Portfolio Manager - Equities - Remote

Placements24; Gqeberha; Hybrid; ZAR 1,200,000 - 2,600,000; Full time

Benefits offered by this job

Performance-based bonus

Health, dental, and vision insurance

Retirement savings plan

Generous paid time off & holidays

Fully remote work arrangement

CFA and professional development

Job summary

Placements24 is seeking an experienced Portfolio Manager specializing in equities to lead research-driven investment decisions in a fully remote role. The candidate should possess a track record of managing equity portfolios and delivering competitive returns.

Required are 7–10 years in portfolio management, a finance/economics background, and advanced credentials such as a CFA. Strong analytical and communication skills are essential to collaborate with analysts, traders, and clients in a

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• Masters and/or CFA designation highly preferred.
• 7–10 years in portfolio management or related role with equities focus.
• Strong understanding of equity markets, valuation techniques, and research methodologies.
• Proficiency with financial data platforms and portfolio management systems.
• Excellent analytical, communication, and interpersonal skills.

Responsibilities

• Develop and implement investment strategies for equity portfolios aligned with client objectives and risk tolerance.
• Conduct fundamental research and analysis of companies, industries, and macroeconomic trends to identify opportunities.
• Make investment decisions regarding asset allocation, security selection, and portfolio construction.
• Monitor portfolio performance, risk exposures, and market developments.
• Collaborate with research analysts, traders, and team members to generate ideas and execute trades.
• Communicate portfolio strategy, performance, and outlook to clients and stakeholders.
• Ensure compliance with investment policies and regulatory requirements.
• Contribute to investment philosophy and process improvement.
• Manage client relationships and participate in client meetings as required.

Skills

Portfolio management

Equity research

Financial analysis

Quantitative methods

Communication

Education

Bachelor's in Finance/Economics

Master's degree (preferred)

CFA designation (preferred)

Tools

Bloomberg Terminal

FactSet

Job description

About the Role

Our client, a distinguished asset management firm, is actively seeking an experienced and results-oriented Portfolio Manager specializing in Equities to join their esteemed investment team. This is a fully remote position, offering a unique opportunity for a skilled professional to manage equity portfolios and contribute to investment strategies from anywhere. The ideal candidate possesses a deep understanding of equity markets, a proven track record of investment performance, and exceptional analytical and decision-making skills. You will be responsible for constructing and managing portfolios, conducting in-depth research, and collaborating effectively with other investment professionals in a remote setting.

Key Responsibilities

• Develop and implement investment strategies for equity portfolios aligned with client objectives and risk tolerance.
• Conduct fundamental research and analysis of companies, industries, and macroeconomic trends to identify investment opportunities.
• Make investment decisions regarding asset allocation, security selection, and portfolio construction.
• Monitor portfolio performance, risk exposures, and market developments on an ongoing basis.
• Collaborate with research analysts, traders, and other team members to generate investment ideas and execute trades.
• Communicate portfolio strategy, performance, and outlook to clients, management, and internal stakeholders.
• Ensure compliance with all investment policies, guidelines, and regulatory requirements.
• Contribute to the firm's overall investment philosophy and process improvement.
• Manage client relationships and participate in client meetings as required.

Requirements

• Bachelor's degree in Finance, Economics, or a related field. A Master's degree and/or CFA designation is highly preferred.
• Minimum of 7-10 years of experience in portfolio management, investment analysis, or a related role, with a strong focus on equities.
• Demonstrated success in managing equity portfolios and achieving competitive investment returns.
• Deep understanding of equity markets, valuation techniques, and investment research methodologies.
• Proficiency in using financial data platforms (e.g., Bloomberg, FactSet) and portfolio management systems.
• Strong analytical, critical thinking, and quantitative skills.
• Excellent communication, presentation, and interpersonal skills, capable of articulating complex investment concepts.
• Ability to work independently, make sound judgments, and manage portfolio risks effectively in a remote environment.
• Proven ability to collaborate effectively within a team, even when geographically dispersed.
• High ethical standards and a commitment to fiduciary responsibility.

Benefits

• Exceptional annual salary of R, commensurate with experience.
• Performance-based bonuses tied to fund and individual performance.
• Comprehensive health, dental, and vision insurance.
• Retirement savings plan with attractive company contributions.
• Generous paid time off and holiday schedule.
• Fully remote work arrangement, providing significant flexibility.
• Professional development opportunities, including support for CFA and other certifications.
• Access to leading investment research and technology.
• Collaborative and intellectually stimulating remote work environment.