Portfolio Manager

Headhunters; Sandton; On-site; ZAR 600,000 - 1,200,000; Full time

Job summary

A leading financial services firm in Sandhurst, Gauteng, is seeking an experienced Portfolio Manager. This role involves managing client portfolios, conducting research and analysis, and ensuring compliance with regulations. Candidates should have over 5 years in the financial services industry and strong communication skills.

Qualifications

• 5+ years in the financial services industry.
• 2+ years in portfolio management.
• Knowledge of FAIS and FICA legislation.

Responsibilities

• Client meetings and portfolio recommendations compliant with regulations.
• Business development initiatives.
• Research and analysis to support investment decisions.

Skills

Financial modelling

Quantitative analysis

Client acquisition

Sales skills

Communication

Education

Commerce or similar degree

Postgraduate qualification

Tools

Microsoft Office

xPlan

Share portfolio systems

Job description

Description

Our client, a leader in the Financial Services space, based in Sandhurst, Gauteng, is looking to employ an experienced Portfolio Manager to their dynamic team! An understanding of and experience in:

• Asset Allocation (Strategic and Tactical)
• Equity research and portfolio management
• Fixed income analysis
• Cashflow management and corporate actions
• Global and local investments

An awesome career opportunity awaits with this leading financial business.

Requirements:

• 5+ years in the financial services industry
• 2+ years in portfolio management
• Exposure to boutique wealth management or niche markets is advantageous
• Commerce or similar degree; postgraduate qualification preferred
• Knowledge of the Financial Services Industry, FAIS, FICA legislation
• Computer skills: Microsoft Office essential; experience with xPlan or share portfolio systems advantageous
• Strong marketing, client acquisition, and sales skills

Competencies:

• Business acumen and innovative mindset
• Financial modelling and quantitative analysis skills
• Excellent communication skills
• Customer-centric, ethical, detail-oriented
• Organizational skills and team leadership
• Research, data interpretation, analytical skills

Responsibilities include but are not limited to:

• Client meetings, portfolio recommendations compliant with regulations
• Business development initiatives
• Research and analysis to support investment decisions
• Portfolio implementation and management
• Compliance, risk management, client engagement, and administration

Note: Candidates with FinTech, hedge fund, or private equity experience are excluded.

Note: Only shortlisted candidates will be contacted. If you do not hear within two weeks, consider your application unsuccessful.