Senior Portfolio Manager - Equities

Placements24; Kimberley; Hybrid; CAD 101,000 - 169,000; Full time

Benefits offered by this job

Bonus with performance

Medical aid

Retirement annuity

Generous leave

Hybrid work model in Kimberley

Professional development

Job summary

Placements24 in Kimberley is seeking a highly experienced Senior Portfolio Manager to lead equity portfolios, develop strategies, and manage risk for demanding clients. The role emphasizes deep market analysis, disciplined investment decision-making, and strong client relations.

The position offers a hybrid work arrangement with office presence in Kimberley and remote flexibility, requiring a CFA designation and 8+ years in equity portfolio management.

Qualifications

• Master's degree required in Finance, Economics or related field.
• CFA designation is essential.
• 8+ years of progressive portfolio management experience focused on equity strategies.
• Proven track record of risk-adjusted returns and strong market knowledge.

Responsibilities

• Develop and implement investment strategies for equity portfolios in line with client objectives and firm guidelines.
• Conduct thorough fundamental analysis of companies and industries to identify investment opportunities.
• Make investment decisions including security selection, asset allocation, and portfolio rebalancing.
• Monitor portfolio performance, risk exposures, and market trends, providing regular reports to stakeholders.
• Manage client relationships, including presenting portfolio performance and investment outlooks.
• Collaborate with research analysts, traders, and other investment professionals.
• Ensure compliance with all regulatory requirements and internal policies.
• Stay abreast of macroeconomic developments and their potential impact on equity markets.
• Mentor junior members of the investment team.

Skills

Analytical skills

Quantitative skills

Decision making

Communication skills

Education

Master's degree in Finance/Economics

CFA designation

Tools

Portfolio management software

Job description

About the Role

Our client, a distinguished asset management firm, is actively recruiting a highly experienced Senior Portfolio Manager to manage equity portfolios in Kimberley, Northern Cape . This role requires a deep understanding of equity markets, investment strategies, and risk management principles to drive superior investment performance. You will be responsible for developing and executing investment strategies, conducting in-depth market research, and managing client relationships. The position operates under a hybrid work arrangement, offering the synergy of working from our client's modern offices in Kimberley combined with remote flexibility. If you possess a proven track record in equity portfolio management and a passion for delivering strong investment returns, this is an exceptional career opportunity.

Key Responsibilities

• Develop and implement investment strategies for equity portfolios in line with client objectives and firm guidelines.
• Conduct thorough fundamental analysis of companies and industries to identify investment opportunities.
• Make investment decisions, including security selection, asset allocation, and portfolio rebalancing.
• Monitor portfolio performance, risk exposures, and market trends, providing regular reports to stakeholders.
• Manage client relationships, including presenting portfolio performance and investment outlooks.
• Collaborate with research analysts, traders, and other investment professionals.
• Ensure compliance with all regulatory requirements and internal policies.
• Stay abreast of macroeconomic developments and their potential impact on equity markets.
• Mentor junior members of the investment team.

Requirements

• Master's degree in Finance, Economics, or a related field;
• CFA designation is essential.
• Minimum of 8 years of progressive experience in portfolio management, with a strong focus on equity strategies.
• Proven track record of achieving consistent, risk-adjusted returns for equity portfolios.
• In-depth knowledge of financial markets, valuation methodologies, and investment analysis tools.
• Excellent understanding of portfolio theory and risk management techniques.
• Strong analytical, quantitative, and decision-making skills.
• Exceptional communication, presentation, and interpersonal skills.
• Ability to work effectively both independently and within a collaborative, hybrid team environment.
• Proficiency in financial modeling and portfolio management software.

Benefits

• Our client offers a highly competitive salary
• a significant performance-based bonus structure
• a comprehensive benefits package including medical aid
• a retirement annuity
• generous leave allowances
• The hybrid work model in Kimberley provides an ideal work-life balance
• Employees benefit from ongoing professional development, access to industry-leading research, and opportunities for career advancement within a well-respected firm
• Our client cultivates a culture of excellence, integrity, and collaboration
• This is a premier opportunity for a seasoned investment professional to manage significant assets and influence investment outcomes