Investment Portfolio Manager - Asset Management

Placements24; Pretoria; Híbrido; ZAR 1.000.000 - 1.600.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical aid

Provident fund

Life insurance

CFA study support

Hybrid work in Pretoria

Descripción de la vacante

Placements24 in Pretoria seeks an experienced Investment Portfolio Manager to lead strategy development, market analysis, and risk-managed asset selection for institutional and high-net-worth clients.

You will collaborate with researchers, sales, and client-relations teams to deliver tailored investment ideas and performance updates. A CFA designation is preferred, and a Master’s degree is required. The role is hybrid, based in Gauteng.

Formación

• Master’s degree in Finance, Economics, Business Administration, or related field.
• CFA designation is preferred.
• Minimum of 7 years in portfolio management or investment analysis.
• Proven track record of benchmark-relative returns.
• Strong understanding of asset classes and investment strategies.
• Excellent analytical, quantitative, and problem-solving skills.
• Proficiency in financial modeling and portfolio management software.
• Strong communication, presentation, and interpersonal skills.
• Ability to thrive in a fast-paced, team-oriented environment.

Responsabilidades

• Develop and implement investment strategies aligned with client objectives and risk tolerance.
• Perform in-depth financial analysis, market research, and economic forecasting to identify opportunities.
• Select and manage a diversified asset portfolio including equities, fixed income, and alternatives.
• Monitor performance and adjust strategies to optimize returns and manage risk.
• Engage with clients to understand goals and provide regular performance updates.

Conocimientos

Portfolio management

Financial analysis

Financial modeling

Quantitative analysis

Communication skills

Team collaboration

Presentation skills

Educación

Master’s degree in Finance, Economics, or Business Administration

CFA designation (preferred)

Herramientas

Portfolio management software

Descripción del empleo

About the Role A prestigious asset management firm located in Pretoria is seeking an experienced and results-driven Investment Portfolio Manager. This role is crucial for managing and growing a diverse portfolio of assets on behalf of institutional and high-net-worth clients. The successful candidate will be responsible for developing investment strategies, conducting thorough market research, and making informed investment decisions to achieve optimal returns while managing risk effectively. This position requires a deep understanding of financial markets, investment vehicles, and economic trends. The candidate will collaborate closely with research analysts, sales teams, and client relationship managers to ensure client objectives are met. This is a high-impact role within a reputable firm, offering significant opportunities for professional growth and development in the heart of Pretoria, Gauteng. The hybrid work model ensures a balance between focused analysis and collaborative engagement.

Key Responsibilities

• Develop and implement investment strategies tailored to client objectives and risk tolerance.
• Conduct in-depth financial analysis, market research, and economic forecasting to identify investment opportunities.
• Select and manage a diversified portfolio of investment assets, including equities, fixed income, and alternative investments.
• Monitor portfolio performance, conduct regular performance reviews, and make necessary adjustments to optimize returns and manage risk.
• Engage with clients to understand their financial goals and provide regular performance updates and investment recommendations.
• Collaborate with research analysts to generate investment ideas and validate investment theses.
• Ensure compliance with all regulatory requirements and internal policies.
• Stay abreast of market trends, economic developments, and industry best practices.
• Communicate effectively with internal teams, including sales, trading, and compliance.

Requirements

• Master’s degree in Finance, Economics, Business Administration, or a related quantitative field.
• Professional designation such as CFA (Chartered Financial Analyst) is strongly preferred.
• Minimum of 7 years of experience in portfolio management, investment analysis, or a similar role within the financial services industry.
• Proven track record of successfully managing investment portfolios and achieving benchmark-relative returns.
• Strong understanding of financial markets, various asset classes, and investment strategies.
• Excellent analytical, quantitative, and problem-solving skills.
• Proficiency in financial modeling and portfolio management software.
• Strong communication, presentation, and interpersonal skills.
• Ability to work effectively in a team-oriented and fast-paced environment.

Benefits

• Our client offers a competitive salary, attractive performance-based bonuses, and comprehensive benefits including medical aid, provident fund, and life insurance.
• Professional development opportunities, including support for CFA studies, are provided.
• The hybrid work environment in Pretoria, Gauteng allows for a flexible work-life balance.
• Join a team dedicated to excellence in asset management and contribute to client success.