Portfolio Manager - Investments

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

Benefits offered by this job

Medical benefits

Retirement benefits

Hybrid work model

Growth opportunities

Job summary

Placements24 is seeking a seasoned Portfolio Manager - Investments for a Port Elizabeth-based role in an asset management firm. You will shape investment strategies, manage risk, and oversee asset allocation across client mandates while engaging with high-net-worth clients.

The role requires a Master’s in Finance/Economics, CFA preferred, and a minimum of 6 years’ experience in portfolio management or investment analysis. Hybrid work model and growth opportunities are offered.

Qualifications

• Master's degree in Finance or Economics; CFA designation preferred.
• At least 6 years of experience in portfolio management or investment analysis.
• Strong understanding of financial markets, investment vehicles, and risk management principles.
• Excellent analytical, quantitative, and decision-making skills.
• Exceptional communication and presentation abilities, with experience interacting with high-net-worth clients.

Responsibilities

• Develop and implement investment strategies tailored to client objectives and risk profiles.
• Conduct in-depth market research, economic analysis, and security analysis.
• Make informed asset allocation and security selection decisions.
• Monitor portfolio performance, risk exposures, and attribution analysis.
• Communicate investment strategy, performance, and outlook to clients and stakeholders.
• Ensure compliance with all relevant regulations and internal investment guidelines.

Skills

Analytical thinking

Decision making

Client communication

Risk management

Portfolio monitoring

Education

Master's degree in Finance or Economics

CFA designation

Tools

Bloomberg Terminal

Excel

Financial modeling

Job description

About the Role

Our client, a well-established asset management firm in Port Elizabeth , is looking for a skilled Portfolio Manager - Investments . This role demands a strategic thinker with a proven track record in managing investment portfolios to achieve client objectives. You will be responsible for investment strategy development, asset allocation, security selection, and risk management across various client mandates, contributing to the firm's growth and reputation in the Eastern Cape financial community. This is a key role for driving investment performance in Port Elizabeth .

Key Responsibilities

• Develop and implement investment strategies tailored to client objectives and risk profiles.
• Conduct in-depth market research, economic analysis, and security analysis.
• Make informed asset allocation and security selection decisions.
• Monitor portfolio performance, risk exposures, and attribution analysis.
• Communicate investment strategy, performance, and outlook to clients and stakeholders.
• Ensure compliance with all relevant regulations and internal investment guidelines.

Requirements

• Master's degree in Finance, Economics, or a related field; CFA designation strongly preferred.
• Minimum of 6 years of experience in portfolio management or investment analysis.
• Demonstrated success in managing investment portfolios across different asset classes.
• Strong understanding of financial markets, investment vehicles, and risk management principles.
• Excellent analytical, quantitative, and decision-making skills.
• Exceptional communication and presentation abilities, with experience interacting with high-net-worth clients.

Benefits

• A highly competitive salary and performance-based incentive structure.
• Comprehensive medical and retirement benefits.
• Significant opportunities for professional growth and industry recognition.
• Hybrid work model offering flexibility and balance.
• Join a respected firm with a strong presence in Port Elizabeth .