Investment Portfolio Manager

Placements24; Mossel Bay; Hybrid; ZAR 1,800,000 - 2,400,000; Full time

Benefits offered by this job

Health and wellness benefits

Retirement savings plan with employer

Professional development opportunities

Generous annual leave

Job summary

Placements24 in Mossel Bay, Western Cape, seeks an accomplished Investment Portfolio Manager to lead strategy, asset allocation and risk management for a diverse client base. The ideal candidate holds a Master's degree in Finance, Economics, or Business Administration, CFA designation, 7+ years of experience, and a proven track record of delivering competitive returns.

You will participate in market research, collaborate with analysts and traders, and communicate insights clearly to clients

Qualifications

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

Responsibilities

• Develop and implement investment strategies tailored to risk tolerance and return objectives.
• Conduct market research, economic analysis, and security selection to identify investment opportunities.
• Actively manage and monitor investment portfolios, adjusting asset allocation and holdings.
• Analyze portfolio performance, conduct attribution analysis, and prepare client reports.
• Ensure compliance with investment regulations, policies and client mandates.
• Build and maintain relationships with clients, providing updates and financial advice.
• Collaborate with research analysts, traders, and other investment professionals.
• Stay informed about market developments and geopolitical events affecting strategies.
• Manage risk exposures through hedging and diversification.

Skills

Asset allocation

Portfolio management

Financial analysis

Risk management

Communication & presentation

Education

Master's degree in Finance, Economics, Business Administration

Tools

Portfolio analysis software

Financial modeling

Job description

About the Role Our client, a well-established asset management firm located in the scenic town of Mossel Bay, Western Cape , is seeking an accomplished Investment Portfolio Manager. This critical role involves the management and strategic allocation of investment portfolios to meet client objectives and achieve optimal financial returns. The ideal candidate will possess a deep understanding of financial markets, investment strategies, and risk management principles. This position offers a unique opportunity to lead investment decisions within a respected organization, contributing to the financial success of a diverse client base. We are committed to fostering a professional and collaborative work environment, supporting the growth and development of our team members. This role requires a results-oriented individual with a strong analytical mindset and a passion for investment management. The location in beautiful Mossel Bay provides an exceptional work-life balance.

Key Responsibilities

• Develop and implement investment strategies tailored to the specific risk tolerance and return objectives of clients and funds.
• Conduct in-depth market research, economic analysis, and security selection to identify investment opportunities.
• Actively manage and monitor investment portfolios, making timely adjustments to asset allocation and security holdings.
• Analyze portfolio performance, conduct attribution analysis, and prepare detailed reports for clients and internal stakeholders.
• Ensure compliance with all relevant investment regulations, internal policies, and client mandates.
• Build and maintain strong relationships with clients, providing regular updates and financial advice.
• Collaborate with research analysts, traders, and other investment professionals to enhance portfolio performance.
• Stay informed about market developments, economic trends, and geopolitical events impacting investment strategies.
• Manage risk exposures within portfolios through appropriate hedging techniques and diversification strategies.

Requirements

• Master's degree in Finance, Economics, Business Administration, or a related field.
• Professional designations such as CFA are highly regarded.
• Minimum of 7 years of experience in investment management, portfolio management, or a related financial advisory role.
• Proven track record of successfully managing investment portfolios and achieving competitive returns.
• Strong knowledge of various asset classes (equities, fixed income, alternatives) and investment vehicles.
• Proficiency in financial modeling, valuation techniques, and portfolio analysis software.
• Excellent analytical, critical thinking, and decision-making skills.
• Exceptional communication, presentation, and interpersonal skills.
• Ability to work effectively both independently and as part of a collaborative team.
• Familiarity with regulatory requirements in the South African financial sector is advantageous.

Benefits

• Competitive salary and performance-based bonus structure.
• Comprehensive health and wellness benefits.
• Retirement savings plan with employer matching.
• Opportunities for professional development and continuing education.
• A dynamic and supportive work environment in beautiful Mossel Bay, Western Cape.
• Generous annual leave allowance.