Remote Investment Strategy & Portfolio Lead

Placements24

Centurion

Hybrid

ZAR 1,200,000 - 2,400,000

Full time

4 days ago
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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

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

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