Senior Portfolio Manager

oldmutual; Paarl; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Old Mutual in South Africa seeks an experienced investment analyst to support portfolio managers by developing quantitative models and investment recommendations. The role emphasizes financial control, risk assessment, and data-driven decision making within established policies.

You will conduct research, analyze market developments, and help prepare publications while maintaining strong internal client relationships and professional standards.

Qualifications

• NQF Level 7 degree or equivalent required.
• Strong accounting and analytics capabilities with numerical aptitude.
• Experience in financial modelling, risk assessment and investment analysis.

Responsibilities

• Develop investment recommendations for portfolio managers.
• Develop and amend quantitative models to forecast market developments and quantify risks.
• Contribute to financial policies, guidelines, and protocols to ensure regulatory compliance.
• Analyze data to identify key themes and trends for decision making.
• Advise on internal communications and information dissemination to stakeholders.
• Build effective relationships with internal clients while delivering professional services.

Skills

Accounting

Analytics Software

Budget Management

Client Management

Data Analysis

Numerical Aptitude

Oral Communications

Policies & Procedures

Professional Presentation

Data Classification

Education

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

Job description

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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

Financial Management and Control

Work within established systems to deliver prescribed outcomes for a designated area of financial control.

Risk Scenario Modeling

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.

Data Collection and Analysis

Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.

Financial Policies, Guidelines, and Protocols

Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.

Investment Management

Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios.

Recommendations

Advise managers how to apply a wide variety of existing procedures and precedents.

Internal Communications

Help others get the most out of internal communications systems by offering support and advice.

Information and Business 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.

Document Preparation

Edit document in line with organizational style guidelines and prepare information for publication.

Internal Client Relationship Management

Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.

Personal Capability Building

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

06 September 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!