Portfolio Manager

Old Mutual; Wes-Kaap; On-site; ZAR 600 000 - 900 000; Full time

Job summary

A leading financial services firm in South Africa is seeking a Portfolio Manager to design and manage tailored investment portfolios. Responsibilities include client relationship management, compliance assurance, and strategic asset allocation. Candidates should possess a relevant degree, portfolio management experience, and strong analytical abilities. The role promises an engaging environment with opportunities for professional growth.

Qualifications

• Proven experience in portfolio management, ideally in a multi-manager environment.
• In-depth knowledge of financial markets and investment strategies.
• Ability to work independently and as part of a team.

Responsibilities

• Develop and implement customised portfolio solutions for clients.
• Build and maintain strong client relationships.
• Ensure compliance with regulatory requirements and company policies.

Skills

Portfolio management experience

Strong analytical skills

Excellent communication skills

Customer focus

Financial acumen

Education

Bachelor’s degree in finance or related field

Master's degree or certification (e.g., CFA, CFP)

Tools

Portfolio management software

Financial analysis tools

Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

As a Portfolio Manager in a multi-manager discretionary fund management business, you will be responsible for building and designing portfolio solutions tailored to our clients' needs.

Your primary goal will be to maximize returns while managing risk, ensuring that client objectives are met through strategic asset allocation and investment decisions.

Key Responsibilities:

Portfolio Design and Management:

• Develop and implement customised portfolio solutions for clients.
• Monitor and analyse portfolio performance, making adjustments as necessary to align with client requirements.
• Conduct thorough market research and stay updated on financial trends to inform investment strategies.

Client Relationship Management:

• Build and maintain strong relationships with clients, understanding their financial goals and risk tolerance.
• Provide regular updates and reports on portfolio performance.
• Address client inquiries and concerns promptly and professionally.

Growth and Business Development:

• Drive growth in client assets by identifying and capitalising on new business opportunities.
• Develop and introduce innovative solutions to meet client needs and enhance their investment experience.
• Collaborate with the sales and marketing teams to attract new clients and retain existing ones.

Performance and Compliance:

• Ensure all investment activities comply with regulatory requirements and company policies.
• Prepare and present detailed performance reports to clients and senior management.
• Utilise metrics and data visualisation to support decision-making and demonstrate portfolio performance.

Qualifications:

• Bachelor’s degree in finance, Economics, or a related field. A master's degree or professional certification (e.g., CFA, CFP) is preferred.
• Proven experience in portfolio management, preferably within a multi-manager discretionary fund management environment.
• Strong analytical skills and the ability to interpret complex financial data.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• In-depth knowledge of financial markets and investment strategies.
• Proficiency in portfolio management software and financial analysis tools.
• Strong problem-solving abilities and attention to detail.
• High level of integrity and professionalism.

Competencies

• Business Insight
• Collaborates
• Customer Focus
• Ensures Accountability
• Financial Acumen
• Instills Trust
• Manages Complexity
• Optimizes Work Processes

Education

NQF Level 8 - Honours or Postgraduate Diploma or equivalent

Closing Date

07 October 2025, 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.