Portfolio Manager

Recruitment Matters Africa (Pvt) Ltd; Johannesburg; On-site; ZAR 800,000 - 1,200,000; Full time

Job summary

A financial services firm is seeking a Portfolio Manager responsible for managing investment portfolios and making strategic investment decisions. The ideal candidate should have a bachelor’s degree in finance and 5–7 years of relevant experience. Strong analytical and decision-making skills are essential. This role offers the opportunity to deliver strong financial performance while maintaining valuable client relationships.

Qualifications

• 5–7 years of experience in portfolio management or investment analysis.
• Proven track record of strong investment performance.
• Experience with risk management and asset allocation.

Responsibilities

• Develop investment strategies tailored to portfolio objectives.
• Monitor and manage portfolio performance.
• Conduct market research and financial analysis.
• Prepare performance reports for clients.

Skills

Analytical skills

Decision-making

Client relationship management

Strategic thinking

Education

Bachelor’s degree in Finance or related field

Master’s degree or CFA designation

Job description

Overview

The Portfolio Manager is responsible for managing investment portfolios, making strategic investment decisions, and delivering strong financial performance for clients or the organization. This role involves analyzing market trends, assessing risk, and ensuring alignment with investment objectives while maintaining strong client relationships.

Responsibilities

• Develop and implement investment strategies tailored to portfolio objectives.
• Monitor and manage portfolio performance, ensuring alignment with risk and return targets.
• Conduct in-depth market research, financial analysis, and risk assessments.
• Make buy, sell, or hold decisions on securities within the portfolio.
• Prepare regular performance reports and communicate insights to clients or stakeholders.
• Maintain compliance with regulatory requirements and internal investment policies.
• Collaborate with analysts, traders, and other investment professionals to optimize portfolio performance.
• Identify new investment opportunities and manage asset allocation effectively.

Qualifications & Experience

• Bachelor’s degree in Finance, Economics, Accounting, or related field (Master’s degree or CFA designation advantageous).
• Minimum 5–7 years of experience in portfolio management, asset management, or investment analysis.
• Proven track record of delivering strong investment performance.
• Strong analytical, quantitative, and decision-making skills.
• Experience with risk management, asset allocation, and portfolio diversification strategies.

Key Competencies

• Strategic thinking and market insight
• Excellent financial analysis and valuation skills
• Strong communication and client relationship management
• High level of integrity and professionalism
• Ability to work under pressure and make timely decisions