Portfolio Manager

Placements24; Polokwane; On-site; ZAR 1,200,000 - 2,000,000; Full time

Benefits offered by this job

Medical aid

Retirement fund

Performance bonus

Job summary

Placements24 in Polokwane, Limpopo, seeks an experienced Portfolio Manager to lead investment strategies, allocate assets, and drive performance for high-value portfolios. You will oversee research, risk controls, and client communications to deliver outcomes aligned with objectives.

The ideal candidate has 7+ years in portfolio management within Banking & Finance, with strong quantitative and analytical skills and impeccable fiduciary standards. This role is based onsite in Polokwane.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related quantitative field.
• Master's degree and/or CFA designation strongly preferred.
• Minimum of 7 years of experience in portfolio management or a related role within Banking & Finance.
• Demonstrated track record of successfully managing investment portfolios and achieving objectives.
• In-depth knowledge of financial markets, asset classes, and investment instruments.
• Strong analytical, valuation, and quantitative skills.
• Excellent understanding of risk management principles and techniques.
• Exceptional communication, presentation, and interpersonal skills.
• Ability to work effectively in a fast-paced, team-oriented environment in Polokwane, Limpopo.
• High ethical standards and fiduciary responsibility.

Responsibilities

• Develop and implement investment strategies aligned with client objectives, risk tolerance, and market outlook.
• Conduct thorough investment research, including fundamental, macroeconomic, and sector analysis.
• Select and manage securities and asset classes to achieve risk-adjusted returns.
• Monitor portfolio performance, risk exposures, and market developments.
• Communicate strategies, performance updates, and market insights to clients and stakeholders.
• Collaborate with research analysts, traders, and other investment professionals.
• Ensure all activities comply with regulatory requirements, internal policies, and ethics.
• Manage client relationships, addressing inquiries and providing tailored investment advice.
• Refine investment processes and methodologies based on performance analysis.
• Contribute to the firm's overall investment strategy and business development.

Skills

Analytical skills

Valuation

Quantitative skills

Risk management

Communication

Education

Bachelor's degree in Finance, Economics, or related field

Master's degree and/or CFA designation

Job description

About the Role

Our client, a prestigious asset management firm, is seeking an experienced and results-oriented Portfolio Manager to lead their investment strategies from their office in Polokwane, Limpopo. This senior role involves managing investment portfolios, developing and executing investment strategies, and making key asset allocation decisions to achieve client objectives. The ideal candidate will possess a deep understanding of financial markets, investment research, and risk management, coupled with a proven track record of successful portfolio performance within the Banking & Finance sector. This is a critical leadership position within our Polokwane, Limpopo office, offering the opportunity to shape investment outcomes for our valued clients.

Key Responsibilities

• Develop and implement investment strategies aligned with client objectives, risk tolerance, and market outlook.
• Conduct thorough investment research, including fundamental analysis, macroeconomic analysis, and sector analysis.
• Select and manage individual securities and asset classes within portfolios to achieve optimal risk-adjusted returns.
• Monitor portfolio performance, risk exposures, and market developments on an ongoing basis.
• Communicate investment strategies, performance updates, and market insights to clients and internal stakeholders.
• Collaborate with research analysts, traders, and other investment professionals to inform decision-making.
• Ensure all investment activities comply with regulatory requirements, internal policies, and ethical standards.
• Manage client relationships, addressing inquiries and providing tailored investment advice.
• Continuously refine investment processes and methodologies based on market feedback and performance analysis.
• Contribute to the firm's overall investment strategy and business development efforts.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related quantitative field.
• A Master's degree and/or CFA designation is strongly preferred.
• Minimum of 7 years of experience in portfolio management, investment analysis, or a related role within the Banking & Finance industry.
• Demonstrated track record of successfully managing investment portfolios and achieving investment objectives.
• In-depth knowledge of financial markets, various asset classes, and investment instruments.
• Strong analytical, valuation, and quantitative skills.
• Excellent understanding of risk management principles and techniques.
• Exceptional communication, presentation, and interpersonal skills.
• Ability to work effectively in a fast-paced, team-oriented environment in Polokwane, Limpopo.
• High ethical standards and a commitment to fiduciary responsibility.
• Must be legally eligible to work in South Africa.

Benefits

• Our client offers a highly competitive salary, significant bonus potential tied to performance, and a comprehensive benefits package including medical aid and retirement fund.
• This role provides the opportunity to manage substantial assets and influence investment outcomes in Polokwane, Limpopo.
• Be part of a respected firm with a strong reputation in the Banking & Finance sector.
• Continuous professional development opportunities, including support for further certifications, are provided.
• Enjoy working within a collaborative and intellectually stimulating environment.
• Contribute to the financial success of clients and the firm.
• Our client values experienced professionals and offers a career path with substantial growth potential.
• Access to advanced research tools and market intelligence is guaranteed.