Senior Portfolio Manager: Build Winning Portfolios in Welkom

Placements24; Willows (CA); On-site; USD 55,000 - 97,000; Full time

Benefits offered by this job

Highly competitive salary and bonus

Health, retirement, and life insurance

Learning and accreditation support

Autonomy in managing client portfolios

Collaborative working environment

Job summary

Placements24 is seeking a seasoned Portfolio Manager to join the investment team in Welkom. The role focuses on managing client portfolios, conducting market research, asset allocation, and security selection to achieve financial objectives while managing risk.

You will lead research, construct diversified portfolios, monitor performance, and communicate updates to clients, with strong emphasis on compliance and collaboration with sales and client service teams.

Qualifications

• Master's degree in Finance, Economics, or related field; CFA preferred.
• Minimum 5 years of experience in portfolio management or investment analysis.
• Proven track record of managing portfolios and achieving financial targets.
• Strong understanding of investment products, market dynamics, and economic indicators.
• Excellent analytical, quantitative, and problem-solving abilities.

Responsibilities

• Develop and implement investment strategies aligned with client objectives and risk tolerance.
• Conduct in-depth research and analysis of asset classes, markets, and securities.
• Construct and manage diversified investment portfolios with optimal asset allocation.
• Monitor portfolio performance, making timely adjustments and rebalancing as needed.
• Communicate investment performance, market outlook, and strategy updates to clients.
• Ensure compliance with regulatory requirements and internal investment policies.
• Collaborate with sales and client service teams to support business development.

Skills

Analytical skills

Quantitative skills

Client relationship management

Communication

Portfolio management software

Education

Master's degree in Finance or Economics

CFA charter holder preferred

Job description

Placements24 is seeking a seasoned Portfolio Manager to join the investment team in Welkom. The role focuses on managing client portfolios, conducting market research, asset allocation, and security selection to achieve financial objectives while managing risk.

You will lead research, construct diversified portfolios, monitor performance, and communicate updates to clients, with strong emphasis on compliance and collaboration with sales and client service teams.