Investment Portfolio Manager

Placements24; Rustenburg; On-site; ZAR 1,000,000 - 1,800,000; Full time

Benefits offered by this job

Competitive salary

Bonuses

Health & retirement benefits

Professional development

Research tools access

Collaborative culture

Job summary

Placements24 is seeking a seasoned Investment Portfolio Manager to join its team in Rustenburg. The role focuses on managing investment portfolios for high-net-worth individuals and institutional clients, aligning strategies with financial objectives and risk tolerance.

You will lead strategy development, asset allocation, security selection, and performance monitoring, delivering clear reports to clients and the investment committee. A strong track record and CFA or master's are preferred.

Qualifications

• 8+ years of experience in investment/portfolio management.
• Bachelor's degree in finance or related field; CFA/masters preferred.
• Strong analytical, quantitative, and risk assessment skills.
• Excellent client communication and ethics.

Responsibilities

• Develop and implement customized investment strategies.
• Conduct market research and security valuation.
• Construct and manage diversified portfolios across asset classes.
• Monitor performance and report to clients and investment committee.
• Maintain knowledge of market trends and regulatory changes.
• Build long-term client relationships with expert guidance.

Skills

Investment strategy

Portfolio management

Risk analysis

Client relationships

Financial analysis

Education

Bachelor's degree in finance

Master's degree

CFA charter preferred

Tools

Portfolio management software

Financial analysis tools

Job description

About the Role

Our client is actively seeking a seasoned Investment Portfolio Manager to join their esteemed team in Rustenburg . This role is critical in managing diverse investment portfolios for high-net-worth individuals and institutional clients, ensuring alignment with their financial objectives and risk tolerance. You will be responsible for investment strategy, asset allocation, security selection, and performance monitoring, operating within a collaborative and client-focused environment. This is a permanent, office-based position for an individual passionate about delivering exceptional investment outcomes.

Key Responsibilities

• Develop and implement customized investment strategies for clients based on their unique financial goals and risk profiles.
• Conduct in-depth market research, economic analysis, and security valuation to identify investment opportunities.
• Construct and manage diversified portfolios across various asset classes, including equities, fixed income, and alternative investments.
• Monitor portfolio performance, rebalance positions as necessary, and provide regular, detailed reports to clients and the investment committee.
• Maintain a deep understanding of market trends, regulatory changes, and economic indicators affecting investment performance.
• Build and nurture strong, long-term relationships with clients, offering expert financial guidance and exceptional service.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related quantitative field; Master's degree and CFA charter are highly preferred.
• A minimum of 8 years of experience in investment management, portfolio management, or asset allocation.
• Demonstrated success in managing significant investment portfolios and achieving strong risk-adjusted returns.
• Proficiency in financial analysis, investment research tools, and portfolio management software.
• Excellent analytical, quantitative, and problem-solving skills.
• Strong communication and client relationship management capabilities, with a commitment to ethical conduct.

Benefits

• Highly competitive base salary and performance-based bonuses.
• Comprehensive health, retirement, and life insurance benefits.
• Significant opportunities for professional growth and development, including support for continuing education.
• Access to cutting-edge research and investment tools.
• A prestigious and collaborative work environment focused on excellence.