Senior Portfolio Manager

Old Mutual South Africa; Paarl; On-site; ZAR 550,000 - 750,000; Full time

Job summary

A leading financial services provider in Paarl, South Africa, seeks an experienced professional to develop investment recommendations, analyze risks, and ensure compliance with financial policies. Candidates should possess strong skills in accounting, analytics, and data analysis, and hold an NQF Level 7 qualification. This role offers a chance to thrive in a dynamic environment dedicated to African opportunities.

Qualifications

• Experience in financial management and control.
• Ability to analyze and assess market risks.
• Proficient in data collection and analysis.

Responsibilities

• Deliver prescribed outcomes for financial control.
• Analyze and assess risks in products and markets.
• Conduct research for analysis of themes and trends.

Skills

Accounting

Analytics Software

Data Compilation

Education

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate

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 on 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 documents 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

20 August 2025, 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!