Investment Portfolio Manager

Placements24; Mbombela (Nelspruit); Hybrid; ZAR 1,000,000 - 1,600,000; Full time

Benefits offered by this job

Medical aid

Retirement planning

Hybrid work arrangement

Job summary

Placements24 is seeking an experienced Investment Portfolio Manager for our client in Nelspruit, Mpumalanga. You will manage multi-asset portfolios, tailor strategies to client objectives, and maximize returns while controlling risk.

This role demands strong analytical skills and deep market knowledge. Responsibilities include portfolio construction, performance monitoring, client communication, and collaboration with research analysts to identify opportunities.

Qualifications

• Master's degree in Finance, Economics, MBA, or related field.
• 6+ years in investment management or financial advisory.
• CFA charter holder or progress towards it preferred.
• Experience in multi-asset portfolios and targets.
• Strong analytical and quantitative skills.
• Excellent client relationship and communication skills.

Responsibilities

• Develop and implement client-focused investment strategies.
• Research market trends, economics, and securities.
• Select and manage equities, fixed income, and alternatives.
• Monitor performance, review, and rebalance portfolios.
• Maintain strong client relationships and report portfolio status.
• Collaborate with research analysts to identify opportunities.
• Ensure compliance with regulations and internal policies.
• Prepare performance reports and presentations for clients.
• Manage and mitigate investment risks.

Skills

Financial analysis

Portfolio management

Client relationship

Bloomberg

FactSet

CFA progress

Regulatory knowledge

Education

Master's degree in Finance

CFA charter candidate (preferred)

Tools

Bloomberg Terminal

FactSet

Job description

About the Role

Our client, a prestigious investment firm, is looking for a talented and strategic Investment Portfolio Manager to join their esteemed team in Nelspruit, Mpumalanga . This role involves the management of diverse investment portfolios, aiming to achieve client objectives and maximize returns while managing risk. The ideal candidate will possess a strong analytical acumen, a deep understanding of financial markets, and a proven track record in portfolio construction and management within the Banking & Finance industry. This is a prime opportunity for an experienced professional to shape investment strategies and drive client success.

Key Responsibilities

• Develop and implement investment strategies tailored to client objectives and risk tolerance.
• Conduct thorough research and analysis of market trends, economic conditions, and securities.
• Select and manage a variety of investment instruments, including equities, fixed income, and alternative assets.
• Monitor portfolio performance, conduct regular reviews, and rebalance as necessary.
• Build and maintain strong relationships with clients, providing clear communication on portfolio status and market outlook.
• Collaborate with research analysts and other investment professionals to identify opportunities.
• Ensure compliance with all relevant regulations and internal policies.
• Prepare performance reports and presentations for clients and investment committees.
• Manage and mitigate investment risks effectively.

Requirements

• Master's degree in Finance, Economics, Business Administration, or a related quantitative field.
• CFA charter holder or progress towards it is highly preferred.
• Minimum of 6 years of relevant experience in investment management, portfolio management, or financial advisory.
• Demonstrated success in managing multi-asset portfolios and achieving performance targets.
• In-depth knowledge of financial markets, investment vehicles, and portfolio optimization techniques.
• Strong analytical, quantitative, and critical thinking skills.
• Excellent client relationship management and communication skills.
• Proficiency in portfolio management software and financial databases (e.g., Bloomberg, FactSet).
• Ability to work under pressure and make informed decisions in volatile market conditions.
• Understanding of regulatory frameworks governing investment management.

Benefits

Our client offers a highly competitive salary and bonus structure, along with a comprehensive benefits package including medical aid and retirement planning. This Hybrid role provides flexibility while fostering a collaborative team environment in Nelspruit, Mpumalanga . It offers significant opportunities for career advancement within the dynamic Banking & Finance landscape.