Portfolio Manager

Placements24; Rustenburg; Híbrido; ZAR 1 200 000 - 2 000 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Performance incentives

Medical aid

Pension fund

Life insurance

Annual leave

Professional development

Exclusive investment research tools

Collaborative work environment

Career growth

Relocation assistance

Resumo da oferta

Placements24 is seeking an experienced Portfolio Manager for a distinguished asset management firm in Rustenburg, North West. You will lead investment strategies, construct and manage portfolios, and drive risk-adjusted returns for clients through rigorous research and disciplined asset allocation.

The ideal candidate has a CFA/CFP or master's degree, 7+ years in asset management, and strong communication skills to engage clients and collaborate with analysts, traders, and compliance teams.

Qualificações

• Bachelor's degree in Finance, Economics, Mathematics or related field; Master's or CFA/CFP preferred.
• At least 7 years in portfolio management or asset management.
• Proven track record of delivering investment objectives.
• Knowledge of asset classes (equities, fixed income, alternatives) and strategies.
• Proficient in financial modeling and statistical analysis.
• Strong understanding of risk management principles.
• Excellent communication and client engagement skills.
• Familiarity with the South African regulatory framework.

Responsabilidades

• Develop and implement investment strategies across asset classes.
• Construct and manage portfolios including asset allocation and risk budgeting.
• Conduct fundamental and macro research to identify opportunities and risks.
• Monitor portfolio performance and adjust strategies as needed.
• Engage with clients to understand goals and communicate performance.
• Collaborate with researchers, traders and investment professionals.
• Ensure compliance with regulatory requirements and internal policies.
• Manage portfolio risk and hedging strategies as needed.
• Stay informed on market trends and geopolitical developments.
• Prepare and present investment reports and market commentary.

Conhecimentos

Portfolio management

Financial analysis

Risk management

Communication

Collaboration

Financial modeling

Data platforms/PM software

Formação académica

Bachelor's degree in Finance/Economics/Mathematics

Master's degree or professional designation (CFA/CFP)

Ferramentas

Portfolio management software

Financial data platforms

Statistical analysis tools

Descrição da oferta de emprego

About the Role

Our client, a distinguished asset management firm based in Rustenburg, North West , is looking for an experienced and performance-driven Portfolio Manager. This critical role involves managing investment portfolios, developing investment strategies, and achieving target returns for our clients. The successful candidate will demonstrate a deep understanding of financial markets, asset allocation, and risk management. This is a unique opportunity to lead investment strategies in a key economic hub of the North West province, contributing significantly to the firm's success and client satisfaction. We pride ourselves on a rigorous, research-driven investment philosophy and a client-centric approach. The ideal candidate will possess strong leadership qualities and a commitment to ethical investment practices. Joining our team means becoming part of a dynamic and respected financial institution.

Key Responsibilities

• Develop and implement investment strategies across various asset classes to meet client objectives and risk tolerance.


• Construct and manage investment portfolios, including security selection, asset allocation, and risk budgeting.


• Conduct thorough fundamental and macroeconomic research to identify investment opportunities and risks.


• Monitor portfolio performance, analyze variances, and make necessary adjustments to investment strategies.


• Engage with clients to understand their financial goals, communicate portfolio performance, and provide strategic advice.


• Collaborate with research analysts, traders, and other investment professionals.


• Ensure compliance with all relevant regulatory requirements and internal investment policies.


• Manage overall portfolio risk and implement hedging strategies as needed.


• Stay informed about market trends, economic developments, and geopolitical events impacting investments.


• Prepare and present investment reports, market commentary, and performance reviews.

Requirements

• Bachelor's degree in Finance, Economics, Mathematics, or a related field. A Master's degree or professional designation (e.g., CFA, CFP) is essential.


• Minimum of 7 years of experience in portfolio management, investment analysis, or a related field within asset management.


• Proven track record of successfully managing investment portfolios and achieving investment objectives.


• Deep knowledge of financial markets, various asset classes (equities, fixed income, alternatives), and investment strategies.


• Strong quantitative and analytical skills, with proficiency in financial modeling and statistical analysis tools.


• Excellent understanding of risk management principles and practices.


• Superior communication, presentation, and interpersonal skills.


• Ability to work independently and as part of a collaborative team environment.


• Proficiency in portfolio management software and financial data platforms.


• Familiarity with the South African regulatory landscape for financial services is required.

Benefits

• Highly attractive base salary and substantial performance-based incentives.


• Comprehensive benefits package, including medical aid, pension fund, and life insurance.


• Generous annual leave and professional development opportunities.


• Access to exclusive investment research and tools.


• A collaborative and intellectually stimulating work environment.


• Significant potential for career growth and advancement.


• The opportunity to manage significant assets in Rustenburg .


• Relocation assistance may be available for qualified candidates.