Implementation Specialist

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses.

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Role Purpose

Role Purpose

To coordinate and support the seamless implementation of investment decisions, as well as the onboarding and termination of clients and investment managers. The role ensures the execution of key business practices, processes, and procedures in alignment with best-practice methodologies and MML Group Reporting requirements. The Implementation Specialist plays a critical role in enabling operational efficiency, governance, and accurate investment data integration across stakeholders and systems.

Requirements

Qualifications, Experience and Knowledge:

• 5 - 7 years relevant industry experience of which at least 2 years is in an implementation role.
• Relevant financial/investment qualification preferably B-Commerce.
• Preferred experience within a multi manager environment and exposure to a Long-term Insurer or asset management/investment industry.
• Understanding of investment assets and different legal structures around investment asset acquisition.
• Exposure to portfolio construction, analysis, and multi-asset management allocation.
• Global investment experience is an advantage.
• Working knowledge of Interlink will be advantageous.
• Excellent operational systems experience.
• Advanced Excel/Power Pivot, Microsoft Power BI skills will be advantageous.
  
  

Duties & Responsibilities

Responsibilities and Work Outputs:

Provide investment research and analysis to support the investment process (Internal Process):

• Transition Management activities as required by MML Group Reporting, MCI and Momentum Investments team.
• Portfolio Review and Rebalancing execution as instructed by MI and Product Owners
• Portfolio Restructuring executions as instructed by MI, MCI, MML.
• Supporting, executing and coordinating client take-on, client disinvestment and rebalancing activities including but not limited to in-space transfers.
• Day-to-day process co-ordination and execution. This may involve pre-trading, rebalancing, cash management and oversight of investment administration service provider (Apex).
• Understand and manage the liquidity and trading constraints within the constructed portfolios, building blocks and / or managed funds where applicable in support of Momentum Investments' capability.
• Responsible for coordinating various implementation/portfolio execution activities being performed in different areas within the business as it impacts Interlink and Lighthouse and related MML Group and MCI reporting, applications and processes.
• Daily monitoring of cash flows; allocations according to pre-defined mandates; liaison with portfolio managers to manage cash availability; portfolio target weights and breaches if required.
• Provide technical advice and expertise regarding portfolio construction and fee implementation to support internal stakeholders including but not limited to creating new Interlink and related MML Group reporting application static.
  
  

Implementation support for the OBI Multi-Management / Multi-Asset portfolio management and Admin Only capability:

• Formalised link between above capability and the reporting tool (Interlink).
• Maintain mandate targets as provided by the mandate owners and Momentum Investments. o Ensure proper and effective communication in place between all stakeholders.
• Design and implement sufficient processes and controls to ensure funds are rebalanced according to instruction.
• Ensure asset allocation views are implemented and aligned according to client/portfolio resolutions received and instructed by mandate owners and Momentum Investments.
  
  

Define and drive efficiency in processes, policies, and systems, ensuring effective implementation of the overall investment decision

Build & maintain relationships with all stakeholders within MML Group Finance, MCI and Momentum Investments:

• Understand their queries and the impact an issue has on their function/process, manage their expectations and consider changes to avoid a recurrence.
• Understand their process and operational requirements e.g., how improved operational process can support the investment process.
  
  

Give input into the establishment and implementation of a risk management framework within area of accountability and ensure adherence to policy.

Co-ordinate / assist with various strategic initiatives within Momentum Investment, MML and MCI.

Continually review and update operational processes and documentation to reduce risk and improve efficiency.

Maintain a broad industry, product, and process knowledge, enhancing performance within own function.

Engage with appropriate development interventions that promote own development.

Competencies

Competencies and Skills:

• Strategic thinking
• Client/ Stakeholder Commitment
• Collaboration
• Impact and Influence
• Self-Awareness and Insight
• Excellent interpersonal skills (team player)
• Self-starter who shows initiative and assumes responsibility
• Able to work under pressure
• Deadline driven
• Results orientated
• Excellent problem-solving ability