Portfolio Manager

Placements24; Paarl; On-site; ZAR 1,200,000 - 1,800,000; Full time

Benefits offered by this job

Bonuses

Health insurance

Retirement plan

Leadership development

Research tools

Prestigious role

Job summary

Placements24 is seeking a seasoned Portfolio Manager to lead large investment portfolios for high-net-worth clients and institutional investors in Paarl. The role requires deep asset knowledge, risk management, and strategy development to meet client objectives.

You will develop and implement investment strategies, perform market research, and make critical asset allocation decisions, with significant leadership responsibilities in a well-established financial firm.

Qualifications

• Bachelor's degree in Finance or Economics; MBA/CFA preferred.
• 7+ years in portfolio/investment management.
• Proven track record of managing portfolios and achieving client objectives.
• Strong understanding of global markets and investment vehicles.
• Excellent analytical and communication skills.
• Experience with risk management and asset allocation.

Responsibilities

• Develop and execute tailored investment strategies aligned with client risk tolerance and financial goals.
• Conduct in-depth market research and analysis to identify investment opportunities across asset classes.
• Monitor portfolio performance, rebalance assets as needed, and manage investment risk.
• Engage with clients to understand their needs, provide portfolio updates, and offer financial advice.
• Collaborate with research analysts and investment strategists to inform investment decisions.
• Ensure compliance with regulatory requirements and internal investment policies.

Skills

Portfolio management

Investment analysis

Risk management

Client communication

Asset allocation

Market research

Education

Bachelor's degree in Finance or Economics

MBA or CFA designation preferred

Job description

About the Role

Our client is seeking an accomplished Portfolio Manager to lead and manage investment portfolios for high-net-worth clients and institutional investors in Paarl. This pivotal role requires a deep understanding of financial markets, investment strategies, and risk management. You will be responsible for developing and implementing investment strategies, conducting market research, and making critical asset allocation decisions to achieve client objectives. This is a senior position offering significant responsibility and the opportunity to shape investment outcomes within a well-established financial firm.

Key Responsibilities

• Develop and execute tailored investment strategies aligned with client risk tolerance and financial goals.
• Conduct in-depth market research and analysis to identify investment opportunities across various asset classes.
• Monitor portfolio performance, rebalance assets as needed, and manage investment risk effectively.
• Engage with clients to understand their needs, provide portfolio updates, and offer financial advice.
• Collaborate with research analysts and investment strategists to inform investment decisions.
• Ensure compliance with regulatory requirements and internal investment policies.

Requirements

• Bachelor's degree in Finance, Economics, or a related field; MBA or CFA designation strongly preferred.
• Significant experience (7+ years) in portfolio management, investment analysis, or asset management.
• Proven track record of successfully managing investment portfolios and achieving client objectives.
• Deep understanding of global financial markets, economic trends, and various investment vehicles.
• Excellent analytical, communication, and interpersonal skills.
• Demonstrated ability in risk management and asset allocation.

Benefits

• Exceptional compensation package including base salary and significant performance-based bonuses.
• Comprehensive benefits covering health, retirement, and life insurance.
• Opportunities for professional growth and leadership development.
• Access to proprietary research and investment tools.
• Prestigious role within a respected financial institution in Paarl.