Senior Portfolio Manager

Placements24; Gqeberha; Hybrid; ZAR 1,800,000 - 3,200,000; Full time

Benefits offered by this job

Competitive salary and bonus

Health, dental, and vision insurance

Retirement plan with employer contrib.

Professional development support

Hybrid in-office with remote flex

Wellness programs and team-building

Career growth in Port Elizabeth

Job summary

Placements24 is recruiting a Senior Portfolio Manager for our client, an asset management firm in Port Elizabeth, to lead investment portfolios and implement strategies. The role involves asset allocation decisions, risk management, and collaboration with investment committees and research teams to identify opportunities across asset classes.

A CFA is preferred; a Master’s degree is required, with 8+ years in portfolio management.

Qualifications

• Master's degree in Finance, Economics, or related quantitative field.
• A CFA designation is highly preferred.
• Minimum of 8 years of experience in portfolio management or investment analysis.
• Proven track record of managing investment portfolios and achieving strong performance.
• In-depth knowledge of asset classes, investment strategies and markets.
• Strong quantitative and analytical skills with proficiency in financial modeling.
• Excellent understanding of risk management principles and tools.
• Strong communication, presentation and interpersonal skills.
• Ability to work independently and as part of a collaborative team.
• Experience with portfolio management software and trading platforms.

Responsibilities

• Develop and implement investment strategies aligned with client objectives and risk profiles.
• Make informed asset allocation and security selection decisions across asset classes.
• Conduct thorough fundamental and quantitative research to identify investment opportunities.
• Monitor portfolio performance, risk exposures, and market conditions on an ongoing basis.
• Execute trades and manage portfolio transactions efficiently and effectively.
• Prepare comprehensive performance reports and investment commentary for clients and internal stakeholders.
• Collaborate with research analysts, economists, and other investment professionals.
• Ensure compliance with regulatory requirements and internal policies.
• Build and maintain strong relationships with clients, understanding evolving needs.
• Contribute to the firm's investment strategy discussions and thought leadership.

Skills

Portfolio management

Financial analysis

Risk management

Communication

Presentation

Independent work

Team collaboration

Decision making under pressure

Quantitative skills

Education

Master's degree in Finance/Economics

Tools

Portfolio management software

Trading platforms

Financial modeling

Job description

About the Role

Our client, a respected asset management firm with a growing presence in Port Elizabeth , is seeking a highly experienced and results-oriented Senior Portfolio Manager to lead and manage investment portfolios. This crucial role involves developing and implementing investment strategies, making asset allocation decisions, and managing risk to achieve superior risk-adjusted returns for clients. You will work closely with investment committees and research teams to identify investment opportunities across various asset classes. The ideal candidate possesses a deep understanding of financial markets, a strong analytical toolkit, and a proven track record of successful portfolio management. This is an excellent opportunity to contribute to a reputable firm within the dynamic financial sector of Port Elizabeth , offering a blend of strategic leadership and hands-on portfolio management. We are looking for a candidate who can demonstrate excellent decision-making abilities, a commitment to fiduciary duty, and strong communication skills to articulate investment strategies to clients and stakeholders. Join a collaborative team dedicated to delivering exceptional investment performance and client service.

Key Responsibilities

• Develop and implement investment strategies aligned with client objectives and risk profiles.
• Make informed asset allocation and security selection decisions across various asset classes.
• Conduct thorough fundamental and quantitative research to identify investment opportunities.
• Monitor portfolio performance, risk exposures, and market conditions on an ongoing basis.
• Execute trades and manage portfolio transactions efficiently and effectively.
• Prepare comprehensive performance reports and investment commentary for clients and internal stakeholders.
• Collaborate with research analysts, economists, and other investment professionals.
• Ensure compliance with all regulatory requirements and internal investment policies.
• Build and maintain strong relationships with clients, understanding their evolving needs.
• Contribute to the firm's investment strategy discussions and thought leadership.

Requirements

• Master's degree in Finance, Economics, or a related quantitative field.
• A CFA designation is highly preferred.
• Minimum of 8 years of experience in portfolio management or investment analysis.
• Proven track record of managing investment portfolios and achieving strong performance.
• In-depth knowledge of various asset classes, investment strategies, and financial markets.
• Strong quantitative and analytical skills, with proficiency in financial modeling and valuation techniques.
• Excellent understanding of risk management principles and tools.
• Strong communication, presentation, and interpersonal skills.
• Ability to work independently and as part of a collaborative team.
• Demonstrated ability to make sound investment decisions under pressure.
• Familiarity with portfolio management software and trading platforms.

Benefits

• Our client offers a competitive salary and bonus structure commensurate with experience and performance.
• A comprehensive benefits package includes health, dental, and vision insurance.
• A retirement savings plan with employer contributions is provided.
• Opportunities for professional development and continued education are supported.
• This hybrid role offers a balance between in-office collaboration and remote flexibility, allowing for a dynamic work environment in Port Elizabeth .
• Employees can also take advantage of wellness programs and team-building activities.
• Join a firm that values expertise and offers a path for career growth within the investment management industry in Port Elizabeth .