Senior Investment Manager - Insurance Portfolios

Placements24; Klerksdorp; On-site; ZAR 1,000,000 - 1,500,000; Full time

Benefits offered by this job

Salary and bonus

Medical aid

Pension fund

Long-term incentives

Growth opportunities

Conferences & seminars

Career development plan

Performance incentives

Job summary

Placements24 is seeking a seasoned Senior Investment Manager based in Klerksdorp, North West, to lead investment strategies across large insurance portfolios. You will oversee asset allocation, portfolio construction, risk management, and performance monitoring to meet liabilities and objectives.

The role requires a strong track record in institutional investing, CFA progress, and the ability to work with actuarial and finance teams while mentoring junior staff.

Qualifications

• Master's degree in Finance, Economics, or related field.
• CFA charterholder or progress towards it preferred.
• Minimum 8 years in investment management with institutional assets experience.
• Strong portfolio management and performance track record.
• Deep knowledge of asset classes, instruments, and risk management.
• Analytical, quantitative, and decision-making skills.
• Strong communication and interpersonal skills.
• Based in or willing to relocate to Klerksdorp, North West.

Responsibilities

• Develop and implement investment strategies for insurance portfolios.
• Manage a multi-asset class portfolio including equities, fixed income, property, and alternatives.
• Conduct market research and due diligence on potential investments.
• Optimize asset allocation to balance risk and liquidity.
• Monitor portfolio performance against benchmarks.
• Engage with external investment managers, brokers, and custodians.
• Ensure compliance with investment regulations and internal policies.
• Prepare investment reports for the Investment Committee and senior management.
• Collaborate with actuarial and finance teams to align strategies with company goals.
• Mentor and guide junior investment team members.

Skills

Asset allocation

Portfolio construction

Risk management

Performance monitoring

Market research

Due diligence

Regulatory compliance

Stakeholder communication

Education

Master's degree in Finance or Economics

CFA charterholder or progress towards CFA

Tools

Financial modeling software

Job description

About the Role

Our client, a distinguished financial services group, is seeking a seasoned Senior Investment Manager to oversee and direct investment strategies for their substantial insurance portfolios. Based in Klerksdorp, North West , this critical role involves managing a diverse range of assets to meet the long-term liabilities and financial objectives of the insurance business. You will be responsible for asset allocation, portfolio construction, risk management, and performance monitoring. The ideal candidate possesses a deep understanding of financial markets, investment vehicles, and the unique requirements of institutional investors like insurance companies. This is a highly influential position within the organization, demanding strategic thinking and robust decision-making capabilities in Klerksdorp .

Key Responsibilities

• Develop and implement investment strategies tailored to the specific needs and regulatory requirements of insurance portfolios.
• Manage a multi-asset class investment portfolio, including equities, fixed income, property, and alternative investments.
• Conduct thorough market research, economic analysis, and due diligence on potential investments.
• Optimize asset allocation to balance risk and return objectives, ensuring sufficient liquidity for liabilities.
• Monitor portfolio performance against benchmarks and make tactical adjustments as needed.
• Engage with external investment managers, brokers, and custodians.
• Ensure compliance with all relevant investment regulations and internal policies.
• Prepare comprehensive investment reports and present findings to the Investment Committee and senior management.
• Collaborate closely with the actuarial and finance teams to align investment strategies with company goals.
• Mentor and guide junior members of the investment team.

Requirements

• Master's degree in Finance, Economics, or a related field; CFA charterholder or progress towards it is highly preferred.
• Minimum of 8 years of progressive experience in investment management, with specific experience in managing institutional assets, preferably for insurance companies.
• Proven track record of successful portfolio management and strong investment performance.
• In-depth knowledge of various asset classes, financial instruments, and risk management techniques.
• Excellent analytical, quantitative, and decision-making skills.
• Strong understanding of South African and global financial markets.
• Exceptional communication, presentation, and interpersonal skills.
• Ability to work effectively under pressure and manage complex portfolios.
• Proficiency in financial modeling and investment analysis software.
• Must be based in or willing to relocate to Klerksdorp, North West .

Benefits

• Our client offers a highly attractive salary and bonus structure, commensurate with the seniority and scope of this role.
• A comprehensive benefits package includes top-tier medical aid, a substantial pension fund, and potential long-term incentive plans.
• This position provides significant opportunities for professional growth and influence within the financial services sector.
• You will be working in a dynamic environment in Klerksdorp , with opportunities to attend industry conferences and seminars.
• The company culture values expertise and strategic foresight, offering a clear career trajectory.
• Additional benefits include performance-related incentives and a supportive team environment.