Portfolio Manager - Remote

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

Benefits offered by this job

Health insurance

Paid time off

Remote work support

CFA study assistance

Professional development tools

Job summary

Placements24 is seeking an experienced Portfolio Manager to join our investment team. This fully remote role lets you manage client portfolios from anywhere in South Africa, developing strategies and conducting market research.

You will work with analysts and traders to optimize performance while maintaining compliance and client communication. The ideal candidate has a finance degree, CFA preferred, and 7+ years of portfolio management or analysis experience, with strong skills in modeling,

Qualifications

• Bachelor's degree in Finance, Economics, or related quantitative field.
• CFA designation is highly preferred.
• 7+ years in portfolio management or investment analysis.
• Proven track record of managing portfolios and achieving benchmarks.
• Strong knowledge of equities, fixed income, alternatives, and investment strategies.
• Proficiency in financial modeling, valuation techniques, and statistical analysis.

Responsibilities

• Develop and implement investment strategies aligned with client objectives and risk profiles.
• Manage and monitor client portfolios, making adjustments to optimize performance.
• Conduct fundamental and technical analysis of securities and markets.
• Identify and evaluate opportunities across asset classes.
• Keep abreast of macroeconomic trends and their impact on investments.
• Maintain client relationships with regular performance updates and advice.
• Collaborate with research analysts and traders to inform decisions.
• Ensure compliance with regulatory requirements and internal policies.
• Prepare investment reports and presentations for clients and management.
• Contribute to investment research and thought leadership.

Skills

Portfolio management

Financial analysis

Risk management

Regulatory compliance

Financial modeling

Education

Bachelor's degree in Finance or Economics

Tools

Portfolio management software

Trading platforms

Job description

About the Role

Our client, a distinguished asset management firm, is seeking an accomplished Portfolio Manager to join their investment team. This position is fully remote, offering a unique opportunity to manage investment portfolios from any location within South Africa. The Portfolio Manager will be responsible for developing and executing investment strategies, managing client portfolios, conducting in-depth market research, and ensuring alignment with client objectives and risk tolerance. You will analyze market trends, identify investment opportunities, and make strategic asset allocation decisions. This role requires a deep understanding of financial markets, investment vehicles, and risk management principles, coupled with exceptional analytical and decision‑making capabilities. The successful candidate will be instrumental in driving investment performance and fostering strong client relationships in a fully remote, collaborative setting.

Key Responsibilities

• Develop and implement investment strategies tailored to client objectives and risk profiles.
• Manage and monitor investment portfolios, making adjustments as necessary to optimize performance.
• Conduct thorough fundamental and technical analysis of securities and markets.
• Identify and evaluate investment opportunities across various asset classes.
• Maintain a deep understanding of macroeconomic trends and their impact on investments.
• Build and maintain strong relationships with clients, providing regular performance updates and financial advice.
• Collaborate with research analysts and traders to inform investment decisions.
• Ensure compliance with all regulatory requirements and internal investment policies.
• Prepare investment reports and presentations for clients and management.
• Contribute to the firm's investment research and thought leadership.

Requirements

• Bachelor's degree in Finance, Economics, or a related quantitative field.
• CFA designation is highly preferred.
• Minimum of 7 years of experience in portfolio management or investment analysis.
• Proven track record of successfully managing investment portfolios and achieving benchmark performance.
• Strong knowledge of financial markets, various asset classes (equities, fixed income, alternatives), and investment strategies.
• Proficiency in financial modeling, valuation techniques, and statistical analysis.
• Excellent analytical, critical thinking, and decision‑making skills.
• Exceptional communication, presentation, and client relationship management skills.
• Ability to work independently, manage time effectively, and thrive in a remote work environment.
• Familiarity with portfolio management software and trading platforms.

Benefits

• Highly competitive salary and performance-driven bonus structure.
• Comprehensive health, dental, and vision insurance.
• Retirement savings plan with generous company contributions.
• Generous paid time off and flexible working hours.
• Fully remote work opportunity.
• Opportunities for professional development, including support for CFA studies.
• Access to cutting-edge investment research tools.
• Dynamic and intellectually stimulating work environment.