Senior Portfolio Manager

Placements24; Mossel Bay; Hybrid; ZAR 1,200,000 - 1,800,000; Full time

Benefits offered by this job

Competitive salary

Health insurance

Retirement plan

Generous PTO

Remote work schedule

Research tools access

Certifications support

Job summary

Placements24 is seeking a seasoned Senior Portfolio Manager to lead investment strategies in a remote-based role. You will develop and implement strategies, manage diverse portfolios, and pursue superior risk-adjusted returns while upholding the firm’s philosophy.

With 7+ years in portfolio management, you will conduct market research, asset allocation, and rigorous analysis to meet client objectives. This role emphasizes self-direction and strong remote-working capabilities.

Qualifications

• Bachelor's degree in Finance, Economics, or related field; Master's or CFA highly preferred.
• 7+ years of portfolio management/investment analysis experience.
• Proven track record of managing portfolios and achieving objectives.
• Expertise in financial modeling, valuation, and asset allocation techniques.
• Strong understanding of global financial markets and investment instruments.
• Excellent analytical, communication, and client relationship skills; ability to work remotely.

Responsibilities

• Develop, implement, and manage investment strategies across asset classes.
• Conduct research and analysis of securities, economic trends, and market conditions.
• Construct and rebalance portfolios to align with risk and return objectives.
• Monitor portfolio performance, identify deviations, and adjust strategies.
• Communicate strategy, performance, and outlook to clients and internal stakeholders.
• Ensure compliance with regulatory requirements and internal policies.

Job description

About the Role

Our client is seeking a seasoned Senior Portfolio Manager to lead their investment strategies from a remote-based position. This role is responsible for developing and implementing investment strategies, managing diverse portfolios, and achieving superior risk-adjusted returns for clients. You will conduct in-depth market research, security analysis, and asset allocation to meet client objectives and uphold the firm's investment philosophy. This is a crucial role for an experienced professional who excels in a self-directed, remote work environment and possesses a proven track record of investment success.

Key Responsibilities

• Develop, implement, and manage investment strategies across various asset classes.
• Conduct rigorous research and analysis of securities, economic trends, and market conditions.
• Construct and rebalance investment portfolios to align with client risk tolerance and return objectives.
• Monitor portfolio performance, identify deviations, and execute timely adjustments.
• Communicate investment strategy, performance, and outlook clearly to clients and internal stakeholders.
• Ensure compliance with all regulatory requirements and internal investment policies.

Requirements

• Bachelor's degree in Finance, Economics, or a related field; Master's degree or CFA designation highly preferred.
• Minimum of 7 years of experience in portfolio management, investment analysis, or a related financial field.
• Demonstrated success in managing portfolios and achieving investment objectives.
• Expertise in financial modeling, valuation, and asset allocation techniques.
• Strong understanding of global financial markets and various investment instruments.
• Excellent analytical, communication, and client relationship management skills, with proven ability to thrive remotely.

Benefits

• Highly competitive compensation package including base salary, performance bonuses, and profit sharing.
• Comprehensive health, dental, and vision insurance.
• Retirement savings plan with generous employer match.
• Generous paid time off and flexible remote working schedule.
• Access to cutting-edge research tools and analytical platforms.
• Professional development opportunities and support for certifications.