Senior Portfolio Manager

Placements24; Kimberley; On-site; CAD 84,000 - 159,000; Full time

Benefits offered by this job

Competitive salary

Health insurance

Pension plan

Professional development

Relocation assistance

Paid annual leave

Job summary

Placements24 in Kimberley, South Africa, is seeking a Senior Portfolio Manager to lead investment portfolios for institutional and high-net-worth clients. You will set investment strategy, oversee asset allocation, assess market dynamics, and make informed buy/sell decisions to maximize returns while controlling risk.

The role requires deep analysis, strong client relationship skills, and a track record of delivering consistent results.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• Master's degree and/or CFA charter preferred.
• Minimum 8 years of progressive experience in portfolio management or investment analysis.
• Proven track record of delivering consistent investment results.
• Strong understanding of asset allocation and market dynamics.
• Excellent communication, presentation, and interpersonal skills.
• Ability to build and maintain strong client relationships.
• Proficiency in investment management software and tools.

Responsibilities

• Manage investment portfolios according to client mandates, policies, and risk tolerance.
• Conduct in-depth research and analysis of financial markets, trends, and opportunities across asset classes.
• Develop and implement investment strategies to achieve target returns and manage risk.
• Make informed buy/sell decisions for portfolio holdings.
• Monitor portfolio performance, attribution, and rebalance as needed.
• Build and maintain relationships with clients and provide regular updates.
• Collaborate with analysts, traders, and investment professionals to leverage market insights.
• Ensure compliance with regulations and internal policies.
• Prepare investment reports, presentations, and market commentary for clients and stakeholders.
• Contribute to development of new investment products and strategies.

Skills

Analytical skills

Asset classes knowledge

Communication skills

Client relations

Investment software

Team collaboration

Education

Bachelor's degree in Finance/Economics/Business Administration

Master's degree or CFA preferred

Job description

About the Role

Our client, a prestigious asset management firm based in Kimberley, Northern Cape , is seeking a highly skilled and experienced Senior Portfolio Manager to manage investment portfolios on behalf of institutional and high-net-worth clients. This role requires a deep understanding of investment strategies, asset allocation, and market dynamics to achieve client objectives and maximize returns. You will be responsible for conducting thorough investment research, making informed investment decisions, and managing portfolio risk effectively. The ideal candidate possesses a proven track record in portfolio management, strong analytical skills, and excellent client relationship management abilities. This is a key leadership position within the firm, offering the opportunity to contribute significantly to investment strategy and client success in the heart of the Northern Cape . The role demands a strategic thinker with a passion for financial markets.

Key Responsibilities

• Manage investment portfolios according to client mandates, investment policies, and risk tolerance.
• Conduct in-depth research and analysis of financial markets, economic trends, and investment opportunities across various asset classes.
• Develop and implement effective investment strategies to achieve target returns and manage risk.
• Make informed buy/sell decisions for portfolio holdings.
• Monitor portfolio performance, conduct performance attribution analysis, and rebalance portfolios as needed.
• Build and maintain strong relationships with clients, understanding their financial goals and providing regular updates.
• Collaborate with research analysts, traders, and other investment professionals to leverage market insights.
• Ensure compliance with all relevant regulations, internal policies, and ethical standards.
• Prepare investment reports, presentations, and market commentary for clients and internal stakeholders.
• Contribute to the development of new investment products and strategies.

Requirements

• A Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• A Master's degree and/or CFA charter is highly preferred.
• A minimum of 8 years of progressive experience in portfolio management or investment analysis.
• Proven track record of successfully managing investment portfolios and delivering consistent returns.
• Deep understanding of investment principles, asset allocation, and financial market dynamics.
• Strong quantitative and qualitative analytical skills.
• Excellent knowledge of various asset classes (equities, fixed income, alternatives, etc.).
• Exceptional communication, presentation, and interpersonal skills.
• Ability to build and maintain strong client relationships.
• Proficiency in investment management software and tools.
• Demonstrated ability to work independently and as part of a collaborative team in Kimberley .

Benefits

• Highly competitive salary package and significant performance-based bonuses.
• Comprehensive health, dental, and vision insurance.
• Generous retirement savings plan with employer matching.
• Opportunities for professional development, ongoing education, and certifications (e.g., CFA).
• A stimulating work environment within a leading asset management firm in the Northern Cape .
• Access to cutting-edge research tools and resources.
• Collaborative team culture with a focus on client success.
• Generous paid annual leave and holiday schedule.
• Potential for career advancement into senior leadership roles.
• Relocation assistance for qualified candidates moving to Kimberley .