Senior Portfolio Manager

Old Mutual; Paarl; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading financial services provider is seeking a Senior Portfolio Manager in Western Cape, Paarl. The role involves developing investment recommendations and assessing risks in various financial products. Candidates should possess a relevant degree or equivalent and demonstrate strong analytical and client management skills. The closing date for applications is December 30, 2025.

Responsibilities

• Deliver outcomes for a designated financial control area.
• Analyze risks for products and business areas.
• Conduct research using primary data sources.
• Develop financial policies and guidelines.
• Develop investment models for senior colleagues.
• Advise on existing procedures and precedents.
• Support internal communications systems.
• Resolve complex queries from customers.
• Edit documents following guidelines.
• Build effective working relationships professionally.
• Participate in continuous education and training.

Skills

Accounting

Analytics Software

Client Management

Data Compilation

Oral Communications

Education

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Job description

Job title : Senior Portfolio Manager

Job Location : Western Cape, Paarl

Deadline : December 30, 2025

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Job Description

• Participates in developing investment recommendations for portfolio managers relating to existing and potential investments. Develops and amends quantitative models to analyse and forecast market developments, estimating risks, identifying factors influencing investment decisions and quantifying potential risks and rewards.

Responsibilities

• Work within established systems to deliver prescribed outcomes for a designated area of financial control.
• Analyze and assess the risks associated with products, individual applications, new business areas, and the market to quantify risk and ensure it is within the agreed risk appetite.
• Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
• Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.
• Develop and amend investment models to provide input to senior colleagues and / or help manage assigned portfolios.
• Advise managers how to apply a wide variety of existing procedures and precedents.
• Help others get the most out of internal communications systems by offering support and advice.
• Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
• Edit document in line with organizational style guidelines and prepare information for publication.
• Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.
• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills

• Accounting, Action Planning, Analytics Software, Budget Management, Client Management, Computer Literacy, Data Classification, Data Compilation, Evaluating Information, Numerical Aptitude, Oral Communications, Policies & Procedures, Professional Presentation

Competencies

• Business Insight
• Collaborates
• Communicates Effectively
• Decision Quality
• Ensures Accountability
• Financial Acumen
• Instills Trust
• Manages Complexity

Education

• NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

• 20 August 2025
• Accounting / Financial Services jobs