Senior Investment Portfolio Administrator
Location: Newlands, Cape Town
Salary: Market related
Take ownership of trading and portfolio operations in a high-impact role within a boutique wealth management environment.
Is this you?
You’re professional, highly organised and naturally detail-oriented. Confident engaging with high-net-worth clients and senior stakeholders, you remain calm under pressure and thrive in a fast-paced, deadline-driven environment. You’re process-driven, proactive and solutions-focused, with the ability to manage multiple priorities while maintaining exceptional accuracy. Comfortable working independently, you take pride in operational excellence and continuous improvement.What you’ll be doing (and why you’ll enjoy it)
You’ll oversee the full trade lifecycle across multiple asset classes, executing buy and sell orders in line with approved mandates while ensuring accuracy, compliance and best execution. From liaising with brokers and dealing desks to managing settlements and resolving failed trades, you’ll play a pivotal role in maintaining seamless portfolio implementation. You’ll handle daily cash and position reconciliations, process portfolio cash movements, maintain portfolio records and validate reporting data. The role also includes compiling monthly and quarterly performance reports for high-net-worth clients, supporting investment and administration teams, liaising with international banking partners, and contributing to robust operational controls and UCITS compliance.Where you’ll be doing it
Our client is a growing boutique investment and wealth management firm specialising in sophisticated portfolio solutions for high-level private clients. Known for professionalism and meticulous attention to detail, the business offers a collaborative environment where operational excellence and client service are paramount. You’ll work closely with experienced investment professionals and have the opportunity to enhance systems and processes in a firm that values precision, discretion and high standards. You’ll be fully office based in Newlands, Cape Town.What you’ll need
A completed degree in Finance, Investment Management or Economics, with at least 3 years’ experience in investments or wealth management. You’ll have a strong understanding of financial markets, asset classes and investment statements, along with proficiency in Excel (advanced) and working knowledge of Bloomberg. An understanding of basic tax treatment of investment income and UCITS compliance will be advantageous. Only candidates currently residing in Cape Town can be consideredWhat you’ll get
The opportunity to play a central role in a growing boutique firm, gain exposure to sophisticated portfolios and work directly with senior advisors and discerning clients. This is a high-impact position offering scope for growth and the chance to build and refine operational systems within a dynamic environment. It’s an environment where hard work is noticed and rewarded with opportunities to grow and develop.How to apply
For a confidential discussion please contact Claudette on (021) 035 1432 or send your CV to c.dupreez@thetalentexperts.co.za – We appreciate that your CV might not be fully up to date. No problem, just send us what you have. We do respond to everyone! Just give us a few days to work through your application.Applicant Consent
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