Job Description
About the Role
Our client, a well-established organisation in the financial sector, is seeking an experienced Senior Portfolio Manager to join their team. This role offers an exceptional opportunity for a strategic leader with strong mentoring, collaboration, and team-building abilities to make a meaningful impact while advancing their career within a highly reputable organisation.
Key Responsibilities
- Develop and articulate the long-term investment strategy for multi-asset portfolios, ensuring alignment with the firms overall vision, client objectives, and evolving market conditions.
- Lead the identification and evaluation of new investment opportunities, asset classes, and strategic partnerships that enhance portfolio value and support business growth.
- Drive the implementation of innovative portfolio solutions and business models, adapting to regulatory changes, technological advancements, and competitive dynamics in the South African and global investment landscape.
- Act as a strategic partner to financial advisors and key stakeholders, providing thought leadership, market insights, and guidance on complex investment challenges.
- Participate in and influence the development of the firms investment philosophy, house view, and strategic asset allocation frameworks.
- Design, implement, and manage multi-asset portfolios (unit trusts, hedge funds, direct equities, ETFs and alternatives) in line with client mandates and the firms investment philosophy.
- Oversee asset allocation, manager selection, and portfolio rebalancing, ensuring alignment with risk/return objectives and regulatory requirements.
- Monitor and report on portfolio performance, risk metrics, and compliance with mandates.
Requirements
- Postgraduate degree in Finance, Economics, Investment Management, or a related field (CFA preferred).
- Minimum 7 years experience in portfolio management, multi-manager research, or investment consulting.
- Proven track record managing discretionary mandates, including unit trusts, hedge funds, ETFs and alternative investments.
- Strong understanding of South African and global investment markets, regulatory frameworks, and DFM operations.
Qualifications
- Formal education/certifications (Bachelor’s, LLB, Matric, etc.) not specified in the original job description.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in Tshwane
The accounting and finance sector in Tshwane is generally considered to be a stable and attractive field, with a strong demand for skilled professionals. Typically, this industry experiences moderate growth rates compared to other sectors, driven by the steady expansion of businesses across various industries. As such, job seekers can expect a relatively secure and competitive career path.
When it comes to salary expectations in Tshwane, it’s difficult to provide an exact range, as these can vary widely depending on factors like experience, company size, industry sector, and specific role requirements. Generally, accounting and finance professionals with relevant qualifications and experience can expect to earn broad salary ranges of R500 000 to R1,5 million per annum or more, although actual salaries may differ significantly from this range. It’s essential to note that these figures are only a rough guide and should not be taken as an accurate representation of individual earning potential.
Common skills required for accounting and finance roles in Tshwane include proficiency in financial software such as Excel, Xero, or SAP; strong analytical and problem-solving skills; attention to detail and organisational ability; excellent communication and interpersonal skills; knowledge of financial regulations and standards; and experience with budgeting, forecasting, and financial analysis. Additionally, having a degree in accounting, finance, or a related field is often preferred.
The accounting and finance sector can be found across various industries, including the financial services sector, technology industry, manufacturing sector, and public sector institutions. In Tshwane specifically, many businesses and organisations require skilled accountants and financiers to support their operations, providing a range of job opportunities for those in this field.
Career development opportunities are available throughout the accounting and finance sector. Typically, professionals can expect to progress through roles such as accountant, financial analyst, or senior financial manager, before potentially moving into more senior leadership positions. Many accountants and financiers also choose to specialise in specific areas, such as tax, auditing, or investment analysis, which can lead to further career advancement opportunities.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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