Senior Portfolio Manager: Lead Client Portfolios (Upington)

Placements24; Riverton (UT); On-site; USD 109,000 - 182,000; Full time

Benefits offered by this job

High base salary

Performance-based bonuses

Carried interest opportunities

Health insurance

Retirement contributions

Professional development allowances

Paid time off

Wellness programs

Job summary

Placements24 invites a Senior Portfolio Manager for a prominent asset management client in Upington, Northern Cape. The role focuses on developing and implementing investment strategies and managing client portfolios to achieve aligned objectives.

You will conduct market research, oversee asset allocation and risk management, and ensure reports and client communications reflect market developments and performance.)

Qualifications

• Master's degree in Finance, Economics, Business Administration, or related quantitative field.

Responsibilities

• Develop and implement investment strategies for client portfolios.
• Conduct market research, economic analysis, and security selection.
• Manage portfolio construction, asset allocation, and risk management.
• Monitor portfolio performance and adjust strategies as needed.
• Meet with clients to discuss performance and outlook.
• Mentor junior investment team members and uphold investment philosophy.

Skills

Portfolio management

Financial modeling

Analytical skills

Communication skills

Regulatory knowledge

Education

Master's degree in Finance/Economics/Business Administration

CFA designation (preferred)

Tools

Investment management software

Job description

Placements24 invites a Senior Portfolio Manager for a prominent asset management client in Upington, Northern Cape. The role focuses on developing and implementing investment strategies and managing client portfolios to achieve aligned objectives.

You will conduct market research, oversee asset allocation and risk management, and ensure reports and client communications reflect market developments and performance.)