Senior Portfolio Manager

Old Mutual; Paarl; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A financial services company in Paarl seeks a candidate to develop investment recommendations, analyze financial risks, and contribute to financial policies. The ideal applicant will have a degree or equivalent qualification, strong analytical skills, and experience in financial management. The role focuses on risk scenario modeling and investment management, ensuring compliance with regulations and delivering high-quality services.

Qualifications

• Degree or equivalent qualification in finance or related field.
• Strong analytical and quantitative skills.
• Ability to communicate complex information clearly.

Responsibilities

• Deliver prescribed outcomes for financial control.
• Analyze risks associated with investment products.
• Conduct research and analyze market trends.

Skills

Accounting

Analytics Software

Client Management

Oral Communications

Data Compilation

Education

NQF Level 7 - Degree, Advanced Diploma or Postgraduate Certificate

Job description

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 InsightCollaboratesCommunicates EffectivelyDecision QualityEnsures AccountabilityFinancial AcumenInstills TrustManages Complexity

Education

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

Closing Date

20 August 2025 , 23 : 59