Bespoke Portfolio Strategist for Custom Mandates

Milton Resourcing; Cape Town; On-site; ZAR 500,000 - 750,000; Full time

Job summary

Milton Resourcing is looking for a Bespoke Portfolio Manager in Cape Town to service bespoke clients by analyzing portfolio companies and managing strategies. This role involves presenting insights on bespoke mandates and market conditions while responding to various queries from the asset management team.

The ideal candidate will have at least an honours qualification, preferably a postgraduate qualification like CA or CFA, along with strong Excel skills and a passion for investments.

Qualifications

• Market and investment experience that can hit the ground running.
• Ability to analyze portfolio companies and understand market dynamics.

Responsibilities

• Maintain, update and communicate on bespoke mandates.
• Provide feedback to advisors on various queries.

Skills

Strong Excel skills

Knowledge of Bloomberg

Passionate about investments

Excellent communication skills

Analytical ability

Research capability with a background in valuations

Education

Honours qualification

Postgraduate qualification (CA or CFA)

Job description

Milton Resourcing is looking for a Bespoke Portfolio Manager in Cape Town to service bespoke clients by analyzing portfolio companies and managing strategies. This role involves presenting insights on bespoke mandates and market conditions while responding to various queries from the asset management team.

The ideal candidate will have at least an honours qualification, preferably a postgraduate qualification like CA or CFA, along with strong Excel skills and a passion for investments.