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PP2424 - Investment Implementations Specialist

Employer
Alexander Forbes Limited
Location
Sandton Sandton, Gauteng North Johannesburg, South Africa
Salary
Competitive
Closing date
Jun 20, 2024

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Designation: PP2424 - Investment Implementations Specialist Category: Ops & Admin - OF6310 Posted by: Alexander Forbes Posted on: 11 Jun 2024 Closing date: 18 Jun 2024 Location: Sandton Purpose of the Job: To effectively and efficiently partake in all implementation and transition processes to ensure accurate completion of all client instructions. To assist and support the trade and rebalance team if required. To manage the delivery of high quality services to clients, building effective relationships with internal teams and to promote a culture of high performance, innovation, ambition and continuous improvement within Investment Operations. The successful incumbent will be responsible for implementing all instructions received from clients (investment team and platform). These functions include, but are not limited to, new portfolio take-ons, portfolio restructures, asset transfers and monitoring transactions loaded by the APEX teams. Overview: Education
  • Matric - Essential
  • Bachelor's Degree (360 credits) in Financial Market Instruments - Essential

Experience
  • Financial instruments - Executing and managing - 3 to 5 years' experience required
  • Implementations /Implementations - Executing and managing - 3 to 5 years' experience required
  • Portfolio administration - Executing and managing - 3 to 5 years' experience required

Key responsibilities

Implementations
  • Calculate and execute all required trade instructions
  • Monitor emails to ensure all instructions are seen
  • Use the Transition Management process that entails coordinating the entire process
  • Engage with asset managers and APEX to successfully execute the plan
  • Provide support and assist the Trade and rebalance Team
  • Resolve queries

Automation
  • Automate Manual Processes
  • Enhance Processes
  • Project Management

Trade and rebalancing
  • Assist trade and rebalance team where required
  • Resolving trading queries with rebalance team
  • Resolving trading queries with administrators Maitland

Adhoc
  • Provide support to the senior management
  • Ensure day to day dealing with APEX is completed accurately and timeously
  • Management of the daily NAV queries from an implementation perspective
  • Building effective relationships with internal teams such as platform and the Investment Team

Competencies

Business skills
  • Operations management
  • Business relations
  • Analytical skills
  • Detailed orientated
  • Report writing
  • Excellent communication skills both writing and oral
  • Time Management
  • Tracking and reporting on operational performance
  • Maintain policy and procedure documents
  • Project Management
  • Business relations
  • Decision Making Judgement
  • Adaptability and flexibility
  • Process Management

Functional skills
  • Accountability and Dependability
  • Attention to detail
  • Planning and organising
  • Effective prioritisation
  • Customer focus

Leadership skills
  • Change management
  • Driving performance
  • Resilience
  • Motivating and Inspiring
  • Coaching and mentoring

People skills
  • Effective communication
  • Interpersonal skills
  • Collaboration and partnering
  • Effective communication

Core competencies
  • Taking initiative
  • Learning agility
  • Teamwork
  • Build emotional connection of Alexforbes brand

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Education
  • Matric - Essential
  • Bachelor's Degree (360 credits) in Financial Market Instruments - Essential

Experience
  • Financial instruments - Executing and managing - 3 to 5 years' experience required
  • Implementations /Implementations - Executing and managing - 3 to 5 years' experience required
  • Portfolio administration - Executing and managing - 3 to 5 years' experience required

Key responsibilities

Implementations
  • Calculate and execute all required trade instructions
  • Monitor emails to ensure all instructions are seen
  • Use the Transition Management process that entails coordinating the entire process
  • Engage with asset managers and APEX to successfully execute the plan
  • Provide support and assist the Trade and rebalance Team
  • Resolve queries

Automation
  • Automate Manual Processes
  • Enhance Processes
  • Project Management

Trade and rebalancing
  • Assist trade and rebalance team where required
  • Resolving trading queries with rebalance team
  • Resolving trading queries with administrators Maitland

Adhoc
  • Provide support to the senior management
  • Ensure day to day dealing with APEX is completed accurately and timeously
  • Management of the daily NAV queries from an implementation perspective
  • Building effective relationships with internal teams such as platform and the Investment Team

Competencies

Business skills
  • Operations management
  • Business relations
  • Analytical skills
  • Detailed orientated
  • Report writing
  • Excellent communication skills both writing and oral
  • Time Management
  • Tracking and reporting on operational performance
  • Maintain policy and procedure documents
  • Project Management
  • Business relations
  • Decision Making Judgement
  • Adaptability and flexibility
  • Process Management

Functional skills
  • Accountability and Dependability
  • Attention to detail
  • Planning and organising
  • Effective prioritisation
  • Customer focus

Leadership skills
  • Change management
  • Driving performance
  • Resilience
  • Motivating and Inspiring
  • Coaching and mentoring

People skills
  • Effective communication
  • Interpersonal skills
  • Collaboration and partnering
  • Effective communication

Core competencies
  • Taking initiative
  • Learning agility
  • Teamwork
  • Build emotional connection of Alexforbes brand

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