Senior Portfolio Manager — Client-Focused Returns Leader

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

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.