Portfolio Manager - Equities

Placements24; LegKraal Gate; Hybrid; ZAR 1,000,000 - 1,800,000; Full time

Benefits offered by this job

Health insurance

Retirement plan with employer matching

Hybrid work environment

Job summary

Placements24 is seeking a highly accomplished Portfolio Manager to lead equity investment strategies from Mahikeng. This senior role requires developing and executing strategy, managing an equities portfolio, and delivering superior risk-adjusted returns for clients.

You will conduct market research, analyze fundamentals, make buy/sell/hold decisions, and collaborate with research analysts and client teams to communicate performance and outlook.

Qualifications

• Master's degree in Finance or Economics; CFA designation preferred.
• 7+ years in investment management, portfolio management or equity research.
• Proven track record managing equity portfolios with strong risk-adjusted returns.
• Strong analytical, communication, and presentation skills.

Responsibilities

• Develop and implement equity portfolio strategies aligned with client objectives.
• Conduct fundamental analysis of companies, industries, and macroeconomic trends.
• Make buy, sell, and hold decisions based on research and market outlook.
• Monitor portfolio performance, risk exposure, and adherence to investment guidelines.
• Communicate investment strategies, performance, and outlook to clients and internal stakeholders.
• Collaborate with research analysts to identify investment opportunities and risks.

Skills

Portfolio management

Equity research

Financial analysis

CFA designation

Strategic thinking

Communication

Presentations

Education

Master's degree in Finance/Economics

CFA designation (preferred)

Job description

About the Role

Our client is seeking a highly accomplished and strategic Portfolio Manager to lead their equity investment strategies based in Mahikeng . In this senior role, you will be responsible for developing and executing investment strategies, managing a portfolio of equities, and aiming to achieve superior risk-adjusted returns for clients. You will conduct in-depth market research, analyze company fundamentals, and make informed investment decisions. This position offers a challenging and rewarding opportunity to drive investment performance within a dynamic financial institution, working closely with research analysts and client relationship teams.

Key Responsibilities

• Develop and implement investment strategies for equity portfolios aligned with client objectives.
• Conduct fundamental analysis of companies, industries, and macroeconomic trends.
• Make buy, sell, and hold decisions based on rigorous research and market outlook.
• Monitor portfolio performance, risk exposure, and adherence to investment guidelines.
• Communicate investment strategies, performance, and outlook to clients and internal stakeholders.
• Collaborate with research analysts to identify investment opportunities and risks.

Requirements

• Master's degree in Finance, Economics, or a related field; CFA designation highly preferred.
• Minimum of 7 years of experience in investment management, portfolio management, or equity research.
• Proven track record of managing equity portfolios and delivering strong risk-adjusted returns.
• Deep understanding of financial markets, investment instruments, and valuation methodologies.
• Excellent analytical, critical thinking, and decision-making skills.
• Strong communication and presentation abilities.

Benefits

• Highly competitive salary with significant performance-based bonuses.
• Comprehensive health, dental, and vision insurance plans.
• Retirement savings plan with employer matching contributions.
• Hybrid work environment offering flexibility and professional development opportunities in Mahikeng .
• Access to advanced research tools and a collaborative investment team.