This role sits where investment decisions become trades. Working for an investment management firm, you’ll take the views its portfolio managers set, turn them into accurate orders, and keep cash, currency exposure and asset allocations where they should be across a range of funds.
The role is based in Cape Town and its working hours follow the UK business day, so that schedule needs to suit you. The work rewards precision and clear, timely communication with the people around you.
What you’ll do
Partner with portfolio managers and traders to implement investment views across portfolios
Oversee trade orders from inception to completion
Develop expertise in the order management system and improve processes
Oversee fund cash flows, portfolio rebalancing, asset allocations, cash positions and FX sweeps
Manage cash, placing it on overnight deposit or suitable money market instruments
Manage currency hedging and derivative rolls such as futures, interest rate swaps and credit default swaps
Monitor portfolio compliance with investment mandates and regulatory restrictions
Manage portfolio transitions and restructures, and use AI tools to streamline legacy processes
What you’ll need
A relevant degree
Meticulous attention to detail and a commitment to accuracy
Strong investment knowledge and a keen interest in financial markets and instruments
Excellent interpersonal and communication skills
Robust problem-solving ability
Willingness to work UK business hours
Nice to have
Portfolio implementation experience across equity, fixed income and money markets, including derivatives
Experience with an order management system and Bloomberg
Experience with portfolio transitions or asset transfers
Python, VBA or Power Automate to streamline repetitive tasks
What’s on offer
A role at the heart of a global investment business
Close work with portfolio managers, traders, operations and compliance
A culture that values accountability, collaboration and development
Cape Town. Hybrid. Permanent.