Remote Investment Portfolio Manager

Placements24; Centurion; Hybrid; ZAR 1,200,000 - 2,400,000; Full time

Benefits offered by this job

Performance bonuses

Remote work

Professional development funding

Health insurance

Retirement plan

Investment research tools access

Job summary

Placements24 is recruiting a remote Investment Portfolio Manager in Gauteng for a distinguished banking & finance client. You will develop and implement investment strategies, manage client assets, and drive portfolio performance from Centurion.

The role requires market insight, risk management and strong client relationships for asset growth and retention. With 7+ years in investment management and CFA or master's preferred, you will work autonomously in a fully remote setup, collaborating with

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• Master's or CFA charter highly preferred.
• 7+ years in investment/portfolio management or advisory.
• Proven track record of portfolio performance and client retention.
• Strong knowledge of asset classes, instruments and strategies.
• Expertise in financial modeling, valuation and risk techniques.

Responsibilities

• Develop and implement tailored investment strategies for clients.
• Conduct market research, economic analysis and security selection.
• Monitor performance, risk exposure and asset allocation, adjusting as needed.
• Maintain long-term client relationships and understand goals and risk tolerance.
• Prepare performance reports and client/internal presentations.
• Stay informed on market trends, regulation, and new opportunities.
• Collaborate with research and compliance to ensure best practices.
• Manage client expectations and deliver exceptional service.
• Adhere to compliance and ethical standards.

Skills

Investment strategy

Portfolio management

Client relationships

Risk management

Financial analysis

Market knowledge

Communication

Education

Bachelor's in Finance/Economics

Master's or CFA

Tools

Bloomberg Terminal

Excel

Job description

About the Role

Our client, a distinguished financial services firm within the Banking & Finance sector, is actively recruiting for a talented and strategic Remote Investment Portfolio Manager. This position is entirely remote, allowing you to manage client portfolios from any location. The successful candidate will be responsible for developing and implementing investment strategies, managing client assets, and ensuring optimal portfolio performance in alignment with client objectives and market conditions. This role requires a deep understanding of financial markets, investment products, and risk management. You will play a pivotal role in nurturing client relationships and growing assets under management, all within a flexible, remote work framework based out of Centurion, Gauteng. This is a challenging yet rewarding opportunity for a seasoned professional seeking autonomy and impact.

Key Responsibilities

• Develop and execute tailored investment strategies for a diverse client base.
• Conduct in-depth market research, economic analysis, and security selection.
• Monitor portfolio performance, risk exposure, and asset allocation, making necessary adjustments.
• Build and maintain strong, long-term relationships with clients, understanding their financial goals and risk tolerance.
• Prepare regular performance reports and presentations for clients and internal stakeholders.
• Stay abreast of market trends, regulatory changes, and new investment opportunities.
• Collaborate with internal teams, including research and compliance, to ensure best practices.
• Manage client expectations and provide exceptional service.
• Adhere strictly to all compliance and ethical standards.

Requirements

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• A Master's degree or CFA charter is highly preferred.
• Minimum of 7 years of experience in investment management, portfolio management, or financial advisory.
• Proven track record of successful portfolio performance and client retention.
• Comprehensive knowledge of various asset classes, financial instruments, and investment strategies.
• Expertise in financial modeling, valuation, and risk management techniques.
• Proficiency in portfolio management software and analytical tools.
• Excellent communication, negotiation, and client relationship management skills.
• Ability to work autonomously and effectively manage a remote workload.
• Strong understanding of South African financial markets and regulations.

Benefits

• Attractive base salary with significant performance-based bonuses.
• Fully remote work environment with the flexibility to work from anywhere.
• Generous provision for professional development, including funding for certifications and conferences.
• Comprehensive health insurance and retirement savings plan.
• Access to sophisticated investment research and tools.
• Opportunities for career growth and leadership within a reputable firm.