Portfolio Manager

Momentum; Gauteng; Hybrid; ZAR 600 000 - 900 000; Full time

Job summary

A leading financial services company in South Africa is seeking a Portfolio Manager to construct and manage investment portfolios. The role requires strong analytical skills and a background in finance or economics. Candidates should have at least 3 years of experience in asset or portfolio management and be able to navigate compliance issues while maintaining stakeholder relationships.

Qualifications

• Minimum 3 years' experience in Asset Management or Portfolio Management.

Responsibilities

• Manage investment portfolios based on local and international mandates.
• Focus on operational portfolio management and monitoring.
• Ensure compliance with mandates and internal policies.

Skills

Analytical skills

Entrepreneurial thinking

Persuasive communication

Attention to detail

Leadership qualities

Education

Qualification in Investments Management

Finance

Economics

Mathematics

CFA / CAIA qualification

Job description

5 days ago Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. Closing Date: 05/13. Reference Number: MMH-6. Job Title: Portfolio Manager. Position Type: Permanent. Role Family: Investments. Cluster: Momentum Securities. Remote Opportunity: Some of the time. Location - Country: South Africa. Location - Province: Gauteng. Location - Town / City: Sandton.

Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them, and invest for the future.

We help companies and organisations care for and reward their employees and members.

Through our own network of advisers or via independent brokers and utilizing new platforms, Momentum Group provides practical financial solutions for people, communities, and businesses. Momentum Securities provides a full range of stockbroking services supported by leading investment management and administrative capabilities.

We pride ourselves on product innovation and client service.

One of our key strengths is our ability to devise solutions for our clients' individual needs, with all of our expertise at their disposal.

We provide a full range of local and international solutions including traditional trade execution (non-discretionary / self-managed portfolios), advisory portfolio management, and full-discretion investment management solutions.

Disclaimer: As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

The purpose of the Portfolio Manager role within our dedicated investment team is to construct and manage our local and international investment portfolios to deliver returns in excess of our client's expectations, considering mandate risk and return objectives.

Requirements

• Qualifications: Qualification in Investments Management, Finance, Economics, Mathematics or equivalent. Regulatory qualification either under FAIS or JSE to give advice and exercise discretion. CFA / CAIA qualification advantageous.
• Experience: A minimum of 3 years' experience in Asset Management or Portfolio Management.

Duties & Responsibilities

• Management of investment portfolios based on local and international mandates and their respective risk requirements.
• Focus on day-to-day operational portfolio management and monitoring of investments.
• Manage and respond to compliance issues.
• Monitor multiple portfolios' risks and returns.
• Maintain a comprehensive understanding of markets, economics, company analysis, and valuation.
• Review and implement investment recommendations.
• Build and maintain relationships with stakeholders and provide technical advice.
• Ensure compliance with mandates and internal policies.
• Contribute to the profitability of the asset management business unit.

Competencies

• Analytical skills
• Entrepreneurial and commercial thinking
• Persuasive and influential communication
• Attention to detail
• Leadership qualities