Investment Solutions Implementation Specialist

Job Description,

Who we are:

PPS Investments is part of the PPS Group, which for over 8 decades has been the trusted financial partner for graduate professionals in South Africa. Unlike a company that is listed on a stock exchange, PPS belongs to its members and operates under the ethos of mutuality. This means that qualifying members can exclusively share in the profits of the Group, through the unique PPS Profit-Share Account.

PPS Investments exists to create and grow the wealth of graduate professionals and their families to live the lives they want in a world worth living in. We offer diversified and flexible investment solutions that are mutually beneficial to our clients in the long run because we believe that success is better shared.

Purpose Of The Job

A new role has become available for an action orientated individual accountable for the successful implementation of change within the PPS Investments Solutions Operations Team. The successful candidate will work closely with the PPSI Investments Team, Business Development Team and external administrators to consistently deliver an efficient investment implementation process.

, Requirements,

Ideal Experience

• At least 5 years’ experience in a similar implementation role in investments, asset management or retail.
• Exposure to working with wrap funds and multi-managed funds.
  
  

Ideal Qualifications

• Tertiary qualification - BCom or equivalent
  
  

Competencies & Ideal Personality Attributes

• A high degree of accuracy and attention to detail.
• Able to work as part of a team with a positive 'can do' attitude.
• Excellent time management skills and the ability to work in advance of deadlines and prioritising multiple tasks.
• Accurate data input skills into applications.
• Experience using Microsoft Office based software including Word and Excel.
• Relationship building and Interpersonal skills
• Excellent verbal and written communication skills
• Ability to influence
• Analytical aptitude
• Results orientated
• Project management skills
  
  

, Duties and Responsibilities,

• Co-ordination and implementation of loading new unit trust funds on LISP platforms.
• Co-ordination and implementation of loading new Discretionary Fund Managers’ solutions on both internal and external platforms.
• Support the implementation of fund launches, closures, and restructurings.
• Managing trades as instructed by the Discretionary Fund Managers from start to completion.
• Managing rebalancing of model portfolios and ensuring that they are executed within expected turnaround times.
• Monitor model portfolio exposures and trades and monitor compliance to model portfolio mandates.
• Provide support to Discretionary Fund Managers for the day-to-day running of their model portfolios.
• Prepare and provide monthly reporting.
• Recommend and implement improvements to processes and procedures.
• Active participation in business and team projects.
• Ad hoc fund administration tasks.
• You acknowledge that any information supplied to PPS is provided voluntarily and therefore constitutes unconditional, specific and voluntary consent to the processing of such information by PPS. Your personal information will be processed for facilitating your employment application with PPS including any statutory or regulatory compliance with which PPS must comply (where applicable) and for the legitimate interests of PPS and yourself, both during the recruitment process and thereafter. You may instruct PPS by written notice to cease the processing of your personal information at any time and, subject to the requirements of applicable South African law, request that PPS delete and/or de-identify such personal information.
• Based on the nature of our business, honesty and integrity are inherent requirements for our roles.
• All appointments are made in line with the Company's Employment Equity targets