Portfolio Manager - Banking & Finance

Placements24; Randfontein; Hybrid; ZAR 900,000 - 1,500,000; Full time

Benefits offered by this job

Performance-based bonuses

Equity participation

Medical insurance

Dental insurance

Retirement savings plan

Professional development opportunities

Hybrid work model

Job summary

Placements24 client, a prominent financial institution in South Africa, seeks an experienced Portfolio Manager to oversee investment portfolios, construct strategies, and manage risk within a hybrid work model. You will collaborate with investment teams, researchers, and client relationship managers to deliver strong performance and client satisfaction.

The role requires a Bachelor’s degree, 5+ years in portfolio management, and CFA or master’s preferred.

Qualifications

• Bachelor’s degree in Finance, Economics, or related field.
• 5+ years of portfolio management experience in a financial role.
• CFA designation or a related master’s degree preferred.

Responsibilities

• Develop and implement client-specific investment strategies.
• Construct and manage diversified portfolios with risk controls.
• Monitor performance and adjust allocations as needed.
• Collaborate with research analysts and client relationship managers.
• Ensure compliance with regulations and internal policies.
• Provide clients with performance updates and market outlooks.

Skills

Analytical skills

Communication

Team collaboration

Financial modeling

Education

Bachelor's degree

Master's degree or CFA

Tools

Portfolio management software

Job description

About the Role

Our client, a prominent financial institution, is seeking an experienced and strategic Portfolio Manager to oversee and optimize investment portfolios. This role requires a deep understanding of financial markets, strong analytical capabilities, and proven experience in portfolio construction and risk management. You will be responsible for developing investment strategies, conducting market research, and making informed decisions to achieve client objectives. The position involves a hybrid work model, blending remote flexibility with essential in-office collaboration. You will work closely with investment teams, research analysts, and client relationship managers to ensure the delivery of exceptional investment performance and client satisfaction. This is an opportunity to influence investment outcomes within a respected financial organization based in Rustenburg .

Key Responsibilities

Develop and implement investment strategies tailored to client objectives and risk profiles. Conduct thorough research and analysis of financial markets, economic trends, and investment opportunities. Construct and manage investment portfolios, ensuring diversification and optimal asset allocation. Monitor portfolio performance, identify risks, and implement adjustments as necessary. Collaborate with research analysts to gather insights and inform investment decisions. Communicate investment strategies, performance updates, and market outlooks to clients and internal stakeholders. Ensure compliance with all relevant regulations and internal policies. Manage client relationships, addressing inquiries and providing financial guidance. Stay informed about industry best practices and emerging investment trends. Contribute to the development of new investment products and services.

Requirements

Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or CFA designation is highly preferred. Minimum of 5 years of experience in portfolio management, investment analysis, or a related financial role. Proven track record of successful portfolio management and risk mitigation. Strong understanding of financial markets, asset classes, and investment instruments. Excellent analytical, quantitative, and problem-solving skills. Proficiency in financial modeling and portfolio management software. Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues. Ability to work effectively both independently and as part of a collaborative team in a hybrid setting. Familiarity with regulatory requirements within the financial services industry. Detail-oriented with a strong commitment to accuracy and ethical conduct.

Benefits

Our client offers a competitive salary package, including performance-based bonuses and potential for equity participation. Benefits include comprehensive medical, dental, and retirement savings plans. You will have access to ongoing professional development opportunities and a supportive work environment. The hybrid nature of this role provides a balance between remote work flexibility and face-to-face collaboration essential for team synergy. This position offers significant career growth potential within a leading financial institution. Join our client in Rustenburg and contribute to shaping investment futures.