Portfolio Manager

Placements24; Queenstown; Hybrid; NZD 127,000 - 170,000; Full time

Benefits offered by this job

Competitive bonus potential

Health and retirement benefits

Professional growth opportunities

Collegial work environment

Generous leave and holidays

Job summary

Placements24 is seeking a skilled Portfolio Manager in Queenstown to lead investment portfolios and drive fiduciary returns. You will conduct in-depth market research, evaluate opportunities across asset classes, and collaborate with research analysts and traders to optimize positions while adhering to risk parameters.

The ideal candidate has a Master’s degree in Finance or Economics, CFA is preferred, and 5–7 years of portfolio management experience with a strong track record of target-return

Qualifications

• Master's degree in Finance, Economics or related field.
• CFA designation is highly preferred.
• 5-7 years of experience in portfolio management or investment analysis.
• Proven track record in managing investment portfolios and achieving target returns.
• Strong knowledge of equities, fixed income and alternatives.
• Proficiency in investment analysis tools and financial modeling techniques.
• Excellent analytical, critical thinking and decision-making skills.
• Strong communication and presentation skills.

Responsibilities

• Develop and implement investment strategies aligned with client objectives and risk tolerances.
• Conduct fundamental and quantitative analysis of securities and asset classes.
• Construct and manage diversified investment portfolios.
• Monitor portfolio performance and conduct performance attribution analysis.
• Identify and capitalize on investment opportunities across global markets.
• Manage risk exposures within portfolios and ensure compliance with investment guidelines.
• Prepare investment recommendations and performance reports for clients and investment committees.
• Stay informed about market trends, economic developments and regulatory changes affecting investments.
• Collaborate with research and trading teams to optimize portfolio positioning.

Skills

Portfolio Management

Investment Analysis

Financial Modeling

Risk Management

Market Research

Communication

Education

Master's degree in Finance/Economics

CFA designation (preferred)

Tools

Financial Modeling Tools

Excel

Job description

About the Role

Our client, a distinguished asset management firm located in **Queenstown, Eastern Cape**, is seeking a highly skilled and results-oriented Portfolio Manager. This role is responsible for the management of investment portfolios, aiming to achieve specific investment objectives for clients while adhering to risk parameters. You will conduct in-depth market research, analyze investment opportunities, and make strategic allocation decisions across various asset classes. The ideal candidate will possess a strong understanding of financial markets, investment strategies, and risk management, along with a proven track record of successful portfolio performance. This is an exceptional opportunity to join a reputable firm and contribute significantly to its investment success. You will collaborate with research analysts, traders, and client relationship teams to deliver superior investment solutions. We are looking for a disciplined and analytical professional with exceptional decision-making skills and a commitment to fiduciary responsibility. Your expertise will be critical in navigating market volatility and generating sustainable returns for our clients.

Key Responsibilities

• Develop and implement investment strategies aligned with client objectives and risk tolerances.
• Conduct fundamental and quantitative analysis of securities and asset classes.
• Construct and manage diversified investment portfolios.
• Monitor portfolio performance and conduct regular performance attribution analysis.
• Identify and capitalize on investment opportunities across global markets.
• Manage risk exposures within portfolios, ensuring compliance with investment guidelines.
• Prepare investment recommendations and performance reports for clients and investment committees.
• Stay informed about market trends, economic developments, and regulatory changes affecting investments.
• Collaborate with research and trading teams to optimize portfolio positioning.

Requirements

• Master's degree in Finance, Economics, or a related field.
• CFA designation is highly preferred.
• Minimum of 5-7 years of experience in portfolio management or investment analysis.
• Demonstrated success in managing investment portfolios and achieving target returns.
• Strong knowledge of various asset classes, including equities, fixed income, and alternatives.
• Proficiency in investment analysis tools and financial modeling techniques.
• Excellent analytical, critical thinking, and decision-making skills.
• Strong communication and presentation skills, with the ability to articulate investment strategies clearly.
• High level of integrity and ethical conduct.

Benefits

• Competitive salary and significant performance-based bonus potential.
• Comprehensive health, life, and disability insurance.
• Retirement savings plan with employer contributions.
• Opportunities for professional growth and development.
• A collegial and professional work environment in **Queenstown, Eastern Cape**.
• Generous annual leave and paid holidays.
• Direct impact on client investment success.