Job Description
Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced Senior Portfolio Manager to join their team. This is an excellent opportunity for an individual with strong leadership, mentoring, and team collaboration abilities to grow their career within a reputable organisation.
Education and experience:
- 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, ETF’s and alternative investments.
- Strong understanding of South African and global investment markets, regulatory frameworks, and DFM operations.
- Proficiency in English and Afrikaans.
Duties:
Investment strategy:
- Develop and articulate the long-term investment strategy for multi-asset portfolios, ensuring alignment with the firm’s 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 firm’s investment philosophy, house view, and strategic asset allocation frameworks.
Portfolio construction and management:
- Design, implement, and manage multi-asset portfolios (unit trusts, hedge funds, direct equities, ETF’s and alternatives) in line with client mandates and the firm’s 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.
Manager research and due diligence:
- Conduct qualitative and quantitative research on third-party asset managers and investment products.
- Present investment theses and recommendations to the investment committee and stakeholders.
- Maintain and update approved and buy lists for underlying managers and funds.
Client engagement and advisory support:
- Act as a strategic partner to financial advisors, providing portfolio insights, market commentary, and investment proposals.
- Deliver high-touch service to sophisticated clients, including high-net-worth individuals and institutional investors.
- Prepare and present detailed investment reports and proposals.
Risk management and compliance:
- Ensure portfolios comply with FSCA regulations, FAIS requirements, and internal risk controls.
- Oversee risk management processes, including liquidity, counterparty, and operational risk.
- Stay abreast of regulatory changes affecting DFMs, hedge funds, and collective investment schemes.
Leadership and mentoring:
- Mentor junior portfolio managers and analysts.
- Contribute to the development and refinement of investment processes and methodologies.
- Participate in investment and governance committees.
Technology:
- Morningstar
- Excel
- IRESS
- OPUS
- Factset
GO APPLY NOW
Safe & secure application process
Explore More Opportunities
Get Similar Job Alerts
Job Seeker Tip
Quantify your achievements on your CV using numbers and percentages where possible.
How to Apply
Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.
JVR Jobs connects you with employers – we don’t process applications directly.
Latest Job Opportunities
Limpopo: FOH/Reception posted by Wild Dreams Hospitality
The ideal candidate is confident, personable, and naturally guest-focused, with a genuine passion for hosting and creating memorable lodge experiences.…
View JobDurban: Trims Coordinator – Clothing posted by Sandi Crowther Recruitment
Key ResponsibilitiesWork closely with Sales Merchandisers, Art Department, and Specialist CoordinatorSource basic and special trims, including seasonal...
View JobEastern Cape: Machining Manager posted by Staff Solutions
KEY PERFORMANCE AREASPlan, coordinate, and control change initiatives within the Machine Shop, Wheel Finishing, and Diamond Cut areas.Monitor and analyse...
View JobStellenbosch: Junior Conveyancing Secretary (Fixed Term COntract) posted by ARCS
Key Duties:Open and prepare conveyancing filesDraft routine correspondenceAssist the director with client communication and follow-upsProvide general...
View JobGauteng: Picker / Packer (Wynberg) posted by Swift Human Resources
Kindly apply if you meet the minimum requirement. Should you not hear back from us within 2 weeks consider your…
View JobGauteng: Bike Driver / Vehicle Driver (Carnival) posted by Swift Human Resources
Kindly apply if you meet the minimum requirements. Should you not hear back from us within 2 weeks consider your…
View Job
Browse Employers
Job Alerts