Senior Investment Portfolio Manager

Placements24; Upington; Hybrid; ZAR 1,800,000 - 2,600,000; Full time

Benefits offered by this job

Competitive base salary

Performance-based bonuses

Long-term incentive plans

Health coverage

Retirement savings plan

Generous PTO

Hybrid work model in Upington

Job summary

Placements24 in Upington, Northern Cape, is seeking a Senior Investment Portfolio Manager to lead development and execution of investment strategies for client portfolios. The role combines office collaboration with flexible remote work and requires strong market knowledge and risk management.

The ideal candidate has 7+ years in portfolio management, a Master's in Finance/Economics, and CFA is highly preferred.

Qualifications

• Master's degree in Finance, Economics, or related quantitative field.
• CFA designation highly preferred.
• Minimum 7 years of portfolio management or investment analysis experience.
• Proven track record of delivering strong performance.
• Expertise across equities, fixed income, and alternatives.
• Strong financial modeling and quantitative analysis skills.
• Excellent communication and interpersonal skills.
• Ability to work independently in a fast-paced, client-focused environment.
• Leadership potential and ability to mentor junior staff.

Responsibilities

• Develop, implement, and manage investment strategies across asset classes.
• Construct and optimize client portfolios to meet objectives and risk tolerances.
• Conduct market research, economic analysis, and security selection.
• Monitor portfolio performance and manage opportunities and risks.
• Communicate performance and outlook to clients and internal stakeholders.
• Collaborate with research analysts and traders to execute decisions.
• Ensure compliance with regulatory requirements and internal policies.
• Develop and mentor junior investment team members.
• Stay updated on market developments and macro factors.
• Contribute to investment committee discussions and strategic planning.
• Build relationships with institutional and high-net-worth clients.

Skills

Portfolio management

Investment analysis

Risk management

Financial modeling

Communication skills

Leadership/mentoring

Education

Master's degree in Finance, Economics, or related quantitative field

CFA designation preferred

Job description

About the Role

Our client, a leading asset management firm, is seeking a highly experienced and results-oriented Senior Investment Portfolio Manager to join their esteemed team in Upington, Northern Cape . This senior role is responsible for developing and executing investment strategies, managing client portfolios, and driving superior risk-adjusted returns. The ideal candidate will possess a deep understanding of financial markets, asset allocation, and sophisticated investment tools. You will play a crucial role in client relationship management, performance reporting, and contributing to the firm's overall investment philosophy and growth. This position requires a strong analytical acumen, exceptional decision-making capabilities, and a commitment to ethical conduct and client satisfaction. Based in Upington , this hybrid role offers a blend of strategic office engagement and flexible remote work, providing a dynamic professional experience.

Key Responsibilities

• Develop, implement, and manage investment strategies across various asset classes.
• Construct and optimize client investment portfolios to meet specific objectives and risk tolerances.
• Conduct in-depth market research, economic analysis, and security selection.
• Monitor portfolio performance, identifying and acting on opportunities and risks.
• Communicate investment performance and outlook clearly to clients and internal stakeholders.
• Collaborate with research analysts and traders to execute investment decisions effectively.
• Ensure compliance with all regulatory requirements and internal policies.
• Develop and mentor junior members of the investment team.
• Stay abreast of market developments, industry trends, and macroeconomic factors.
• Contribute to the firm's investment committee discussions and strategic planning.
• Build and maintain strong relationships with institutional and high-net-worth clients.

Requirements

• Master's degree in Finance, Economics, or a related quantitative field.
• CFA designation is highly preferred.
• Minimum of 7 years of progressive experience in portfolio management or investment analysis.
• Proven track record of successfully managing investment portfolios and delivering strong performance.
• In-depth knowledge of various asset classes (equities, fixed income, alternatives) and financial instruments.
• Expertise in investment research, financial modeling, and quantitative analysis.
• Strong understanding of risk management principles and tools.
• Excellent communication, presentation, and interpersonal skills.
• Ability to work independently and collaboratively in a fast-paced, client-focused environment.
• Demonstrated leadership potential and ability to mentor junior staff.
• Proficiency in financial software and data platforms.
• Experience working within the Northern Cape or similar market context is beneficial.

Benefits

• Our client offers an attractive compensation package, including a competitive base salary, performance-based bonuses, and long-term incentive plans.
• Benefits include comprehensive health coverage, a robust retirement savings plan, and generous paid time off.
• Opportunities for professional growth, continuous learning, and career advancement are central to our client's philosophy.
• The hybrid work model in Upington provides flexibility, combining office collaboration with remote work convenience.
• Join a respected firm known for its commitment to excellence and client success.