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Investment Guidelines Analyst - Automation and Data

Investment Guidelines Analyst - Automation and Data

Ninety OneWes-Kaap, South Africa
22 days ago
Job description

Overview

Investment Guidelines Analyst - Automation and Data

Ninety One City of Cape Town, Western Cape, South Africa

Ninety One is South Africa’s largest investment manager and the only one with a global presence. The firm has 22 offices across 15 countries on five continents and manages R3.4 trillion of assets on behalf of clients (as at 30 June 2025).

Established in Cape Town in 1991 as part of the Investec Group, Ninety One demerged and rebranded in 2020, becoming an independent firm dual-listed in London and Johannesburg. Always an active manager, Ninety One today offers strategies across equities, fixed income, multi-asset and private markets to institutions, advisors and individual investors around the world.

About the team : The team consists of three areas : investment restrictions maintenance in order management system, pre-trade rule analysis and post trade incident analysis. The role will involve frequent and close liaison with stakeholders of all levels, in both front and middle office environments, and requires a candidate who is committed to teamwork and a can-do attitude. The role of the Investment Guidelines Management team is to ensure that we do not breach our clients mandate and regulatory guidelines. The team plays a major role in the investment process. The purpose of this role is to strengthen the Investment Guidelines Management (IGM) team by adding a specialist who combines guideline coding expertise with technical skills in data analysis, automation, and process improvement. The role will enhance guideline oversight while reducing manual effort, improving data quality, and embedding smarter ways of working.

In this role you will

  • Interpret client investment mandates and accurately code restrictions into compliance platforms (e.g. Aladdin, Charles River, Sentinel).
  • Develop and maintain scripts / queries (SQL, Python) to validate guideline coding, monitor exception trends, and improve data quality.
  • Identify manual processes within guideline management and implement automation solutions (e.g. Python scripts, Alteryx, Power Automate, UiPath).
  • Analyse operational and client data to highlight recurring issues, perform root-cause analysis, and deliver process improvements.
  • Partner with technology teams and external vendors to co-design enhancements to coding platforms, workflows, and data integrations.
  • Provide subject matter expertise on guidelines, coding logic, and controls, supporting both BAU activity and project delivery.
  • Collaborate with Client Services, Compliance, and Portfolio Managers to ensure guideline implementation reflects mandate intent.

You should consider applying if you have

  • Degree in Finance, Economics, Computer Science, Engineering, or related field.
  • 5 years + relevant experience within an Asset Management company
  • CFA or IMC desirable but not essential.
  • Certifications in SQL, Python, or automation platforms advantageous
  • Hands-on experience coding and testing investment guidelines in a compliance platform (Aladdin, Charles River, Sentinel, Bloomberg Compliance Manager (CMGR) or equivalent).
  • Understanding of financial instruments (equities, fixed income, derivatives) and associated compliance restrictions.
  • Familiarity with security master, benchmark, and client mandate data sets.
  • Proficiency in SQL (data validation, joins, exception reporting).
  • Working knowledge of Python for data manipulation, automation, and workflow optimisation.
  • Experience with automation / ETL tools (e.g. Alteryx, UiPath, Power Automate) is advantageous.
  • Advanced Excel skills, ideally with VBA / Power Query

    • Attributes we look for

  • The ability to build and maintain meaningful relationships
  • Ability to recognise and embrace change
  • Ability to analyse, interpret and assimilate information
  • A curiosity about technology and its potential to drive innovation

    • Seniority level

  • Associate

    • Employment type

  • Full-time

    • Job function

  • Analyst

    • Industries

  • Financial Services and Investment Management

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