Portfolio Manager - Equity Investments

Placements24; United States; À distance; USD 54 000 - 108 000; Plein temps

Avantages offerts par ce poste

Performance-based bonus

Remote work flexibility

Comprehensive retirement plan

Résumé du poste

Placements24 is seeking an experienced Portfolio Manager to lead equity investment strategies for clients from a remote-first setup. You will conduct market research, evaluate opportunities, and manage portfolio risk, delivering superior risk-adjusted returns.

The role requires a strong track record in portfolio management, deep knowledge of equity markets, and the ability to communicate investment ideas to clients virtually. This position supports flexible, remote collaboration.

Qualifications

• Master's degree in Finance, Economics, Business Administration, or a related field.
• CFA certifications preferred.
• Minimum of 7 years of portfolio management, equity research, or investment analysis.
• Proven track record managing equity portfolios vs benchmarks.
• Strong understanding of equity markets and valuation methods.
• Proficient in financial modeling and investment software.
• Excellent analytical and decision-making skills.
• Strong communication and presentation abilities.
• Ability to work independently in a remote setting.
• Experience with institutional or high-net-worth clients is a plus.

Responsabilités

• Develop and execute equity investment strategies aligned with client objectives.
• Conduct fundamental and quantitative analysis of companies and industries.
• Monitor market trends, economic conditions, and geopolitical events impacting equity markets.
• Make asset allocation and security selection decisions.
• Manage portfolio risk through diversification and hedging.
• Prepare performance reports and client presentations.
• Meet with clients virtually to review performance.
• Collaborate with research analysts and economists.
• Ensure compliance with regulations and internal policies.
• Stay updated on industry best practices.

Connaissances

Equity markets

Financial modeling

Portfolio management

Analytical thinking

Communication

Remote work

Formation

Master's degree in Finance

CFA (preferred)

Outils

Excel

Bloomberg Terminal

Description du poste

About the Role

Our client, a reputable asset management firm, is seeking an experienced and results-oriented Portfolio Manager to lead their equity investment strategies from Welkom, Free State . This critical role involves managing a diverse portfolio of equity assets, making strategic investment decisions to achieve superior risk-adjusted returns for clients. You will be responsible for conducting in-depth market research, analyzing economic indicators, identifying investment opportunities, and managing portfolio risk. The ideal candidate possesses a strong understanding of equity markets, advanced analytical skills, and a proven track record of successful portfolio management. This is a fully remote position, offering exceptional flexibility and the opportunity to manage portfolios from anywhere within South Africa , while still contributing to the core Banking & Finance objectives of our client. This role is perfect for a self-driven individual who thrives in a remote-first environment.

Key Responsibilities

• Develop and execute comprehensive equity investment strategies aligned with client objectives and risk tolerance.
• Conduct in-depth fundamental and quantitative analysis of companies and industries.
• Monitor market trends, economic conditions, and geopolitical events impacting equity markets.
• Make informed investment decisions regarding asset allocation, security selection, and portfolio rebalancing.
• Manage portfolio risk through diversification, hedging strategies, and continuous monitoring.
• Meet regularly with clients (virtually) to review portfolio performance and provide investment recommendations.
• Collaborate with research analysts and economists to gather insights and support investment decisions.
• Ensure compliance with all regulatory requirements and internal investment policies.
• Prepare detailed performance reports and presentations for clients and internal stakeholders.
• Stay current with industry best practices and emerging investment themes.

Requirements

• Master's degree in Finance, Economics, Business Administration, or a related field.
• Professional certifications like CFA are highly preferred.
• Minimum of 7 years of experience in portfolio management, equity research, or investment analysis.
• Proven track record of managing equity portfolios and achieving strong performance against benchmarks.
• Deep understanding of equity markets, financial statement analysis, and valuation methodologies.
• Proficiency in financial modeling, statistical analysis, and investment management software.
• Excellent analytical, critical thinking, and decision-making skills.
• Strong communication and presentation skills, with the ability to articulate complex investment strategies.
• Self-motivated, disciplined, and able to work independently in a remote setting.
• Experience managing portfolios for institutional or high-net-worth clients is advantageous.
• Resides within a suitable time zone for collaboration with the broader team.

Benefits

• Highly competitive salary and a performance-based bonus structure.
• Generous retirement savings plan and comprehensive insurance coverage.
• Significant autonomy and flexibility due to the fully remote nature of the role.
• Professional development opportunities and support for obtaining/maintaining certifications.
• The ability to influence investment strategy for a significant asset pool.
• Work from home, impacting the Welkom financial community.