- Pinelands, South Africa
- Senior
- 8+ years
Lead and continuously improve the operational capability supporting the DFM business, ensuring accurate implementation of portfolio decisions and driving process improvement.
Responsibilities
- Own end-to-end implementation of approved portfolio changes, rebalances, transitions and new model portfolios across investment platforms.
- Manage platform and service-provider relationships, including portfolio setup, fund availability, issue resolution and service standards.
- Maintain strong operational governance, maker-checker controls, reconciliations, audit trails and exception management.
- Oversee portfolio, holdings, AUM and implementation data, including target-versus-actual monitoring and operational dashboards.
- Lead process improvement, workflow design, automation and technology initiatives that reduce operational risk and support scale.
Requirements
- NQF Level 9 – Masters