Senior Portfolio Leader - Multi-Asset Strategy & Mentorship

HR Genie; Pretoria; On-site; ZAR 1 000 000 - 1 500 000; Full time

Job summary

A leading financial firm in Pretoria is seeking a highly skilled Senior Portfolio Manager to develop and manage investment strategies for multi-asset portfolios. The role involves client engagement, risk management, and leading a team. Candidates should have a postgraduate degree and over 7 years of experience in portfolio management. This position offers competitive compensation and opportunities for career growth.

Qualifications

• Minimum 7 years experience in portfolio management, multi-manager research, or investment consulting.
• Proven track record managing discretionary mandates including various investment vehicles.
• Strong understanding of investment markets and regulatory frameworks.

Responsibilities

• Develop long-term investment strategies aligned with client objectives.
• Design and manage multi-asset portfolios per client mandates.
• Conduct research on third-party asset managers.

Skills

Leadership

Mentoring

Team collaboration

Investment strategy development

Market insights

Risk management

Client engagement

Portfolio management

Education

Postgraduate degree in Finance, Economics, or related field

CFA preferred

Tools

Morningstar

Excel

IRESS

OPUS

Factset

Job description

A leading financial firm in Pretoria is seeking a highly skilled Senior Portfolio Manager to develop and manage investment strategies for multi-asset portfolios. The role involves client engagement, risk management, and leading a team. Candidates should have a postgraduate degree and over 7 years of experience in portfolio management. This position offers competitive compensation and opportunities for career growth.