Portfolio Manager - Equities

Placements24; Pretoria; Hybrid; ZAR 1,200,000 - 1,800,000; Full time

Benefits offered by this job

Competitive salary

Performance-based bonus

Health and life insurance

Retirement plan

Professional development opportunities

Job summary

Placements24 in Pretoria seeks a seasoned Portfolio Manager specialized in equities to lead portfolio strategy and execution. You will manage investment portfolios, perform market analysis, and devise allocation decisions to optimize client returns.

The ideal candidate holds an advanced degree (MBA/Master’s in Finance) with CFA designation and at least 6 years in investment management, focusing on equity portfolios.

Qualifications

• Advanced degree (MBA or Master’s in Finance) and CFA charterholder.
• Minimum of 6 years of experience in investment management with a focus on equity portfolios.
• Proven track record of delivering strong risk-adjusted returns.
• Deep understanding of financial markets, instruments, and valuation methodologies.
• Excellent analytical, research, and decision-making skills.
• Proficiency in portfolio management software and financial data platforms.

Responsibilities

• Develop and implement investment strategies for equity portfolios to meet client objectives and risk tolerance.
• Conduct thorough fundamental and technical analysis of equities and market trends.
• Make timely buy/sell decisions based on research and outlook.
• Monitor portfolio performance, risk exposure, and compliance with mandates.
• Communicate portfolio performance, strategy, and outlook to clients and stakeholders.
• Stay informed on economic developments and regulatory changes impacting equities.

Skills

Portfolio management

Equity research

Education

MBA or Master’s in Finance

CFA charterholder

Tools

Bloomberg Terminal

FactSet

Job description

About the Role

Our client is seeking a seasoned and performance-driven Portfolio Manager specializing in Equities to join their prestigious asset management division in Pretoria . In this critical role, you will be responsible for managing investment portfolios, developing and implementing investment strategies, and making key asset allocation decisions to achieve optimal returns for clients. You will conduct thorough market research, analyze securities, and communicate portfolio performance to stakeholders. This is a unique opportunity for a skilled investment professional to lead portfolio management strategies within a reputable firm known for its commitment to investment excellence and client success, contributing to a forward-thinking investment culture.

Key Responsibilities

• Develop and execute investment strategies for equity portfolios to meet client objectives and risk tolerance.
• Conduct in-depth fundamental and technical analysis of individual equities and market trends.
• Make timely buy/sell decisions based on rigorous research and market outlook.
• Monitor portfolio performance, risk exposure, and ensure compliance with investment mandates.
• Communicate portfolio performance, strategy, and outlook effectively to clients and internal stakeholders.
• Stay abreast of economic developments, industry trends, and regulatory changes impacting the equity markets.

Requirements

• Advanced degree (e.g., MBA, Master's in Finance) and relevant professional designations (e.g., CFA charterholder).
• Minimum of 6 years of experience in investment management, with a strong focus on equity portfolio management .
• Proven track record of successfully managing portfolios and delivering strong risk-adjusted returns.
• Deep understanding of financial markets, investment instruments, and valuation methodologies.
• Excellent analytical, research, and decision-making skills.
• Proficiency in portfolio management software and financial data platforms.

Benefits

• Highly competitive salary and performance-based bonus structure.
• Comprehensive benefits package including health, retirement, and life insurance.
• Significant opportunities for professional growth and advancement.
• Access to advanced research and analytical tools.
• Collaborative and intellectually stimulating work environment in Pretoria .