Remote Investment Portfolio Manager

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

Benefits offered by this job

Performance bonuses

Fully remote

Professional development funding

Health insurance

Retirement plan

Investment research tools

Job summary

Placements24 is recruiting a Remote Investment Portfolio Manager to lead development and execution of client strategies from anywhere. The role emphasizes autonomous management, stringent risk controls, and ongoing client engagement to grow assets under management.

The ideal candidate has 7+ years in investment management, strong SA market knowledge, and a background in finance, with CFA or master's preferred. This fully remote position offers a competitive base and performance bonuses.

Qualifications

• Minimum of 7 years in investment management or financial advisory.
• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• Master's degree or CFA charter preferred.
• Proven track record of portfolio performance and client retention.
• Knowledge of asset classes, instruments and strategies.
• Experience with financial modeling, valuation and risk management.
• Ability to work autonomously in a remote setting.
• Strong knowledge of SA markets and regulations.

Responsibilities

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

Skills

Communication skills

Negotiation

Client relationship management

Remote work autonomy

Financial analysis

Portfolio management

Risk management

Education

Bachelor’s degree in Finance/Economics/Business Administration

Master’s degree or CFA charter

Tools

Portfolio management software

Analytical tools

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.