Multi-Asset Portfolio Architect

Old Mutual South Africa; Cape Town; Sur place; ZAR 1 000 000 - 1 500 000; Plein temps

Résumé du poste

Old Mutual South Africa is seeking an experienced Portfolio Manager to lead multi-asset solutions within a regulated South African financial services environment. The role focuses on manager selection, portfolio construction, asset allocation and performance reporting for retail and institutional clients.

Applicants should hold an active CFA charter and a finance-related degree, with at least five years in portfolio management or multi-manager contexts, and strong analytical, regulatory and

Qualifications

• Bachelor's degree in finance, Economics, Investment Management, or related field.
• Active CFA charter holder in good standing.
• Minimum 5 years of experience in portfolio management, investment research, or multi-manager environments.
• Strong understanding of South African investment regulations (FAIS, CISCA, etc.).
• Proficiency in Excel and Microsoft Copilot.
• Analytical mindset with strong quantitative and qualitative research skills.
• Excellent attention to detail and ability to manage multiple portfolios simultaneously.
• Strong communication and presentation skills, especially in client-facing contexts.
• Ability to work collaboratively in a team environment and engage with external managers and service providers.
• High level of integrity and professionalism.

Responsabilités

• Hold overall responsibility for designing, monitoring and ongoing active management of multi-managed solutions, both at an asset class and multi-asset class level.
• Write thought leadership articles.
• Contribute to debate and decision making.
• Review performance and allocation reports.
• Present to clients in the institutional and retail market.
• Adhere to the philosophy and process of the multi-manager.
• Manage solutions within agreed mandate parameters.
• Apply prudent risk management and oversight.
• Present to customers covering markets, economics, asset allocation, performance.
• Provide deep insights into the active managers and index solutions in each strategy.
• Enhance the profile of the business and investment team on external platforms.
• Contribute to the ongoing evolution of the investment process and philosophy.
• Take responsibility for designing, developing, and delivering process enhancements, new processes and continuous innovation around multi-management processes.
• Partner with various teams within the organisation to promote and distribute our strategies.
• Stay on top of industry developments and maintain a deep understanding of the local and global markets, as well as active managers in all markets.
• Act as subject matter expert in an area of technology, policy, regulation.
• Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attending conferences, and reading specialist media.

Connaissances

Action Planning

Analytical Thinking

Budget Management

Client Management

Client Needs Assessments

Computer Literacy

Database Reporting

Data Classification

Data Compilation

Data Controls

Evaluating Information

Information Retrieval

Legal Practices

Numerical Aptitude

Formation

Bachelor's degree in finance, Economics, Investment Management, or related field

Active CFA charter holder in good standing

NQF Level 9 – Masters

Outils

Excel

Microsoft Copilot

Description du poste

Old Mutual South Africa is seeking an experienced Portfolio Manager to lead multi-asset solutions within a regulated South African financial services environment. The role focuses on manager selection, portfolio construction, asset allocation and performance reporting for retail and institutional clients.

Applicants should hold an active CFA charter and a finance-related degree, with at least five years in portfolio management or multi-manager contexts, and strong analytical, regulatory and