Fund Manager – (Multi-Asset)

Aquarius Specialist Recruitment; Cape Town; On-site; ZAR 800,000 - 1,200,000; Full time

Job summary

A boutique Asset Management company in Cape Town is expanding and seeks a skilled Multi-Asset Portfolio Manager. The role involves managing multi-asset class funds, developing investment strategies, and mentoring junior analysts. Ideal candidates will have extensive experience in fund management and strong analytical skills.

Qualifications

• Minimum 2 years as a lead Portfolio Manager.
• 10 years in analysis and fund management in financial markets.
• Strong ability in developing and implementing investment processes.

Responsibilities

• Lead manager for several multi-asset class funds.
• Develop and implement investment strategies.
• Produce research reports and present fund strategies.

Skills

Qualitative analysis

Quantitative analysis

Investment management

Leadership

Interpersonal skills

Education

BCom (Hons)

MCom

CFA

Job description

Our client is a Boutique Asset Management company based in Cape Town with considerable further operations in Africa.

Due to expansion in their Investment team, they now have a role for a Multi-Asset Portfolio Manager to join their established investment team.

This role will provide excellent growth opportunities for a skilled and experienced Multi-Asset PM to add value to the firm's investment capability.

JOB DESCRIPTION | KEY PURPOSE

The position involves acting as a Portfolio Manager (Multi-Asset Class Funds) across different portfolios, clients, and product offerings.

RESPONSIBILITIES

• Manage several multi-asset class funds as lead portfolio manager.
• Take full end point responsibility for performance.
• Work within the company's current Macro and Multi-Asset class philosophy and process.
• Understand the process, contribute to improvements and extensions, and implement the process to develop investment views.
• Form investment and macro-economic views to drive asset allocation.
• Develop and implement investment strategies in underlying asset classes.
• Support mentoring and skill development of fellow analysts.
• Produce research reports/articles for internal research and marketing.
• Report fund performance and outlook to clients.
• Present fund strategy to prospective clients.
• Assist in developing new products and capabilities.

ESSENTIAL EXPERIENCE

• At least 2 years managing a multi-asset, equity, or fixed income portfolio as a lead Portfolio Manager.
• At least 10 years' experience in analysis, fund management, etc., in listed financial markets.
• Ability to develop, implement, and improve a repeatable, multi-asset class investment process and philosophy.
• Deep understanding of investment management and development of investment philosophy.
• Evidence of broad reading and passion for the industry.
• Research and analysis experience in macro, economic, fixed income, equity, or quantitative areas.
• Strong qualitative and quantitative analysis skills.
• Excellent interpersonal, teamwork, and leadership skills.
• Strong verbal and written communication skills.
• Self-motivated with a keen attention to detail and ability to perform under deadline pressure.

EDUCATION

• BCom (Hons)
• MCom (an advantage)
• CFA (an advantage)
• Other relevant qualifications considered.

To apply, please send your CV to [contact email] or call Ian for a confidential conversation.