Operations & Implementation Analyst

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Job Description

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Symmetry is a business in build mode, evolving, growing and redefining what investment solutions should look like.
A Operations and Implementation Analyst plays a crucial role in ensuring that investment strategies are efficiently executed across multiple portfolios. This position typically involves a blend of analytical, operational and execution-focused responsibilities.
The role requires solid technical skills, practical understanding of financial data and the ability to collaborate effectively across teams, with a focus on accurate execution, monitoring, and operational control of portfolio activities across systems and platforms.

Key responsibilities will include amongst others the following:

Portfolio Implementation & Execution

• Support the execution of portfolio management decisions across live client portfolios with accuracy and timeliness.Assist Portfolio Managers with the construction, implementation, and maintenance of live target portfolios.

• Assist in preparing, reviewing, and validating portfolio rebalance instructions.Review and validate daily investment manager trade and instruction flows across platforms.
• Support monitoring of trade execution outcomes across portfolios, including cash positioning and reconciliations.

Cash & Liquidity Management

•  Monitor fund‑level and portfolio‑level cash flows across portfolios.
• Oversee the processing of cash inflows and outflows to ensure mandates, client instructions, and liquidity requirements are met.
• Identify and resolve cash mismatches and escalate operational issues where required.

Operational Oversight & Control

• Support day‑to‑day portfolio implementation and operational activities.
• Review, maintain, and enhance daily trade, cash, and reconciliation dashboards.
• Ensure strong operational controls, accuracy, and auditability across all implementation processes.
• Perform daily checks across trades, cash, and portfolio positions, and investigate and resolve exceptions.

Product & Change Enablement

• Support the launch and implementation of new investment products in collaboration with portfolio management, operations, technology, and compliance teams.
• Support the implementation and rollout of new processes, systems, and product structures.

Process Improvement & Automation

• Identify and support improvements to portfolio implementation workflows.Participate in system and process enhancement initiatives..
• Leverage systems, data, and tooling to support efficient and controlled portfolio implementation processes.
• Document and standardise implementation procedures and best practices.
• Assist with testing, validation, and rollout of system and process enhancements.

Stakeholder Collaboration

• Work closely with Portfolio Managers, Operations, Risk, Finance, Technology, and external investment managers.
• Communicate clearly and effectively on implementation matters, operations, exceptions, and risks.

Qualifications and Experience required:

• Bachelor’s degree in Accounting, Finance, Economics, Mathematics, Actuarial Science, Engineering, or a related quantitative field.
• 1–3 years’ relevant experience in portfolio implementation, trading, investment operations, or multi‑manager asset management.
• Practical exposure to multi‑asset portfolios and collective investment structures.
• Strong analytical and data‑interpretation capabilities.
• High attention to detail with a strong control mindset.
• Solid understanding of financial markets, instruments, and trading dynamics.
• Familiarity with portfolio management systems, reconciliations, and data dashboards.
• Working knowledge of investment products, vehicle structures, and fee mechanics.
• Ability to interpret and implement portfolio instructions accurately.
• Clear, concise communicator—comfortable engaging both technical and non‑technical stakeholders.
• Strong problem‑solving ability with a focus on root‑cause analysis.
• Comfortable operating in an evolving, fast‑paced environment.

The role operates within an evolving systems and data environment, requiring adaptability and a strong focus on accuracy and control.

Skills

Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Digital Literacy, Executing Plans, Management Reporting, Numerical Aptitude, Oral Communications, Report Review

Competencies

Decision QualityDirects WorkEnsures AccountabilityManages ComplexityOptimizes Work ProcessesPlans and AlignsTech Savvy

Education

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

24 May 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

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