Implementation Specialist

About the Role:
Morningstar Investment Management South Africa is seeking a highly motivated Implementation Specialist to join our investment operations team. This role is instrumental in overseeing new product launches, client onboarding, coordinating seamless client and portfolio transitions, change requests and lead process and governance improvements. This is a dynamic, high-impact position requiring strong investment knowledge, excellent project management skills, and the ability to work effectively with both internal and external stakeholders. This position is based in our Cape Town office and reports to the Head of Operations, South Africa.
Key Responsibilities:

• Lead and coordinate end-to-end implementation processes of client onboarding, product launches, client and portfolio transitions and change requests.
• Track, monitor, and report on implementation milestones, risks, and dependencies to stakeholders.
• Drive execution of projects, ensuring they are delivered on time, within scope, and to a high standard.
• Manage the pre-implementation restructure process, ensuring readiness before handover for execution.
• Foster a positive, collaborative team environment, enhancing effective stakeholder management across various entities.
• Collaborate cross-functionally to identify and lead process improvements and governance enhancements.
• Maintain accurate documentation of implementation processes, ensuring alignment with internal controls and audit standards.
• Investigate and resolve project-related queries in collaboration with key stakeholders.

Required Experience:

• Minimum of 5 years of experience with a solid understanding of investments products and landscape, investments industry regulations and project management.
• Experience working in a small, high-performance team, adept at managing multiple priorities.
• Advanced proficiency in Excel and familiarity with related financial systems.

Required Qualifications:

• Postgraduate degree or Honours in Investments, Finance, or Commerce.

Key Competencies:

• Strong attention to detail and high standards of accuracy.
• Positive and proactive team player, with a collaborative mindset.
• Highly organized, with effective time management and prioritisation skills.
• Comfortable working under pressure and managing multiple workstreams.
• Takes ownership and responsibility across a diverse range of tasks.
• Strong analytical thinking and problem-solving skills.
• Clear and confident communication skills, especially when engaging stakeholders.

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
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