investments, Operations and Product teams to ensure portfolios remain aligned to mandates, model structures and client requirements. Combines hands-on portfolio implementation with governance, cash and transition management, and team coordination; supports process improvement, implementation controls and operational scalability to translate investment decisions into accurate portfolio outcomes supporting client delivery, regulatory compliance and operational integrity.
Required Qualifications
- Bachelor’s degree in Finance, Investments, Economics, Mathematics or related field
- 5–8 years’ experience within investment operations, portfolio implementation, multi-management, DFM or asset management environments
Desired Qualifications
- CFA or other investment-related qualifications advantageous
- Post-graduate qualification in Finance or Investments advantageous
- 5–8 years’ experience within investment operations, portfolio implementation, multi-management, DFM or asset management environments
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