Portfolio Manager

Placements24; Mossel Bay; On-site; ZAR 1,200,000 - 2,400,000; Full time

Benefits offered by this job

Performance incentives

Profit sharing

Medical benefits

Relocation assistance

Job summary

Placements24 in Mossel Bay invites a seasoned Portfolio Manager to oversee and grow client investment portfolios. You will develop investment strategies, manage asset allocation, and ensure client objectives are met while adhering to risk protocols.

With at least 5 years in portfolio management, you will analyze markets, select securities, and communicate performance to clients. The role offers a competitive salary, medical and retirement benefits, and relocation support for qualified candidates.

Qualifications

• Bachelor's degree in Finance or Economics (Master's preferred).
• Minimum of 5 years in portfolio management or investment analysis.
• Strong knowledge of asset classes, instruments, and market dynamics.

Responsibilities

• Develop and implement tailored investment strategies for clients.
• Conduct market research, economic analysis, and security selection.
• Manage client portfolios to align with objectives and risk tolerance.
• Monitor portfolio performance and adjust to optimize returns.
• Communicate performance and strategy updates to clients regularly.
• Ensure compliance with regulatory requirements and internal policies.

Skills

Analytical skills

Communication

Client relationship management

Regulatory awareness

Education

Bachelor's degree in Finance or Economics

Master's degree or CFA charter

Tools

Investment management software

Job description

About the Role

Our client, a well-established investment firm located in the picturesque town of Mossel Bay , is seeking a seasoned Portfolio Manager to oversee and grow client investment portfolios. This role requires a deep understanding of financial markets, strong analytical capabilities, and a client-centric approach. You will be responsible for developing investment strategies, managing asset allocation, and ensuring that client objectives are met while adhering to risk management protocols. The position offers the chance to work within a respected financial institution in a beautiful coastal setting.

Key Responsibilities

• Develop and implement tailored investment strategies for individual and institutional clients.
• Conduct in-depth market research, economic analysis, and security selection.
• Manage client portfolios, ensuring alignment with investment objectives and risk tolerance.
• Monitor portfolio performance and make necessary adjustments to optimize returns.
• Communicate portfolio performance and strategy updates to clients regularly.
• Ensure all investment activities comply with regulatory requirements and internal policies.

Requirements

• Bachelor's degree in Finance, Economics, or a related field; Master's degree or CFA charter preferred.
• Minimum of 5 years of experience in portfolio management or investment analysis.
• Proven track record of successful portfolio performance.
• Strong knowledge of various asset classes, financial instruments, and market dynamics.
• Excellent analytical, communication, and client relationship management skills.
• Proficiency in investment management software and tools.

Benefits

• Attractive salary with performance-based incentives and profit-sharing.
• Comprehensive medical and retirement benefits package.
• Opportunity to manage significant assets in a stable and supportive environment.
• Relocation assistance may be available for qualified candidates.
• Engage with clients in a beautiful coastal community.