Portfolio Implementation Specialist – CPT

Our client, a top-tier Asset Management firm, invites you to be part of their innovative investment team as a Portfolio Implementation Specialist.

As a key member of the Investment team, you will provide crucial administrative, procedural, and risk management support to Portfolio Managers (PMs). Responsibilities include generating exposure reports, implementing house-view trade calculations, managing cash positions, and assisting with fund rebalancing. You will also maintain client lists and prepare risk reports for the Investment Executive Committee.

Experience a purpose-driven culture joining a dynamic and collaborative team, where innovative thinking is encouraged, and your professional growth is nurtured through challenging projects and continuous learning opportunities.

Qualifications and Experience:

  • BCom or similar qualification.
  • Post graduate qualification or study towards one would be advantageous (e.g., Honours degree or CFA).
  • 3-5 years of experience in a similar role in Asset Management.

 

For a confidential discussion email finserv@capitala.co.za