Portfolio Manager - Equities

Placements24; Paarl; On-site; ZAR 1,800,000 - 3,200,000; Full time

Job summary

Placements24 in Paarl, Western Cape, seeks an accomplished Portfolio Manager specializing in equities to lead investment strategies and client portfolios. This senior role focuses on delivering superior risk‑adjusted returns through deep fundamental research and disciplined execution.

The ideal candidate has a CFA designation (preferred), a strong track record in equity markets, and at least 8 years of portfolio management experience.

Qualifications

• Master's degree in Finance, Economics, or a related field.
• CFA designation is highly preferred.
• Minimum of 8 years of experience in portfolio management with a focus on equity strategies.
• Demonstrated success in generating alpha and managing risk in complex markets.
• Strong fundamental research skills and valuation knowledge.
• Proficiency in financial modeling, portfolio analysis tools, and market data platforms.
• Excellent analytical, communication, and interpersonal abilities.
• Proven ability to build and maintain strong client relationships.

Responsibilities

• Develop and execute equity investment strategies aligned with client objectives and risk tolerance.
• Conduct in-depth fundamental research on companies, industries, and macro trends.
• Make buy/sell recommendations and manage portfolio positioning to meet targets.
• Monitor portfolio risk exposures and implement hedging where needed.
• Engage with clients to communicate performance and understand needs.
• Collaborate with research analysts and trading teams to support decisions.
• Stay informed on market developments, regulatory changes, and competition.
• Prepare investment reports, reviews, and client presentations.
• Ensure compliance with regulatory requirements and internal policies.
• Contribute to investment committee and strategic decisions.

Skills

Portfolio management

Equities

Financial modeling

Analytical thinking

Client communication

Risk management

Education

Master's degree in Finance or Economics

CFA designation

Tools

Financial modeling software

Job description

About the Role

Our client, a prestigious asset management firm, is seeking an accomplished Portfolio Manager specializing in Equities to lead their investment strategies in Paarl, Western Cape . This senior role is responsible for developing and implementing investment strategies, managing client portfolios, and driving superior risk-adjusted returns. The ideal candidate will possess a deep understanding of equity markets, strong analytical skills, and a proven track record of successful portfolio management. This position requires a dedicated presence in our Paarl, Western Cape office to foster collaboration and ensure optimal client engagement and market insight.

Key Responsibilities

• Develop and execute investment strategies for equity portfolios aligned with client objectives and risk tolerance.
• Conduct in-depth fundamental research on companies, industries, and macroeconomic trends.
• Make buy/sell recommendations and manage portfolio positioning to achieve performance targets.
• Monitor portfolio risk exposures and implement hedging strategies as necessary.
• Engage with clients to understand their needs, communicate portfolio performance, and build strong relationships.
• Collaborate with research analysts and trading teams to support investment decisions.
• Stay abreast of market developments, regulatory changes, and competitive landscape.
• Prepare investment reports, performance reviews, and presentations for clients and internal stakeholders.
• Ensure compliance with all regulatory requirements and internal investment policies.
• Contribute to the firm's investment committee and strategic decision-making processes.

Requirements

• Master's degree in Finance, Economics, or a related field.
• CFA designation is highly preferred.
• Minimum of 8 years of experience in portfolio management, with a significant focus on equity strategies.
• Demonstrated success in generating alpha and managing risk in complex market environments.
• Strong fundamental research skills and a deep understanding of valuation methodologies.
• Proficiency in financial modeling, portfolio analysis tools, and market data platforms.
• Excellent analytical, critical thinking, and decision-making abilities.
• Exceptional communication, presentation, and interpersonal skills.
• Proven ability to build and maintain strong client relationships.
• High ethical standards and a commitment to fiduciary duty.
• Ability to work effectively in a fast-paced, demanding environment.
• Experience within the South African investment landscape is advantageous.

Benefits

Our client offers an industry-leading compensation package, including a competitive base salary, significant performance-based bonuses, comprehensive health and retirement benefits, and unparalleled opportunities for career advancement. This role, based in the scenic Paarl, Western Cape , provides a chance to manage substantial assets and influence investment strategy within a reputable firm. We offer a collegial work environment that values expertise, integrity, and a commitment to excellence. Join a team dedicated to delivering outstanding investment results for our clients.